From jaganpro-sf-skills-7
Creates and validates OmniStudio OmniScripts with 120-point scoring for guided digital experiences, multi-step forms, and processes orchestrating Integration Procedures.
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Expert OmniStudio OmniScript builder for declarative, step-based guided digital experiences. OmniScripts are the OmniStudio analog of Screen Flows: multi-step, interactive processes that collect input, orchestrate server-side logic (Integration Procedures, DataRaptors), and present results to the user — all without code.
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.
Guides Salesforce Flow design and review: selects flow types (Record-Triggered, Screen, etc.), validates bulk safety (no DML/Get Records in loops), ensures fault handling and automation density checks.
Outlines best practices for Salesforce Flow Orchestrator (2025) to build multi-user, multi-stage workflows with approvals, fault paths, and no-code automation.
Share bugs, ideas, or general feedback.
Expert OmniStudio OmniScript builder for declarative, step-based guided digital experiences. OmniScripts are the OmniStudio analog of Screen Flows: multi-step, interactive processes that collect input, orchestrate server-side logic (Integration Procedures, DataRaptors), and present results to the user — all without code.
Scoring: 120 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-omniscript)
OmniScripts consume Integration Procedures and DataRaptors. Build those FIRST. FlexCards may launch OmniScripts — build FlexCards AFTER. Use sf-industry-commoncore-omnistudio-analyze to map the full dependency tree before starting.
| Insight | Details |
|---|---|
| Type/SubType/Language triplet | Uniquely identifies an OmniScript. All three values are required and form the composite key. Example: Type=ServiceRequest, SubType=NewCase, Language=English |
| PropertySetConfig | JSON blob containing all element configuration — layout, data binding, validation rules, conditional visibility. This is where the real logic lives |
| Core namespace | OmniProcess with IsIntegrationProcedure = false (equivalently OmniProcessType='OmniScript'). Elements are child OmniProcessElement records |
| Element hierarchy | Elements use Level/Order fields for tree structure. Level 0 = Steps, Level 1+ = elements within steps. Order determines sequence within a level |
| Version management | Multiple versions can exist; only one can be active per Type/SubType/Language triplet. Activate via the IsActive field |
| Data JSON | OmniScripts pass a single JSON data structure through all steps. Elements read from and write to this shared JSON via merge field syntax |
Before building, evaluate alternatives: OmniScripts are best for complex, multi-step guided processes. For simple single-screen data entry, consider Screen Flows. For data display without interaction, consider FlexCards.
Ask the user to gather:
ServiceRequest, Enrollment, ClaimSubmission)NewCase, UpdateAddress, FileAppeal)English unless multi-language support is requiredThen: Check existing OmniScripts to avoid duplication, identify reusable Integration Procedures or DataRaptors, and map the dependency chain.
Design each step and select element types appropriate to the interaction pattern.
| Element Type | Purpose | Key Config |
|---|---|---|
| Step | Top-level container for a group of UI elements; each Step is a page in the wizard | chartLabel, knowledgeOptions, show (conditional visibility) |
| Conditional Block | Show/hide a group of elements based on conditions | conditionType, show expression |
| Loop Block | Iterate over a data list and render elements for each item | loopData (JSON path to array) |
| Edit Block | Inline editing container for tabular data | editFields, dataSource |
| Element Type | Purpose | Key Config |
|---|---|---|
| Text | Single-line text input | label, placeholder, pattern (regex validation) |
| Text Area | Multi-line text input | label, maxLength, rows |
| Number | Numeric input with optional formatting | label, min, max, step, format |
| Date | Date picker | label, dateFormat, minDate, maxDate |
| Date/Time | Date and time picker | label, dateFormat, timeFormat |
| Checkbox | Boolean toggle | label, defaultValue |
| Radio | Radio button group for single selection | label, options (static or data-driven) |
| Select | Dropdown selection | label, options, optionSource (static/data) |
| Multi-select | Multiple item selection | label, options, maxSelections |
| Type Ahead | Search/autocomplete input | label, dataSource, searchField, minCharacters |
| Signature | Signature capture pad | label, penColor, backgroundColor |
| File | File upload | label, maxFileSize, allowedExtensions |
| Currency | Currency input with locale formatting | label, currencyCode, min, max |
| Email input with format validation | label, placeholder | |
| Telephone | Phone number input with masking | label, mask, placeholder |
| URL | URL input with format validation | label, placeholder |
