Vlocity and OmniStudio in Salesforce

Companies in every industry have a digital transformation by accelerating their plans for a digital-first, work-from-anywhere environment. With Salesforce Customer 360 and Vlocity, customers can take advantage to the most advanced industries platform for digital transformation, as well as tools and expert guidance to tailoring their specific needs.

Vlocity-Salesforce Industries

Vlocity is a leading provider of industry-specific cloud and mobile software for the world’s top companies in communications, media and entertainment, energy and utilities, insurance, health, and government organizations. Developed on Salesforce Platform, Velocity application  solve the needs of these industries.

  • Healthcare & Life Sciences
  • Government
  • Educations
  • Financial Services
  • Manufacturing
  • Nonprofit
  • Retail
  • Media and Entertainment,
  • Energy and Utilities
  • Communication
  • Technology
  • Travel Transportations & Hospitality

The acquisition of Vlocity in June 2020 gave Salesforce a boost in Industrial solutions. With ready made application and process, companies in every industry can accelerate there work. 

But how?  Thanks to its user-friendly and easy to use functionality called OmniStudio .

What is OmniStudio ?

The OmniStudio digital engagement suite simplifies and accelerates digital transformation,

With its drag-and-drop configuration capabilities, customers can  build solutions specific to their industry with clicks rather than custom code results in increasing user productivity and enabling greater self-sufficiency for employees, consumers, and partners.

OmniStudio also includes tools for integrating with other enterprise applications and data.

OmniStudio is part of Einstein Automate, which integrates Salesforce automation capabilities across Platform, Einstein, MuleSoft, Industries, and AppExchange to deliver an efficient end-to-end workflow platform.

OmniStudio offers three layer architecture.

  • Digital Experience
  • Service Management
  • Developer Experience


The Digital Experience Layer

The Digital Experience layer includes two primary user interface (UI) components.

  • FlexCards: FlexCards summarize basic information at a glance, display detailed information on demand, and provide quick access to common tasks that are context-relevant
  • OmniScripts: Provides customer a guided and configurable path to complete a business process.

These declarative tools provide rich user interaction experiences that are easily understandable. They’re built on Salesforce Lightning web components (LWC), which run inside Salesforce and improve UI performance.

The Service Management Layer

The Service Management layer includes data services that read, write, transform, calculate, and track data within and outside of Salesforce.

  • DataRaptors: Services helps in retrieving, transforming, and updating data
  • Integration Procedures: Retrieve data in a single server call

This layer works with Apex classes, calculation engines, and external application programming interfaces (APIs) to execute whatever business logic is required by the process.

The Developer Experience Layer

This layer is an application lifecycle layer for developers to manage and move OmniStudio component changes between environments. These developer tools are:

  • IDX Build Tool:  packages and migrates OmniStudio Datapacks in a source-control-friendly format
  • IDX Workbench: Desktop application that enables developers to migrate Datapacks and Salesforce metadata from one org to another or from an org to a Git repository

Developers can export and import the component as a Datapack, a collection of OmniStudio components packaged together for exporting and importing purposes. For example, developers can export and import a FlexCard with a specific Integration Procedure.


To know more about OmniStudio follow this trail by Salesforce 

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