A Guide to Rapid Deployment of Salesforce Applications using OmniStudio

5 Strategies for Business Success

  • FlexCards: Streamline UI development with FlexCards, which offer drag-and-drop simplicity and intuitive visual components.
  • Integration procedures (IPs): Simplify business logic creation through step-by-step procedures, external system integration, and data manipulation capabilities.
  • Limit FlexCard size: Limit the number of blocks on each FlexCard to prevent performance issues.
  • Clear sample data: Improve application load times by removing unnecessary backend sample data.
  • Data reusability: Implement strategies like Try/Catch methods and caching to efficiently use data by reducing redundant data fetching and processing.
  • DataRaptors: Utilize DataRaptors for data mapping and applying conditional logic. However, be mindful of their impact on performance, especially with large datasets.
  • Query scope: To ensure efficiency and avoid overburdening the system, restrict the query scope to a maximum of five objects.
  • Caching and data sorting: Use caching strategies to minimize data retrieval times and avoid complex operations for sorting data.
  • Component reusability: Create reusable components and integration procedures to save development time and maintain a more efficient codebase.
  • Data tables: When displaying large datasets, using tables instead of block layouts is more efficient and user-friendly.
  • Environment cleanup: Regularly removing unused components and decluttering the backend can significantly improve application responsiveness.
  • Global styling: Use Custom Styles and CSS classes globally for consistent styling across the application.
  • Design baselines: Set standardized design and typography guidelines to simplify development.
  • CSS optimization: Develop custom CSS files, utilizing variables for easier theme management.
  • Inspect mode: Use this tool to drill down to elements and apply CSS globally if needed.
  • Input field CSS: Employ a drill-down mechanism for CSS to take effect on OmniScript-created input fields.
  • Prioritize mobile: Start with mobile design to uncover requirements for features like push notifications and brand assets.
  • Media queries: Adapt mobile designs to tablet and desktop requirements seamlessly.