Maintain Your Omnistudio Consultant Certification for Summer ’25

Learning Objectives

After completing this unit, you’ll be able to:

Build components faster with the new Omnistudio standard designer.
Monitor and manage the health of Flexcards and Omniscripts.
Enhance the user experience of your Omnistudio applications at runtime.
Explain the Advanced Apex Class Permission Checker.
Localize your single-language Omniscripts and Flexcards based on the user’s locale.
Describe how to migrate all AngularJS-based Omniscripts to the Omniscript Lightning Web Component framework.
Navigate Omnistudio documentation using the new product names.

Maintain Your Certification

If you hold the Omnistudio Consultant certification, keep in mind that you need to complete this module by the due date to maintain your certification.

Interested in learning more about getting certified? Check out the Omnistudio Consultant certification.

While anyone can earn this badge, this module is designed for those who hold the Omnistudio Consultant certification.

Protect the Integrity of Your Certification

The quality of our certification exams and the value that they provide are our highest priority. Protecting the security and confidentiality of our exams is essential to providing our customers with certifications that are respected and industry-leading.

As a participant of the Salesforce Certification Program, you’re required to accept the terms of the Salesforce Certification Program Agreement. Please review the Salesforce certification exam-taking policies in the Salesforce Certification Program Agreement and Code of Conduct Trailhead Help article for more details.

Salesforce introduced great feature enhancements over the past year. Take a look at some of the more important ones.

Omnistudio Standard Designer

Use the new Omnistudio standard designer to quickly create Flexcards, Omniscripts, Integration Procedures, and Data Mappers. Enjoy the streamlined workflows, easy drag-and-drop feature, and real-time design feedback and visualizations to create components faster than with the managed package designer. The new, refreshed layout of this designer offers an enhanced user experience as compared to the managed package designer.

Flexcard: Create Flexcards in fewer steps. Drag elements to the canvas and activate Flexcards faster.
Omniscript: Activate Omniscripts and drag elements to the canvas fasters. Edit element properties simultaneously, without switching between tabs.
Integration Procedure: Create Integration Procedures and drag elements to the canvas faster than before. Access Integration Procedure settings in a single click and configure Integration Procedures in fewer steps. Easily insert, edit, or rearrange elements between blocks by using connectors.
Data Mapper: Create Data Mappers faster than before. Effortlessly access Data Mapper settings and visualize connections between objects.

The standard designer is now available via the Managed Package Designer setting on the Omnistudio Settings page. For new users, the standard designer is enabled by default. For existing users using the standard runtime, the standard designer is enabled by default after upgrading to Summer ’25.

Once you open a component in the standard designer, it can no longer be edited in the managed package designer—this change is permanent. The component will still run as expected at runtime, but any further edits must be made in the standard designer.

Omnistudio Design Assistant

Now, users can proactively monitor and manage the health of Flexcards and Omniscripts using Omnistudio Design Assistant. Get real-time feedback on ‌component health, complexity, performance, and best practices during the design stage. Use this feedback to optimize resources and prevent issues such as:

High latency during design
Low throughput during design
Resource overuse during design
Potential runtime failures

This feature is available to Omnistudio customers who use the standard runtime and standard designer. To create a detailed report:

Select the Flexcard or Omniscript you want to monitor.
On the Flexcard or Omniscript designer, view the report by selecting either:
- Omnistudio Design Assistant
- Information or error icons | More Details

Perform Advanced Apex Class Check on Permission Sets or Permission Set Groups

Now, you can perform Apex class checks more easily, remotely, and with greater flexibility to boost security. Previously, Apex class checks were performed only against the Apex classes assigned to the user’s profile.

With this enhancement, enjoy added support for Apex class checks based on permission sets or permission set groups. Users with a permission set or permission set group can remotely call allowlisted Apex classes. If you don’t enable the PerformAdvancedCheck flag along with the ApexClassCheck flag, the Apex class permissions checker enforces the checks only for the Apex classes assigned to the user’s profile.

Use the new Advanced Apex Class Check setting to perform Apex class checks on the Apex classes assigned to the user’s profile, permission sets, and permission set groups and for bulk implementations.

Review the Apex classes that you added to permission sets or permission set groups, and remove any Apex class that you don’t want the users to access from the allowlist by enabling the PerformAdvancedCheck flag.

Navigate to Setup.
Select Omni Interaction Configuration.
Select New Omni Interaction Configuration.
Enter PerformAdvancedCheck as the name and label.
Set the value to true.
Click Save.

This feature is available to Omnistudio customers who use the managed package runtime and the standard runtime.

Built-In Translations for Omniscripts and Flexcards

Automatic localization is here. Those who use the Omnistudio standard runtime are now able to use autotranslated system labels to localize single-language Omniscripts and Flexcards based on the user’s locale. For example, if the user’s locale is set to Spanish, all system-generated error messages also appear in Spanish. These autotranslated labels don’t affect your multilanguage Omniscripts, which use the translations that are defined by custom labels.

Deprecation and End of Support for AngularJS-Based Omniscripts

Omnistudio no longer supports Omniscripts built on AngularJS. This change impacts Omnistudio customers who use the managed package runtime and standard runtime. Lightning Web Component (LWC) Omniscripts enable you to enhance an existing Omniscript element or add custom functionality to the Omniscript by using custom Lightning web components.

