Omniscript Data and External Integrations (Managed Package)

For the managed package runtime, Omniscript handles data and external integrations through Action, Group, and Input elements use Omnistudio Data Mappers, Integration Procedures, HTTP Actions, and Apex to load, transform, and post data.

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

• Load Data into Omniscript Elements (Managed Package)
  For the managed package runtime, populate Omniscript elements with data to prefill elements, create selectable options, dynamically display elements, and test functionality. Load data into your Omniscript using Omnistudio Data Mappers, Integration Procedures, HTTP Actions, URL parameters, or Apex.
• Manage Omniscript Data (Managed Package)
  For the managed package runtime, this section contains information on how to transform, evaluate, and set data in Omniscript. The data is maintained in an intermediate structure called the data JSON, which is visible to you, the developer, as you define the Omniscript. Data JSON is not visible to users who run the Omniscript.
• Create and Update Data from Omniscripts (Managed Package)
  For the managed package runtime, Omniscripts post data to Salesforce and external databases using Action elements that integrate Omnistudio Data Mappers, Integration Procedures, external calls, and Apex.
• Integrate DocuSign with Omniscripts (Managed Package)
  For the managed package runtime, enable users to either sign DocuSign forms in an Omniscript or email a user a copy of the document to sign at their convenience. DocuSign integration requires an active DocuSign account.
• Integrating Salesforce Knowledge with Classic Omniscript (Managed Package)
  For the managed package runtime, activate the Knowledge component in Omniscript to allow users to view and search for articles from your Salesforce Knowledge articles. Automatically search for articles based on static values set up during configuration, dynamic inputs from Omniscript fields, or using a simple search bar.