Omnistudio is the Salesforce toolkit for guided, industry-specific processes, used across Salesforce industry clouds.
Salesforce Select Partner · 30+ Salesforce certifications · 20+ enterprise implementations
Omnistudio and Industries builds for guided processes your agents and customers finish.
We design and build Omniscripts, Flexcards, Integration Procedures and Data Mappers on Salesforce industry clouds, and move managed package (Vlocity) components to the Omnistudio standard runtime.
See the migration paths
- 20+Enterprise implementations
- 15+Years of team experience
- 30+Salesforce certifications
- 5.0/5Client satisfaction (CSAT)
Proven Success With
30+ Salesforce certifications · 5.0/5 CSAT
New to Omnistudio?
What is Omnistudio?
Omniscripts guide a user step by step, Flexcards show record context, and Integration Procedures and Data Mappers move the data behind them.
Orgs that started on the Vlocity managed package are moving to the standard runtime, where components live in the platform itself.
When to start
When do you need Omnistudio help?
Most teams call us at one of these points.
A new industry cloud
Guided processes and cards to build on a fresh license.
Vlocity components to move
Managed package components that need the standard runtime.
Scripts nobody can change
Long Omniscripts, copied versions and logic nobody can trace.
Slow pages and timeouts
Flexcards and Integration Procedures making too many calls.
A core system to connect
Policy, billing or banking data your users need inside Salesforce.
What we do
What do Omnistudio consulting services include?
Design, build, migrate and tune every Omnistudio component type.
Omniscripts
01Guided processes for agents, customers and partners, with save and resume.
Flexcards
02Record summaries and actions on record pages, consoles and sites.
Integration Procedures
03Server-side calls that combine Salesforce and external data in one request.
Data Mappers
04Extract, load and transform steps for Salesforce data, now with versioning.
Business rules
05Decision matrices and expression sets for eligibility, pricing and fees.
Standard runtime migration
06Managed package components assessed, converted and tested.
Performance and cleanup
07Slow components traced, old versions retired and caching set.
Testing and releases
08UTAM tests for key journeys and releases from source control.
How the parts fit
How do Omniscripts, Flexcards and Integration Procedures work together?
A policyholder changes their address. Each Omnistudio component does one part of the job.
FlexcardPolicy summary and action
OmniscriptGuided steps for the user
Integration ProcedureRuns on the server
Expression setFee and eligibility rules
Data MapperUpdates Salesforce records
HTTP actionPolicy system API
ConfirmationRecords updated
The user sees two things
A Flexcard to start from and an Omniscript to follow.
The work runs on the server
One Integration Procedure call replaces many calls from the page.
Rules live in one place
Fees and eligibility sit in an expression set that business users can update.
Runtime migration
How do you migrate from the Vlocity managed package to the Omnistudio standard runtime?
Salesforce says orgs on Vlocity Industries managed packages, or on Omnistudio Foundation packages that point to the managed package runtime, need to move to the standard runtime. We plan it in three steps.
TodayOmnistudio on the managed package (Vlocity) runtime
- Omnistudio Hybrid
Build new work on the standard designer
New components use the standard designer while existing ones stay in the managed package designer, in the same org.
Hybrid is on by default for managed package users since Summer '26.
- Standard runtime
Convert existing components
The Omnistudio Migration Assistant, a Salesforce CLI plugin, assesses components and converts them, with reports for each batch.
Fits orgs that can move components in planned, tested batches.
- Standard runtime only
Switch off the managed package runtime
Content is on the standard data model, every component passes its tests, then the Managed Package Runtime setting is disabled.
The last step. The org then stays on the standard runtime.
Migration readiness
What should you check before an Omnistudio migration?
We work through this list in a sandbox before any component moves.
Inventory
- Every Omniscript, Flexcard, Integration Procedure and Data Mapper listed
- Custom Lightning Web Components that extend Omnistudio found
- Apex remote actions and callouts mapped
- Unused and duplicate versions retired
Org and package
- Managed package version checked against the Migration Assistant requirements
- Hybrid and the standard designer tried in a sandbox
- Custom data model content moved to the standard data model
- Permission sets checked for the standard runtime
Test and cut over
- Assessment report reviewed with your team
- UTAM tests for the key Omniscripts and Flexcards
- Batches migrated and tested in a full sandbox
- Managed Package Runtime setting switched off last
Industries
Which Salesforce industry clouds use Omnistudio?
