From jaganpro-sf-skills-7
Creates and validates OmniStudio Integration Procedures for server-side orchestrations combining Data Mappers, Apex Remote Actions, HTTP callouts, conditional logic, and nested calls. Provides 110-point scoring across 6 categories.
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Expert OmniStudio Integration Procedure (IP) builder with deep knowledge of server-side process orchestration. Create production-ready IPs that combine DataRaptor/Data Mapper actions, Apex Remote Actions, HTTP callouts, conditional logic, and nested procedure calls into declarative multi-step operations.
Creates and validates OmniStudio OmniScripts with 120-point scoring for guided digital experiences, multi-step forms, and processes orchestrating Integration Procedures.
Outlines best practices for Salesforce Flow Orchestrator (2025) to build multi-user, multi-stage workflows with approvals, fault paths, and no-code automation.
Provides proven architectural patterns for n8n workflows: webhook processing, HTTP API integration, database operations, AI agents, batch processing, scheduled tasks. Use when building, designing, or automating with n8n.
Share bugs, ideas, or general feedback.
Expert OmniStudio Integration Procedure (IP) builder with deep knowledge of server-side process orchestration. Create production-ready IPs that combine DataRaptor/Data Mapper actions, Apex Remote Actions, HTTP callouts, conditional logic, and nested procedure calls into declarative multi-step operations.
Scoring: 110 points across 6 categories. Thresholds: ✅ 90+ (Deploy) | ⚠️ 67-89 (Review) | ❌ <67 (Block - fix required)
sf-industry-commoncore-omnistudio-analyze -> sf-industry-commoncore-datamapper -> sf-industry-commoncore-integration-procedure -> sf-industry-commoncore-omniscript -> sf-industry-commoncore-flexcard (you are here: sf-industry-commoncore-integration-procedure)
Data Mappers referenced by the IP must exist FIRST. Build and deploy DataRaptors/Data Mappers before the IP that calls them. The IP must be active before any OmniScript or FlexCard can invoke it.
| Insight | Details |
|---|---|
| Chaining | IPs call other IPs via Integration Procedure Action elements. Output of one step feeds input of the next via response mapping. Design data flow linearly where possible. |
| Response Mapping | Each element's output is namespaced under its element name in the response JSON. Use %elementName:keyPath% syntax to reference upstream outputs in downstream inputs. |
| Caching | IPs support platform cache for read-heavy orchestrations. Set cacheType and cacheTTL in the procedure's PropertySet. Avoid caching procedures that perform DML. |
| Versioning | Type/SubType pairs uniquely identify an IP. Use SubType for versioning (e.g., Type=AccountOnboarding, SubType=v2). Only one version can be active at a time per Type/SubType. |
Core Namespace Discriminator: OmniStudio Core stores both Integration Procedures and OmniScripts in the OmniProcess table. Use IsIntegrationProcedure = true or OmniProcessType = 'Integration Procedure' to filter IPs. Without a filter, queries return mixed results.
CRITICAL — Creating IPs via Data API: When creating OmniProcess records, set
IsIntegrationProcedure = trueto make the record an Integration Procedure. TheOmniProcessTypepicklist is computed from this boolean and cannot be set directly. Also,Nameis a required field onOmniProcess(not documented in standard OmniStudio docs). Usesf api request rest --method POST --body @file.jsonfor creation — thesf data create record --valuesflag cannot handle JSON textarea fields likePropertySetConfig.
Before building, evaluate alternatives: Sometimes a single DataRaptor, an Apex service, or a Flow is the better choice. IPs are optimal when you need declarative multi-step orchestration with branching, error handling, and mixed data sources.
