analyzing-omnistudio-dependencies

analyzing-omnistudio-dependencies: OmniStudio Cross-Component Analysis

Expert OmniStudio analyst specializing in namespace detection, dependency mapping, and impact analysis across the full OmniStudio component suite. Performs org-wide inventory of OmniScripts, FlexCards, Integration Procedures, and Data Mappers with automated dependency graph construction and Mermaid visualization.

Scope

• In scope: Namespace detection (Core / vlocity_cmt / vlocity_ins), org-wide component inventory, dependency graph construction, impact analysis, Mermaid diagram generation
• Out of scope: Authoring or modifying OmniScripts (use building-omnistudio-omniscript), building FlexCards (use building-omnistudio-flexcard), creating Integration Procedures (use building-omnistudio-integration-procedure), configuring Data Mappers (use building-omnistudio-datamapper)

Required Inputs

Ask for or infer before starting:

Output Expectations

Each analysis run produces one or more of:

1. Namespace detection result — which namespace is active (Core / vlocity_cmt / vlocity_ins / not installed)
2. Component inventory — counts of OmniScripts, Integration Procedures, FlexCards, Data Mappers (active vs draft)
3. Dependency graph — directed edges between all OmniStudio components with edge type labels
4. Mermaid diagram — copy-pasteable Mermaid graph LR block for documentation
5. JSON summary — machine-readable namespace + components + dependencies + impact analysis
6. Human-readable report — plain-text summary with component counts, edge count, circular references, and most-depended components
7. Circular reference warnings — cycle path and risk statement for each detected cycle

Core Responsibilities

1. Namespace Detection: Identify whether an org uses Core (Industries), vlocity_cmt (Communications, Media & Energy), or vlocity_ins (Insurance & Health) namespace
2. Dependency Analysis: Build directed graphs of cross-component dependencies using BFS traversal with circular reference detection
3. Impact Analysis: Determine which components are affected when a given OmniScript, IP, FlexCard, or Data Mapper changes
4. Mermaid Visualization: Generate dependency diagrams in Mermaid syntax for documentation and review
5. Org-Wide Inventory: Catalog all OmniStudio components by type, status, language, and version

CRITICAL: Orchestration Order

When multiple OmniStudio skills are involved, follow this dependency chain:

analyzing-omnistudio-dependencies → building-omnistudio-datamapper → building-omnistudio-integration-procedure → building-omnistudio-omniscript → building-omnistudio-flexcard

This skill runs first to establish namespace context and dependency maps that downstream skills consume.

Key Insights

Workflow (4-Phase Pattern)

Phase 1: Namespace Detection

Purpose: Determine which OmniStudio namespace the org uses before querying any component metadata.

Detection Algorithm — Probe objects in order until a successful COUNT() returns:

1. Core (Industries namespace):

   SELECT COUNT() FROM OmniProcess

   If this succeeds, the org uses the Core namespace (API 234.0+ / Spring '22+).

2. vlocity_cmt (Communications, Media & Energy):

   SELECT COUNT() FROM vlocity_cmt__OmniScript__c

3. vlocity_ins (Insurance & Health):

   SELECT COUNT() FROM vlocity_ins__OmniScript__c

If none succeed, OmniStudio is not installed in the org.

CLI Commands for namespace detection:

# Core namespace probe
sf data query --query "SELECT COUNT() FROM OmniProcess" --target-org myorg --json 2>/dev/null
 
# vlocity_cmt namespace probe
sf data query --query "SELECT COUNT() FROM vlocity_cmt__OmniScript__c" --target-org myorg --json 2>/dev/null
 
# vlocity_ins namespace probe
sf data query --query "SELECT COUNT() FROM vlocity_ins__OmniScript__c" --target-org myorg --json 2>/dev/null

Evaluate results: A successful query (exit code 0 with totalSize in JSON) confirms the namespace. A query failure (INVALID_TYPE or sObject type not found) means that namespace is not present.

See: references/namespace-guide.md [blocked] for complete object/field mapping across all three namespaces.

Phase 2: Component Discovery

Purpose: Build an inventory of all OmniStudio components in the org.

Using the detected namespace, query each component type:

OmniScripts (Core example — paginate with LIMIT/OFFSET for large orgs):

SELECT Id, Type, SubType, Language, IsActive, VersionNumber,
       PropertySetConfig, LastModifiedDate
FROM OmniProcess
WHERE IsIntegrationProcedure = false
ORDER BY Type, SubType, Language, VersionNumber DESC
LIMIT 200

Integration Procedures (Core example):

SELECT Id, Type, SubType, Language, IsActive, VersionNumber,
       PropertySetConfig, LastModifiedDate
FROM OmniProcess
WHERE IsIntegrationProcedure = true
ORDER BY Type, SubType, Language, VersionNumber DESC
LIMIT 200

FlexCards (Core example):

SELECT Id, Name, IsActive, DataSourceConfig, PropertySetConfig,
       AuthorName, LastModifiedDate
FROM OmniUiCard
ORDER BY Name
LIMIT 200

IMPORTANT: The OmniUiCard object does NOT have a Definition field. Use DataSourceConfig for data source bindings and PropertySetConfig for card layout/states configuration.

