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Omnistudio for Managed Packages
Omnistudio for Managed Packages Basics
- Meeting Industry Challenges with Omnistudio (Managed Package)
- Use the Applications Together (Managed Package)
- Omniscript Basics (Managed Package)
- Vlocity Cards Framework Basics (Managed Package)
- Omnistudio Data Mapper or Integration Procedure? (Managed Package)
- Integration Procedure Features Not in Omniscripts (Managed Package)
- Customizable Style Guide for Newport Design System (Managed Package)
- Omnistudio Data Mapper Basics (Managed Package)
- Viewing the Namespace and Package Version of Omnistudio for Managed...
- sObject Descriptions for Omnistudio for Managed Packages (Managed...
- Naming Conventions in Omnistudio for Managed Packages (Managed...
Differences Between Omnistudio and Omnistudio for Managed Packages...
- Does Your Org Use Custom or Standard Objects? (Managed Package)
- Supported Features in Omnistudio and Omnistudio for Managed Packages...
- Which Version of Omnistudio Do You Have? (Managed Package)
Omnistudio Hybrid
- Omnistudio Hybrid Compatibility Matrix
- Create Components Using Omnistudio Hybrid
Deploying Omnistudio Components Between Orgs or Migrating from...
- Deployment of Omnistudio for Managed Packages Components Between...
- Data Deployment with the Omnistudio Build Tool (Managed Package)
- IDX Workbench Desktop Application (Managed Package)
- Data Deployment with Data Packs (Managed Package)
Migrate Your Components to Omnistudio Standard Runtime
- About the Migration Process
- About the Omnistudio Migration Assistant
- Omnistudio Migration Prerequisites
  - Pre-Migration Steps to Complete Your Migration
- Install the Omnistudio Migration Assistant
- Migrate Omnistudio Components from Vlocity Industries Managed...
- Migrate Omnistudio Components from Vlocity Industries Managed...
- Migrate Omnistudio Components from Omnistudio Foundation Package and...
Update References to Use the Salesforce Standard Data Model
- Set the Omnistudio Designers to Use the Standard Data Model
- Updates to Omnistudio Custom Functions
- Update Omniscript Custom Lightning Web Components and Omniscript...
- Update Components Deployed on Lightning Pages
- Update Components Deployed on Experience Cloud Site or Community Pages
- Update References to Omnistudio Components After Migration
- Update Remote Actions
Vlocity Lightning Web Components (Managed Package)
- Set Up Lightning Web Components (Managed Package)
- Extend Vlocity Lightning Web Components (Managed Package)
- Deploy Lightning Web Components (Managed Package)
- Launch Lightning Web Component URLs with vlocityLWCWrapper (Managed...
- Access Actions in a Lightning Page with the Power Launcher Component...
- Base Vlocity LWC ReadMe Reference (Managed Package)
Omniscripts (Managed Package)
- Lightning Web Component Omniscripts (Managed Package)
- Classic Omniscript Designer (Managed Package)
- Omniscript Best Practices (Managed Package)
- Create Multi-Language Omniscripts (Managed Package)
- Advanced Configuration for Omniscript Form Elements (Managed Package)
- Configuring Omniscript Styling and UI Behavior (Managed Package)
  - Designing and Styling Omniscript (Managed Package)
  - Modify Omniscript UI Behavior (Managed Package)
- Omniscript Data and External Integrations (Managed Package)
- Administering, Deploying, and Launching Omniscripts (Managed Package)
- Omniscript Element Reference (Managed Package)
- Omniscript ReadMe Reference (Managed Package)
Flexcards and Vlocity Cards Framework (Managed Package)
- Flexcards (Managed Package)
- Classic Cards (Managed Package)
- Backward Compatibility Support for Passing Page Params (Managed...
- Cards Caching (Managed Package)
- Enable and Disable Data Sources (Managed Package)
  - Enable or Disable Data Sources for an Org (Managed Package)
  - Enable or Disable Data Sources For a Profile or User (Managed Package)
- Vlocity Customer Story (Managed Package)
OmniOut (Managed Package)
- Download the OmniOut Static Resource (Managed Package)
- Install OmniOut Dependencies (Managed Package)
- OmniOut Supported Components (Managed Package)
- Include Embedded Components in Your OmniOut Project (Managed Package)
- Include Nested Custom LWCs in Your OmniOut Omniscript (Managed...
- Add an Omniscript Lightning Web Component to OmniOut (Managed Package)
- Add a Flexcard LWC to OmniOut (Managed Package)
- Create a Connected App for OmniOut (Managed Package)
- Configure Multi-Language in OmniOut for Omniscripts (Managed Package)
- Run OmniOut in Development Mode (Managed Package)
