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Use Salesforce OmniStudio (Vlocity) to Digitally Enable Business Processes

Salesforce OmniStudio (formerly Vlocity) is a powerful digital experience platform that enables organizations to verify, fetch, and connect data from multiple sources to digitally enable business processes.

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  • 7 min read

Using Salesforce OmniStudio to Digitally Enable Business Processes

Salesforce OmniStudio (formerly Vlocity) is a powerful digital experience platform that enables organizations to create immersive, data-driven digital experiences. At its core, OmniStudio excels at data management—verifying data accuracy, fetching information from multiple sources, and connecting disparate systems to create seamless business processes.

This article explores how OmniStudio’s data capabilities enable organizations to digitally transform their business processes through intelligent data verification, multi-source data integration, and real-time data connectivity.

Understanding OmniStudio’s Data Architecture

OmniStudio provides a comprehensive set of tools for managing data across your organization:

  • DataRaptors: Extract, transform, and load data from Salesforce and external APIs
  • Integration Procedures: Connect to external systems and APIs
  • OmniScripts: Create guided experiences that verify and validate data in real-time
  • FlexCards: Display verified data from multiple sources in contextual views
  • Business Rules Engine: Apply validation and transformation rules to ensure data quality

Data Verification: Ensuring Accuracy and Quality

One of OmniStudio’s core strengths is its ability to verify data at multiple points in a business process. This ensures that only accurate, validated information flows through your systems.

Real-Time Data Validation

OmniStudio enables real-time data verification through:

1. Field-Level Validation

  • Validate data formats (email, phone, SSN, etc.)
  • Check data ranges and constraints
  • Verify required fields are populated
  • Cross-field validation (e.g., end date after start date)

2. Business Rule Validation

  • Apply custom validation logic
  • Check data against business rules
  • Verify data consistency across related records
  • Enforce data quality standards

3. External System Verification

  • Verify data against external databases
  • Check information with third-party services
  • Validate credentials and permissions
  • Confirm data accuracy with source systems

Use Case: Customer Onboarding with Data Verification

Scenario: A financial services company needs to onboard new customers while verifying their information against multiple systems.

OmniStudio Solution:

  1. OmniScript collects customer information through a guided form
  2. DataRaptor fetches existing customer data from Salesforce
  3. Integration Procedure calls external credit bureau API to verify identity
  4. Business Rules Engine validates data consistency
  5. DataRaptor updates Salesforce with verified information

Result: Only verified, accurate customer data enters the system, reducing errors and compliance risks.

Fetching and Connecting Data: Multi-Source Integration

OmniStudio excels at fetching data from multiple sources and connecting them into unified business processes. This capability is powered by DataRaptors and Integration Procedures.

DataRaptors: The Data Integration Engine

DataRaptors are OmniStudio’s primary tool for fetching and transforming data. They can extract data from:

1. Salesforce Objects

  • Standard objects (Account, Contact, Opportunity, etc.)
  • Custom objects
  • Related records through relationships
  • Historical data
  • Attachments and files

2. External APIs

  • REST APIs
  • SOAP web services
  • Third-party integrations
  • Legacy systems
  • Cloud services

3. Data Transformation

  • Map fields between systems
  • Calculate derived values
  • Format data for display
  • Aggregate related records
  • Filter and sort data

Integration Procedures: Connecting External Systems

Integration Procedures enable server-side data operations that can:

  • Call external APIs securely
  • Process complex data transformations
  • Handle batch operations
  • Manage error handling and retries
  • Cache data for performance

Use Case: Insurance Quote Generation

Scenario: An insurance company needs to generate quotes by fetching data from multiple sources.

OmniStudio Solution:

  1. OmniScript collects applicant information
  2. DataRaptor (Extract) fetches existing policy data from Salesforce
  3. Integration Procedure calls rating engine API to calculate premiums
  4. DataRaptor (Transform) formats data for display
  5. DataRaptor (Load) saves quote information to Salesforce
  6. FlexCard displays comprehensive quote with verified data

Result: Real-time quote generation with data from Salesforce, external rating systems, and real-time calculations.

DataRaptors: Salesforce and API Data Integration

DataRaptors are OmniStudio’s workhorse for data operations. They come in three types:

1. Extract DataRaptors

Extract DataRaptors pull data from Salesforce or external APIs:

Salesforce Extraction:

  • Query standard and custom objects
  • Follow relationships to related records
  • Filter data based on criteria
  • Sort and limit results
  • Include formula fields and related data

API Extraction:

  • Call REST or SOAP APIs
  • Pass parameters and authentication
  • Parse JSON or XML responses
  • Handle pagination
  • Cache results for performance

Example Use Case: A DataRaptor extracts customer account information from Salesforce, including related opportunities, cases, and contract details, then formats it for display in an OmniScript.

2. Transform DataRaptors

Transform DataRaptors modify data structure and content:

  • Map fields between different formats
  • Calculate derived values
  • Combine data from multiple sources
  • Filter and sort data
  • Format data for specific uses

Example Use Case: A Transform DataRaptor combines customer data from Salesforce with pricing data from an external system, calculates total value, and formats it for a quote document.

