Enable OmniAnalytics and Store Tracking Data (Managed Package)

For the managed package runtime, to enable OmniAnalytics, you must first allocate space in the VlocityMetadata partition of the Platform Cache. Then you must configure custom settings that determine whether OmniAnalytics is enabled and whether OmniAnalytics data is stored in VlocityTrackingEntry__c object records, VlocityTrackingEvent__e platform events, or both.

1. Go to Setup.

   • In Lightning Experience, click the gear icon and select Setup from the menu.

   • In Salesforce Classic, click the user menu and select Setup from the menu.

2. In the Quick Find field, enter Custom Settings.
3. Click Custom Settings.
4. Click the letter G in the index across the top.
   
5. To the left of General Settings, click Manage.
   
6. For each setting, click New, enter a Name and a Value, then click Save.

   To follow the examples in the workflow, add all these settings with values of true except OmniAnalyticsTrackAsEvent.

   Name	Values	Description
   OmniAnalyticsEnabled	true or false, default is false	If true, enables OmniAnalytics and tracks data for Omniscripts and Flexcards.
   OmniAnalyticsTrackAsObject	true or false, default is false	If true, saves tracking data in VlocityTrackingEntry__c object records.
   OmniAnalyticsTrackAsEvent	true or false, default is false	If true, publishes tracking data in VlocityTrackingEvent__e platform event records. VlocityTrackingEntry__c and VlocityTrackingEvent__e records have different fields. However, they have the same JSON structures in their Data fields. See View the Vlocity Tracking Entry Records (Managed Package).

   

   Note

   If the Vlocity Tracking Group Type is set to Internal, OmniAnalyticsTrackAsObject and OmniAnalyticsTrackAsEvent cannot both be false. If the Vlocity Tracking Group Type is set to Web and you don't need to save data to Salesforce, both can be false. See Create a Tracking Group and Add Components to Track (Managed Package).