Salesforce OmniStudio Services
Digital experiences that.
don't need custom code to scale.
OmniStudio is one of the most underused, over-promised tools in the Salesforce ecosystem. When it’s implemented properly — by people who’ve actually done it — you get guided workflows, real-time data surfaces, and enterprise-grade experiences without drowning in Apex. We build those. For Healthcare, Public Sector, Insurance, and beyond.
FlexCards
Dynamic UI cards — contextual data & actions surfaced instantly
OmniScripts
Step-by-step guided workflows with logic-based branching
Integration Procedures
Server-side orchestration — multiple actions, one call
Data Mappers
Read, write & transform data. Clean flow, every time.
IDX Workbench
DataPack & metadata migration across environments
IDX Build Tool
Automated packaging & controlled deployment pipelines
● Salesforce Consulting Partner
● Available on Salesforce AppExchange
What is Salesforce OmniStudio?
Salesforce OmniStudio is a low-code toolset (originally Vlocity) for building guided, multi-step digital experiences on Salesforce — things like guided service flows, quoting, onboarding and customer self-service. Its main building blocks are FlexCards (compact, interactive data displays), OmniScripts (step-by-step guided flows), and DataRaptors and Integration Procedures (which read and write data behind the scenes). It’s used heavily in Salesforce’s industry clouds.
----- What OmniStudio actually is -----
Most teams are one year into OmniStudio and still.
building static PDFs.
OmniStudio is Salesforce’s low-code toolkit for building industry-specific digital experiences. FlexCards surface relevant data without custom Apex. OmniScripts replace form-heavy, error-prone manual processes with guided, branching workflows. Integration Procedures bundle complex API calls into single efficient server-side operations.
The platform is genuinely powerful. But it’s technical. There are specific implementation patterns that separate a performant, maintainable OmniStudio org from one that gets rebuilt 18 months later. We’ve done enough of both to know the difference.
Whether you’re starting fresh or modernising a legacy system built on custom Apex and Visualforce, we architect OmniStudio solutions that reduce technical debt — not add to it.
60%
Reduction in custom Apex code when teams migrate from Visualforce/LWC to properly architected OmniStudio flows
3X
Faster time-to-launch for new digital journeys compared to traditional custom development cycles
40%
Drop in support tickets after guided OmniScript workflows replace error-prone static forms in user-facing processes
<6wks
Average time to first production OmniStudio deployment for a mid-size enterprise, including data layer integration
What we do with OmniStudio ?
OmniScript guided flows
step-by-step processes for staff or customers.
FlexCard interfaces
compact, interactive views of the data people need.
DataRaptor and Integration Procedure work
the data plumbing that powers it all.
Industry-cloud implementations
OmniStudio is core to Salesforce’s industry solutions.
Migration to the standard OmniStudio runtime
for orgs on older Vlocity-managed setups. Integration and custom development where OmniStudio needs to connect to other systems.
When do you need OmniStudio?
For simpler needs, standard Salesforce screens and Flows are often enough.
We’ll tell you honestly whether OmniStudio is the right tool or overkill for what you’re building.
Why teams trust us with OmniStudio
OmniStudio is specialist work, and we treat it that way — backed by 60+ Salesforce certifications, 90+ certified developers, and 2,000+ implementations. We build guided experiences that are genuinely usable, and we’re upfront about when standard Salesforce tools would do the job more simply.
01
Digital Experience Layer
Frontend Interaction — what users see and do
FlexCards
Dynamic, declarative UI cards that pull contextual data from any source and present it exactly where your agents, customers, or partners need it — without writing a line of code.
- Configurable data sources: Salesforce objects, APIs, Integration Procedures
- Conditional visibility rules — show only what's relevant per context
- Embed actions directly: launch OmniScripts, fire flows, trigger API calls
- Composable — nest FlexCards inside FlexCards for complex layouts
OmniScripts
Step-by-step guided workflows that replace static web forms and manual processes. Logic-based branching means users only see what's relevant to their journey — fewer errors, higher completion rates.
- Conditional branching and step logic — dynamic forms that adapt in real-time
- Built-in validation rules and data pre-population from Salesforce records
- Mobile-responsive by default, consistent across all devices and browsers
- Reusable across communities, portals, and internal apps without duplication
02
Service Management Layer
Data Orchestration — what moves and transforms behind the scenes
Integration Procedures
Server-side processing that bundles multiple data operations and API calls into a single, optimised transaction. The backbone of any high-performance OmniStudio architecture — fewer callouts, faster responses, better UX.
