Omnistudio Installation and Upgrade

Install or upgrade Omnistudio in your org with the Omnistudio Foundation package. Your tasks include pre-requisite steps, package installation, and post-install or post-upgrade tasks. If your org isn't automatically updated or if you need to install Omnistudio, download the package with a unique link for each release.

Before you install Omnistudio for the first time, complete the steps in Prepare to Install the Omnistudio Package.

When you’re ready to install or upgrade the Omnistudio package, find the package download for the current release in Omnistudio Releases.

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 or later, 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.

• Prepare to Install the Omnistudio Package
  Before you can install an Omnistudio package into an org that doesn't already have an Omnistudio package, you must prepare your browser and your Salesforce org. If you're upgrading Omnistudio, you can skip this task.
• 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.
• Omnistudio Permission Sets
  Grant permissions to administrators to create and manage Omnistudio objects, such as Flexcards, Omniscripts, Integration Procedures, and Omnistudio Data Mappers. Grant consumers permission to view only Omniscript objects.
• Omnistudio Settings
  Enable settings applicable to the entire Omnistudio product suite from the Omnistudio Settings page in your org's Setup. For example, enable Omnistudio metadata API support from the Omnistudio Metadata setting.
• 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.