Basics of Omnistudio

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v   What is OmniStudio?

Ø    OmniStudio is part of Einstein Automate, which integrates Salesforce automation capabilities across Platform, Einstein, MuleSoft, Industries, and AppExchange to deliver an efficient end-to-end workflow platform.

v   Three layers of components OmniStudio offers:

1.   Digital Experience (OmniStudio FlexCards, OmniScripts)

2.   Service Management (OmniStudio DataRaptors, OmniStudio Integration Procedures)

3.     Developer Experience (IDX Build Tool, IDX Workbench)

The Digital Experience Layer

 The Digital Experience layer includes two primary user interface (UI) components.

  1. OmniStudio FlexCards: Cards that display contextual information and actions in an at-a-glance format for customer account data.
  2. OmniScripts: A guided path to complete a business process

These declarative tools provide rich user interaction experiences that are easily understandable. They’re built on Salesforce Lightning web components (LWC), which run inside Salesforce and improve UI performance.

The Service Management Layer

 The Service Management layer includes data services that read, write, transform, calculate, and track data within and outside of Salesforce.

  1. OmniStudio DataRaptors: Configurable services for retrieving, transforming, and updating data
  2. OmniStudio Integration Procedures: Declarative, server-side processes that execute multiple actions in a single server call

 DataRaptors and Integration Procedures deliver data to and from UI components. They orchestrate calls to Apex classes, calculation engines, and external application programming interfaces (APIs) to execute whatever business logic is required by the process.

The Developer Experience Layer

The Developer Experience layer is an application lifecycle layer of tools for developers to manage and move OmniStudio component changes between environments. These developer tools are:

  1. IDX Build Tool: Command-line automation tool that packages and migrates OmniStudio Datapacks in a source-control-friendly format.
  2. IDX Workbench: Desktop application that enables developers to migrate Datapacks and Salesforce metadata from one org to another or from an org to a Git repository

For simple migrations, developers can export and import the component as a Datapack, a collection of OmniStudio components packaged together for exporting and importing purposes. For example, developers can export and import a FlexCard with a specific Integration Procedure.  

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