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Unleashing OmniStudio's Potential: New Features and Strategies for Spring '24


OmniStudio, a powerful platform integrated into Salesforce, is rolling out a series of exciting upgrades and strategies in its Summer '24 release. These enhancements are designed to streamline workflows, strengthen security measures, and enhance data management capabilities for users across a variety of industries. In this blog, we will explore some exciting features that can enhance your overall experience

OmniStudio Features


Google Maps Integration:

One of the standout features in Summer '24 is the seamless integration of Google Maps data into OmniScripts. This feature simplifies the process of completing address fields, significantly reducing errors and improving user experience.


Where: This integration is available in Lightning Experience and Experience Cloud sites across Enterprise, Performance, and Unlimited editions where OmniStudio is enabled. Who: This feature is available to OmniStudio customers who use the managed package or standard runtime.


How: The Google Maps settings are available by default. Designers require a Google API key. After they enable Google Maps to autocomplete, they enter the key, configure the properties, and preview the autocomplete field. Make Secure HTTP Outbound Calls to AWS VPC:

Security is paramount in today's digital landscape, and OmniStudio addresses this by introducing Salesforce Private Connect for HTTP Actions in Integration Procedures. This feature enables users to easily make secure HTTP calls to AWS Virtual Private Clouds (VPCs).


Where: Available in Lightning Experience and Experience Cloud sites in specific Salesforce editions where OmniStudio is enabled.

Why: Private Connect ensures a fully managed and secure connection between Salesforce data centers and AWS, enhancing data security for outbound HTTP calls.

How: Users can specify a named credential with an outbound network connection to AWS using Private Connect in the HTTP action of an Integration Procedure.

Remove Duplicates Within a List When Merging Lists: 

Managing lists efficiently is a common need, and OmniStudio now offers customizable list merging options within Integration Procedures. This functionality allows users to prevent unexpected outcomes when merging lists with duplicate entries.


Where: Available in Lightning Experience and Experience Cloud sites in Enterprise, Performance, and Unlimited editions where OmniStudio is enabled.

Who: Standard runtime or managed package users.

How: Designers can disable merging entries within a list if it contains duplicates by selecting "Prevent Intra List Merge" in the List Action property.

OmniStudio DataRaptor Has a New Name

A notable change in this release is the renaming of DataRaptor to Omnistudio Data Mapper. Despite the name change, existing implementations remain unaffected, ensuring a seamless transition for users.


Where: Applies to all editions with OmniStudio licenses.

Configure New Order Save Behavior During Upgrade

Managing the New Order Save Behavior during upgrades to Winter '25 is crucial to avoid upgrade failures. OmniStudio provides clear steps to disable and re-enable this behavior, ensuring a smooth transition for users.


Where: Applies to Lightning Experience and Experience Cloud sites in specific Salesforce editions where OmniStudio is enabled.

Who: Managed package and standard runtime users.

Removal of Standard Objects

To prepare for future releases, it is recommended to remove organization and profile standard objects from data mappers used by Customer Portal users. This step ensures data security and compliance with evolving standards.


Where: Applies to Experience Cloud sites in specific Salesforce editions where OmniStudio is enabled.

Who: Managed package runtime users.


Remove Organization and Profile Standard Objects from Data Mappers Used by Customer Portal Users:

Salesforce's upcoming changes in Spring '25 require the removal of OmniStudio components from unlocked packages. This action ensures compliance and compatibility with Salesforce updates.


Where: Applies to Salesforce Enterprise, Performance, and Unlimited editions where OmniStudio is enabled.

Who: Users with unlocked packages containing OmniStudio components.


The Summer '24 release of OmniStudio introduces essential features and strategies to enhance user productivity, improve data security, and ensure platform compatibility. Embracing these advancements enables organizations to unleash the full potential of OmniStudio within their Salesforce ecosystem. For more support book your Free Consultation with Implementology!


FAQs

  1. Can I enable Google Maps integration in all Salesforce editions?

Google Maps integration is available in Lightning Experience and Experience Cloud sites in Enterprise, Performance, and Unlimited editions where OmniStudio is enabled.

  1. Who can leverage Private Connect for HTTP Actions?

Private Connect is available to OmniStudio customers using the managed package or standard runtime in Lightning Experience and Experience Cloud sites in specified Salesforce editions.

  1. How can I customize list merging options in Integration Procedures?

Designers can specify list merging behavior in Integration Procedures by selecting "Prevent Intra List Merge" in the List Action property.

  1. What should I do before upgrading to Winter '25 regarding New Order Save Behavior?

Disable New Order Save Behavior during upgrades to Winter '25, complete the upgrade process and then re-enable to ensure a smooth transition.

  1. What is the impact of removing organization and profile standard objects from data mappers?

Removal of standard objects from data mappers impacts Customer Portal users and is recommended to maintain data security and compliance.


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