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Omnistudio permission sets for health builders and end users

Key Takeaway

Builders get "Omnistudio Admin", end users get "Omnistudio User", and Agentforce Health features add their own permission sets alongside these.

Omnistudio is the no-code toolset Agentforce Health uses for guided interactions. Its components are Omniscripts, Flexcards, Integration Procedures, and Omnistudio Data Mappers. Two permission sets control who can build these components and who can only run them, so a customer design tells you which person needs which set.

The Omnistudio PSL and its two permission sets

Omnistudio access starts with the Omnistudio permission set license (PSL), renamed from Omnistudio Admin. The Omnistudio PSL now includes two permission sets: Omnistudio Admin and Omnistudio User.

A user gets no base-level access to Omnistudio objects until you assign one of these permission sets. So set them up and assign them before you use Omnistudio in Agentforce Health.

Omnistudio Admin is for builders, the admins and designers who create and manage Omnistudio content. Omnistudio User is for end users, also called consumers. End users can run components but cannot create or edit them. Omnistudio Admin also includes the permissions granted by Omnistudio User, so a builder does not need both sets.

Omnistudio AdminOmnistudio User
Flexcards (Omni UI Card)Create, Read, Update, DeleteRead
Omniscripts and Integration Procedures (both Omni Process)Create, Read, Update, DeleteRead
Omnistudio Data Mappers (Omni Data Transformation)Create, Read, Update, DeleteRead
OmniGlobalAutoNumberCreate, Read, Update, DeleteRead, Update
OmniInteractionAccessConfigurationRead, through Omnistudio UserRead
Omniscript Saved SessionFull access, through Omnistudio UserFull access
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