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Omnistudio Developer

Omnistudio Developer

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Given a set of requirements, determine appropriate card style, data sources, fields, and actions to configure on cards and card states.

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The four supported Flexcard data source types (Salesforce Object, Integration Procedure, DataRaptor, REST) and when each is used

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The available Flexcard action types (navigation, flyout, modal, OmniScript launch, custom LWC) and when each is used

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How to configure a Flexcard to use a Salesforce Object as its data source, including which object fields and filter conditions are specified directly on the card

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How to configure a Flexcard to use an Integration Procedure as its data source, including how the input parameters are mapped

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How to configure a Flexcard to use a DataRaptor Extract as its data source

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How to configure a Flexcard to call an external REST endpoint directly as a data source

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How Flexcard element types (fields, icons, images, custom LWC) are configured to display data from the card's data source using merge syntax

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How Flexcard card states (default state versus conditional states) are defined and how state transition conditions are evaluated

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The difference between configuring conditional visibility at the card-state level versus at the individual element level on a Flexcard

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How to configure a conditional state on a Flexcard so that a different layout is displayed when a field value matches a specific condition

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The key configuration properties for Flexcard actions, including passing context and targeting (e.g., URL for navigation, record ID for OmniScript)

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How a Flexcard flyout action differs from a modal action in terms of user experience and configuration

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How to configure a Flexcard action to launch an OmniScript in a modal and pass context (record ID, field values) from the card to the script

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How conditional action visibility on a Flexcard action is configured so that an action button only appears when a condition is met

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How to configure a Flexcard to iterate over a list of records returned by a data source and render one card instance per record

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How a parent Flexcard embeds a child Flexcard (the Children panel) and when embedding child cards is appropriate versus using a single card with multiple elements

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Given a requirement to display data from multiple related Salesforce objects, which Flexcard data source type should be chosen

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How Flexcard display styles (card, list, table, timeline) differ and when each should be selected to meet a display requirement

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Apply concepts required to build the JSON data structure that supports Flexcards framework.

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How the Flexcard JSON data model is structured, including the relationship between the card definition, states, elements, and actions
How a Flexcard's data source response JSON is consumed by card elements using dot-notation path references
How OmniStudio merge syntax is used within a Flexcard to reference data from the card's data source JSON node
How a Flexcard's input parameters map to the data source's expected input JSON structure
How the Flexcard JSON state is structured differently when the data source returns a single record versus a list of records and how each case is rendered
How nested child Flexcards are embedded inside a parent Flexcard and how the parent passes data to the child via the child card's input parameters
How Flexcard version activation works and the impact of activating a new version on users who have the card embedded in a Lightning App Page

Given a set of functional requirements, match these requirements to the Flexcards framework functionality.

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Given a requirement to show a different card layout for active versus inactive accounts on the same Flexcard, how states and conditions are configured
Given a requirement to display an empty state message when the Flexcard data source returns no records, how is this configured
Given a requirement to display an account summary with conditionally visible service status indicators, which Flexcard features are used
Given a requirement to allow an agent to launch a service order OmniScript from a Flexcard, how the action is configured and what context is passed
Given a requirement to embed a Flexcard on a Lightning Record Page and a separate version on an Experience Cloud site, what configuration differences are required
Given a requirement to surface a custom LWC component inside a Flexcard, how is the custom component embedded and how does it receive data from the card
Given a requirement to display data from an external billing API on a Flexcard, which data source type and HTTP configuration is appropriate