- Orchestrate multiple Salesforce queries and external API calls in one server action
- Response caching and parallel processing for reduced latency
- Reusable across FlexCards and OmniScripts — build once, reference everywhere
- Full error handling and retry logic — no silent failures in production
Data Mappers (formerly DataRaptors)
The engine for reading, writing, and transforming data across your Salesforce org. Without clean Data Mappers, your OmniStudio layer sits on a shaky foundation. We build them properly the first time.
- Extract: query Salesforce data with complex multi-object relationships
- Transform: field mapping, formula evaluation, and JSON manipulation
- Load: write data back to Salesforce with upsert logic and error handling
- Turbo Extract for high-volume, performance-critical read operations
03
Platform Engineering Layer
Lifecycle & Deployment — how it moves from dev to production without breaking things
IDX Workbench
The desktop application for migrating DataPacks and metadata between Salesforce environments — sandbox to staging to production. Handles version control integration and environment-specific configurations without the usual deployment headaches.
- Visual DataPack management — see what you're moving before you move it
- Git repository integration for version-controlled OmniStudio deployments
- Handles dependency resolution automatically during migration
IDX Build Tool
The command-line utility for automated packaging and deployment of OmniStudio assets within CI/CD pipelines. When your team is shipping features weekly, manual deployments don't cut it. We integrate IDX Build Tool into your existing DevOps workflow.
- Automated OmniStudio asset packaging for repeatable deployments
- CI/CD pipeline integration with GitHub Actions, Jenkins, or Azure DevOps
- Scripted validation and rollback support for controlled production releases
----- Industry Results -----
Where we've actually deployed this.
OmniStudio was built for complex, regulated industries where guided experiences and data accuracy aren’t optional. Here’s what the work looks like in practice.
Unified Patient Intake at Scale
A regional healthcare provider was running patient registration across three disconnected EMR systems. Staff switched between screens, data entry errors were common, and intake times averaged 24 minutes per patient.
We architected an OmniStudio-based intake platform that integrated the disparate systems into a unified data layer via Integration Procedures. OmniScripts replaced the fragmented form workflow with a single guided journey — registration, insurance verification, and appointment scheduling in one flow.
OUTCOME
Intake time reduced from 24 min → 9 min. Error rate dropped by 60%. Staff training time cut in half.
Grant Application Processing — Modernised
A state agency was processing grant applications via static PDFs emailed to case workers. Incomplete submissions were common, processing backlogs ran into weeks, and there was no central view of applicant status.
We replaced the PDF process with dynamic OmniScripts that enforced completion rules and validated data in real-time. FlexCards gave case workers a 360° applicant view — history, documents, status, and actions — without leaving a single screen. Application completion rates jumped within the first month.
OUTCOME
Processing backlog cleared 4× faster. Incomplete submissions dropped by 72%. Zero custom Apex added.
Mobile-First Claims Filing Experience
A retail insurance firm’s claims process required policyholders to call a call centre or navigate a desktop web form that broke on mobile. Abandonment rates were high. Call centre volume was unsustainable.
We built a guided, mobile-first claims experience using OmniStudio. Policyholders could submit claims, upload photos, and track status from any device. The guided OmniScript walked them through each step, with branching logic based on claim type. Integration Procedures handled real-time eligibility checks without additional API callouts.
OUTCOME
Mobile claim submissions up 3×. Call centre volume down 35%. Claim processing time reduced by 4 days on average.
----- How We Work -----
Six steps. No rework.
OmniStudio implementations fail when teams skip the architecture phase and jump straight to configuration. We don’t skip it. Every engagement follows the same framework — and every one goes live on schedule.
Discovery & Technical Audit
We map your existing system landscape, existing Salesforce org (if applicable), and target user journeys. If you already have OmniStudio components, we audit them first — identify what’s salvageable and what needs to go.
WEEK 1
Architecture & Data Model Design
Before a single FlexCard is built, we document the full component architecture — which Data Mappers feed which Integration Procedures, which OmniScripts call which procedures, and how it all fits together without circular dependencies.
WEEK 2
Data Layer Build
Data Mappers and Integration Procedures are built and tested independently. This is non-negotiable. You can’t build reliable UI on an untested data layer — every project that skips this comes back to us for a rebuild.
WEEK 2 - 3
Experience Layer Build
FlexCards and OmniScripts are built iteratively against the data layer. Daily builds, regular demos. You see working components — not slides — throughout this phase.
