Salesforce OmniStudio

OmniStudio, previously known as Vlocity Digital Interaction Platform or Salesforce Industries, is a software suite with configurable UI components and data services that enables users to pull information from either Salesforce or a third-party system, present it however necessary, and use it to run automated processes. Users can configure how the information is displayed themselves or use a predefined set of components built for specific industries.

What features does OmniStudio include?

Interaction Console is OmniStudio’s central hub. It consists of a collection of UI components and data services that display the information configured in the rest of the components of OmniStudio.

Salesforce OmniStudio can be split into three layers—digital experience, service management, and developer experience.

The digital experience layer includes three primary user interface components:

• FlexCards are configurable UI components that display contextual information and actions in an at-a-glance format that are relevant to customer accounts. They enable users to summarize information from any source.
• OmniScript is a wizard-like interface that enables users to configure and run automated processes involving various types of data.
• OmniAnalytics is a module for capturing clickstream data from OmniScripts, FlexCards, and other services. It enables users to measure digital engagements such as where a company is getting traction from users or where users are abandoning the company’s resources. It is also used to fine-tune performance and execute diagnostics.

The service management layer is a set of modules that read, write, transform, calculate, and track data stored in Salesforce or third-party systems:

• Integration procedures are a pipeline of steps that execute multiple actions in a single server call. They help combine different APIs into a single interface or pull data from different systems.
• DataRaptor is a module with lots of data transformation options for reading and writing data to Salesforce. It represents a click-based interface for configuring a query.

The developer experience layer is a set of tools that help developers manage and move OmniStudio component changes between environments:

• IDX Workbench is a command-line interface that can be used with CI/CD automation tools.
• Project Explorer is a module for collecting, organizing, and labeling metadata components. It enables users to manage components as a collection.