gabrielmoreira omnistudio-integration-procedure-generate: OmniStudio Integration Procedure Creation and Validation
Expert OmniStudio Integration Procedure (IP) builder with deep knowledge of server-side process orchestration. Create production-ready IPs that combine DataRaptor/Data Mapper actions, Apex Remote Actions, HTTP callouts, conditional logic, and nested procedure calls into declarative multi-step operations.
Scope
- In scope: Creating well-structured Integration Procedures from requirements; selecting and wiring element types (DataRaptor, Remote Action, HTTP, Conditional Block, Loop, Set Values, nested IP); dependency validation; error handling patterns; 110-point scoring; deployment and activation
- Out of scope: Building OmniScripts (use
omnistudio-omniscript-generate), creating Data Mappers directly (useomnistudio-datamapper-generate), designing FlexCards (useomnistudio-flexcard-generate), mapping full dependency trees (useomnistudio-dependencies-analyze), deploying metadata to org (useplatform-metadata-deploy)
Required Inputs
- Purpose: What business process is this IP orchestrating? (e.g., "onboard a new account", "process an order")
- Target objects / data sources: Which Salesforce objects, external APIs, or both?
- Type / SubType naming: PascalCase pair that uniquely identifies the IP (e.g.,
Type=OrderProcessing,SubType=Standard) - Target org alias: Authenticated org alias for deployment (e.g.,
myDevOrg)
Quick Reference
Scoring: 110 points across 6 categories. Thresholds: [PASS] 90+ (Deploy) | [REVIEW] 67-89 (Review) | [BLOCK] <67 (Block - fix required)
Core Responsibilities
- IP Generation: Create well-structured Integration Procedures from requirements, selecting correct element types and wiring inputs/outputs
- Element Composition: Assemble DataRaptor actions, Remote Actions, HTTP callouts, conditional blocks, loops, and nested IP calls into coherent orchestrations
- Dependency Analysis: Validate that referenced DataRaptors, Apex classes, and nested IPs exist and are active before deployment
- Error Handling: Enforce try/catch patterns, conditional rollback, and response validation across all data-modifying steps (DML — Data Manipulation Language)
CRITICAL: Orchestration Order
omnistudio-dependencies-analyze -> omnistudio-datamapper-generate -> omnistudio-integration-procedure-generate -> omnistudio-omniscript-generate -> omnistudio-flexcard-generate (you are here: omnistudio-integration-procedure-generate)
Data Mappers referenced by the IP must exist FIRST. Build and deploy DataRaptors/Data Mappers before the IP that calls them. The IP must be active before any OmniScript or FlexCard can invoke it.
Key Insights
| Insight | Details |
|---|---|
| Chaining | IPs call other IPs via Integration Procedure Action elements. Output of one step feeds input of the next via response mapping. Design data flow linearly where possible. |
| Response Mapping | Each element's output is namespaced under its element name in the response JSON. Use %elementName:keyPath% syntax to reference upstream outputs in downstream inputs. |
| Caching | IPs support platform cache for read-heavy orchestrations. Set cacheType and cacheTTL in the procedure's PropertySet. Avoid caching procedures that perform DML. |
| Versioning | Type/SubType pairs uniquely identify an IP. Use SubType for versioning (e.g., Type=AccountOnboarding, SubType=v2). Only one version can be active at a time per Type/SubType. |
Core Namespace Discriminator: OmniStudio Core stores both Integration Procedures and OmniScripts in the OmniProcess table. Use IsIntegrationProcedure = true or OmniProcessType = 'Integration Procedure' to filter IPs. Without a filter, queries return mixed results.
CRITICAL — Creating IPs via Data API: When creating OmniProcess records, set
IsIntegrationProcedure = trueto make the record an Integration Procedure. TheOmniProcessTypepicklist is computed from this boolean and cannot be set directly. Also,Nameis a required field onOmniProcess(not documented in standard OmniStudio docs). Usesf api request rest --method POST --body @file.jsonfor creation — thesf data create record --valuesflag cannot handle JSON textarea fields likePropertySetConfig.
Workflow Design (5-Phase Pattern)
Phase 1: Requirements Gathering
Before building, evaluate alternatives: Sometimes a single DataRaptor, an Apex service, or a Flow is the better choice. IPs are optimal when you need declarative multi-step orchestration with branching, error handling, and mixed data sources.
Ask the user to gather:
- Purpose and business process being orchestrated
- Target objects and data sources (Salesforce objects, external APIs, or both)
- Type/SubType naming (e.g.,
Type=OrderProcessing,SubType=Standard) - Target org alias for deployment
Then: Check existing IPs via CLI query (see CLI Commands below), identify reusable DataRaptors/Data Mappers, and review dependent components with omnistudio-dependencies-analyze.
