What is OmniStudio? (And how can I use it?)
OmniStudio is a low-code development platform that allows businesses to build custom applications quickly and easily. It helps to simplify the creation of complex, industry-specific experiences on Salesforce. It is an all-in-one platform that offers a range of tools and features to help businesses develop and deploy custom applications without the need for extensive coding knowledge.
When Salesforce purchased Vlocity in 2020, OmniStudio was folded in as part of Einstein Automate, which integrates Salesforce automation capabilities across Salesforce, Einstein, MuleSoft, Industries, and AppExchange to deliver an end-to-end workflow platform.
One of the key features of OmniStudio is its drag-and-drop interface, which allows users to build applications by simply dragging and dropping components onto a canvas. This makes it easy for users with little to no coding experience to build custom applications quickly and easily. OmniStudio also offers a range of pre-built templates and components that can be used to build applications. These components include things like forms, tables, and charts, which can be customized to suit the needs of the business.
Essentially, OmniStudio offers the power of LWC and Apex at a fraction of the level of effort.
How is OmniStudio similar to Salesforce?
Like the Salesforce platform, OmniStudio follows a modular architecture that leverages a microservices architecture style, allowing services to work together seamlessly. This architecture promotes agility, scalability, and efficient deployments. With its user interface layer, OmniStudio enables the creation of digital experiences through drag-and-drop configuration. It offers features like FlexCards and OmniScripts that enhance and customize user interfaces, which are similar to Dynamic Forms and Screen Flows.
Beyond the user interface, OmniStudio provides a service management layer that allows for business logic application and data interaction. It breaks down traditional data silos by integrating Salesforce data and external data sources. DataRaptors and Integration Procedures, which are similar to Autolaunched Flows, are tools within OmniStudio that replace custom code and allow for rapid interactions with APIs and third-party data. Leveraging Integration Procedures can significantly reduce development time compared to custom code in Apex.
So… What are some things I can do with OmniStudio?
OmniStudio is powerful in its ability to help create experiences with minimal coding resources. It is a powerful tool that has many applications in industries including: Communications, Media & Entertainment, Health, Energy & Utilities, Public Sector/Government and Insurance & Financial Services. Some popular uses for it include:
- Create a Call script Omniscript for Sales agents, which performs a callout to an external system to see whether the internet service is available at the customer’s address
- Create a FlexCard that can update a customer’s Billing Address and any related Service Addresses
- Create an Omniscript for Customer Community users to apply for new licenses and permits
OmniStudio is a powerful platform that offers a range of tools and features to help businesses build custom applications. While there are some similarities to standard Salesforce features, there are also some key differences. OmniStudio is a low-code development platform that allows for more flexibility in application design. By leveraging OmniStudio, Salesforce orgs can achieve faster development, simplified maintenance, and lower costs compared to custom code and Lightning Web Components (LWC). It serves as an excellent alternative solution before resorting to custom code, especially when dealing with custom requirements.