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Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform
Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform

Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform: Implementing OmniStudio best practices for achieving maximum performance

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Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform

Understanding the Vlocity OmniStudio Platform

Let’s start with the 1,000-foot view of Vlocity OmniStudio—the new part of the Salesforce platform that runs all of the Industries Solutions. While you may be familiar with tools such as OmniScripts and DataRaptors, this chapter may still help as it will drive home the overall vision and how the components of the platform are designed to work together, building the foundation for understanding the chapters ahead.

Knowing the building blocks and moving parts of the platform will make it easier to diagnose problems and improve the performance of our OmniStudio apps. This knowledge will help us narrow down the issues to a specific layer, building block, and component and then follow the best practices and techniques designed to be effective in that part of the system.

We will build on this foundation throughout the book while studying layer- and component-specific best practices for improving performance and scalability...

Technical requirements

To follow along with this chapter, you will need access to an OmniStudio installation. If you don’t have one handy, you can always request your free trial development environment from the Salesforce Developers site, which is (at the time of this writing) available at https://developer.salesforce.com/free-trials. Once on the site, head over to Industry-Based Trials and get yourself a trial org for the industry of your choice. Please refer to our free graphic bundle to download the images used in this chapter and throughout this book. You can download the images from https://static.packt-cdn.com/downloads/9781835468470_ColorImages.pdf

What is OmniStudio?

OmniStudio is the engine behind the customized, industry-specific offerings that run on the new part of the Salesforce platform called Salesforce Industries. It was originally built by Vlocity, an independent company that was acquired by Salesforce in 2020. Founded in 2014, Vlocity pioneered the concept of Industry Cloud on the Salesforce CRM platform, quickly gaining momentum and making it to the Forbes Cloud 100 list for three consecutive years in 2017, 2018, and 2019.

As of the time of this writing, Salesforce Industries caters to 15 industries. Just three years ago, before the acquisition of Vlocity, it served only six. Then, nine new industries were recently added, sharing the OmniStudio toolset, reusing existing and adding new industry-specific components:

Figure 1.1 – The acquisition of new industries over three years by the Salesforce Industries platform

Figure 1.1 – The acquisition of new industries over three years by the Salesforce Industries platform

While each industry has its common business processes, the...

Summary

In this chapter, we learned about Salesforce’s new OmniStudio Digital Interaction Platform, the engine behind Salesforce Industries. We saw how the ready-to-go industry solutions could be downloaded from the Process Library and internalized the three-tiered architecture of the OmniStudio platform. We have seen how all these components fit together.

Furthermore, we learned how existing Salesforce low-code components such as Flows play along with the new OmniStudio tools so that we can build more future-proof applications.

Our knowledge of the building blocks and moving parts of the Industries Platform will make it easier to diagnose problems and improve the performance of our OmniStudio apps. We can now narrow down issues to a specific layer, building block, and component and then follow the best practices and techniques that other developers found effective for improving performance in that part of the system. And we will study these best practices throughout this...

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Key benefits

  • Understand the critical gotchas and essential best practices for every OmniStudio implementation
  • Discover a proven system for achieving next-level performance and scalability using Salesforce Industries
  • Optimize all aspects of your OmniStudio apps—server side, client side, and document generation
  • Purchase of the print or Kindle book includes a free PDF eBook

Description

Salesforce Industries brings out-of-the-box solutions tailored to specific industries, making it easy for customers to install, configure, and slash their time-to-value. It stands as one of Salesforce's strategic pillars with the number of installations growing rapidly. While customizing the out-of-the-box solutions can pose performance challenges, this book provides a fail-safe system with proven best practices, tools, and precise metrics to enhance performance and scalability for efficient outcomes. Kicking off with an overview of the Salesforce Industries Vlocity platform and OmniStudio, you’ll explore the tools and techniques used to manage code and measure performance. Delving into performance optimization, you’ll uncover methods for improving performance in OmniStudio's Service Layer (Integration Procedures and DataRaptors) and Presentation Layer (OmniScripts and FlexCards). Further, the book will guide you through achieving maximum performance by leveraging best practices in both layers. By the end of this book, you’ll have mastered the intricacies of Salesforce Industries on the Vlocity OmniStudio Platform, enhancing your skills to navigate and optimize tailored solutions effectively.

Who is this book for?

This book is a valuable resource for Salesforce administrators, architects, and developers, as well as business leaders and decision-makers responsible for implementing Salesforce Industry Solutions on the Vlocity OmniStudio platform. Whether you’re looking to enhance your organization's existing systems or embarking on a new implementation journey, this book will help you achieve better performance and scalability.