WEEK 3 - 5
UAT & Performance Testing
User acceptance testing with real users running real workflows — not scripted test cases. We also run load testing on Integration Procedures to catch Salesforce governor limit issues before production.
WEEK 5 - 6
Deployment & Hypercare
IDX Workbench handles the migration. We stay embedded for 30 days post-launch. Response within hours for critical issues. Adoption tracked weekly — if usage drops, we dig in and fix the reason before closing the engagement.
30 - WINDOW
----- Why Amroar -----
OmniStudio done right the first time.
OmniStudio is a specialist skill. You can have a Salesforce partner with 50 certifications and still get a bad OmniStudio implementation — because most orgs build one, maybe two. We’ve built dozens, across regulated industries where getting it wrong isn’t just an inconvenience.
We’ve also inherited bad OmniStudio implementations — orgs where DataRaptors are calling APIs in loops, OmniScripts have hundreds of steps with no branching logic, and Integration Procedures are duplicated across 30 components. We know what to avoid because we’ve had to fix it.
Every OmniStudio engagement at Amroar is led by a certified architect who owns both the design and the delivery. No juniors. No handoffs to someone who wasn’t in the discovery session.
Certified OmniStudio architects — not generalists
Every OmniStudio engagement is led by someone with deep, specific OmniStudio experience — not a Salesforce admin who completed a Trailhead module last month.
Architecture before configuration — always
We design the full component dependency map before a single element gets built. This is the most skipped step in the industry, and the one that causes the most rework.
We reduce technical debt — not create it
OmniStudio's value proposition is replacing custom Apex and Visualforce. We architect for that outcome. You should leave an engagement with less technical debt than you started with.
Industry depth: Healthcare, Public Sector, Insurance
These are the three verticals where OmniStudio sees the most adoption — and the most failed implementations. We have domain experience in all three. Your architect understands the business problem, not just the tool.
Zero failed builds across 200+ enterprise clients
That's the track record. Not a marketing claim. If you want to speak to a client who can confirm it, we'll connect you. We don't build on assumptions — we build on proof.
----- Client Testimonials -----
What it sounds like when it goes right.
From FinTech to logistics to legal — the feedback is consistent.
Over the last decade, I have engaged with many Salesforce integrators, ranging from global giants to niche firms. Amroar stands out as the premier partner. Proactive, technically astute, and consistently focused on finding the right solution rather than the easy one.
Amroar was the key driver in our successful Salesforce overhaul. Precise timelines, adhered to them. A unique talent for translating rough concepts into functional, scalable features — and incredibly fast at resolving post-deployment items.
We threw several complex curveballs their way mid-project, and they adapted seamlessly — often suggesting better alternatives than what we asked for. A fantastic team to partner with.
A truly reliable company that resolved legacy issues our previous vendors couldn’t touch. Availability is top-tier, and turnaround time on support tickets is impressive. Highly recommended.
Working with Amroar has been as educational as it has been productive. I have full confidence that when I hand a scope of work to the Amroar team, it won’t just be completed — it will be executed with excellence.
Amroar diagnosed, planned, and delivered on our requirements with precision. Their work ethic and technical grasp are second to none. Regardless of the tech stack, our next initiative belongs to the Amroar team.
Common OmniStudio
questions answered.
A low-code toolset for building guided, multi-step digital experiences on Salesforce — guided flows, quoting, self-service — using FlexCards, OmniScripts and Integration Procedures.
Yes — OmniStudio grew out of Vlocity, which Salesforce acquired. The tools were rebranded and built into the platform.
FlexCards are compact, interactive displays of data; OmniScripts are step-by-step guided flows. Together they build the guided experiences OmniStudio is known for.
Teams building guided, multi-step processes — especially in industries like communications, insurance, health and public sector that use Salesforce’s industry clouds. Simpler needs are often met by standard Flows.
Standard tools handle a lot; OmniStudio is for richer, guided, data-heavy experiences. We’ll tell you honestly when standard tools are enough.
No, but OmniStudio is most common alongside Salesforce’s industry clouds, where it’s a core part of the experience.
Yes — 90+ certified developers and 60+ Salesforce certifications across the team, and we’re a Salesforce Consulting Partner on the AppExchange.
----- Let's Talk -----
OmniStudio done right.
Starting with a conversation.
experience, and tell you exactly what it takes to get there. No pitch deck. No discovery fee.
Just a straight answer.