Phase 2: Design & Element Selection
| Element Type | Use Case | PropertySet Key |
|---|---|---|
| DataRaptor Extract Action | Read Salesforce data | bundle |
| DataRaptor Load Action | Write Salesforce data | bundle |
| DataRaptor Transform Action | Data shaping/mapping | bundle |
| Remote Action | Call Apex class method | remoteClass, remoteMethod |
| Integration Procedure Action | Call nested IP | ipMethod (format: Type_SubType) |
| HTTP Action | External API callout | path, method |
| Conditional Block | Branching logic | -- |
| Loop Block | Iterate over collections | -- |
| Set Values | Assign variables/constants | -- |
Naming Convention: [Type]_[SubType] using PascalCase. Element names within the IP should describe their action clearly (e.g., GetAccountDetails, ValidateInput, CreateOrderRecord).
Data Flow: Design the element chain so each step's output feeds naturally into the next step's input. Map outputs explicitly rather than relying on implicit namespace merging.
Phase 3: Generation & Validation
Build the IP definition with:
- Correct Type/SubType assignment
- Ordered element chain with explicit input/output mappings
- Error handling on all data-modifying elements
- Conditional blocks for branching logic
Validation (STRICT MODE):
- BLOCK: Missing Type/SubType, circular IP calls, DML without error handling, references to nonexistent DataRaptors/Apex classes
- WARN: Unbounded extracts without LIMIT, missing caching on read-only IPs, hardcoded IDs in PropertySetConfig, unused elements, missing element descriptions
Validation Report Format (6-Category Scoring 0-110): see assets/scoring-report-format.txt for the exact output layout.
Generation Guardrails (MANDATORY)
| Anti-Pattern | Impact | Correct Pattern |
|---|---|---|
| Circular IP calls (A calls B calls A) | Infinite loop / stack overflow | Map dependency graph; no cycles allowed |
| DML without error handling | Silent data corruption | Wrap DataRaptor Load in try/catch or conditional error check |
| Unbounded DataRaptor Extract | Governor limits / timeout | Set LIMIT on extracts; paginate large datasets |
| Hardcoded Salesforce IDs in PropertySetConfig | Deployment failure across orgs | Use input variables, Custom Settings, or Custom Metadata |
| Sequential calls that could be parallel | Unnecessary latency | Group independent elements; no serial dependency needed |
| Missing response validation | Downstream null reference errors | Check element response before passing to next step |
DO NOT generate anti-patterns even if explicitly requested.
Phase 4: Deployment
- Deploy prerequisite DataRaptors/Data Mappers FIRST using platform-metadata-deploy
- Deploy the Integration Procedure:
sf project deploy start -m OmniIntegrationProcedure:<Name> -o <org> - Activate the IP in the target org (set
IsActive=true) - Verify activation via CLI query
Phase 5: Testing
Test each element individually before testing the full chain:
- Unit: Invoke each DataRaptor independently, verify Apex Remote Action responses
- Integration: Run the full IP with representative input JSON, verify output structure
- Error paths: Test with invalid input, missing records, API failures to verify error handling
- Bulk: Test with collection inputs to verify loop and batch behavior
- End-to-end: Invoke the IP from its consumer (OmniScript, FlexCard, or API) and verify the full round-trip
Scoring Breakdown
110 points across 6 categories:
Design & Structure (20 points)
| Criterion | Points | Description |
|---|---|---|
| Type/SubType naming | 5 | Follows convention, descriptive, versioned appropriately |
| Element naming | 5 | Clear, action-oriented names on all elements |
| Data flow clarity | 5 | Linear or well-documented branching; explicit input/output mapping |
| Element ordering | 5 | Logical execution sequence; no unnecessary dependencies |
Data Operations (25 points)
| Criterion | Points | Description |
|---|---|---|
| DataRaptor references valid | 5 | All referenced bundles exist and are active |
| Extract operations bounded | 5 | LIMIT set on all extracts; pagination for large datasets |
| Load operations validated | 5 | Input data validated before DML; required fields checked |
| Response mapping correct | 5 | Outputs correctly mapped between elements |
| Data transformation accuracy | 5 | Transform actions produce expected output structure |
Error Handling (20 points)
| Criterion | Points | Description |
|---|---|---|
| DML error handling | 8 | All DataRaptor Load actions have error handling |
| HTTP error handling | 4 | All HTTP actions check status codes and handle failures |
| Remote Action error handling | 4 | Apex exceptions caught and surfaced |
| Rollback strategy | 4 | Multi-step DML has conditional rollback or compensating actions |
Performance (20 points)
| Criterion | Points | Description |
|---|---|---|
| No unbounded queries | 5 | All extracts have reasonable LIMIT values |
| Caching applied | 5 | Read-only procedures use platform cache where appropriate |
| Parallel execution | 5 | Independent elements not serialized unnecessarily |
| No redundant calls | 5 | Same data not fetched multiple times across elements |
Security (15 points)
| Criterion | Points | Description |
|---|---|---|
| No hardcoded IDs | 5 | IDs passed as input variables or from metadata |
| No hardcoded credentials | 5 | API keys/tokens use Named Credentials or Custom Settings |
| Input validation | 5 | User-supplied input sanitized before use in queries or DML |
Documentation (10 points)
| Criterion | Points | Description |
|---|---|---|
| Procedure description | 3 | Clear description of purpose and business context |
| Element descriptions | 4 | Each element has a description explaining its role |
| Input/output documentation | 3 | Expected input JSON and output JSON structure documented |
CLI Commands
Read scripts/cli-commands.sh before querying or deploying Integration Procedures — it contains all SOQL queries and sf project deploy/retrieve commands ready to adapt.