What you will learn

  • Master best practices and design patterns for maximizing performance in OmniStudio Service and Presentation Layers
  • Leverage various go-to tools for measuring performance in Salesforce Industries
  • Download ready-to-go industry solutions from the new process library
  • Discover quick ways to boost performance with just a few clicks
  • Meet user performance expectations and future-proof your OmniStudio apps
  • Explore techniques for managing and deploying your OmniStudio components
  • Find alternative approaches to generating documents with OmniStudio and their performance implications
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Publication date : Apr 19, 2024
Length: 278 pages
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Language : English
ISBN-13 : 9781835468470
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Publication date : Apr 19, 2024
Length: 278 pages
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Language : English
ISBN-13 : 9781835468470
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Table of Contents

17 Chapters
Part 1:The Platform Overview Chevron down icon Chevron up icon
Chapter 1: Understanding the Vlocity OmniStudio Platform Chevron down icon Chevron up icon
Chapter 2: A Sample Application Chevron down icon Chevron up icon
Part 2: Getting to Know the Tools Chevron down icon Chevron up icon
Chapter 3: Evaluating the Performance of an OmniStudio Implementation Chevron down icon Chevron up icon
Chapter 4: An Introduction to Load Testing Chevron down icon Chevron up icon
Chapter 5: Tracking Code Changes and Deployment Chevron down icon Chevron up icon
Part 3: Best Practices for Improving Performance Chevron down icon Chevron up icon
Chapter 6: Options for Async Execution Chevron down icon Chevron up icon
Chapter 7: Understanding Caching Chevron down icon Chevron up icon
Chapter 8: Non-Selective Queries and Data Skew Chevron down icon Chevron up icon
Chapter 9: Improving the Performance of the Service Layer Chevron down icon Chevron up icon
Chapter 10: Improving the Performance of the Presentation Layer Chevron down icon Chevron up icon
Chapter 11: DataRaptor Formula Performance Considerations Chevron down icon Chevron up icon
Chapter 12: OmniStudio Performance Anti-Patterns Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Full star icon 5
(4 Ratings)
5 star 100%
4 star 0%
3 star 0%
2 star 0%
1 star 0%
Amazon Customer May 16, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I highly recommend this book for mastering OmniStudio. As the author puts it, “There’s no point in repeating what can be easily found in online documentation in under 5 minutes, it’s the tips and tricks that people are interested in” and he really delivers on that statement through his expertise and experience working on real world projects.The book distills complex concepts into easily understandable content. The hands-on approach, coupled with detailed explanations, made even the more advanced topics clear and approachable. Whether you're a seasoned Salesforce professional or just starting out, this book is an invaluable resource. It's like having a knowledgeable mentor guiding you every step of the way.
Amazon Verified review Amazon
N. McGuire May 18, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book provides a comprehensive exploration of the platform's capabilities, covering technical requirements, digital experience layers, service management, and developer experience layers. It serves as a thorough guide for both beginners and experienced professionals, offering insights that are both accessible and in-depth.One of the book's standout features is its emphasis on optimization and best practices. By delving into topics such as evaluating performance, non-selective queries, and improving the service and presentation layers, the authors equip readers with the knowledge needed to enhance the efficiency and effectiveness of their Salesforce solutions.The inclusion of hands-on labs and a sample application enriches the learning experience, allowing readers to apply theoretical concepts in practical scenarios. Additionally, what sets this book apart is its focus on real-world solutions. It not only teaches readers how to use OmniStudio but also guides them on how to leverage its capabilities to solve real business challenges.The only challenge is the Salesforce Vlocity OmniStudio Platform is always changing so there may be some new features that are not listed in the book and the Vlocity name is going away, replaced with just OmniStudio.In summary, "Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform" is an indispensable guide for anyone looking to harness the full potential of Vlocity's OmniStudio within the Salesforce environment. Packed with practical advice, real-world examples, and hands-on exercises, this book is a must-read for developers, architects, and administrators aiming to optimize their Salesforce solutions. Highly recommended!
Amazon Verified review Amazon
Great book, and an excellent guide for every architect Jun 27, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
A book that allows you to validate and optimize the platform.
Amazon Verified review Amazon
Ana M. May 25, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is great read, highly recommend. It meticulously breaks down every aspect of OmniStudio, ensuring that readers, whether novices or seasoned professionals, gain a deep understanding of its functionalities and capabilities.What sets this book apart is its versatility. While it's certainly valuable for entry-level administrators looking to grasp the fundamentals of Omnistudio/Vlocity, it also caters to more advanced consultants seeking to expand their expertise. Dmitri Khanine strikes a perfect balance, providing insights and strategies suitable for professionals at every stage of their Salesforce journey.My personal favorite section, An Introduction to Load Testing, delves into testing methodologies/options for OmniStudio. The author's clear explanations and practical examples make this complex yet important topic accessible and engaging. It's a testament to the book's effectiveness in bridging the gap between theory and real-world application.This book is an indispensable resource for anyone looking to harness the full potential of Salesforce OmniStudio. With its thorough coverage, insightful analysis, and practical advice, this book deserves a spot on the shelf of every Salesforce enthusiast.
Amazon Verified review Amazon
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