- Navigate to a URL from an Omniscript in an OmniOut App (Managed...
- Navigate to a URL from a Flexcard in an OmniOut App (Managed Package)
- Move OmniOut into Your App (Managed Package)
- Add Omniscripts to Adobe Experience Manager (Managed Package)
- Add Custom Style Sheets to Your OmniOut Application (Managed Package)
- Connect Your OmniOut App (Managed Package)
- OmniOut Support for Native Mobile (Managed Package)
Vlocity Actions (Managed Package)
- Configure a Vlocity Action (Managed Package)
- Update Filter Logic for Vlocity Actions (Managed Package)
- Update Profile Settings for Contract Actions (Managed Package)
- Update the Link Type for an Action (Managed Package)
- Target URL and URL Parameters (Managed Package)
- Display Vlocity Actions with the Vlocity Action Toolbar (Managed...
OmniAnalytics for Managed Packages Overview (Managed Package)
- Edit User Profiles to Enable OmniAnalytics Access (Managed Package)
- Edit Sharing Settings to Enable OmniAnalytics Access for Guest Users...
- Workflow to Configure Internal OmniAnalytics (Managed Package)
- Workflow to Configure OmniAnalytics with Google Analytics (Managed...
  - Workflow for Setting Up Google Analytics and Google Tag Manager...
- Workflow for Adding Ecommerce Data to the Example Omniscript and...
- Workflow for Creating a Tracking Configuration and Adding Event...
- Edit the Vlocity Tracking Group for Google Analytics (Managed Package)
- Interact with the Example Omniscript and Card (Managed Package)
- View the Tracking Data in Google Analytics (Managed Package)
- Additional OmniAnalytics Customizations (Managed Package)
Omnistudio Data Mappers (Managed Package)
- Set Omnistudio Data Mappers to Use Managed Package Runtime and...
- Omnistudio Data Mapper Turbo Extract Overview (Managed Package)
- Omnistudio Data Mapper Extract Overview (Managed Package)
- Omnistudio Data Mapper Transform Overview (Managed Package)
- Omnistudio Data Mapper Load Overview (Managed Package)
- Omnistudio Data Mapper Best Practices (Managed Package)
- List Input for Omnistudio Data Mappers (Managed Package)
- Use Formulas in Omnistudio Data Mappers (Managed Package)
  - Create an Omnistudio Data Mapper Example with a Formula (Managed...
- Omnistudio Data Mapper Output Data Types (Managed Package)
- Omnistudio Data Mapper Developer Features (Managed Package)
- Omnistudio Data Mapper Administration (Managed Package)
- Cache for Omnistudio Data Mappers (Managed Package)
- Security for Omnistudio Data Mappers and Integration Procedures...
Integration Procedures (Managed Package)
- Set Integration Procedures to Use Managed Package Runtime and...
- Create an Integration Procedure (Managed Package)
- Access Integration Procedure Data JSON with Merge Fields (Managed...
- Group Integration Procedure Steps Using Blocks (Managed Package)
- Define Execution Logic Using Conditional Blocks (Managed Package)
  - Conditional Block Properties (Managed Package)
  - Create a Conditional Block Example with If-Elseif-Else Logic...
- Enhance Performance Using Cache Blocks (Managed Package)
  - Cache Block Properties (Managed Package)
  - Create a Cache Block Example (Managed Package)
- Process Arrays Using Loop Blocks (Managed Package)
  - Loop Block Properties (Managed Package)
  - Create a Loop Block Example that Retrieves Names (Managed Package)
  - Create a Loop Block Example that Creates Contacts (Managed Package)
  - Create a Loop Block Example that Concatenates List Items (Managed...
  - Create a Loop Block Example That Adds Values to List Items Using...
  - Create a Loop Block Example That Adds Values to List Items Using...
- Handle Errors Using Try-Catch Blocks (Managed Package)
  - Try-Catch Block Properties (Managed Package)
  - Create a Try-Catch Block Example (Managed Package)
  - Create a Try-Catch Block Example with a Formula (Managed Package)
- Integration Procedure Actions (Managed Package)
  - Common Integration Procedure Action Properties (Managed Package)
  - Set Values for Integration Procedures (Managed Package)
    - Set Values Properties for Integration Procedures (Managed Package)
    - Test the Integration Procedure that Sets Values (Managed Package)
  - Assert Action for Integration Procedures (Managed Package)
    - Assert Action Properties for Integration Procedures (Managed Package)
  - Batch Action for Integration Procedures (Managed Package)
    - Batch Action Properties for Integration Procedures (Managed Package)
    - Workflow for Batch Action Example (Managed Package)
