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Omnistudio component activation, access and upgrades after deployment

Key Takeaway

Moving Omnistudio components into an org is only part of the work: you still activate them, give users a place to launch them, and give users the access they need.

Omnistudio is the no-code toolkit for guided interactions in Agentforce Health, such as Disease Surveillance assessments. After deployment, the access users need covers licenses, permission sets, field access and Apex access. Getting this right matters because some stricter security checks are now on by default.

What Omnistudio includes

You use Omnistudio to build guided interactions and other rich experiences without code. These experiences can use Agentforce Health data and data from external sources. Omnistudio has four main component types:

  • Omniscripts run guided flows.
  • Flexcards display data and launch actions.
  • Integration Procedures bundle server-side data operations.
  • Omnistudio Data Mappers move and transform data between Salesforce and the other components.

Business Rules Engine and Decision Explainer require Omnistudio.

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