SidebarSite navigation.
More
Cert++
Close

Omnistudio as a setup prerequisite in Agentforce Health orgs

Key Takeaway

Install Omnistudio during basic setup, before any specific feature, then assign its permission sets by role and change the runtime settings your features need.

Omnistudio is a set of no-code tools on the Salesforce platform. You use it to build guided interactions and other rich user experiences, data displays, and data integrations. In Agentforce Health, installing Omnistudio is a basic setup task, because several features are built on it. Some features also need specific Omnistudio runtime settings changed before they work.

What Omnistudio includes

Applications and workflows built with Omnistudio can use data from Agentforce Health and from external sources. Omnistudio has four main components:

  • Omniscripts hold user-interaction components and the logic for guided flows.
  • Flexcards display data and launch actions.
  • Integration Procedures bundle server-side data integration operations for efficiency and reuse.
  • Omnistudio Data Mappers transfer and transform data between Salesforce and the Omniscripts, Flexcards, and Integration Procedures components.
Salesforce Accredited Agentforce Health Professional Study Guide

Checklist progress

0/167Learned

Given a finalized design, determine how to install Agentforce Health according to best practices

0/7

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Salesforce Accredited Agentforce Health Professional studiers.

Go to Discord