Enable Tracking for Components (Omnistudio for Managed Packages) (Managed Package)

For the managed package runtime, you can enable tracking for components by configuring triggers.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

These steps apply if you use Omnistudio for Managed Packages.

  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 field, enter Custom Settings.
  3. Click Custom Settings.
  4. Click the letter T in the index across the top.
  5. To the left of Trigger Setup, click Manage.
  6. Click New.
  7. Enter one of the following settings in the Name field.

    Vlocity Component Type

    Trigger Name

    Omniscripts

    Track.Omniscript

    Integration Procedures

    Track.IntProc

    Flexcards

    Track.CardFramework

    Track.CardPreview

    Intelligence

    Track.Acuity

    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.

  8. Check the Trigger On box.
  9. Click Save.
  10. Repeat steps 6 through 9 for each trigger you want to add.