sf-agent-framework

# Salesforce OmniStudio Architecture Knowledge Base ## Overview OmniStudio is Salesforce's digital engagement suite that enables organizations to create industry-specific guided experiences quickly through declarative tools. It provides a comprehensive set of components for building sophisticated user interfaces and business processes without code. ## Core Components ### 1. FlexCards **Purpose**: Display contextual information and actions in a card-based UI - **Architecture**: Component-based, reusable cards - **Data Sources**: SOQL, SOSL, DataRaptor, Integration Procedures, Apex - **Key Features**: - Responsive design - State management - Conditional rendering - Actions and events - Child FlexCards support ### 2. OmniScripts **Purpose**: Guide users through complex business processes - **Architecture**: Step-based workflow engine - **Components**: - Steps and Blocks - Elements (inputs, displays, actions) - Conditional branching - Data manipulation - Integration capabilities ### 3. Integration Procedures **Purpose**: Server-side data orchestration and processing - **Architecture**: Declarative ETL engine - **Capabilities**: - Multiple data source integration - Complex transformations - Batch processing - Error handling - Caching strategies ### 4. DataRaptors **Purpose**: Extract, transform, and load data between Salesforce and external systems - **Types**: - Extract: Read data from Salesforce - Transform: Manipulate data structure - Load: Write data to Salesforce - Turbo Extract: High-performance queries ### 5. Decision Matrices **Purpose**: Rules engine for decision logic - **Use Cases**: - Pricing calculations - Eligibility determination - Product recommendations - Workflow routing ## Architecture Patterns ### Component Hierarchy ``` OmniScript ├── FlexCards │ ├── Child FlexCards │ └── Actions ├── Integration Procedures │ ├── DataRaptors │ └── Apex Classes └── Decision Matrices ``` ### Data Flow Architecture 1. **User Interface Layer**: FlexCards, OmniScripts 2. **Business Logic Layer**: Integration Procedures, Decision Matrices 3. **Data Access Layer**: DataRaptors, SOQL, Apex 4. **Platform Layer**: Salesforce Objects, APIs ## Performance Optimization ### Caching Strategies 1. **FlexCard Caching** - Session cache for static data - Time-based cache expiration - User-specific cache keys 2. **Integration Procedure Caching** - Response caching - Conditional cache refresh - Cache warming strategies ### Best Practices for Performance 1. **Data Retrieval** - Use Turbo Extract for large datasets - Implement selective field queries - Leverage indexed fields - Minimize SOQL queries 2. **Component Design** - Lazy loading for FlexCards - Pagination for large lists - Asynchronous data loading - Minimize component nesting 3. **Integration Optimization** - Batch operations where possible - Implement circuit breakers - Use platform events for async - Cache external callouts ## Security Considerations ### Data Security - Field-level security enforcement - Record-level access control - Encryption for sensitive data - API security best practices ### Component Security - Profile-based visibility - Permission set controls - Custom permissions - IP restrictions ## Deployment Architecture ### Version Control ``` /omnistudio ├── /flexcards ├── /omniscripts ├── /integrationprocedures ├── /dataraptors └── /decisionmatrices ``` ### Migration Strategy 1. **Development** - Component isolation - Dependency mapping - Test data preparation 2. **Deployment** - IDX Workbench export/import - Metadata API deployment - Post-deployment validation - Rollback procedures ## Integration Patterns ### Salesforce Integration - Platform Events - Change Data Capture - Streaming API - REST/SOAP APIs ### External Integration - HTTP Callouts - Named Credentials - OAuth flows - Webhook handlers ## Scalability Considerations ### Component Limits - FlexCard: 100 cards per page - OmniScript: 200 elements per script - Integration Procedure: 10 minute timeout - DataRaptor: 50,000 record limit ### Scaling Strategies 1. **Horizontal Scaling** - Component modularization - Microservice approach - Load distribution 2. **Vertical Scaling** - Query optimization - Batch processing - Async patterns ## Industry-Specific Patterns ### Financial Services - Account aggregation FlexCards - Loan application OmniScripts - Risk assessment matrices - Transaction DataRaptors ### Healthcare - Patient journey OmniScripts - Care plan FlexCards - Clinical decision support - HL7 integration procedures ### Insurance - Quote generation workflows - Policy management cards - Claims processing scripts - Underwriting rules ## Troubleshooting Guide ### Common Issues 1. **Performance Problems** - Check SOQL query efficiency - Review component complexity - Analyze cache hit rates - Monitor API callouts 2. **Data Issues** - Verify field mappings - Check data types - Review transformation logic - Validate permissions 3. **Integration Failures** - Check endpoint availability - Review authentication - Validate data formats - Monitor rate limits ## Future Considerations ### Platform Evolution - AI-powered components - Enhanced mobile capabilities - Improved performance tools - Extended integration options ### Best Practices Evolution - Continuous monitoring - Performance baselines - Regular optimization - Architecture reviews