  - Calculation Action for Integration Procedures (Managed Package)
    - Calculation Action Properties for Integration Procedures (Managed...
    - Workflow for Calculation Action Example (Managed Package)
      - Create the GoodStudentDiscountCalculation Calculation Procedure...
      - Create the Integration Procedure That Invokes the Calculation...
  - Chatter Action for Integration Procedures (Managed Package)
    - Chatter Action Properties for Integration Procedures (Managed Package)
    - Find the Id of a Community (Managed Package)
    - Workflow for Chatter Action Example (Managed Package)
      - Collect Ids for the Chatter Post (Managed Package)
      - Create the Integration Procedure with the Chatter Action (Managed...
  - Omnistudio Data Mapper Extract Action for Integration Procedures...
    - Omnistudio Data Mapper Extract Action Properties for Integration...
  - Omnistudio Data Mapper Post Action for Integration Procedures...
    - Omnistudio Data Mapper Post Action Properties for Integration...
  - Omnistudio Data Mapper Transform Action for Integration Procedures...
    - Omnistudio Data Mapper Transform Action Properties for Integration...
    - Create an Omnistudio Data Mapper Transform Action Example (Managed...
  - Omnistudio Data Mapper Turbo Action for Integration Procedures...
    - Omnistudio Data Mapper Turbo Action Properties for Integration...
  - DocuSign Envelope Action for Integration Procedures (Managed Package)
    - DocuSign Envelope Action Properties for Integration Procedures...
  - Email Action for Integration Procedures (Managed Package)
    - Email Action Properties for Integration Procedures (Managed Package)
    - Create an Email Action Example with Specified Fields (Managed Package)
    - Workflow for Email Action Example with Template (Managed Package)
  - HTTP Action for Integration Procedures (Managed Package)
    - HTTP Action Properties for Integration Procedures (Managed Package)
    - Workflow for HTTP Action Example (Managed Package)
  - Integration Procedure Action for Integration Procedures (Managed...
    - Integration Procedure Action Properties for Integration Procedures...
    - Workflow for Integration Procedure Action Example (Managed Package)
      - Create the Child Integration Procedure (Managed Package)
      - Create the Parent Integration Procedure (Managed Package)
  - Intelligence Action for Integration Procedures (Managed Package)
  - List Merge Action for Integration Procedures (Managed Package)
    - List Merge Action Properties for Integration Procedures (Managed...
    - Workflow for List Merge Action Examples (Managed Package)
  - Matrix Action for Integration Procedures (Managed Package)
    - Matrix Action Properties for Integration Procedures (Managed Package)
    - Workflow for Matrix Action Example (Managed Package)
      - Create the GoodStudentDiscountEligibility Calculation Matrix...
      - Create the Integration Procedure That Invokes the Calculation Matrix...
  - OmniForm Action for Integration Procedures (Managed Package)
  - Remote Action for Integration Procedures (Managed Package)
    - Remote Action Properties for Integration Procedures (Managed Package)
    - Create a Remote Action for an Invocable Action (Managed Package)
    - Create a Remote Action for an Invocable Action with an Input Key...
    - Workflow for Remote Action Apex Class Example (Managed Package)
  - Response Action for Integration Procedures (Managed Package)
    - Response Action Properties for Integration Procedures (Managed...
- Integration Procedure Best Practices (Managed Package)
- Cache for Omnistudio Integration Procedures (Managed Package)
  - Cache for Top-Level Integration Procedure Data (Managed Package)
  - Configure Top-Level Caching for an Integration Procedure (Managed...
  - Create a Top-Level Caching Example (Managed Package)
- Error Handling in Integration Procedures (Managed Package)
  - Enable Error Logging (Managed Package)
  - Send Data to the Error Log (Managed Package)
- Environment Variables in Omnistudio Data Mappers and Integration...
- External Objects in Integration Procedures (Managed Package)
  - Implement an External Object in an Integration Procedure (Managed...
- Test Procedures: Integration Procedures for Unit Testing (Managed...
  - Workflow for Test Procedure Example (Managed Package)
    - Mock a Response in the Tested Integration Procedure (Managed Package)
    - Create an Example Test Procedure (Managed Package)
- Integration Procedure Invocation (Managed Package)
  - Integration Procedure Invocation from Apex (Managed Package)
