Omnistudio in salesforce is a powerful suite of tools within Salesforce that enables organizations to build highly customized, industry-specific digital experiences and streamline complex business processes with a low-code approach. It was originally part of Vlocity, which Salesforce acquired in 2020.
Omnistudio in Salesforce
Omnistudio is a suite of powerful digital tool that allow us to design complex logic without coding. It helps us to create interactive, step by step user experiences like forms and dashboards. It let us display, collect and update the data using prebuild components of Omnistudio.
Example: A Customer Service Agent: When a service agent opens a customer’s case, a FlexCard can provide an instant overview of critical information from various sources:
- The customer’s contact details and loyalty status.
- Recent support cases, their status, and the last agent interaction.
- Their most recent purchase or service contract.
- Quick action buttons to “Call Customer,” “Create a New Case,” or “Generate Quote,” which can launch an OmniScript.
The Power of Layers in OmniStudio which we should know:
- Digital Experience Layer: Includes FlexCards for displaying contextual information and OmniScripts for guided processes.
- Service Management Layer: Features Data Mappers and Integration Procedures for handling data within and outside Salesforce.
- Developer Experience Layer: Provides tools like IDX Build Tool and IDX Workbench for managing and migrating OmniStudio components.
Let’s take a quick look at the different Components of the Omnistudio
FlexCards:
FlexCards are UI components in OmniStudio used to display the dynamic data in a flexible and visually organized format. FlexCards are reusable and it perfect fit for showing summaries records or related data which is pulled from Salesforce or external systems.
Use Case: Displaying a list of related cases under an Account record.
DataRaptor:
DataRaptor is a tool in salesforce OmniStudio that helps us to get data from Salesforce objects and help to extract, transform Salesforce Objects. It is more likely a smart data connector used in FlexCards and OmniScripts.
There 4 types of DataRaptors are present in salesforce
- Extract – It help us to get data from Salesforce
- Load – It will save data to Salesforce
- Transform – Format or change data.
- Turbo Extract – Faster version of Extract( to get data from salesforce and send it to FlexCards and OmniScripts).
OmniScript:
OmniScript is a tool in salesforce OmniStudio used to build guided, step by step forms or flows without writing code. OmniScript can be used for collecting user inputs. We can also show or hide fields based on conditions.
OmniScript Elements which we can use:
- Text – To input values
- Radio/Checkbox – For options
- DataRaptor Post – To save data
- Message- To Show confirmation
Integration Procedure:
Integration Procedure is a powerful tool in OmniStudio used to process and connect data- especially when you need to call multiple systems or steps at once. It runs in server side, so it is fast and doesn’t show UI.
Use Case: We can use it when we need to
- Fetch or update data from Salesforce
- Call external APIs
- Run logic like conditions, loops and formulas
- Chain multiple actions together
Get a package of Omnistudio through the following steps :
Make sure you are using a Salesforce org that supports Omnistudio:
- Industries Trial Org
- Velocity-enabled Org
- Developer Org with Industries Licesnses
Also, we can create a free org for Omnistudio from Salesforce. Please remember that it will active only for 30 days.
Step 1: Open Salesforce Developer page in your browser. https://developer.salesforce.com/free-trials
Step 2: Now Scroll down and search for Industrial-Based Trails and bellow that please click on ‘Communications Cloud Free Trails’
Step 3: Please click on the recommended card’s ‘Sign up’ button and fill all the required information fields. You will receive a mail for successful org creation.
Conclusion
OmniStudio in salesforce stands out as a critical tool for organizations looking to achieve agility, efficiency, and consistency in their digital transformations. It significantly reduces reliance on traditional coding, empowering a broader range of skilled professionals (like business analysts and admins) to configure intricate business logic and user interfaces. By providing pre-built industry patterns and robust integration capabilities, OmniStudio accelerates time-to-market for complex solutions, enhances user experience through guided flows, and ensures scalable, maintainable processes within Salesforce, making it a key enabler for advanced industry-specific applications.
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