The OmniScript input element types (Text Input, Select, Multi-Select, Checkbox, Date/Time, Currency, Number, File, Signature, Radio, Toggle) and what each captures
The OmniScript display and derived element types (Text Block, Display Text, Formula, Type Ahead) and what each displays or computes
How the Group element and Block element differ in their layout behavior and when each is used to organize child elements within a step
How the Repeatable Block element is configured to allow a user to add a variable number of line items within a single step
How the Formula element works and what formula functions are available
How the SetValues element is configured to assign or transform values within the OmniScript data JSON without making a server callout
How the Navigate element is configured to jump to a specific named step and when it is used instead of relying on native Previous/Next navigation
How the Type Ahead element differs from the Select element and when Type Ahead is preferred for fields referencing large sets of Salesforce records
How conditional visibility (show/hide conditions) is configured on an OmniScript step using the 'Condition' property and OmniStudio merge syntax
How conditional visibility on an element differs from conditional navigation (branching to a different step) in an OmniScript
How the Conditional View element differs from using a condition expression on a regular element to show or hide content within an OmniScript step
How the Integration Procedure Action element is configured within an OmniScript step, including how input and output are mapped to the script's data JSON
How a DataRaptor Extract Action element inside an OmniScript differs from calling an Integration Procedure Action that wraps the same DataRaptor
When to use the SetValues element versus a DataRaptor Transform action to reshape or default data within an OmniScript
Given a requirement to pre-populate an OmniScript from context passed by a Flexcard action, how are the input parameters received and mapped in the script
Given a requirement to allow a user to attach a file (e.g., proof of identity) during a guided process, which OmniScript element is used and what properties must be configured
Given a requirement to collect an e-signature from a user within a guided process, which OmniScript element is used
How the Remote Action (Apex) element is used within an OmniScript and what is required in the Apex class for it to be callable
How OmniScript Save and Resume is enabled and how in-progress data is stored so a user can return to a multi-session process
How an embedded child OmniScript is configured inside a parent OmniScript and how data from the parent is passed into the child
How a custom LWC component is embedded within an OmniScript as a Custom Lightning Web Component element and how it communicates with the script's data JSON using pubsub or standard LWC events
How the step progress indicator (step chart) is controlled, including hiding individual steps from the header progress bar
How the OmniScript hierarchical data JSON is built at runtime: how each element's name becomes a JSON key and how nested blocks create nested JSON nodes
Given an OmniScript with a Block named 'ContactInfo' containing an element named 'Email', what is the resulting JSON path to the Email value
How OmniStudio merge syntax (%NodeName:FieldName%) is used to reference a value from the JSON data node anywhere in the script (labels, conditions, action inputs)
How the Repeatable Block element stores its repeated entries in the JSON data structure (as an array under the block's name)
How the 'Response JSON Path' property on an OmniScript action is used to extract a subset of the action's response into the script's data JSON
How the 'Element JSON Path' property on an Integration Procedure Action element maps the action's output into a specific node in the OmniScript data JSON
Given an OmniScript action configured with a specific 'Input JSON Path', how the portion of the data JSON tree it specifies is isolated and passed as the action input
How to read the OmniScript debug/JSON state panel during Preview to trace the current state of the data JSON at each step
How the OmniScript Type and SubType fields affect the URL used to launch the script and the script's versioning behavior
How the 'Required' property on an OmniScript element prevents step navigation until a value is entered, and how this differs from a custom validation expression
Given a requirement to display read-only HTML content or instructions to the user between input fields, which OmniScript element is used
Given a requirement to pre-populate address fields from an existing Salesforce Account record when the script launches, which element and action type should be used
Given a requirement to show or hide a step based on the value selected in a previous step's dropdown, what configuration achieves this
Given a use case where a service agent must collect a variable number of line items (e.g., products to order), which OmniScript element structure is correct
Given a requirement to display a calculated subtotal that updates as the user changes quantity inputs, which OmniScript element is correct
Given a requirement to validate that an entered email address matches a specific pattern before allowing the user to proceed, how is custom validation configured on an OmniScript element
Given a requirement to write collected OmniScript data back to multiple Salesforce objects at the final step, which action type and configuration is appropriate
Given a requirement to call a decision-support Apex method mid-script (e.g., to check eligibility), which OmniScript element and required Apex annotation are used

