Migration Phase 1: Development Sandbox (Vlocity Industries Managed Packages and Custom Data Model)
In phase 1, prepare your development and testing sandboxes by upgrading to the required managed package versions, provisioning necessary licenses, and enabling the Omnistudio Metadata API setting. Convert or rebuild any unsupported Angular components and migrate calculation logic to the Business Rules Engine. Next, run the Omnistudio Migration Assistant in Assess mode to identify issues and confirm readiness. After resolving any manual interventions, run the tool in Migrate mode to move components and related objects to the standard runtime. Finally, validate the migration by reviewing reports, updating integrations, and testing business workflows in your sandboxes.
- Prepare Your Org (Vlocity Industries Managed Packages and Custom Data Model)
Before starting the migration process, prepare your org by completing these steps: - Assess the Migration Readiness in Your Development Sandbox (Vlocity Industries Managed Packages and Custom Data Model)
In the development sandbox, run the Omnistudio Migration Assistant in Assess mode to assess how the migration process impacts each Omnistudio component. - Migrate Your Components in Your Development Sandbox (Vlocity Industries Managed Packages and Custom Data Model)
Migrate all your custom components from Omnistudio for Vlocity to Omnistudio Standard using the Omnistudio Migration Assistant. It overwrites any previously migrated components. - Validate the Migration Completeness in Your Development Sandbox (Vlocity Industries Managed Packages and Custom Data Model)
Validate whether the migration process is complete: - Post-Migration Manual Tasks
Perform these manual tasks after migration to resolve the issues: