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.

Note Salesforce delivers new features three times per year (during the seasonal releases: Spring, Summer, and Winter) via automatic upgrades. After you install Omnistudio Winter ‘24, your org receives future upgrades automatically, both major and patch releases.

If your production and sandbox orgs are on Spring '23 or Summer '23 when Winter '24 releases (October 6, 2023), those orgs automatically upgrade to Winter '24.

Use the upgrade procedures and download the Omnistudio packages if your org isn’t automatically upgraded to Winter '24.

Note Starting from Summer '25, if you enable the Omnistudio license that is bundled with Salesforce Industries licenses, the Omnistudio standard designer and standard runtime are available by default. Don’t install the Omnistudio package.

1. Verify that your web browser and Salesforce version meet at least these minimum requirements.
   1. Ensure that your browser works with Omnistudio.

      Omnistudio uses the same browser requirements as Salesforce, for both Salesforce Classic and Lightning Experience. (More information)

      For best results, don't use Microsoft Internet Explorer.

   2. Your system has a minimum of 4 GB of RAM.
   3. Your browser has JavaScript enabled.
   4. Your Salesforce Edition is Enterprise, Unlimited, or Performance.
      See Find Your Edition.
   5. You have the Omnistudio permission set license and optional licenses for Omnistudio Document Generation.
      See Omnistudio Permission Sets.
   6. You have a valid subscription to Salesforce Customer Community, Salesforce Customer Community Plus, or Salesforce Partner Community.
      Depending on your cloud, a subscription might be included in the license.
2. Make sure the admin user has your email.

   Changing the Alias or Nickname is optional.

   1. From Setup, in the Quick Find box, enter Users, then click Users.
   2. Click the name of the user with the System Administrator profile.
   3. Look at the Email setting. If it's your email, skip to step 3.
   4. If the email isn't yours, click Users to go back to the list.
   5. Click New User.
   6. Enter your First Name, Last Name, and Email.
   7. Set the User License to Salesforce.
   8. Set the Profile to System Administrator.
   9. Check the Salesforce CRM Content User box.
   10. Click Save.
   11. When you receive the Welcome to Salesforce email, click Verify Account and set your password.
   12. Log out, then log back in as the admin user you created.
3. Verify these settings are enabled in Setup.
   If they're not, enable them and save.
   • Verify Enable Orders
   • Salesforce CRM
   • Enhanced Email is automatically enabled in most organizations. Enabling the Enhanced Email setting makes the EmailMessage object available. Omnistudio tests a file that uses the EmailMessage object.
   • Deliverability set to All email. In the Access to Send Email section, use the Access Level dropdown menu to select All email.