The Integration Procedure data elements (DataRaptor Extract, DataRaptor Load, DataRaptor Transform, Set Values) and the primary purpose of each
The Integration Procedure control flow and integration elements (Conditional Block, Loop Block, HTTP Action, Response Action) and the primary purpose of each
The Integration Procedure decision and sub-procedure elements (Matrix Action, Integration Procedure Action, Calculation Procedure Action) and the primary purpose of each
How the Set Values element within an Integration Procedure assigns or transforms values between elements without a Salesforce DML operation
How the Response Action element is used to define what the Integration Procedure returns to its caller and how the output node is configured
How the HTTP Action element is configured in an Integration Procedure (Named Credential, HTTP method, request body, response mapping)
How the Conditional Block element in an Integration Procedure evaluates a condition and routes execution to different child element branches
How the Loop Block element in an Integration Procedure iterates over an array of records and executes child elements for each iteration
How a sub-Integration Procedure is called from a parent Integration Procedure using the Integration Procedure Action element, and why this pattern is used
How the Matrix Action element within an Integration Procedure invokes a Decision Matrix and maps its output into the procedure's data node
How the Integration Procedure Preview/Test panel is used to supply test input JSON and inspect the output without connecting to an OmniScript
How Integration Procedure versioning and activation works and how the version in use by a calling OmniScript is controlled
Given a requirement to query Salesforce data, transform it, call an external API, and write results back to Salesforce in one server call — which Integration Procedure element sequence achieves this
How Integration Procedure asynchronous execution is enabled, what it means for the caller, and when it should be used
How input and output nodes are defined on an Integration Procedure and how element-level output is promoted to a named node accessible by downstream elements
How Named Credentials are used in the HTTP Action element to securely store endpoint URLs and authentication credentials outside the Integration Procedure definition
Given a requirement to retrieve an Account and all related Contacts in a single server-side call, which Integration Procedure element(s) and configuration should be used
Given a requirement to process a list of line items and create a separate Salesforce record for each, which Integration Procedure element is used and how is it configured
Given a requirement to conditionally call an external payment gateway only when an order total exceeds a threshold, how is the Integration Procedure structured
Given a requirement to apply different discount rates based on a customer's tier and product category using externalized business rules, which Integration Procedure element and supporting OmniStudio component are used
How the Calculation Procedure Action element invokes an Expression Set inside an Integration Procedure and how the result is consumed
How element-level error handling in an Integration Procedure is configured to return a meaningful error message to the calling OmniScript
How procedure-level error handling in an Integration Procedure is configured to return a meaningful error message to the calling OmniScript
How Salesforce governor limits (DML limits, callout limits, CPU time) constrain Integration Procedure design and what patterns should be avoided