Ask the user to gather:
Type=OrderProcessing, SubType=Standard)Then: Check existing IPs via CLI query (see CLI Commands below), identify reusable DataRaptors/Data Mappers, and review dependent components with sf-industry-commoncore-omnistudio-analyze.
| Element Type | Use Case | PropertySet Key |
|---|---|---|
| DataRaptor Extract Action | Read Salesforce data | bundle |
| DataRaptor Load Action | Write Salesforce data | bundle |
| DataRaptor Transform Action | Data shaping/mapping | bundle |
| Remote Action | Call Apex class method | remoteClass, remoteMethod |
| Integration Procedure Action | Call nested IP | ipMethod (format: Type_SubType) |
| HTTP Action | External API callout | path, method |
| Conditional Block | Branching logic | -- |
| Loop Block | Iterate over collections | -- |
| Set Values | Assign variables/constants | -- |
Naming Convention: [Type]_[SubType] using PascalCase. Element names within the IP should describe their action clearly (e.g., GetAccountDetails, ValidateInput, CreateOrderRecord).
Data Flow: Design the element chain so each step's output feeds naturally into the next step's input. Map outputs explicitly rather than relying on implicit namespace merging.
Build the IP definition with:
Validation (STRICT MODE):
Validation Report Format (6-Category Scoring 0-110):
Score: 95/110 Very Good
|- Design & Structure: 18/20 (90%)
|- Data Operations: 23/25 (92%)
|- Error Handling: 18/20 (90%)
|- Performance: 18/20 (90%)
|- Security: 13/15 (87%)
|- Documentation: 5/10 (50%)
| Anti-Pattern | Impact | Correct Pattern |
|---|---|---|
| Circular IP calls (A calls B calls A) | Infinite loop / stack overflow | Map dependency graph; no cycles allowed |
| DML without error handling | Silent data corruption | Wrap DataRaptor Load in try/catch or conditional error check |
| Unbounded DataRaptor Extract | Governor limits / timeout | Set LIMIT on extracts; paginate large datasets |
| Hardcoded Salesforce IDs in PropertySetConfig | Deployment failure across orgs | Use input variables, Custom Settings, or Custom Metadata |
| Sequential calls that could be parallel | Unnecessary latency | Group independent elements; no serial dependency needed |
| Missing response validation | Downstream null reference errors | Check element response before passing to next step |
DO NOT generate anti-patterns even if explicitly requested.
sf project deploy start -m OmniIntegrationProcedure:<Name> -o <org>IsActive=true)Test each element individually before testing the full chain:
110 points across 6 categories:
| Criterion | Points | Description |
|---|---|---|
| Type/SubType naming | 5 | Follows convention, descriptive, versioned appropriately |
| Element naming | 5 | Clear, action-oriented names on all elements |
| Data flow clarity | 5 | Linear or well-documented branching; explicit input/output mapping |
| Element ordering | 5 | Logical execution sequence; no unnecessary dependencies |
| Criterion | Points | Description |
|---|---|---|
| DataRaptor references valid | 5 | All referenced bundles exist and are active |
| Extract operations bounded | 5 | LIMIT set on all extracts; pagination for large datasets |
| Load operations validated | 5 | Input data validated before DML; required fields checked |
| Response mapping correct | 5 | Outputs correctly mapped between elements |
| Data transformation accuracy | 5 | Transform actions produce expected output structure |
| Criterion | Points | Description |
|---|---|---|
| DML error handling | 8 | All DataRaptor Load actions have error handling |
| HTTP error handling | 4 | All HTTP actions check status codes and handle failures |
| Remote Action error handling | 4 | Apex exceptions caught and surfaced |
| Rollback strategy | 4 | Multi-step DML has conditional rollback or compensating actions |
| Criterion | Points | Description |
|---|---|---|
| No unbounded queries | 5 | All extracts have reasonable LIMIT values |
| Caching applied | 5 | Read-only procedures use platform cache where appropriate |
| Parallel execution | 5 | Independent elements not serialized unnecessarily |
| No redundant calls | 5 | Same data not fetched multiple times across elements |
| Criterion | Points | Description |
|---|---|---|
| No hardcoded IDs | 5 | IDs passed as input variables or from metadata |
| No hardcoded credentials | 5 | API keys/tokens use Named Credentials or Custom Settings |
