Salesforce OmniStudio Development : Hands-On Guide - 2026

Understand the three-layer Omni Studio architecture—digital experience layer, service management layer, and developer experience layer—and how flex cards, Omniscript, and data mappers enable low-code workflows in Salesforce.

Sign up for a personal revenue cloud management org with Omni Studio enabled. Verify your email and set your password to access the Omni Studio app and Omni Script components.

Learn how to use the turbo extract data mapper in Omni Studio to query case records in Salesforce, apply a status filter not equal to closed, and output JSON.

Dynamically apply filters in a turbo extract data mapper by using a dynamic contact id variable, testing with input parameters and Velocity environment variables in Omni Studio.

Learn to use extract interface type in OmniStudio with data mapper to fetch accounts with related contacts and owner, applying dynamic filters, mapping JSON outputs, and addressing output duplication.

Use the data mapper to set extract paths like accounts: contacts and accounts: owner, mapping account, contact, and owner fields to build a nested json output.

Insert account and related contacts with a data mapper by linking contacts to accounts via account name lookups, mapping fields from json input, and handling duplicates.

Learn to upsert account records with a data mapper by adding an external ID field, mapping it in JSON, and using the upsert key to update or create.

Transform a json input into a policy-rooted json output with OmniStudio data mapper, mapping annual premium, policy number, status, policy name, and deriving policyholder and beneficiary names from contacts.

Map input JSON from multiple sources into a unified customer JSON. Calculate a customer score from sentiment score and phone data, then derive engagement level to shape output fields.

Transform JSON to XML by mapping fulfillment order data with line items, shipping and billing addresses using a data mapper in Omnis Studio, including validated logic.

Design flex cards with the flex card designer to display charts, data tables, images, rich text, and conditional blocks. Wire actions like creating records or navigating via data mappers.

Create your first flex card in Omni Studio by wiring a Soql data source to the contact object, displaying name, email, phone, and title with previews and optional filters.

Extend a flex card to display contact names, add a navigate button that opens the contact record in a new window, and embed the card in the account detail page.

Create a flex card in Omni Studio to display opportunities related to an account, including name, close date, amount, stage, and a view record action in a new tab.

Create a flex card account related contacts to display contacts in a data table with pagination and sorting, using a SQL query filtered by account id.

View opportunity history in a modal by adding a view opportunity history action to the parent flex card, which opens a child history card as a fly out modal.

Display products in a flex card with image, name, price, category, and rating, enabling multi-select and visual feedback for selected or out-of-stock items from a custom JSON data source.

Apply conditional styling to a Salesforce OmniStudio flex card to reflect product selection. Show block color changes when selected, and display an out of stock message using in stock logic.

Learn to pass data from a child flex card to its parent flex card in Salesforce OmniStudio by firing a custom event and displaying the received value.

Modify a flex card to add collapsible asset lists and multi-state logic based on status and expiry, including a buy new asset action when no records exist.

Explore OmniStudio's omniscript, a drag-and-drop, low-code tool to build guided front-end processes, data integrations, and self-service flows for industry solutions.

Create your first Omniscript to input account details, map fields with a data mapper to create the account, and navigate to the newly created account record.

Create omni script to fetch account by record ID with data mapper extract, show read-only and editable fields, save updates via data mapper post action, and return to account page.

Create a flex card for account information inside an omni script, passing the record id to fetch and display account details via SQL queries or a data mapper.

Configure a flex card to host a drop-down menu and open Omniscripts from actions, passing the account id via the data mapper to edit or create related accounts.

Control element visibility in OmniScript with conditional view using field, operator, and value; show or hide the upload profile field based on a checkbox.

Set values in OmniScript pre-populates fields, updates JSON nodes, and prepares data for actions like integration procedures and data mappers, using static or dynamic values and merge fields with ampersand.

Learn to make an API call with Omniscript, a low code tool, using a named credential and a weather API key. Build, test, and preview weather data for a city.

Pass data from OmniScript to a weather information flex card by encoding the city input, binding current and location details, and displaying icons and condition text.

Learn to pass selected flex card records to an Omniscript via a custom event and update action, enabling display and downstream routing to a data mapper transform or integration procedure.

Learn to expose Apex classes to OmniScript by creating a global, callable class with a call method, handling input and output, and using integration procedures.

Configure a standard select element in OmniStudio to display account picklist values without apex code by binding to account.rating and account.active.

Explore how to build a lookup component in omni script that dynamically fetches s object or picklist values, filters by context, and maps jsonpath results for data-driven selections.

