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Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform

Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform

By : Dmitri Khanine
5 (4)
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Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform

Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform

5 (4)
By: Dmitri Khanine

Overview of this book

Salesforce Industries brings out-of-the-box solutions tailored to specific industries, making it easy for customers to install, configure, and slash their time-to-value. It stands as one of Salesforce's strategic pillars with the number of installations growing rapidly. While customizing the out-of-the-box solutions can pose performance challenges, this book provides a fail-safe system with proven best practices, tools, and precise metrics to enhance performance and scalability for efficient outcomes. Kicking off with an overview of the Salesforce Industries Vlocity platform and OmniStudio, you’ll explore the tools and techniques used to manage code and measure performance. Delving into performance optimization, you’ll uncover methods for improving performance in OmniStudio's Service Layer (Integration Procedures and DataRaptors) and Presentation Layer (OmniScripts and FlexCards). Further, the book will guide you through achieving maximum performance by leveraging best practices in both layers. By the end of this book, you’ll have mastered the intricacies of Salesforce Industries on the Vlocity OmniStudio Platform, enhancing your skills to navigate and optimize tailored solutions effectively.
Table of Contents (18 chapters)
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Free Chapter
1
Part 1:The Platform Overview
4
Part 2: Getting to Know the Tools
8
Part 3: Best Practices for Improving Performance

Hands-on lab – creating an OmniScript

Let’s explore the OmniStudio by putting together a simple OmniScript. In this section, we will be creating a simple vendor registration app where vendors who are interested in participating in the currently open projects would apply. The app will contain three screens:

  1. Vendor company information
  2. Contact person
  3. Current project openings

Now, because this is a very simple app and its sole purpose is to provide a refresher on the critical OmniStudio components, we will not be spending any time creating custom objects, loading example data, or doing other unrelated prep work. As soon as you can access an OmniStudio environment, you are good to proceed with creating the example app immediately (see the Technical requirements section earlier in this chapter for more information on how to obtain an OmniStudio trial org).

Let’s go ahead and create an OmniScript with three steps. The first step is to create...

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