3. Load DataRaptors

Load DataRaptors insert or update records in Salesforce:

  • Create new records
  • Update existing records
  • Handle upsert operations
  • Manage related records
  • Process bulk operations

Example Use Case: A Load DataRaptor saves verified quote information to Salesforce, creating Opportunity and Quote Line Item records with all related data.

Real-World Use Cases

Use Case 1: Healthcare Patient Onboarding

Challenge: A healthcare organization needs to onboard patients while verifying insurance eligibility and medical history.

OmniStudio Solution:

  • OmniScript collects patient information
  • DataRaptor fetches existing patient records from Salesforce
  • Integration Procedure verifies insurance eligibility via payer API
  • DataRaptor retrieves medical history from EHR system
  • Business Rules Engine validates data completeness
  • DataRaptor creates verified patient record in Salesforce

Benefits:

  • Reduced data entry errors
  • Faster onboarding process
  • Automatic insurance verification
  • Complete patient history available immediately

Use Case 2: Financial Services Account Opening

Challenge: A bank needs to open new accounts while verifying customer identity and checking compliance requirements.

OmniStudio Solution:

  • OmniScript guides customer through account opening
  • DataRaptor checks for existing accounts in Salesforce
  • Integration Procedure calls identity verification service
  • Integration Procedure checks compliance databases
  • DataRaptor validates account requirements
  • DataRaptor creates verified account record

Benefits:

  • Automated compliance checking
  • Real-time identity verification
  • Reduced fraud risk
  • Faster account opening

Use Case 3: Telecommunications Service Activation

Challenge: A telecom company needs to activate services while verifying customer eligibility and checking service availability.

OmniStudio Solution:

  • OmniScript collects service request information
  • DataRaptor fetches customer account data from Salesforce
  • Integration Procedure checks service availability in network system
  • Integration Procedure verifies credit and eligibility
  • DataRaptor calculates pricing and promotions
  • DataRaptor creates service order with verified data

Benefits:

  • Real-time service availability checking
  • Automated eligibility verification
  • Accurate pricing calculations
  • Faster service activation

Use Case 4: Insurance Claims Processing

Challenge: An insurance company needs to process claims while verifying policy information and calculating benefits.

OmniStudio Solution:

  • OmniScript collects claim information
  • DataRaptor fetches policy details from Salesforce
  • Integration Procedure verifies claim against policy terms
  • Integration Procedure calculates benefits using rating engine
  • DataRaptor validates claim documentation
  • DataRaptor creates claim record with verified calculations

Benefits:

  • Automated benefit calculations
  • Policy verification in real-time
  • Reduced processing time
  • Improved accuracy

Best Practices for Data Management in OmniStudio

1. Design for Data Quality

  • Implement validation at every data entry point
  • Use Business Rules Engine for complex validations
  • Verify data against source systems when possible
  • Provide clear error messages for invalid data

2. Optimize DataRaptor Performance

  • Use Extract DataRaptors efficiently (limit queries, use filters)
  • Cache frequently accessed data
  • Minimize API calls through batching
  • Use Transform DataRaptors to reduce data processing

3. Handle Errors Gracefully

  • Implement error handling in Integration Procedures
  • Provide fallback data sources when possible
  • Log errors for troubleshooting
  • Guide users through error resolution

4. Secure Data Access

  • Use secure authentication for API calls
  • Implement proper field-level security
  • Validate user permissions before data access
  • Encrypt sensitive data in transit and at rest

Integration Patterns

Pattern 1: Salesforce-First Integration

Use When: Primary data source is Salesforce

Approach:

  1. Extract data from Salesforce using DataRaptor
  2. Transform data as needed
  3. Display in OmniScript or FlexCard
  4. Load results back to Salesforce

Pattern 2: API-First Integration

Use When: Primary data source is external system

Approach:

  1. Call external API using Integration Procedure
  2. Transform API response using DataRaptor
  3. Display in OmniScript or FlexCard
  4. Optionally sync to Salesforce

Pattern 3: Hybrid Integration

Use When: Data comes from multiple sources

Approach:

  1. Extract from Salesforce using DataRaptor
  2. Call external APIs using Integration Procedures
  3. Combine data using Transform DataRaptor
  4. Verify and validate using Business Rules
  5. Display in OmniScript or FlexCard
  6. Load to Salesforce

Resources

Conclusion

Salesforce OmniStudio provides powerful capabilities for verifying, fetching, and connecting data from multiple sources. Through DataRaptors, Integration Procedures, and Business Rules, organizations can create digital experiences that ensure data quality, integrate disparate systems, and enable seamless business processes.

Whether you’re verifying customer information, fetching data from external APIs, or connecting Salesforce with legacy systems, OmniStudio provides the tools you need to digitally enable your business processes with confidence.

Start leveraging OmniStudio’s data capabilities today and transform how your organization manages and processes information.

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