Plan and Prepare for Your Omnistudio Implementation

Plan and prepare for Omnistudio.

Now that you’ve learned what Omnistudio does, let’s walk you through some key concepts before you begin your implementation.

• Omnistudio Naming Conventions
  When creating an Omnistudio component, such as an Omnistudio Data Mapper, Flexcard, Integration Procedure, or an Omniscript, follow the naming conventions on this page.
• Omnistudio sObject Descriptions
  The table on this page lists Omnistudio sObjects, their descriptions, and which objects you must grant read access to so that customers can view Omnistudio components.
• Newport Design System
  Use the Newport Design System to design, customize, and preview your Omniscripts directly within the designer canvas without switching between design and preview modes. The system offers Newport and Newport Storybook themes in addition to the existing Lightning theme. The Newport theme is available in the designer canvas and preview alongside the Lightning theme. The Newport Storybook theme is available only in the designer preview, alongside the Newport and Lightning themes. Previously, the Omniscript Designer canvas supported only the Lightning theme, while preview mode supported both Newport and Lightning.
• Callable Implementations
  Vlocity Apex classes and the Remote Actions of Omniscripts and Integration Procedures support the Callable interface.
• Add Apex Class Permissions Checkers
  Enable specific access to the classes used by remote action APIs for each user profile, permission set, or permission set group. Configure Apex class permissions checkers to ensure that users require explicit access to the Apex class that administers the remote action called from an Omniscript, Flexcard, Integration Procedure, or REST API.
• View the Namespace and Version of Managed Packages
  Omnistudio can be installed as a managed package. The package might be for a Cloud product (such as Insurance or Communications) or Omnistudio Foundation. You can check the namespace and version of your managed package, which you might need for planning upgrades or troubleshooting.
• Standard Omnistudio Content and Runtime
  With the Omnistudio permission set license, standard Omnistudio content runs in standard runtime. From the Lightning App and Experience Builders, add standard content to a Lightning or Experience Cloud site with standard Omniscript and Flexcard components. Standard Omnistudio components built by Salesforce Industries, such as Health Cloud and Financial Services Cloud, are available. You can also use standard components instead of custom-generated components to run custom content in the standard runtime.
• 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.