Configure a type ahead block in Omniscript to search accounts using a data mapper extract, display account names, and return the selected account id for downstream processes.

Master the edit block in Omniscript to view, create, edit, and delete records from a JSON array via a data mapper, with table, card, or inline displays.

Explore key Omniscript elements and properties, including the step chart, cancel options, messaging and formulas, and action blocks to run actions concurrently with practical previews.

Explore integration procedure as a server-side engine in Omni Studio, executing sequential steps to transform and exchange data (json, xml) from multiple sources.

Discover how integration procedures orchestrate multi-step actions for data retrieval, form pre-fill, and updating Salesforce and external systems using data mapper, http actions, and Apex classes when needed.

Explore how to design your first Salesforce OmniStudio integration procedure by mapping input variables to data mapper extracts, using data sources and filters to query account records via various interfaces.

Create your first integration procedure using a data mapper extract to fetch account details by ID, configure input parameters, and return selected fields via a response action.

Create an integration procedure that builds an account record from input JSON using data mapper post action and returns the account ID via the response action.

Learn to build a flex card powered by an integration procedure that classifies accounts by annual revenue, using data mapper extract and conditional styles in Salesforce OmniStudio.

learn to use an integration procedure inside Omniscript to load account details via data extract, create a case record with data mapper load interface, and navigate to the created record.

Extend omni script with an integration procedure to read account information and create a case with priority, origin, type, subject, and description via a typeahead contact selector.

Learn how to call a global Apex class from an integration procedure to calculate real-time discounts based on premium status and base price, using input, output, and dynamic binding.

Learn to debug send and response transformations in OmniScript using the action debugger to inspect requests, rename JSON node, and verify account creation with step account vs step account one.

Learn to make api calls via integration procedures by sending a json payload (account data and contacts) to an external Salesforce org, using named credentials and send and response transformations.

Create an omniscript that collects account and contact data and maps it to the external api payload using a data mapper transform for an integration procedure.

Convert a json array with a data mapper transform; map contact phone to phone. Then use an integration procedure to create accounts and contacts via api call; validate state name.

Learn how the loop block in an integration procedure iterates a list of records, uses data mapper extracts and set values, and returns outputs through additional loop output and response.

Learn to modify an existing list within a loop block without the list action. Use set value, response transformation, and assemble output to add full name node to each contact.

Learn how to implement a try-catch block in an integration procedure to catch data mapper post errors, configure failure responses, and optionally terminate or silently fail.

Explore advanced error handling in Salesforce OmniStudio integration procedures by adding a pre-try block data mapper, simulating failures, and enabling rollback on error to revert prior steps.

Learn to restrict access to integration procedures in Salesforce OmniStudio. Apply custom permissions and permission sets, assign them to users, and test role-based or row-level access with Workbench.

Configure access at integration procedure and data mapper levels using permission sets and custom permissions. Verify access with a preview to confirm permissions and secure backend operations.

Install and configure Visual Studio Code and the Salesforce CLI to start developing Lightning web components. Install extensions such as Salesforce Extension Pack, auto close tag, and bracket colorizer.

Create a lightning web component in VS Code, expose it for Omni Studio, and deploy it to OmniScript as a custom input component that displays a welcome message.

Learn to pass data from omni script to a lightning web component by configuring @api inputs, mapping parameters with kebab-case names, and testing with merge fields.

Learn how to pass user input from a Lightning web component to Omniscript using update data JSON, handle events, and compare with apply response for accurate data flow.

Embed a flex card inside a lightning web component to display account classification from an integration procedure using a record ID, configuring the flex card name accordingly.

Learn to persist data across OmniScript screens by using Omni JSON data in a Lightning web component, with safe navigation and conditional population of first name and last name.

Migrate OmniStudio changes from a source org to a target org using IDC's workbench, configure a project, select data packs, and migrate with dependencies.

Refresh and migrate changes in data mappers and new components with the IDE workbench, including refreshing source vs target, migrating with dependencies, and creating and deploying a new flex card.

Create a data mapper for the asset object that uses an asset record ID to return account ID, account name, product name, product code, serial number, and status for Omniscript.

Develop a 'report a problem' omniscript by integrating a data mapper, extracting asset details, and building product and case information blocks with dynamic fields, lookups, and conditional file upload.

Integrate the creation of a case via an integration procedure inside an Omniscript, test end-to-end with asset context, and navigate to the created case record.