Definition
A Salesforce Industries (OmniStudio) declarative tool for building server-side integrations that execute multiple data operations (Salesforce queries, API callouts, data transformations) in a single invocable action without code.
Real-World Example
Consider a scenario where the Salesforce admin at FreshStart Inc. is working with Integration Procedure to automate a multi-step process that previously required three different people to complete manually. Integration Procedure now handles the entire sequence in seconds, sending notifications at each step and logging every action for audit purposes.
Why Integration Procedure Matters
An Integration Procedure is a Salesforce Industries (OmniStudio) declarative tool for building server-side integrations that execute multiple data operations in a single invocable action without code. Within an Integration Procedure, you can chain Salesforce queries, REST API callouts to external systems, data transformations using DataRaptors, conditional logic, and response shaping. The result is exposed as a single endpoint that other tools (like FlexCards or OmniScripts) can call.
Integration Procedures are part of the OmniStudio toolkit (formerly Vlocity) and are commonly used in industry-specific Salesforce solutions like Communications Cloud, Insurance Cloud, and Health Cloud. They serve a similar purpose to Apex actions or REST API services but are built declaratively, making them accessible to admins without coding. For organizations using Salesforce Industries, Integration Procedures are the typical pattern for building reusable server-side logic that combines internal and external data.
How Organizations Use Integration Procedure
- •Coastal Health — Built Integration Procedures that combine patient data from Salesforce with external EHR data through API callouts, exposing the combined view to Health Cloud UI components.
- •NovaScale Communications — Uses Integration Procedures in Communications Cloud to orchestrate multi-step data operations like order activation and service provisioning.
- •Redwood Financial — Built Integration Procedures for loan origination workflows that pull data from credit bureaus, customer records, and external systems in a single declarative flow.