Configure and invoke OmniStudio Calculation Procedures and Calculation Matrices

domain: Salesforce OmniStudio · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Calculation Procedures are OmniStudio objects that define multi-step calculation logic (similar to a spreadsheet); Calculation Matrices are lookup tables used within procedures to return values based on input combinations.
  2. Create a Calculation Matrix in OmniStudio: define the input columns (lookup keys) and output columns (result values), then populate rows with the lookup data.
  3. Create a Calculation Procedure and add steps that reference the Calculation Matrix for lookups; the procedure can also perform arithmetic, conditional logic, and aggregation across steps.
  4. Invoke the Calculation Procedure from an Integration Procedure by adding a Calculation Procedure action step; pass input parameters and retrieve output variables.
  5. Alternatively, invoke a Calculation Procedure directly via the OmniStudio REST API if your version supports direct invocation — verify the endpoint pattern against your namespace documentation.
  6. Test Calculation Procedures using the built-in debug/test panel in the OmniStudio Calculation Procedure editor before wiring them into Integration Procedures.

Known gotchas

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