Remember, to continue using these Omniscripts, you need to migrate all AngularJS-based Omniscripts to the Omniscript Lightning Web Component framework. Here’s how:

Review the LWC Omniscript Considerations to ensure LWC Omniscripts support the same elements and functionalities present in your Angular Omniscript.
Enable the use of custom Lightning web components for an existing Angular Omniscript by converting the Omniscript to an LWC Omniscript.

LWC-compatible elements display a Lightning icon in the Available Components panel of an Omniscript.

Beginning with Vlocity Insurance and Health Spring ’20, LWC Omniscripts may begin with an uppercase letter. If the Omniscript is in an earlier package:
- In the Vlocity Insurance and Health Summer ’19–Winter ’20 and Vlocity CME Fall ’19–Winter ’20 releases, an LWC Omniscript’s Type must begin with a lowercase letter. If the Omniscript’s Type begins with an uppercase letter, change the Type to a unique name that begins with a lowercase letter. You cannot use case-sensitivity to convert the Angular Omniscript’s Type. For example, if you have an Angular Omniscript with an existing Type named Test, you cannot create an LWC Omniscript with a Type named test.
- The Type limitation occurs because Type is stored in a Salesforce picklist, and Salesforce picklists store values without case-sensitivity.
Check the Enable LWC checkbox.
Replace any existing Done Actions in the Omniscript with a Navigate Action. For information on configuring the Navigate Action, see Navigate Action.
- LWC Omniscripts do not support the Done Action element.
LWC Select elements feature filtering similar to the filtering in a Type Ahead Block. To present a small number of options without filtering, replace the Select element with a Radio element.
Elements in an Angular Omniscript that use custom templates must now use custom Lightning web components to provide custom functionality.

Access Information with Distinct Omnistudio Guides

We simplified the search process so you can get the help you need, faster. In order to better represent the different runtimes, Omnistudio Standard was renamed Omnistudio, and Omnistudio for Vlocity was renamed Omnistudio for Managed Packages. In order to assist users in navigating the revised documentation, information is now organized in distinct, purpose-based guides and the Help documentation titles have been updated.

The Omnistudio Help is now organized into these guides:

Omnistudio: Guide for users who are using standard Salesforce objects on the Omnistudio standard runtime and Standard Designer.
Omnistudio for Managed Packages: Guide for users who are using custom objects on a managed package runtime. This guide also includes instructions for migrating from managed package runtime to standard runtime.
Omnistudio Installation and Upgrade: Guide with instructions to install and upgrade Omnistudio, set up permissions, and change Omnistudio settings for runtime and Metadata API support.

Omnistudio Salesforce Lightning Design System 2

Omnistudio’s design has been refreshed. Customers using the standard runtime can enhance the user experience of their Omnistudio applications at runtime with the new Omnistudio Salesforce Lightning Design System 2 (SLDS 2) theme. Turn on the Omnistudio SLDS 2 theme in your org, for a clear and consistent visual experience in Omnistudio through a simplified color palette, improved font styles, better spacing, and higher contrast.

Verify if the SLDS 2 theme is activated in your Salesforce org.
Navigate to Setup.
In the Quick Find box, search for and select Themes and Branding.
Verify the SLDS 2 theme setting. If the SLDS 2 theme is already activated in the Salesforce org, turn on the corresponding setting in your Omnistudio org.
From Setup, in the Quick Find box, search for and select Omnistudio Settings, and turn on Omnistudio SLDS 2.

Additional Updates

Accessibility enhancements: For Omnistudio customers who use the standard runtime, the Read-Only property is now replaced with Disabled for Radio and Radio Group elements. If this property is enabled, these elements are no longer a part of the focus order for users navigating with keyboards.

Automate complex tasks through integration procedures with Agentforce: By directly embedding Omnistudio’s robust Integration Procedures within Agentforce, streamline workflows and automate data transfer between systems.

Enhance your Experience Cloud LW sites with Omniscripts: If you’re using Standard Runtime, embed Omniscripts in your Lightning Web Runtime (LWR) Experience Cloud sites. With the combined power of LWR’s speed and Omniscripts’ customization options, create interactions that render faster.

Configure data and time settings in Omnistudio Data Mappers: In Omnistudio, a date, time, or datetime field’s input is processed by using a list of predefined formats. However, if you want Omnistudio to use the date/time format associated with a user’s locale, use the UserLocaleDateTime Omni Interaction Configuration setting.

From Setup, enter in the Quick Find box, search for and select Omni Interaction Configuration.
Click New Omni Interaction Configuration.
For label and name, enter UserLocaleDateTime without spaces and without changing the case.
Enter true as the value.
Click Save.

Sum It Up

Now you’re ready to get even more out of Omnistudio! You know how to boost security with advanced Apex permission checks, easily localize and translate Omniscripts and Flexcards, navigate the online resources, and upgrade to faster, more flexible Lightning Web Components. And with helpful tools like the Omnistudio Design Assistant, Omnistudio standard designer, and the refreshed SLDS 2 theme, creating polished, high-performing experiences is easier than ever. It’s time to test your understanding of these topics and complete the quiz to maintain your Omniscript Consultant certification.

Estimación de tiempo

Temas

¿Necesita ayuda?

Recursos de Agentforce 360 Platform