Discover the Omnistudio Digital Suite
Learning Objectives
After completing this unit, you’ll be able to:
- List the three layers of the Omnistudio digital suite.
- Describe each layer and its components.
Explore Omnistudio Layers and Components
Omnistudio provides a suite of services, components, and data model objects that combine to create Industry Cloud applications. The suite contains three layers: digital experience, service management, and developer experience. Each layer has an Omnistudio component or two that caters to your specific digital transformation needs.
Layer |
Component(s) |
|---|---|
Digital Experience |
Flexcards and Omniscripts |
Service Management |
Data Mappers and Integration Procedures |
Developer Experience |
Salesforce Command Line Interface (SF CLI) |
In this unit, you learn what each Omnistudio layer and the respective components do.
Digital Experience Layer
The digital experience layer of Omnistudio helps you create rich user interaction experiences for users. It includes Flexcards and Omniscripts components that are built on Salesforce Lightning Web Components.
Flexcards
Flexcards show contextual information and actions at a glance in a card-like format. They also show detailed information on demand and provide quick access to common context-relevant tasks. For example, in a call center scenario, when a call center rep interacts with a customer over the phone, the rep can view the customer's information and launch guided processes from a Flexcard during the call.
Omniscripts
An Omniscript provides a guided path for completing a business process and a configurable way of creating a seamless customer experience.
For example, imagine that a consumer wants to:
- View and update their contact information
- Apply for a product or service
- Respond to a survey
- View payment options and use one to pay their bill
- File a dispute for a transaction
You can use Omniscripts to help your consumer accomplish these tasks, without complicated coding on the backend. Your consumers can also open Omniscripts on any device and via any channel, such as a mobile device or an online portal.
Omnistudio Lightning Web Components
Omnistudio Lightning web components (LWC) is a declarative clicks-not-code approach to building and modifying your applications. When you activate a Flexcard or Omniscript, it becomes a Lightning web component. Thanks to this user interface technology, you can open Omniscripts as flyouts to show additional information when you select an action on a Flexcard. You can also embed Flexcards in Omniscripts. An embedded Flexcard receives data from the Omniscript and performs any action available in the Flexcard.
Omnistudio Lightning web components also:
- Work inside Experience Cloud communities and portals.
- Resize to render correctly on mobile devices.
Omnistudio automatically generates the Lightning web components associated with Omniscripts and Flexcards. Developers only interact with Omniscripts and Flexcards because the Lightning web components generation is abstracted from the developers. These components work in every digital interface, ensuring a consistent multichannel experience. With the OmniOut feature, you can use Omniscripts and Flexcards Lightning web components outside Salesforce on third-party websites.
Service Management Layer
The service management layer includes two data services: Data Mappers and Integration Procedures. These tools execute different processes and deliver data to and from the Flexcard and Omniscript user interface components.
Data Mappers
A Data Mapper is a tool that helps you read, transform, and write Salesforce data. There are four types of Data Mappers: Turbo Extract, Extract, Load, and Transform. Here’s what each type does.
Data Mapper Type |
What It Does |
|---|---|
Data Mapper Turbo Extract |
Gets data from a single Salesforce object |
Data Mapper Extract |
Gets data from one or more Salesforce objects |
Data Mapper Load |
Saves data to one or more Salesforce objects |
Data Mapper Transform |
Manipulates any data that comes from inside or outside Salesforce |
Integration Procedures
Integration Procedures are declarative, server-side processes that execute multiple actions in a single server call. So they reduce the number of server calls to enhance performance. Use Integration Procedures when you need fast processing of complex data from multiple sources. These data sources can be internal, external, or Data Cloud.
Integration Procedures orchestrate calls to Apex classes, calculation engines, and external application programming interfaces (APIs) to execute business logic in the processes.
Together, Data Mappers and Integration Procedures speed up development time and help users maintain updates over time in a cost-effective way. For example, imagine that a user wants to expose a new field that provides information in a user interface (UI) or process. You can just add that information into the Data Mapper and Integration Procedure, then add the field on an Omnistudio Flexcard to show it to a customer. That’s good stuff!
Developer Experience Layer
The developer experience layer consists of tools for developers or administrators to manage and move changes to Omnistudio between environments. Use Salesforce Command Line Interface (SF CLI) for deploying Omnistudio components between orgs when you’re on Omnistudio standard runtime. If you use the managed package runtime, use Omnistudio Build Tool. Check Data Deployment with the Omnistudio Build Tool for more details. To learn more about the difference between Omnistudio and Omnistudio for Managed Packages, check Differences Between Omnistudio and Omnistudio for Managed Packages.
With its three layers and many functionalities, Omnistudio provides a personal, reliable, and efficient method of digital engagement to consumers and companies.
What’s Next
In this unit, you learned about the different Omnistudio layers and their components. In the next unit, find out how these Omnistudio components work together. You also learn how Industry Clouds use Omnistudio.