What is OmniStudio?
OmniStudio is a low-code development platform that helps users create digital experiences. It can rapidly build and deploy digital-first and industry-specific (Salesforce Industries) experiences across channels. The wide range of Salesforce Industry Cloud products makes use of OmniStudio.
Communication Cloud, Health Cloud, Manufacturing Cloud, Education Cloud, Financial Services, Automobiles, Consumer Goods, Media, Transportation & Hospitality, Retail, Government, and more.
OmniStudio enables you to create experiences with guided interactions for your customers and agents using data from your Salesforce org and external sources. You can do this using drag-and-drop setup and low-code tools.
OmniStudio Architecture:
OmniStudio Architecture expands over three major layers as featured in the image below from Salesforce Trailhead.
Here are the key components of OmniStudio that enable you to create immersive digital experiences.
Digital Experiences
Service Management
Developer Experience
Digital Experience
You can create guided experiences to streamline processes using the key User Interface (UI) components.
Flex Cards:
Contextual information can be displayed along with access to relevant tasks for the displayed data.
OmniScripts:
Users are guided through different business processes, such as Sales, Service, and more.
These tools are:
Declarative
Offer easy-to-understand rich user interaction experiences
Built on Salesforce Lightning web components (LWC) that run inside Salesforce and improve UI performance
Service Management
The Service Management layer enables external data use with FlexCards and OmniScripts. These data services read, write, transform, calculate, and track data within and outside of Salesforce.
OmniStudio DataRaptors:
DataRaptors are configurable services to retrieve, transform, and update data.
They provide data to FlexCards, OmniScripts, and Integration Procedures.
They update data from FlexCards, Integration Procedures, and OmniScripts.
OmniStudio Integration Procedures:
Integration Procedures are server-side declarative processes.
They execute multiple actions in a single server call
They can be called from an API, Apex Method, or OmniScript
They can be a data source for a FlexCard
The Service Management layer components (DataRaptors and Integration Procedures) deliver data to and from UI components. They make calls to Apex Classes, external APIs, and calculation engines to execute all the required business logic for a process.
Developer Experience
The Developer Experience layer is an application lifecycle layer of tools that enables developers to manage and move OmniStudio component changes between different environments. It simplifies your DevOps with tools that efficiently deploy changes and manage the dependencies between orgs.
IDX Build Tool:
IDX Build tool is a command-line automation tool that packages and deploys the OmniStudio data packages.
Packages and migrates OmniStudio data packs in a source-control-friendly format.
This tool preserves dependencies, validates data, and verifies the success of migration.
IDX Workbench:
IDX Workbench is a desktop application to deploy data packs and Salesforce metadata between orgs or from an org to a Git repository.
Developers can migrate Data packs and Salesforce Metadata between orgs
Data packs and Salesforce Metadata can be migrated from an org to Git repository.
It comes with a Test Console to run Test Procedures and Gaant charts of their step-by-step performance
A Test Procedure within an Integration Procedure can perform a unit test of almost anything that the Integration Procedure can invoke. It can be a Calculation Matrix, a DataRaptor, an Apex Class, or another Integration Procedure.
Developers can carry out simple migrations by exporting and importing the component as a Datapack (a collection of OmniStudio components packaged together for import and export purposes), such as a FlexCard with a particular Integration procedure.
Large and complex migrations can utilize either IDX Workbench or IDX Build Tool.
Stay tuned for the next chapter!
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