OmniStudio (formerly Vlocity) is a Salesforce Industries toolset used to build guided user experiences, dynamic UI components, and server-side integrations. Before working with FlexCards, OmniScripts, Integration Procedures, or DataRaptors, you must create and prepare a Salesforce org that supports OmniStudio.
Below is a structured explanation combining paragraph clarity with step-wise pointers.
Prerequisites to Use OmniStudio
OmniStudio does not work in a standard Salesforce Developer Edition org. It requires a Salesforce Industries–enabled org or a special developer environment.
Key requirements include:
- Salesforce Industries (Vlocity) license
- OmniStudio managed packages
- Proper permission sets
For learning and development, Salesforce provides Industries Developer Edition orgs, which already include OmniStudio components.
Step 1: Create a Salesforce Industries Developer Org
To create a new OmniStudio-supported org:
- Go to the Salesforce Industries (Vlocity) Developer signup page
- Fill in basic details such as:
- Name
- Email address
- Company name
- Country
After submission, Salesforce sends a verification email. Once verified, your Salesforce Industries org is created, and login credentials are shared via email.
This org usually comes pre-installed with OmniStudio tools.
Step 2: Log in and Verify OmniStudio Availability
After logging in to the new org, confirm that OmniStudio is available.
You can verify this by:
- Opening App Launcher
- Searching for:
- OmniStudio
- FlexCards
- OmniScripts
- Integration Procedures
If these options appear, OmniStudio is successfully enabled in your org.
Step 3: Check OmniStudio Settings in Setup
To further confirm configuration:
- Go to Setup
- Search for:
- OmniStudio Settings
- Industries Settings
These settings control runtime behavior, component visibility, and platform features related to OmniStudio.
Step 4: Assign Required Permission Sets
Even with OmniStudio installed, users cannot access it without permissions.
From Setup > Permission Sets, assign:
- OmniStudio User
- OmniStudio Designer
- Industries Runtime permissions (as required)
After assigning permissions:
- Log out
- Log back in
This refresh ensures all OmniStudio features become accessible.
Step 5: Open OmniStudio and Start Development
Once permissions are assigned, open the OmniStudio App.
You can now work with:
- FlexCards for UI components
- OmniScripts for guided user flows
- Integration Procedures for backend logic
- DataRaptors for data extraction and transformation
Enable preview and debug modes while developing to test components easily.
Best Practices for a New OmniStudio Org
When working in a fresh OmniStudio org, follow these best practices:
- Use clear naming conventions for all components
- Maintain version control for OmniScripts and Integration Procedures
- Clone components instead of editing base metadata
- Create sample test data for development and demos
These practices help keep your org clean and scalable.
Conclusion
Creating a new org in OmniStudio (Vlocity) Salesforce is the first and most important step in building modern, industry-driven applications. By choosing the correct developer org, verifying OmniStudio availability, assigning permissions, and configuring settings properly, you can start building FlexCards, OmniScripts, and Integration Procedures with confidence.