MeshMesh from Salesforce
Salesforce Platform · OmniStudio

Deploy OmniStudio Processes

Get OmniStudio processes such as OmniScripts, Integration Procedures, FlexCards and document generation built, activated and working in a Salesforce org.

10 tasks
Method

How MeshMesh does it

  1. Inventories the org's existing processes and makes a phased activation plan.
  2. Activates dependency data mappers first, then deactivates an OmniScript to re-publish it. In one case browser timeouts stopped the final activation.
  3. Migrates and deploys OmniScripts, DataRaptors and Integration Procedures to the target org.
  4. Builds document generation with an Apex engine, a prompt template, flows, quick actions, layouts and OmniStudio DocGen setup. It then fixes template registration, Integration Procedure types and Flow XML across sessions.
  5. When the user asks, rebuilds OmniScripts as Screen Flows, fixes XML ordering and deploys them in Draft status.

Related work: Build OmniStudio Components and Diagnose OmniStudio Component Errors.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

Features
OmniStudio

Related capabilities