The four OmniStudio DataRaptor types (Extract, Load, Transform, Turbo Extract) and the single defining characteristic of each
Given a requirement to read data from Salesforce objects and return it as a JSON structure to an OmniScript, which DataRaptor type is used
Given a requirement to create or update Salesforce records from JSON data collected in an OmniScript, which DataRaptor type is used
Given a requirement to reshape a JSON payload from one structure to another without reading from or writing to Salesforce, which DataRaptor type is used
The key difference between DataRaptor Extract and DataRaptor Turbo Extract in terms of query mechanism, performance, and relationship traversal support
Given a requirement to retrieve a large volume of Salesforce records with high performance using direct SQL-like queries, which DataRaptor type is used
When DataRaptor Turbo Extract is preferred over DataRaptor Extract and what its limitations are (e.g., no formula fields, no parent-child relationship queries)
How to configure a DataRaptor Extract to query a Salesforce object, including the Object name, field list, and filter conditions
How output field mapping in a DataRaptor Extract controls the JSON key names in the extract's output node
How DataRaptor Extract uses input parameters to filter the query results (e.g., filtering by Account ID passed from an OmniScript)
How DataRaptor Extract maps related object fields (parent-child relationships) into the output JSON using relationship traversal
How to configure a DataRaptor Extract to retrieve multiple child records (e.g., all Opportunity Line Items for an Opportunity) and how they appear in the output JSON
Given a requirement to pre-populate an OmniScript's fields from a Salesforce Contact record, how a DataRaptor Extract is configured and invoked as an action within the script
How the DataRaptor Extract preview/test functionality is used to validate the output JSON structure before connecting it to an OmniScript or Integration Procedure
How a DataRaptor Load is configured to insert or update Salesforce records, including the object name, field mappings, and key field for upsert logic
How input field mapping in a DataRaptor Load maps JSON node keys from the OmniScript data JSON to the target Salesforce object fields
How DataRaptor Load determines whether to insert or update a record based on the key field configuration, and what happens when the key field value is null
How a DataRaptor Load is configured to write to multiple Salesforce objects in a single operation (parent and child records)
Given a requirement to save multiple Contact records collected in a Repeatable Block within an OmniScript, how the DataRaptor Load handles the array structure
How Salesforce validation rules and required field constraints interact with a DataRaptor Load and how errors are surfaced
How the DataRaptor Load 'Delete' operation mode is configured to remove Salesforce records and when it is used versus the default upsert mode
What DataRaptor Transform does: it reshapes JSON from one structure to another without performing any Salesforce DML or queries
How DataRaptor Transform input and output field mappings are configured to rename, reorder, or flatten JSON keys
How the DataRaptor Transform formula feature is used to compute or concatenate values during the transformation
Where in an Integration Procedure sequence DataRaptor Transform is typically placed (after HTTP Action, before DataRaptor Load) and why
Given a requirement to convert a REST API response JSON into a structure compatible with a DataRaptor Load, which DataRaptor type and configuration is used
How DataRaptor Turbo Extract's query configuration differs from DataRaptor Extract (SQL-like syntax, direct database access, no formula field support)
When DataRaptor Turbo Extract should be used instead of DataRaptor Extract to meet a high-volume or performance requirement
The limitations of DataRaptor Turbo Extract compared to DataRaptor Extract (no formula fields, no parent-to-child relationship traversal, no picklist label mapping)
Given a requirement to retrieve 5,000 product records for display in an OmniScript lookup, when Turbo Extract is appropriate versus Extract

What a Decision Matrix is: a lookup table with input key columns and output value columns used to return a matching output row based on input values
How Decision Matrix rows are structured with input key fields (exact match or range) and output value fields, and how the lookup algorithm finds the matching row
How range-based matching works in a Decision Matrix (e.g., a row matches when an input value falls between a Min and Max column)
A concrete scenario where a Decision Matrix is the correct tool (e.g., product pricing tiers based on region and quantity ranges)
Given a requirement to look up a discount rate based on customer segment and order volume, how is the Decision Matrix configured and invoked
How the Matrix Action element in an Integration Procedure calls a Decision Matrix, passes input key values, and maps the output into the procedure's data node
How a Decision Matrix is versioned and activated, and the effect of activating a new version on Integration Procedures that reference the matrix
How wildcard or catch-all rows in a Decision Matrix serve as a fallback when no exact row matches the input keys, and when this is needed
What an Expression Set (Calculation Procedure) is: a sequence of expression steps that evaluate conditions and compute weighted or calculated output values
How Expression Set steps are structured: each step has a condition, an expression, a weight, and an output variable
How Expression Set operators and functions are used to evaluate conditions and compute output values
How an Expression Set differs from a Decision Matrix: Expression Sets compute derived values through expressions; Decision Matrices perform table lookups
When an Expression Set is preferred over a Decision Matrix (e.g., when the output requires computation across multiple inputs rather than a simple lookup)
A concrete scenario where an Expression Set is the correct tool (e.g., insurance premium calculation based on age, coverage type, and risk score)
How the Calculation Procedure Action element in an Integration Procedure invokes an Expression Set and maps the output variables into the procedure's node
How Expression Set versioning and activation works and the effect of a new active version on procedures that reference it