| Password | Masked text input | label, minLength |
| Range | Slider input | label, min, max, step |
| Time | Time picker | label, timeFormat |
| Element Type | Purpose | Key Config |
|---|---|---|
| Text Block | Static content display (HTML supported) | textContent, HTMLTemplateId |
| Headline | Section heading | text, level (h1-h6) |
| Aggregate | Calculated summary display | aggregateExpression, format |
| Disclosure | Expandable/collapsible content | label, defaultExpanded |
| Image | Image display | imageURL, altText |
| Chart | Data visualization | chartType, dataSource |
| Element Type | Purpose | Key Config |
|---|---|---|
| DataRaptor Extract Action | Pull data from Salesforce | bundle, inputMap, outputMap |
| DataRaptor Load Action | Push data to Salesforce | bundle, inputMap |
| Integration Procedure Action | Call server-side Integration Procedure | ipMethod (Type_SubType), inputMap, outputMap, remoteOptions |
| Remote Action | Call Apex @RemoteAction or REST | remoteClass, remoteMethod, inputMap |
| Navigate Action | Page navigation or redirection | targetType, targetId, URL |
| DocuSign Envelope Action | Trigger DocuSign envelope | templateId, recipientMap |
| Email Action | Send email | emailTemplateId, recipientMap |
| Element Type | Purpose | Key Config |
|---|---|---|
| Set Values | Variable assignment and data transformation | elementValueMap (key-value pairs) |
| Validation | Input validation rules with custom messages | validationFormula, errorMessage |
| Formula | Calculate values using formula expressions | expression, dataType |
| Submit Action | Final submission of collected data | postMessage, preTransformBundle, postTransformBundle |
# Verify no duplicate Type/SubType/Language exists
sf data query -q "SELECT Id,Name,Type,SubType,Language,IsActive,VersionNumber FROM OmniProcess WHERE Type='<Type>' AND SubType='<SubType>' AND Language='<Language>' AND OmniProcessType='OmniScript'" -o <org>
Build the OmniScript:
Validation (STRICT MODE):
Validation Report Format (6-Category Scoring 0-120):
Score: 102/120 ---- Very Good
-- Design & Structure: 22/25 (88%)
-- Data Integration: 18/20 (90%)
-- Error Handling: 17/20 (85%)
-- Performance: 18/20 (90%)
-- User Experience: 17/20 (85%)
-- Security: 10/15 (67%)
sf project retrieve start -m OmniScript:<Name> -o <org>
sf project deploy start -m OmniScript:<Name> -o <org>
sf data query -q "SELECT Id,Name,Type,SubType,Language,IsActive,VersionNumber FROM OmniProcess WHERE Type='<Type>' AND SubType='<SubType>' AND OmniProcessType='OmniScript' AND IsActive=true" -o <org>
Walk through all paths with various data scenarios:
| Anti-Pattern | Impact | Correct Pattern |
|---|---|---|
| Circular OmniScript embedding | Infinite rendering loop | Map dependency tree; never embed A in B if B embeds A |
| Unbounded DataRaptor Extract | Performance degradation | Add filter conditions; limit returned records |
| Missing input validation | Bad data entry | Add Validation elements or pattern/required on inputs |
| Hardcoded Salesforce IDs | Deployment failure across orgs | Use merge fields or Custom Settings/Metadata |
| IP Action without error handling | Silent failures | Configure showError, errorMessage in PropertySetConfig |
| Large images in Text Blocks | Slow page load | Use Image elements with optimized URLs |
| Too many elements per Step | Poor user experience | Limit to 7-10 input elements per Step |
| Missing conditional visibility | Irrelevant fields shown | Use show expressions to hide inapplicable elements |
DO NOT generate anti-patterns even if explicitly requested.
| Check | Points | Criteria |
|---|---|---|
| Type/SubType/Language set correctly | 5 | All three fields populated with meaningful values |
| Step organization | 5 | Logical grouping, 7-10 elements per step max |
| Element naming | 5 | Descriptive names following PascalCase convention |
| Conditional logic | 5 | Proper use of Conditional Blocks and show expressions |
| Version management | 5 | Clean version history, only one active version |
| Check | Points | Criteria |
|---|---|---|
| DataRaptor references valid | 5 | All Extract/Load bundles exist and are active |
| Integration Procedure references valid | 5 | All IP actions reference active IPs |
| Input/Output maps correct | 5 | Data flows correctly between elements and actions |
| Data prefill configured | 5 | Initial data loaded before user interaction |
| Check | Points | Criteria |
|---|---|---|
| Action elements have error handling | 5 | showError configured on all IP/DR actions |
| User-facing error messages | 5 | Clear, actionable error text |
| Validation on required inputs | 5 | All required fields have validation rules |
| Fallback behavior defined | 5 | Graceful handling when data sources return empty |
| Check | Points | Criteria |
|---|---|---|
| No unbounded data fetches | 5 | All DataRaptor Extracts have filters/limits |
| Lazy loading configured | 5 | Action elements fire on step entry, not OmniScript load |
