Enable Tracking for Omnistudio Components

You can enable tracking for Omnistudio components by configuring triggers.

These steps apply to Omnistudio customers.

  1. Go to Setup.
    • In Lightning Experience, click the gear icon and select Setup from the menu.

    • In Salesforce Classic, click the user menu and select Setup from the menu.

  2. In the Quick Find box, type omni, then select Omni Interaction Configuration.
  3. Click New Omni Interaction Configuration.
  4. Enter one of the following settings in the Label field. (The Name defaults to the same value.)

    Vlocity Component Type

    Trigger Name

    Omniscripts

    Track_OmniScript

    Integration Procedures

    Track_IntProc

    Flexcards

    Track_CardFramework

    Track_CardPreview

    You can enable tracking for specific events of specific component types. For example, to enable only StepActionTime events for Omniscripts, create a Track_OmniScript_StepActionTime trigger.

    You can enable tracking for specific Integration Procedures using a trigger of the format Track_Type_SubType. For example, if the Type is CheckContact and the SubType is CreditScore, the trigger name would be Track_CheckContact_CreditScore. When one Integration Procedure calls another, and you enable tracking only in the calling Integration Procedure, events in the called Integration Procedure are also tracked.

  5. In the Value field, type true.
  6. Click Save.
  7. Repeat steps 3 through 6 for each trigger you want to add.