How OmniStudio permission sets (OmniStudio Admin, OmniStudio User) control access to OmniStudio components and what symptoms appear when a user lacks the required permission set
How to use the OmniScript Preview mode and the JSON state panel to identify which step or action is producing incorrect data
How to use the Integration Procedure debug/test panel to reproduce an error by supplying the exact input JSON that was passed at runtime
How to diagnose a merge field that resolves to an empty string or undefined in a Flexcard or OmniScript and identify the misconfiguration
What causes a Flexcard to display blank or fail to render, and how to diagnose the root cause (data source misconfiguration, inactive version, missing field path)
How to identify when a Flexcard is showing stale data versus a real-time data source error, and the steps to distinguish the two
How to troubleshoot a Flexcard action that is not passing the expected input parameters to an OmniScript (e.g., a null context variable)
How to troubleshoot an OmniScript action that is not firing as expected (wrong element order, incorrect condition expression, action disabled flag)
Common causes of an OmniScript failing to save (DataRaptor Load error, Integration Procedure timeout, governor limit hit) and how to identify which applies
How to diagnose a DataRaptor Load failure caused by a Salesforce validation rule violation or a required field being null
How to troubleshoot a DataRaptor Extract that returns no records or an unexpected empty result, including checking object permissions, filter conditions, and input parameter mappings
What error codes or messages Integration Procedures return when an HTTP Action fails, and how to interpret them during troubleshooting
How to diagnose a Decision Matrix returning no match (no row found for the input keys) versus returning incorrect output values
The end-to-end OmniStudio data flow: from Flexcard data source request → Integration Procedure → DataRaptor Extract → Salesforce query → JSON response → merge field display
Given a scenario where a Flexcard displays blank data, how to determine if the failure is in the Flexcard configuration, the Integration Procedure, the DataRaptor, or the Salesforce data itself
Given a scenario where an Integration Procedure returns unexpected data, how to isolate which element in the procedure is transforming the data incorrectly by using element-level output inspection
Given a scenario where an OmniScript fails to write data at the final step, how to determine if the failure is in the DataRaptor Load, a Salesforce validation rule, or the Integration Procedure's error handling
Why standard Salesforce change sets do not fully support OmniStudio components and what the recommended migration approach is instead
What a DataPack is in the context of OmniStudio and how it encapsulates one or more OmniStudio components with their dependencies for migration
How OmniStudio components are deployed between orgs: the OmniStudio Export/Import process, DataPacks, and why standard change sets are not fully supported
How to handle dependent OmniStudio components (e.g., an OmniScript that references an Integration Procedure that references a DataRaptor) when migrating between orgs to ensure all dependencies are included in the DataPack
The deployment steps required to make a migrated OmniScript or Flexcard active in a target org after import (compilation, version activation)
How OmniScript LWC compilation (OmniOut) works post-deployment and what symptoms appear if compilation has not been run after an import
How OmniStudio components are represented in source-tracked orgs and SFDX projects (as CustomMetadata or CustomObject records) and what implications this has for version control workflows
How OmniStudio namespace affects merge syntax and component references in deployed components
How the IDX Build Tool and IDX Workbench are used to export OmniStudio DataPacks to a version-controlled repository and import them to a target org
Given a scenario where a deployed OmniScript renders as a blank page in the target org, how to determine if the issue is a missing LWC compilation step or an inactive version

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Given a requirement to display data from multiple related Salesforce objects, which Flexcard data source type should be chosen

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Next conceptHow Flexcard display styles (card, list, table, timeline) differ and when each should be selected to meet a display requirement

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Explainer

Flexcards retrieve data from various sources, but Integration Procedures are the recommended choice for displaying data from multiple related Salesforce objects. This method separates data configuration from the card layout and allows a single procedure to fetch records like Accounts and Contacts simultaneously.

Core information

Integration Procedures are considered best practice for inputting data because they separate data configuration from the Flexcard configuration.

More details and nuances

Integration Procedures execute multiple actions in a single server call, which supports optimal flexibility and easier implementation.