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Omnistudio Post Installation Tasks for Summer ‘23 and Later
After you’ve installed the managed package, you must configure Remote Site Settings and assign Permission Sets to users.
For details about the licenses associated with the permission sets, see Omnistudio Permission Sets.
Many of the post-installation tasks configure different levels of access for three types of users: create/edit, read-only, and Experience.
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Create/Edit — Users that create and edit Omnistudio components.
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Read-Only — Users that run Omnistudio components but must not be able to create or edit them.
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Experience — Users with Experience sites access that run Omnistudio components but must not be able to create or edit them. See Create Experience Cloud Site Users.
Post-installation tasks are as follows:
- Assign the Org Default Lightning record page for the Flexcard Designer. See Open a Flexcard in a Canvas Instead of the Record Page Detail.
- Add Remote Site Settings for Flexcards. See Manually Update Remote Site Settings for Flexcards.
- Create permission sets for non-Experience users. See Set Up Permissions for an Omnistudio Standard User.
- Create permission sets for Digital Experience users. See Set Up Permissions for an Omnistudio Experience Cloud Site User.
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