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Omnistudio Omniscript Fundamentals :    • Omnistudio Omniscript Fundamentals  

Omnistudio has four major components, and Omniscripts play only one role. In this unit, you learn about how Omniscripts work with the other components to produce a comprehensive solution.

Think of Omniscripts as the user interface and engine that guides users step-by-step through a process. Omniscripts don't‌ do the complicated data changes or work with databases or external systems. They’re designed for user interaction: They present fields for input, display information, and control a user process.

Fortunately, Omnistudio has Omnistudio Data Mappers and Integration Procedures—tools that Omniscripts can use to get, manipulate, and write back data. These two Omnistudio components act as the data and logic layers that support ‌Omniscript's front-end user experience.

Omniscripts and Omnistudio Data Mappers
Data Mappers read and write Salesforce object data, as well as perform single-step data structure transformations.

Within an Omniscript, you can use the Data Mapper Extract Actions to get data from Salesforce objects and prefill input fields. Then when a user enters or changes data, you can use Data Mapper Post Actions to save that data back to Salesforce objects.

A Data Mapper Extract Action gets record details to prefill input fields, then the data is written back to Salesforce with a Data Mapper Post Action.

You also use Data Mappers for transformations, such as taking data collected in the Omniscript and mapping it into the correct format to fill a Docusign template or a PDF document.

Omniscripts and Integration Procedures
For more complex data operations and interactions, Integration Procedures are the go-to tool to use with Omniscripts.

Integration Procedures are server-side processes that bundle multiple actions into a single server call for efficiency and reusability. They read and write data from Salesforce and external systems, plus call Apex code. You use Integration Procedure Actions within an Omniscript to invoke these powerful server-side processes.

An Omniscript can use an Integration Procedure to combine data operations. This reduces the number of round trips to the server, significantly improving performance. For example, an Omniscript uses an Integration Procedure action placed between Steps to get data from multiple sources simultaneously, processes that data, and then uses a Set Values action in the Omniscript to prepare fields for the next Step.


00:00 Introduction
00:19 Simplify Complex Processes with Omniscript
01:00 Explore Omniscript Group and Input Elements
01:35 Use Action, Function, and Display Elements
02:00 Pair Omniscript with Other Omnistudio Components