  - Integration Procedure Unit Testing from Apex (Managed Package)
  - Integration Procedure Invocation from REST APIs (Managed Package)
    - Integration Procedure Invocation Using GET (Managed Package)
    - Integration Procedure Invocation Using POST (Managed Package)
  - Integration Procedure Invocation from Salesforce Flow (Managed...
  - Batch Jobs for Integration Procedures and Vlocity Open Interfaces...
- Settings for Long-Running Integration Procedures (Managed Package)
  - Invoke a Chainable Integration Procedure with REST Calls (Managed...
- Continuation in Long-Running Calls (Managed Package)
  - Make a Long-Running Remote Call Using VlocityContinuationIntegration...
  - Make a Long-Running Remote Call Using Omnistudio.OmniContinuation...
- Security for Omnistudio Data Mappers and Integration Procedures...
  - Configure Omnistudio Data Mapper and Integration Procedure Security...
  - Omnistudio Data Mapper and Integration Procedure Security Settings...
  - Advanced Apex Class Check for Integration Procedures in Omnistudio...
  - Implement the VlocityRequiredPermissionCheck Class (Managed Package)
- Add Integration Procedure Components to an Upgraded Org (Managed...
- New Integration Procedure Components by Release (Managed Package)
Advanced Security Checks for Omnistudio for Managed Packages
- Omnistudio Component Access Issues and Potential Causes
- Troubleshoot Component Access in Omnistudio for Managed Packages
Calculation Procedures and Matrices (Managed Package)
- Calculation Example for Life Insurance Quote (Managed Package)
- Calculation Matrices (Managed Package)
- Calculation Procedures Overview (Managed Package)
- Declarative Calculation Procedures (Managed Package)
Formulas and Functions (Managed Package)
- Formula Overview (Managed Package)
- Use Formulas in Omnistudio Data Mappers (Managed Package)
- Formula Syntax for Insurance Rules (Managed Package)
- Function Reference (Managed Package)
- Workflow for Creating Custom Functions (Managed Package)
Tracking Service in Omnistudio for Managed Packages (Managed Package)
- Enable Tracking for Components (Omnistudio for Managed Packages)...
- Vlocity Components Event Tracking (Managed Package)
- Vlocity OmniAnalytics Event Tracking (Managed Package)
- Omniscript Event Tracking (Managed Package)
- Integration Procedure Event Tracking (Managed Package)
  - Add Debugging Data to Test Procedure Event Tracking (Vlocity)...
- Cards Framework Event Tracking (Managed Package)
  - Preview Event Tracking in the Cards Designer (Omnistudio for Managed...
  - Event Tracking Data for Cards Framework (Managed Package)
- Vlocity Intelligence Event Tracking (Managed Package)
- Event Tracking for Custom Fields (Managed Package)
- Tracking Session Interaction Id (Managed Package)
- Tracking Data Preprocessor (Managed Package)
Use the Omnistudio Project Explorer to Group Related Components for...
Vlocity Lightning App and Community Builder Components Reference...
Legacy Features (Managed Package)
- OmniForm (Managed Package)
- Vlocity Conversation UI (Managed Package)
- Vlocity Intelligence (Managed Package)

Install IDX Workbench (Alpha) (Managed Package)

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Install IDX Workbench (Alpha) (Managed Package)

For the managed package runtime, to deploy changes to Omnistudio components, download and install the IDX Workbench application.

IDX Workbench is available for Mac and Linux. It isn’t available for Windows. The application works with the Omnistudio standard data model or with the custom data model used with Omnistudio for Managed Packages.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

Note

We recommend the Omnistudio Build Tool for deploying Omnistudio components between orgs. It ensures that the deployment includes dependencies, it validates deployment success, and you can use it with automated deployment, such as scripts or Jenkins.

On the IDX Workbench Alpha page, download the app version for your operating system.
Install and open the application following the prompts in your operating system.
1. If you use the Mac application your Mac shows a message that IDX Workbench can’t be opened because macOS can’t check it for malware, open System Settings | Privacy & Security. Under Security, find IDX Workbench and click Open Anyway. Follow the prompts to open the app.
2. If IDX Workbench still doesn’t open on your Mac, open Terminal and navigate to the /Applications directory. Run the command xattr -d com.apple.quarantine IDX\ Workbench.app/. Then open IDX Workbench.