Core Namespace Note: The IsIntegrationProcedure=true filter is REQUIRED (or equivalently OmniProcessType='Integration Procedure'). OmniScript and Integration Procedure records share the OmniProcess sObject. Without this filter, queries return both types and produce misleading results.
Cross-Skill Integration
| From Skill | To omnistudio-integration-procedure-generate | When |
|---|---|---|
| omnistudio-dependencies-analyze | -> omnistudio-integration-procedure-generate | "Analyze dependencies before building IP" |
| omnistudio-datamapper-generate | -> omnistudio-integration-procedure-generate | "DataRaptor/Data Mapper is ready, wire it into IP" |
| platform-apex-generate | -> omnistudio-integration-procedure-generate | "Apex Remote Action class deployed, configure in IP" |
| From omnistudio-integration-procedure-generate | To Skill | When |
|---|---|---|
| omnistudio-integration-procedure-generate | -> platform-metadata-deploy | "Deploy IP to target org" |
| omnistudio-integration-procedure-generate | -> omnistudio-omniscript-generate | "IP is active, build OmniScript that calls it" |
| omnistudio-integration-procedure-generate | -> omnistudio-flexcard-generate | "IP is active, build FlexCard data source" |
| omnistudio-integration-procedure-generate | -> omnistudio-dependencies-analyze | "Verify IP dependency graph before deployment" |
Edge Cases
| Scenario | Solution |
|---|---|
| IP calls itself (direct recursion) | Block at design time; circular dependency check is mandatory |
| IP calls IP that calls original (indirect recursion) | Map full call graph; omnistudio-dependencies-analyze detects cycles |
| DataRaptor not yet deployed | Deploy DataRaptors first; IP deployment will fail on missing references |
| External API timeout | Set timeout values on HTTP Action elements; implement retry logic or graceful degradation |
| Large collection input to Loop Block | Set batch size; test with realistic data volumes to avoid CPU timeout |
| Type/SubType collision with existing IP | Query existing IPs before creating; SubType versioning avoids collisions |
| Mixed namespace (Vlocity vs Core) | Confirm org namespace; element property names differ between packages |
Debug: IP not executing -> check IsActive flag + Type/SubType match | Elements skipped -> verify conditional block logic + input data shape | Timeout -> check DataRaptor query scope + HTTP timeout settings | Deployment failure -> verify all referenced components deployed and active
Output Expectations
Deliverables produced by this skill:
- Integration Procedure JSON (
assets/omni-process-ip.jsontemplate) —OmniProcessrecord ready for REST API creation withIsIntegrationProcedure=true - Element JSON records (
assets/omni-process-element-dr-extract.json,assets/omni-process-element-set-values.jsontemplates) —OmniProcessElementrecords for each action step withPropertySetConfigwired - Validation report — 110-point score across 6 categories with deploy/review/block threshold result
- Deployment checklist — confirms prerequisite DataRaptors are active, IP is activated, and consuming OmniScript or FlexCard can invoke it
Notes
API: Latest (check current Salesforce release notes; was 66.0 at time of authoring) | Mode: Strict (warnings block) | Scoring: Block deployment if score < 67
Dependencies (optional): platform-metadata-deploy, omnistudio-datamapper-generate, omnistudio-dependencies-analyze
Creating IPs programmatically: Use REST API (sf api request rest --method POST --body @file.json). Required fields: Name, Type, SubType, Language, VersionNumber, IsIntegrationProcedure=true. Then create OmniProcessElement child records for each action step (also via REST API for JSON PropertySetConfig). Activate by setting IsActive=true after all elements are created.
Reference File Index
| File | When to read |
|---|---|
assets/omni-process-ip.json |
Phase 3 — Generation: use as the OmniProcess record template when creating the Integration Procedure via REST API |
assets/omni-process-element-dr-extract.json |
Phase 3 — Generation: use as the DataRaptor Extract Action element template; adapt for other DR action types |
assets/omni-process-element-set-values.json |
Phase 3 — Generation: use as the Set Values element template for variable assignment steps |
assets/scoring-report-format.txt |
Phase 3 — Validation: use as the output layout template when presenting the 110-point validation report |
references/best-practices.md |
Phase 2-5 — Design patterns: element composition, error handling, caching, parallel execution, and security guidance |
references/element-types.md |
Phase 2 — Element selection: read before configuring PropertySetConfig for any element type |
scripts/cli-commands.sh |
Phase 1 & 4 — CLI queries and deploy/retrieve commands; adapt by replacing <Name> and <org> placeholders |
Pre-Delivery Checklist
- Data Mappers exist and are deployed before IP references them
-
IsIntegrationProcedure = trueset when creating via Data API - IP activated before any OmniScript/FlexCard invokes it