FlexCards are a core UI component of Salesforce OmniStudio (Vlocity). They allow you to display data in a responsive, reusable, and dynamic card-based layout without writing code. Before you can create or use FlexCards, you must ensure that OmniStudio and FlexCards are properly enabled in your Salesforce org.
This article explains how to enable FlexCard in OmniStudio, including required permissions, settings, and verification steps.
What Is a FlexCard in OmniStudio?
A FlexCard is a lightweight UI component used to:
- Display Salesforce or external data
- Work with OmniScripts and Integration Procedures
- Show summary views, KPIs, or record details
- Reuse UI logic across apps and pages
FlexCards are part of the OmniStudio Designer and rely on proper feature enablement and user access.
Prerequisites to Enable FlexCard
Before enabling FlexCards, make sure:
- OmniStudio (Vlocity) is installed in your org
- You have System Administrator access
- Required OmniStudio licenses are assigned
Your org is Lightning Experience–enabled
Step 1: Verify OmniStudio Is Installed
FlexCards are available only if OmniStudio is installed.
Steps:
- Go to Setup
- Search for Installed Packages
- Verify that OmniStudio, Vlocity, or Salesforce Industries package is installed
If OmniStudio is not installed, FlexCards will not appear.
Step 2: Enable OmniStudio Designer
FlexCards are created inside OmniStudio Designer, so this must be enabled.
Steps:
- Go to Setup
- Search for OmniStudio Settings
- Enable:
- OmniStudio Designer
- OmniStudio Runtime
- OmniStudio Designer
- Save the settings
This allows access to FlexCards, OmniScripts, DataRaptors, and Integration Procedures.
Step 3: Assign Required Permission Sets
Even if OmniStudio is enabled, FlexCards will not be visible without proper permissions.
Required Permission Sets:
- OmniStudio Admin
- OmniStudio Designer
- OmniStudio Runtime
Steps:
- Go to Setup
- Open Users
- Select your user
- Click Permission Set Assignments
- Assign the required OmniStudio permission sets
Log out and log in again after assignment.
Step 4: Enable FlexCard Feature Access
FlexCards are controlled through OmniStudio capabilities.
Steps:
- Go to Setup
- Search for Custom Permissions
- Ensure permissions related to:
- FlexCard
- OmniStudio UI
- Vlocity Cards
are enabled via permission sets
- FlexCard
This ensures the FlexCard option appears in the Designer.
Step 5: Access FlexCard from OmniStudio Designer
Once enabled, you can access FlexCards.
Steps:
- Click the App Launcher
- Search for OmniStudio Designer
- Open OmniStudio Designer
- Select FlexCards from the left panel
- Click New to create a FlexCard
If FlexCard appears in the menu, it is successfully enabled.
Step 6: Verify FlexCard Availability in Lightning App Builder
FlexCards can be embedded into Lightning pages.
Steps:
- Go to Lightning App Builder
- Edit a Record Page or App Page
- Search for FlexCard in Components
- Drag and drop it onto the page
- Configure required properties
This confirms FlexCards are available at runtime.
Common Issues and Troubleshooting
FlexCard Not Visible in OmniStudio Designer
- Check OmniStudio permission sets
- Verify OmniStudio Designer is enabled
- Confirm package installation
FlexCard Not Rendering on Page
- Ensure OmniStudio Runtime permission is assigned
- Activate the FlexCard
- Check Data Source configuration
No Data Displayed
- Validate DataRaptor or Integration Procedure
- Confirm context variables like {recordId}
Best Practices for Using FlexCards
- Always activate FlexCards before use
- Use reusable FlexCards for performance
- Prefer Integration Procedures for complex logic
- Test FlexCards using Preview mode
- Use context variables for dynamic data
Conclusion
Enabling FlexCards in OmniStudio is a foundational step for building modern, scalable Salesforce UI solutions. By ensuring OmniStudio is installed, permissions are assigned, and Designer access is enabled, you can start creating powerful FlexCards that integrate seamlessly with OmniScripts and Integration Procedures.
Once enabled, FlexCards help you deliver faster, more interactive user experiences without writing Apex or Lightning Web Components.
Pingback: How To Embed OmniScript in Another OmniScript. - 9to9clouds