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Omnistudio Installation and Upgrade
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            Install or Upgrade the Omnistudio Package

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            3. Omnistudio Installation and Upgrade

            Install or Upgrade the Omnistudio Package

            Omnistudio is in a managed package that you install into a Salesforce org. If your org isn’t automatically upgraded, use these procedures to upgrade Omnistudio.

            Note
            Note

            Salesforce delivers new features three times per year (during the seasonal releases: Spring, Summer, and Winter) via automatic upgrades. After you install Omnistudio Spring ‘24, your org receives future upgrades automatically, both major and patch releases.

            If your production and sandbox orgs are on Winter '24 when Spring '24 releases, those orgs automatically upgrade to Spring '24.

            Important
            Important

            Don't install the Insurance or CME managed package if the Omnistudio Foundation managed package is already installed. Having both packages installed results in duplicate components.

            If your org already has the Omnistudio package installed and you want to install Insurance, Communications, Media, or Energy, contact Salesforce support.

            1. If you're installing Omnistudio for the first time, complete the Prepare to Install the Omnistudio Package task. If you're upgrading Omnistudio, skip this step.
            2. Log off from all Salesforce orgs.
            3. To install the latest Omnistudio managed package, go to Omnistudio Managed Package Releases and click the installation URL. For installation links to versions older than the current release, contact Salesforce Customer Support.
              Tip
              Tip

              To be extra cautious, do the upgrade in an incognito browser window.

            4. Log in to the org you're installing Omnistudio into.
            5. Select which users get Omnistudio access, then click Install.
              image

              If you see a warning and a checkbox, check the box and then click Install or Upgrade.

            6. On the Approve Third-Party Access window, make sure that both options are selected.
              image

              Both websites are safe and trusted sites. Access to these sites is required for the Omnistudio managed package to install.

              Note
              Note

              If this window doesn't appear, these options are already selected.

            7. Select Yes, grant access to these third-party web sites, then click Continue.
              image

              The managed package can take longer to install than the standard Salesforce timeout allows.

              image
            8. Wait for the Install Successful email.
              Important
              Important

              It's safe to go to the Installed Packages page in Setup and refresh occasionally until the managed package appears. However, don't start installing the other packages until the managed package installation is complete.

              You can also go to the Deployment Status page in Setup to watch the installation progress. A gray circle turns green if the installation is successful or red if it fails.

            9. After you receive the email, click Done. This action takes you to the Installed Packages page in Setup, where you can verify that the package is installed.
              image

            What’s next: Switch to the Salesforce standard data model and runtime. See Disable the Managed Package Runtime and Deploy Custom Lightning Web Components. By default, Omnistudio uses the custom data model, and the Managed Package Runtime setting is enabled. For more information on Omnistudio, see Omnistudio for Managed Packages and Omnistudio.

             
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