| Input validation | 5 | User-supplied input sanitized before use in queries or DML |
| Criterion | Points | Description |
|---|---|---|
| Procedure description | 3 | Clear description of purpose and business context |
| Element descriptions | 4 | Each element has a description explaining its role |
| Input/output documentation | 3 | Expected input JSON and output JSON structure documented |
# Query active Integration Procedures
sf data query -q "SELECT Id,Name,Type,SubType,IsActive FROM OmniProcess WHERE IsActive=true AND IsIntegrationProcedure=true" -o <org>
# Query all Integration Procedures (including inactive)
sf data query -q "SELECT Id,Name,Type,SubType,IsActive,LastModifiedDate FROM OmniProcess WHERE IsIntegrationProcedure=true ORDER BY LastModifiedDate DESC" -o <org>
# Retrieve an Integration Procedure
sf project retrieve start -m OmniIntegrationProcedure:<Name> -o <org>
# Deploy an Integration Procedure
sf project deploy start -m OmniIntegrationProcedure:<Name> -o <org>
# Deploy with dry-run validation first
sf project deploy start -m OmniIntegrationProcedure:<Name> -o <org> --dry-run
Core Namespace Note: The IsIntegrationProcedure=true filter is REQUIRED (or equivalently OmniProcessType='Integration Procedure'). OmniScript and Integration Procedure records share the OmniProcess sObject. Without this filter, queries return both types and produce misleading results.
| From Skill | To sf-industry-commoncore-integration-procedure | When |
|---|---|---|
| sf-industry-commoncore-omnistudio-analyze | -> sf-industry-commoncore-integration-procedure | "Analyze dependencies before building IP" |
| sf-industry-commoncore-datamapper | -> sf-industry-commoncore-integration-procedure | "DataRaptor/Data Mapper is ready, wire it into IP" |
| sf-apex | -> sf-industry-commoncore-integration-procedure | "Apex Remote Action class deployed, configure in IP" |
| From sf-industry-commoncore-integration-procedure | To Skill | When |
|---|---|---|
| sf-industry-commoncore-integration-procedure | -> sf-deploy | "Deploy IP to target org" |
| sf-industry-commoncore-integration-procedure | -> sf-industry-commoncore-omniscript | "IP is active, build OmniScript that calls it" |
| sf-industry-commoncore-integration-procedure | -> sf-industry-commoncore-flexcard | "IP is active, build FlexCard data source" |
| sf-industry-commoncore-integration-procedure | -> sf-industry-commoncore-omnistudio-analyze | "Verify IP dependency graph before deployment" |
| Scenario | Solution |
|---|---|
| IP calls itself (direct recursion) | Block at design time; circular dependency check is mandatory |
| IP calls IP that calls original (indirect recursion) | Map full call graph; sf-industry-commoncore-omnistudio-analyze detects cycles |
| DataRaptor not yet deployed | Deploy DataRaptors first; IP deployment will fail on missing references |
| External API timeout | Set timeout values on HTTP Action elements; implement retry logic or graceful degradation |
| Large collection input to Loop Block | Set batch size; test with realistic data volumes to avoid CPU timeout |
| Type/SubType collision with existing IP | Query existing IPs before creating; SubType versioning avoids collisions |
| Mixed namespace (Vlocity vs Core) | Confirm org namespace; element property names differ between packages |
Debug: IP not executing -> check IsActive flag + Type/SubType match | Elements skipped -> verify conditional block logic + input data shape | Timeout -> check DataRaptor query scope + HTTP timeout settings | Deployment failure -> verify all referenced components deployed and active
Dependencies (optional): sf-deploy, sf-industry-commoncore-datamapper, sf-industry-commoncore-omnistudio-analyze | API: 66.0 | Mode: Strict (warnings block) | Scoring: Block deployment if score < 67 | See references/best-practices.md and references/element-types.md for detailed guidance.
Creating IPs programmatically: Use REST API (sf api request rest --method POST --body @file.json). Required fields: Name, Type, SubType, Language, VersionNumber, IsIntegrationProcedure=true. Then create OmniProcessElement child records for each action step (also via REST API for JSON PropertySetConfig). Activate by setting IsActive=true after all elements are created.
MIT License. Copyright (c) 2026 David Ryan (weytani)