| Element count per Step reasonable | 5 | No Step with >15 elements |
| Conditional rendering used | 5 | Elements hidden when not applicable (not just invisible) |
| Check | Points | Criteria |
|---|---|---|
| Logical step flow | 5 | Steps follow natural task progression |
| Input labels and help text | 5 | All inputs have clear labels and contextual help |
| Navigation controls | 5 | Back, Next, Cancel, Save for Later configured appropriately |
| Responsive layout | 5 | Elements configured for mobile and desktop breakpoints |
| Check | Points | Criteria |
|---|---|---|
| No sensitive data in client-side JSON | 5 | Passwords, SSNs, tokens kept server-side |
| IP actions use server-side processing | 5 | Sensitive logic in Integration Procedures, not client OmniScript |
| Field-level access respected | 5 | Data access matches user profile/permission set |
# List active OmniScripts
sf data query -q "SELECT Id,Name,Type,SubType,Language,IsActive,VersionNumber FROM OmniProcess WHERE IsActive=true AND OmniProcessType='OmniScript'" -o <org>
# Query elements for a specific OmniScript
sf data query -q "SELECT Id,Name,ElementType,PropertySetConfig,Level,Order FROM OmniProcessElement WHERE OmniProcessId='<id>' ORDER BY Level,Order" -o <org>
# Retrieve OmniScript metadata
sf project retrieve start -m OmniScript:<Name> -o <org>
# Deploy OmniScript metadata
sf project deploy start -m OmniScript:<Name> -o <org>
# Check OmniScript versions
sf data query -q "SELECT Id,VersionNumber,IsActive,LastModifiedDate FROM OmniProcess WHERE Type='<Type>' AND SubType='<SubType>' AND OmniProcessType='OmniScript' ORDER BY VersionNumber DESC" -o <org>
| From Skill | To sf-industry-commoncore-omniscript | When |
|---|---|---|
| sf-industry-commoncore-omnistudio-analyze | -> sf-industry-commoncore-omniscript | "Analyze dependencies before building OmniScript" |
| sf-industry-commoncore-datamapper | -> sf-industry-commoncore-omniscript | "DataRaptor ready, build the OmniScript that uses it" |
| sf-industry-commoncore-integration-procedure | -> sf-industry-commoncore-omniscript | "IP ready, wire it into the OmniScript action" |
| From sf-industry-commoncore-omniscript | To Skill | When |
|---|---|---|
| sf-industry-commoncore-omniscript | -> sf-industry-commoncore-flexcard | "Build FlexCard that launches this OmniScript" |
| sf-industry-commoncore-omniscript | -> sf-deploy | "Deploy OmniScript to target org" |
| sf-industry-commoncore-omniscript | -> sf-industry-commoncore-omnistudio-analyze | "Map full dependency tree before deployment" |
| sf-industry-commoncore-omniscript | -> sf-industry-commoncore-integration-procedure | "Need a new IP for this OmniScript action" |
| sf-industry-commoncore-omniscript | -> sf-industry-commoncore-datamapper | "Need a DataRaptor for data prefill" |
| Scenario | Solution |
|---|---|
| Multi-language OmniScript | Create separate versions per Language with shared Type/SubType. Use translation workbench for labels |
| Embedded OmniScript data passing | Map parent data JSON keys to child OmniScript input via prefillJSON. Test data round-trip |
| Large Loop Block datasets | Paginate or limit DataRaptor results. Consider server-side filtering in IP |
| OmniScript in FlexCard flyout | Ensure FlexCard passes required context data. Test flyout sizing |
| Community/Experience Cloud deployment | Verify OmniScript component is available in Experience Builder. Check guest user permissions |
| Save & Resume (Save for Later) | Configure saveNameTemplate, saveExpireInDays. Test resume with partial data |
| Versioning conflicts | Deactivate old version before activating new. Never have two active versions for same triplet |
| Custom Lightning Web Components in OmniScript | Register LWC as OmniScript-compatible. Follow omniscript-lwc namespace conventions |
Debug: OmniScript not rendering -> check activation status + element hierarchy | Data not prefilling -> verify DataRaptor Extract output mapping + JSON path | IP action failing -> check IP independently first + verify input map | Steps not showing -> review conditional visibility expressions
Dependencies (required): sf-industry-commoncore-datamapper, sf-industry-commoncore-integration-procedure | Dependencies (optional): sf-deploy, sf-industry-commoncore-flexcard, sf-industry-commoncore-omnistudio-analyze | API: 66.0 | Mode: Strict (warnings block) | Scoring: Block deployment if score < 67 | Reference docs: See references/ for element types and best practices
Creating OmniScripts programmatically: Use REST API (sf api request rest --method POST --body @file.json). Required fields: Name, Type, SubType, Language, VersionNumber. OmniScripts default to IsIntegrationProcedure=false (do NOT set OmniProcessType — it is computed). The sf data create record --values flag cannot handle JSON textarea fields like PropertySetConfig. Create child OmniProcessElement records via REST API for each Step and element.
MIT License. Copyright (c) 2026 David Ryan (weytani)