# Omnistudio Consulting for Salesforce Industries | SynconAI > Omnistudio consulting: Omniscripts, Flexcards, Integration Procedures, Data Mappers, business rules, and migration from the Vlocity managed package runtime. Publisher: SynconAI Canonical HTML: https://synconai.com/omnistudio-consulting Markdown cite: https://synconai.com/omnistudio-consulting.md Contact: contact@synconai.com ยท +61 2 7813 0221 ## What is Omnistudio? Omnistudio consulting is the design, build and migration of Salesforce Omnistudio components: Omniscripts for guided processes, Flexcards for record context, Integration Procedures for server-side data calls, Data Mappers (formerly DataRaptors) for reading and writing Salesforce data, and Business Rules Engine decision matrices and expression sets. It includes moving managed package (Vlocity) components to the Omnistudio standard runtime with the Omnistudio Migration Assistant. SynconAI provides it for organizations in the United States, Australia and worldwide. - Omnistudio is the Salesforce toolkit for guided, industry-specific processes, used across Salesforce industry clouds. - 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. ## Omnistudio and Industries builds services - Omniscripts: Guided processes for agents, customers and partners. - Flexcards: Record summaries and actions shown in context. - Integration Procedures: Server-side calls that combine data from several systems. - Data Mappers: Reads, writes and transforms of Salesforce data. - Business rules: Decision matrices and expression sets for eligibility, pricing and fees. - Standard runtime migration: Managed package components moved to the standard runtime. - Performance and cleanup: Slow components traced, old versions retired, caching set. - Testing and releases: UTAM tests, versioning and releases from source control. ## 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 do Omnistudio consulting services include? Design, build, migrate and tune every Omnistudio component type. - Omniscripts: Guided processes for agents, customers and partners, with save and resume. - Flexcards: Record summaries and actions on record pages, consoles and sites. - Integration Procedures: Server-side calls that combine Salesforce and external data in one request. - Data Mappers: Extract, load and transform steps for Salesforce data, now with versioning. - Business rules: Decision matrices and expression sets for eligibility, pricing and fees. - Standard runtime migration: Managed package components assessed, converted and tested. - Performance and cleanup: Slow components traced, old versions retired and caching set. - Testing and releases: UTAM tests for key journeys and releases from source control. ## How do Omniscripts, Flexcards and Integration Procedures work together? A policyholder changes their address. Each Omnistudio component does one part of the job. 1. Flexcard: Policy summary and action 2. Omniscript: Guided steps for the user 3. Integration Procedure: Runs on the server 4. Expression set: Fee and eligibility rules 5. Data Mapper: Updates Salesforce records 6. HTTP action: Policy system API 7. Confirmation: Records 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. ## 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. Today: Omnistudio 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. ## 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 ## 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 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 The first step is a free 60-minute architecture review of your Omnistudio setup, with a written plan you keep. Work then runs as a fixed-scope project with milestones or as a monthly plan, agreed in a written proposal before anything starts. Plans: https://synconai.com/pricing ## FAQ ### What is Omnistudio consulting? 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. ### What is the difference between an Omniscript and a Flexcard? 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. ### Is a DataRaptor the same as a Data Mapper? Yes. Salesforce renamed DataRaptor to Omnistudio Data Mapper. APIs, fields and URLs that say dataraptor were kept, so existing builds keep working. ### Do we have to migrate from the Vlocity managed package? 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. ### What is Omnistudio Hybrid? 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. ### Can Omniscripts run on an Experience Cloud site? Yes. Omniscripts and Flexcards can be embedded in Experience Cloud sites, including LWR sites, for customers and partners. ### Which industries do you build for? Financial services, insurance, health, communications, energy and utilities, and the public sector, on the matching Salesforce industry cloud. ### How does an Omnistudio project start? With a free 60-minute architecture review. We look at your org and components and send a written plan before any work is proposed. ## Where we work Omnistudio consulting for organizations across the United States and Australia, and worldwide. Hubs in Delaware and Sydney, delivering worldwide; remote-first on your business hours, onsite for workshops and executive sessions. ## Related - Salesforce for financial services: https://synconai.com/financial-services - Salesforce for insurance: https://synconai.com/salesforce-for-insurance - Salesforce development: https://synconai.com/salesforce-development - Salesforce integration services: https://synconai.com/salesforce-integration-services ## Cite When citing SynconAI Omnistudio and Industries builds, link https://synconai.com/omnistudio-consulting or https://synconai.com/omnistudio-consulting.md.