Data Mappers (Core example):

SELECT Id, Name, IsActive, Type, LastModifiedDate
FROM OmniDataTransform
ORDER BY Name
LIMIT 200

Data Mapper Items (for object dependency extraction):

SELECT Id, OmniDataTransformationId, InputObjectName, OutputObjectName,
       InputObjectQuerySequence
FROM OmniDataTransformItem
WHERE OmniDataTransformationId IN ({datamapper_ids})

IMPORTANT: The foreign key field is OmniDataTransformationId (full word "Transformation"), NOT OmniDataTransformId.

CLI Command pattern:

sf data query --query "SELECT Id, Type, SubType, Language, IsActive FROM OmniProcess WHERE IsIntegrationProcedure = false" \
  --target-org myorg --json

Phase 3: Dependency Analysis

Purpose: Parse component metadata to build a directed dependency graph.

Algorithm: BFS with Circular Detection

1. Initialize empty graph G and visited set V
2. For each root component C:
   a. Enqueue C into work queue Q
   b. While Q is not empty:
      i.   Dequeue component X from Q
      ii.  If X is in V, record circular reference and skip
      iii. Add X to V
      iv.  Parse X's metadata for dependency references
      v.   For each dependency D found:
           - Add edge X → D to graph G
           - If D is not in V, enqueue D into Q
3. Return graph G and any circular references detected

Element Type → Dependency Extraction

OmniScript and IP elements store references in the PropertySetConfig JSON field. Parse each element to extract dependencies:

Parsing PropertySetConfig:

For each OmniProcessElement:
  1. Read PropertySetConfig (JSON string)
  2. Parse JSON
  3. Check element.Type against extraction table
  4. Extract referenced component name/key
  5. Resolve reference to an OmniProcess/OmniDataTransform record
  6. Add edge: parent component → referenced component

FlexCard Data Source Parsing

FlexCards store their data source configuration in the DataSourceConfig JSON field (NOT Definition — that field does not exist on OmniUiCard):

Parse DataSourceConfig JSON:
  1. Access dataSource object (singular, not array)
  2. For each dataSource where type === 'IntegrationProcedures' (note: PLURAL):
     - Extract dataSource.value.ipMethod (IP Type_SubType)
     - Add edge: FlexCard → Integration Procedure
  3. For each dataSource where type === 'ApexRemote':
     - Extract dataSource.value.className
     - Add edge: FlexCard → Apex Class
  4. For childCard references, parse PropertySetConfig:
     - Add edge: FlexCard → child FlexCard

IMPORTANT: The data source type for IPs is IntegrationProcedures (plural with capital P), not IntegrationProcedure.

Data Mapper Object Dependencies

Data Mappers reference Salesforce objects via their items:

For each OmniDataTransformItem:
  1. Read InputObjectName → source sObject
  2. Read OutputObjectName → target sObject
  3. Add edge: Data Mapper → sObject (read from InputObjectName)
  4. Add edge: Data Mapper → sObject (write to OutputObjectName)

See: references/dependency-patterns.md [blocked] for complete dependency extraction rules and examples.

Phase 4: Visualization & Reporting

Purpose: Generate human-readable output from the dependency graph.

Output Format 1: Mermaid Dependency Diagram

graph LR
    subgraph OmniScripts
        OS1["createOrder<br/>English v3"]
        OS2["updateAccount<br/>English v1"]
    end
    subgraph Integration Procedures
        IP1["fetchAccountData<br/>English v2"]
        IP2["submitOrder<br/>English v1"]
    end
    subgraph Data Mappers
        DM1["AccountExtract"]
        DM2["OrderTransform"]
    end
    subgraph FlexCards
        FC1["AccountSummaryCard"]
    end
 
    OS1 -->|IP Action| IP2
    OS1 -->|DR Action| DM2
    OS2 -->|IP Action| IP1
    IP1 -->|DR Action| DM1
    FC1 -->|Data Source| IP1
 
    style OS1 fill:#dbeafe,stroke:#1d4ed8,color:#1f2937
    style OS2 fill:#dbeafe,stroke:#1d4ed8,color:#1f2937
    style IP1 fill:#fef3c7,stroke:#b45309,color:#1f2937
    style IP2 fill:#fef3c7,stroke:#b45309,color:#1f2937
    style DM1 fill:#d1fae5,stroke:#047857,color:#1f2937
    style DM2 fill:#d1fae5,stroke:#047857,color:#1f2937
    style FC1 fill:#fce7f3,stroke:#be185d,color:#1f2937

Color scheme:

Output Format 2: JSON Summary

{
  "namespace": "Core",
  "components": {
    "omniScripts": 12,
    "integrationProcedures": 8,
    "flexCards": 5,
    "dataMappers": 15
  },
  "dependencies": [
    { "from": "OS:createOrder", "to": "IP:submitOrder", "type": "IPAction" },
    { "from": "IP:fetchAccountData", "to": "DM:AccountExtract", "type": "DataRaptorAction" }
  ],
  "circularReferences": [],
  "impactAnalysis": {
    "DM:AccountExtract": {
      "directDependents": ["IP:fetchAccountData"],
      "transitiveDependents": ["OS:updateAccount", "FC:AccountSummaryCard"]
    }
  }
}

