Introduction to Salesforce OmniStudio

The Salesforce OmniStudio digital engagement suite makes it easy to click-configure rich, consumer-grade user experiences based on objects, APEX classes, REST APIs and other data sources. In this session, Peter will explain the business and technical problems that led to the development of OmniStudio and review its key components. He’ll show some examples of OmniStudio in action, talk about its expanding role within Salesforce, and tell you how you can learn more.

In this session we covered the User Interface, FlexCards and Omniscript for guided processes including data tools like DataRaptor and Integration Procedures. Its divided into several layers of components OmniStudio offers.

  • Digital Experience
    • FlexCards : Beginning end ending point for guided interactions. Cards that display contextual information. Create flexCards with a declarative WYSIWYG editor and no-code styling.
    • OmniScripts : Step users through complex tasks. Its also called guided path. The ability to configure interactive, easy-to-use business processes with branching, which means different pages and groups of fields can be shown based on choices the user makes
  • Service Management
    • Integration Procedures : Declarative, server-side processes that execute multiple actions in a single server call. Merge the output to multiple APIs and orchestrate multi-step calculations. Can be used as a data source for an OmniScript, FlexCard, API, or Apex.
    • DataRaptors : Configurable service for retrieving, transforming and updating data. DataRaptors has three components.
      • DataRaptor Extract- Retrieve and transform data from Salesforce. With DataRaptor Turbo Extract (a relatively new offering) you can retrieve data from a single Salesforce object type. It has a simpler configuration and better performance at runtime.
      • DataRaptor Load– Transform and save data to Salesforce.
      • DataRaptor Transform – Transform any data.
  • Developer Experience
    • Idx Build Tool : Command-line automation tool that packages and migrates OmniStudio Datapacks in a source-control-friendly format.
    • IDX Workbench : Simplify Dev Ops by making it easy to share updates via source control. It a desktop application that enables developers to migrate Datapacks and Salesforce metadata from one org to another or from an org to a Git repository.


Here is agenda of our sessions.

  • Why did we build OmniStudio?
  • Key Components
    • OmniScript
    • FlexCards
    • Interaction Console : Utilities and common components to facilitate contact center flows
    • Integration Procedures
    • DataRaptor
    • IDX Workbench
    • Project Explorer : Organize metadata into collection of industry processes.
    • OmniAnalytics : Usage analytics to support a continuous improvement loop.
  • A Few similarity and differences with other parts of Salesforce
  • Moving into the Ohana
  • Demo
  • What’s Next

Date     : SAT, Feb 27, 2021 10:00 AM EST (8:30 PM IST )
Speaker  : Peter Thorson, VP Product Salesforce Industries

Please note that we have limit of 100 attendees that can join the online sessions. However, recording will be posted on our YouTube channel. Please subscribe our YouTube channel to get notification for video upload.


  1. Reply
    Joel says:

    Hi all – I’m wondering is there a way to get a DX/trailhead org with OmniStudio? I’m wondering if there are also Salesforce guides out there available for consultants who wish to take the certification?

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