Skills Sh Forcedotcom Sf Skills Analyzing Omnistudio Dependencies

---
name: analyzing-omnistudio-dependencies
description: "Cross-cutting OmniStudio analysis skill for namespace detection, dependency visualization, and impact analysis across OmniScripts, FlexCards, Integration Procedures, and Data Mappers. Use this skill to detect which OmniStudio namespace an org uses, build directed dependency graphs, perform impact analysis, and generate Mermaid diagrams of component relationships. TRIGGER when: user asks about OmniStudio dependencies, wants namespace detection (Core vs vlocity_cmt vs vlocity_ins), needs impact analysis, requests dependency diagrams, or asks which components are affected by a change. DO NOT TRIGGER when: authoring OmniScripts (use building-omnistudio-omniscript), building FlexCards (use building-omnistudio-flexcard), creating Integration Procedures (use building-omnistudio-integration-procedure), or configuring Data Mappers (use building-omnistudio-datamapper)."
license: MIT
metadata:
  version: "1.0"
---

# 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:

| Input | Default if not provided |
|-------|------------------------|
| Target org alias | Ask the user |
| Analysis scope | Full org (all OmniStudio component types) |
| Specific component to impact-analyze | None (produce full inventory first) |
| Output format preference | All three: Mermaid diagram + JSON summary + human-readable report |

---

## 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

| Insight | Detail |
|---------|--------|
| Three namespaces coexist | Core (OmniProcess), vlocity_cmt (vlocity_cmt__OmniScript__c), vlocity_ins (vlocity_ins__OmniScript__c) |
| Dependencies are stored in JSON | PropertySetConfig (elements), Definition (FlexCards), InputObjectName/OutputObjectName (Data Mappers) |
| Circular references are possible | OmniScript A → IP B → OmniScript A via embedded call |
| FlexCard data sources are typed | `dataSource.type === 'IntegrationProcedures'` (plural) in DataSourceConfig JSON |
| Active vs Draft matters | Only active components participate in runtime dependency chains |

---

## 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)**:
   ```soql
   SELECT COUNT() FROM OmniProcess
   ```
   If this succeeds, the org uses the Core namespace (API 234.0+ / Spring '22+).

2. **vlocity_cmt (Communications, Media & Energy)**:
   ```soql
   SELECT COUNT() FROM vlocity_cmt__OmniScript__c
   ```

3. **vlocity_ins (Insurance & Health)**:
   ```soql
   SELECT COUNT() FROM vlocity_ins__OmniScript__c
   ```

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

**CLI Commands for namespace detection**:
```bash
# 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](references/namespace-guide.md) 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):
```soql
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):
```soql
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):
```soql
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):
```soql
SELECT Id, Name, IsActive, Type, LastModifiedDate
FROM OmniDataTransform
ORDER BY Name
LIMIT 200
```

**Data Mapper Items** (for object dependency extraction):
```soql
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**:
```bash
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:

| Element Type | JSON Path in PropertySetConfig | Dependency Target |
|-------------|-------------------------------|-------------------|
| DataRaptor Transform Action | `bundle`, `bundleName` | Data Mapper (by name) |
| DataRaptor Turbo Action | `bundle`, `bundleName` | Data Mapper (by name) |
| Remote Action | `remoteClass`, `remoteMethod` | Apex Class.Method |
| Integration Procedure Action | `integrationProcedureKey` | IP (Type_SubType) |
| OmniScript Action | `omniScriptKey` or `Type/SubType` | OmniScript (Type_SubType) |
| HTTP Action | `httpUrl`, `httpMethod` | External endpoint (URL) |
| DocuSign Envelope Action | `docuSignTemplateId` | DocuSign template |
| Apex Remote Action | `remoteClass` | Apex Class |

**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](references/dependency-patterns.md) 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

```mermaid
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**:

| Component Type | Fill | Stroke |
|---------------|------|--------|
| OmniScript | `#dbeafe` (blue-100) | `#1d4ed8` (blue-700) |
| Integration Procedure | `#fef3c7` (amber-100) | `#b45309` (amber-700) |
| Data Mapper | `#d1fae5` (green-100) | `#047857` (green-700) |
| FlexCard | `#fce7f3` (pink-100) | `#be185d` (pink-700) |
| Apex Class | `#e9d5ff` (purple-100) | `#7c3aed` (purple-700) |
| External (HTTP) | `#f1f5f9` (slate-100) | `#475569` (slate-600) |

#### Output Format 2: JSON Summary

```json
{
  "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](references/namespace-guide.md)**

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
```bash
# 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)
```bash
# 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)
```bash
# 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

| Skill | Relationship | How This Skill Helps |
|-------|-------------|---------------------|
| building-omnistudio-datamapper | Provides namespace and object dependency data | Data Mapper authoring uses detected namespace for correct API names |
| building-omnistudio-integration-procedure | Provides namespace and IP dependency map | IP authoring uses dependency graph to avoid circular references |
| building-omnistudio-omniscript | Provides namespace and element dependency data | OmniScript authoring uses namespace-correct field names |
| building-omnistudio-flexcard | Provides namespace and data source dependency map | FlexCard authoring uses detected IP references for validation |
| generating-mermaid-diagrams | Consumes dependency graph for visualization | This skill generates Mermaid output compatible with generating-mermaid-diagrams styling |
| generating-custom-object / generating-custom-field | Provides sObject metadata for Data Mapper analysis | Object field validation during dependency extraction |
| deploying-metadata | Deployment uses namespace-correct metadata types | This skill provides the correct metadata type names per namespace |

---

## Gotchas

| Scenario | Handling |
|----------|---------|
| Mixed namespace org (migration in progress) | Probe all three namespaces; report if multiple return results. Components may exist under both old and migrated namespaces. |
| Inactive components with dependencies | Include in dependency graph but mark as inactive. Warn if active component depends on inactive one. |
| Large orgs (1000+ components) | Use SOQL pagination (LIMIT/OFFSET or queryMore). Process in batches of 200. |
| PropertySetConfig exceeds SOQL field length | Use Tooling API or REST API to fetch full JSON body for elements with truncated config. |
| Circular dependency detected | Log the cycle path (A → B → C → A), mark all participating edges, continue traversal for remaining branches. |
| Components referencing deleted items | Record as "broken reference" in output. Flag for cleanup. |
| Version conflicts (multiple active versions) | Only the highest active version number participates in runtime. Warn if lower versions have unique dependencies. |

---

## 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

| File | When to read |
|------|-------------|
| `references/namespace-guide.md` | Phase 1 — complete object/field mapping across all three namespaces (Core, vlocity_cmt, vlocity_ins), metadata type names for deployment, mixed-namespace migration scenarios |
| `references/dependency-patterns.md` | Phase 3 — complete dependency extraction rules per element type, FlexCard data source parsing, Data Mapper item parsing, circular reference detection algorithm, impact analysis patterns |