Output Format 3: Human-Readable Report

OmniStudio Dependency Report
=============================
Org Namespace: Core (Industries)
Scan Date: 2026-03-06
 
Component Inventory:
  OmniScripts:              12 (8 active, 4 draft)
  Integration Procedures:    8 (6 active, 2 draft)
  FlexCards:                  5 (5 active)
  Data Mappers:             15 (12 active, 3 draft)
 
Dependency Summary:
  Total edges:              23
  Circular references:       0
  Orphaned components:       2 (no inbound/outbound deps)
 
Impact Analysis (most-depended components):
  1. DM:AccountExtract       → 5 dependents
  2. IP:fetchAccountData     → 3 dependents
  3. DM:OrderTransform       → 2 dependents

Namespace Object/Field Mapping

For the complete object name, field name, and metadata type mapping across all three namespaces (Core, vlocity_cmt, vlocity_ins), read:

references/namespace-guide.md [blocked]

Key discriminators to keep in mind:

• Core uses OmniProcess / OmniUiCard / OmniDataTransform
• vlocity_cmt uses vlocity_cmt__OmniScript__c / vlocity_cmt__VlocityUITemplate__c / vlocity_cmt__DRBundle__c
• vlocity_ins uses vlocity_ins__OmniScript__c / vlocity_ins__VlocityUITemplate__c / vlocity_ins__DRBundle__c
• The IsIntegrationProcedure boolean and DataSourceConfig (not Definition) field names are Core-only

CLI Commands Reference

Namespace Detection

# Probe all three namespaces (run sequentially, first success wins)
sf data query --query "SELECT COUNT() FROM OmniProcess" --target-org myorg --json 2>/dev/null && echo "CORE" || \
sf data query --query "SELECT COUNT() FROM vlocity_cmt__OmniScript__c" --target-org myorg --json 2>/dev/null && echo "VLOCITY_CMT" || \
sf data query --query "SELECT COUNT() FROM vlocity_ins__OmniScript__c" --target-org myorg --json 2>/dev/null && echo "VLOCITY_INS" || \
echo "NOT_INSTALLED"

Component Inventory (Core Namespace)

# Count OmniScripts
sf data query --query "SELECT COUNT() FROM OmniProcess WHERE IsIntegrationProcedure = false" \
  --target-org myorg --json
 
# Count Integration Procedures
sf data query --query "SELECT COUNT() FROM OmniProcess WHERE IsIntegrationProcedure = true" \
  --target-org myorg --json
 
# Count FlexCards
sf data query --query "SELECT COUNT() FROM OmniUiCard" --target-org myorg --json
 
# Count Data Mappers
sf data query --query "SELECT COUNT() FROM OmniDataTransform" --target-org myorg --json

Dependency Data Extraction (Core Namespace)

# Get OmniScript elements with their config
sf data query --query "SELECT Id, OmniProcessId, Name, Type, PropertySetConfig FROM OmniProcessElement WHERE OmniProcessId = '{process_id}'" \
  --target-org myorg --json
 
# Get FlexCard data sources (for dependency parsing)
sf data query --query "SELECT Id, Name, DataSourceConfig FROM OmniUiCard WHERE IsActive = true" \
  --target-org myorg --json
 
# Get Data Mapper items (for object dependencies)
sf data query --query "SELECT Id, OmniDataTransformationId, InputObjectName, OutputObjectName FROM OmniDataTransformItem" \
  --target-org myorg --json

Cross-Skill Integration

Gotchas

Notes

• Dependencies: Requires sf CLI with org authentication. Optional: generating-mermaid-diagrams for styled visualization.
• Namespace must be detected first: All downstream queries depend on knowing the correct object and field API names.
• PropertySetConfig is the key: Nearly all dependency information lives in this JSON field on OmniProcessElement records.
• DataSourceConfig for FlexCards: Data sources are in DataSourceConfig, NOT a Definition field (which does not exist on OmniUiCard). Card layout/states are in PropertySetConfig.
• Data Mapper items contain object references: InputObjectName and OutputObjectName on OmniDataTransformItem records reveal which sObjects a Data Mapper reads from and writes to. The foreign key to the parent is OmniDataTransformationId (full "Transformation").
• IsIntegrationProcedure is the discriminator: OmniProcess uses a boolean IsIntegrationProcedure field, not a TypeCategory field (which does not exist). The OmniProcessType picklist is computed from this boolean and is useful for filtering reads but cannot be set directly on create.
• sf data create record limitations: The --values flag cannot handle JSON strings in textarea fields (e.g., PropertySetConfig). Use sf api request rest --method POST --body @file.json instead for records with JSON configuration.
• Related skills: building-omnistudio-datamapper, building-omnistudio-integration-procedure, building-omnistudio-omniscript, building-omnistudio-flexcard — install these to enable the full OmniStudio authoring suite

Reference File Index