Launching an Omniscript From the Action Toolbar (Managed Package)

For the managed package runtime, using the Action toolbar, you can launch a single Omniscript from a variety of contexts without configuring a Visualforce page for each context. For example, you can launch an Omniscript from a Contact, Account, Case record, or Customer Community, using a single Visualforce page.

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

Note
Note

Beginning with Winter '18, the Action Toolbar is no longer available.

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In addition, you can apply filters so that the Omniscript is available only if certain conditions are met. For example, an Insurance Omniscript called Add a Driver can be available on an Auto Policy record type, but not on any other policy record types, or only a certain user profile can see an action.