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Manage Your Quotes with CPQ
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            OmniStudio and OmniStudio Document Generation with Salesforce CPQ+

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            OmniStudio and OmniStudio Document Generation with Salesforce CPQ+

            With OmniStudio Document Generation, create complex documents such as quotes quickly, accurately, and consistently. With OmniStudio FlexCards, DataRaptor, and other OmniStudio features, create guided interactions and other rich user experiences without code. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ+ Winter ’24

            Install the OmniStudio managed package to create applications and workflows with data from both Salesforce CPQ+ and external sources. To help keep your org up to date, choose to receive automatic push updates to the OmniStudio package.

            Use these OmniStudio features with your Salesforce CPQ+ license.

            OmniScripts
            Design flexible, responsive interactions that give constituents a guided path for completing a business process.
            Integration Procedures
            Read and write data between Salesforce and external systems. Send emails, DocuSign envelopes, perform complex list processing, and use additional features.
            FlexCards
            Show contextual information in an at-a-glance format and provide access to relevant tasks to act on the data.
            DataRaptors
            Read, transform, and write Salesforce data.

            See Also

             
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