Omnistudio is the build toolkit across Salesforce's industry clouds. Salesforce has renamed several of them under the Agentforce brand, for example Agentforce Financial Services, formerly Financial Services Cloud.
| Industry | Typical guided process | Omnistudio parts | System it connects to |
|---|---|---|---|
| Financial services | Account opening and service requests | Omniscript, Integration Procedure, Data Mapper | Core banking or wealth platform |
| Insurance | Quotes, policy changes and first notice of loss | Omniscript, expression set, Flexcard | Policy administration and claims |
| Health | Patient intake and referrals | Omniscript, Data Mapper, Flexcard | Electronic health record |
| Communications | Order capture and plan changes | Flexcard, Omniscript, Integration Procedure | Billing and provisioning |
| Energy and utilities | Move-in, move-out and service starts | Omniscript, decision matrix, Integration Procedure | Customer information and billing |
| Public sector | Permits, licenses and benefit applications | Omniscript, expression set, Data Mapper | Case management and payments |
How it runs
How does an Omnistudio project run?
Four phases. The written proposal sets the scope and milestones before anything starts.
- Phase 1
Assess
Know what you have.
- Components and versions inventoried
- Journeys and integrations mapped
- Build or migration plan agreed
- Phase 2
Design
Agree how each journey works.
- Omniscript steps and Flexcard layouts
- Integration Procedure and Data Mapper design
- Business rules written down
- Phase 3
Build and migrate
Working components in a sandbox.
- Components built or converted in batches
- UTAM and integration tests
- Demos with your users
- Phase 4
Release
Live, and owned by your team.
- Releases from source control
- Runtime switch, when migrating
- Handover or a monthly plan
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Omnistudio setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
Commercial & Business ServicesPhase 2 of an Enterprise Program Across Sales, Service and CPQA multi-cloud Phase 2 of about 960 hours for an enterprise B2B business: Sales Cloud, Service Cloud and Salesforce CPQ joined into one process, from architecture to release and change management.Sales Cloud · Service Cloud · Salesforce CPQ · Salesforce PlatformRead the story 
Defence & AerospaceA Stage-Gated, Auditable Bid Process Designed for a Defence and Space ContractorSolution design for an Australian defence and space contractor: org review, a stage-gated bid framework, risk register and payment milestones, an approval matrix with status write-back, one-click gate packs and division-level access.Sales Cloud · Salesforce Platform · Approvals · Document generationRead the story 
ManufacturingDependable CRM and ERP Operations for an Industrial Equipment ManufacturerSalesforce and Certinia ERP for an industrial equipment manufacturer: multi-month cleanup and troubleshooting, data integrity and ERP fixes, change management and production support.Salesforce Platform · Certinia ERP · Certinia PSA · FlowRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified
Frequently asked questions
Omnistudio, answered.
Straight answers about Omniscripts, Data Mappers, the standard runtime and migration.
Designing, building and migrating Salesforce Omnistudio components: Omniscripts, Flexcards, Integration Procedures, Data Mappers and business rules, plus moving managed package components to the standard runtime.
An Omniscript guides a user through a process step by step. A Flexcard shows a compact view of a record with actions, often the place an Omniscript starts from.
Yes. Salesforce renamed DataRaptor to Omnistudio Data Mapper. APIs, fields and URLs that say dataraptor were kept, so existing builds keep working.
Salesforce says orgs on Vlocity Industries managed packages, or Foundation packages that point to the managed package runtime, need to move to the standard runtime. We plan the timing with you.
A setting that lets managed package orgs use the managed package designer and the standard designer in the same org, so new work goes on the standard runtime while older components wait to migrate.
Yes. Omniscripts and Flexcards can be embedded in Experience Cloud sites, including LWR sites, for customers and partners.
Financial services, insurance, health, communications, energy and utilities, and the public sector, on the matching Salesforce industry cloud.
With a free 60-minute architecture review. We look at your org and components and send a written plan before any work is proposed.
Salesforce, Omnistudio, Omniscript, Flexcard, Vlocity, Agentforce, Experience Cloud and Lightning are trademarks of Salesforce, Inc. SynconAI is an independent consulting firm; apart from its Salesforce partner status, it is not affiliated with or endorsed by Salesforce.
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