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OmniStudio-First Side-by-Side Package Installation Results
If both OmniStudio Standard and Salesforce Industries packages are installed in that order, both OmniStudio Standard and OmniStudio for Vlocity features are accessible, with a few exceptions.
If you installed an Industry package without OmniStudio licenses, installing the OmniStudio package afterward isn't allowed. If you installed an Industry package with OmniStudio licenses, installing the OmniStudio package afterward isn't necessary.
Integration Procedure Batch Actions and Vlocity Scheduled Jobs
Integration Procedures in the OmniStudio Standard package are used. Normally OmniStudio Standard Integration Procedures don't have Batch Actions. However, in this case Batch Actions and the Vlocity Scheduled Jobs they call are available.
Expression Sets and Decision Matrices
OmniScripts and Integration Procedures in the OmniStudio Standard package are used, and they call Expression Sets and Decision Matrices instead of Calculation Procedures and Calculation Matrices.
DataPacks
Users access the OmniStudio Standard DataPack functionality, which handles both OmniStudio Standard objects and Salesforce Industries custom objects.
Tracking Service
If you install the OmniStudio Standard package, then install the Salesforce Industries package, then uninstall the OmniStudio Standard package, you lose all Tracking Service data.
Foundation Document Generation and Contract Lifecycle Management
Selecting either the Vlocity Document Templates or Document Template Designer tab asks you which template type you want to create. You’re redirected to the appropriate tab for your choice.
The Vlocity Document Templates tab lets you create Contract Lifecycle Management (CLM) templates, either Web, DOCX, or PPTX. The Document Template Designer tab lets you create Foundation Document Generation templates, either DOCX or PPTX.
If you create a DOCX or PPTX template on the Vlocity Document Templates tab, the Usage Type can only be Contract.
If you want users to create only CLM templates, you can hide the Document Template Designer tab. Go to Omni Interaction Config in Setup and create a setting with DeveloperName = ShowLegacyOmniStudioUi and Value = true.
- Show the Legacy Omnistudio UI
If using Omnistudio's legacy Angular UI is necessary to your implementation, turn on the ShowLegacyOmniStudioUi setting. All new implementations should be done using Omnistudio's LWC designers for future support. However, in rare cases, it may be necessary to turn on the legacy designers. - Legacy Omnistudio UI Reference
This reference table shows the functionalities affected by the ShowLegacyOmniStudioUi setting.
