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OmniStudio

Automation🔴 Advanced

Definition

A Salesforce Industries suite of declarative tools (formerly Vlocity) including OmniScripts, FlexCards, Integration Procedures, and DataRaptors for building industry-specific guided experiences and integrations without code.

Real-World Example

Consider a scenario where a business process analyst at Nimbus Tech is working with OmniStudio to standardize a business process that was previously handled inconsistently across teams. With OmniStudio in place, every record follows the same path through the workflow, ensuring compliance and reducing the back-and-forth that used to slow things down.

Why OmniStudio Matters

OmniStudio is a Salesforce Industries suite of declarative tools (formerly Vlocity, acquired by Salesforce in 2020) that includes OmniScripts (guided workflows), FlexCards (UI components for displaying data), Integration Procedures (server-side integration logic), and DataRaptors (data transformation tools). Together, these tools enable building industry-specific guided experiences and integrations without code, accelerating development for Salesforce Industries products.

OmniStudio is the foundation for Salesforce Industries products like Communications Cloud, Insurance Cloud, Health Cloud, and Energy & Utilities Cloud. Each industry product uses OmniStudio components for the structured workflows and data integrations that are central to that industry. Mature OmniStudio deployments combine all four tool categories for complete declarative solutions: OmniScripts for the user experience, FlexCards for displaying information, Integration Procedures for server-side logic, and DataRaptors for transforming data between Salesforce and external systems.

How Organizations Use OmniStudio

  • Coastal HealthBuilt patient management workflows on OmniStudio with OmniScripts for intake, FlexCards for patient summaries, and Integration Procedures for EHR data.
  • Redwood FinancialUses OmniStudio extensively for loan origination, with all four tool categories combining into end-to-end declarative workflows.
  • NovaScale CommunicationsBuilt customer service experiences on OmniStudio, replacing legacy custom code with declarative components.

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