Use the Integration Procedure Designer to build and configure server-side processes that automate data operations between Salesforce and external systems. Integration Procedures support actions like API calls, data transformations, conditional logic, and chaining in a single server call. The Designer also includes tools for debugging and performance optimization, making it ideal for use with Omniscripts, Flexcards, and external integrations.
From the App Launcher, open the Integration Procedures app. Click New to create an Integration Procedure, or click an existing Integration Procedure from the list to edit it.
You must provide a Name, Type, and Subtype to uniquely identify the Integration Procedure, then save your changes, before you can continue working on it.
After you create and configure your Integration Procedure, you can preview and test it in the Preview pane. Add input parameters and then click Execute to run the procedure. When the Integration Procedure finishes, you can see the response output, debug log, execution sequence, any errors, and other detailed information to help you debug and refine your Integration Procedure.
When the Integration Procedure works as expected, activate it to make it available to others. As you continue to develop and refine an Integration Procedure, you can save new versions to preserve earlier versions of your work. Only one version can be active at a time. When you activate a version, Omnistudio deactivates all other versions of the Integration Procedure.
- Export or Import an Omnistudio Integration Procedure
Export or import Integration Procedures to use them in another org, such as when you create them in a sandbox. When exporting or importing data packs for Integration Procedures, if you encounter Apex limit errors such as heap or CPU limits, reduce the size of the data pack by unselecting dependencies during the export process. Additionally, break the data pack into multiple smaller data packs. As a best practice, we recommend including no more than 10 elements in each data pack.