# Requirements, risks and constraints for Omnistudio projects

*Omnistudio Developer Study Guide · Omnistudio Fundamentals · Last updated October 27, 2026 · https://www.certifyforce.com/study-guide/omnistudio-developer/omnistudio-fundamentals/requirements-risks-and-constraints-for-omnistudio-projects*

How a developer turns Omnistudio requirements into a build plan: standard components first and minimal custom code, which requirements point to the standard runtime, which planning assumptions are really migration risks (Angular, Data Mapper versions, names, industry objects, test locators), and the sandbox-first constraint.

- Certification: Salesforce Omnistudio Developer
- Exam section: Omnistudio Fundamentals
- Study guide: https://www.certifyforce.com/study-guide/omnistudio-developer

**Official exam objective:**

> Determine a project's needs by evaluating a customer's requirements, assumptions, risks, and constraints.

## What the exam expects

- Choose declarative configuration first and limit custom code to a small, generic extension when a standard element falls short.
- Identify which customer requirements point to the standard runtime and which point at rework in either runtime.
- Classify plan assumptions as risks: Angular components, multiple Data Mapper versions, names with special characters, reserved keywords, industry objects, parallel development and test locators.
- Map a non-functional requirement such as latency to the build-time tool that checks it.
- Apply the sandbox-first constraint and baseline testing before migration.

Key terms:
- **Assumption**: something the plan treats as true without proof; when an official page contradicts it, it is a risk.
- **Hybrid design**: standard Omnistudio components plus minimal custom components.
- **Assess mode**: the Migration Assistant run that reports readiness without modifying data.
- **Design Assistant**: real-time component health feedback inside the designers.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Build order | Standard components first; customize only when necessary; hybrid design for new components | [Best Practices, Technologies, and Developer Tools](https://trailhead.salesforce.com/content/learn/modules/omnistudio-development-essentials/dive-into-best-practices-technologies-and-developer-tools) |
| Angular | Angular Omniscripts and Flexcards unsupported in both runtimes | [Supported Features](https://help.salesforce.com/s/articleView?id=sf.os_omnistudio_and_omnistudio_for_vlocity_products_and_features_support.htm&language=en_US&type=5) |
| Data Mapper versions | Multiple versions of a Data Mapper block migration | [Migrate to Standard Runtime](https://help.salesforce.com/s/articleView?id=sf.os_migrate_omnistudio_custom_objects_to_standard_objects.htm&language=en_US) |
| Names | Underscores not allowed in standard runtime component names | [Migration Assistant blog](https://developer.salesforce.com/blogs/2025/12/automate-your-move-to-the-omnistudio-standard-runtime-with-the-new-migration-assistant) |
| Reserved keywords | "response", "request" and "action" must be renamed in Integration Procedures | [Migration Assistant blog](https://developer.salesforce.com/blogs/2025/12/automate-your-move-to-the-omnistudio-standard-runtime-with-the-new-migration-assistant) |
| Test automation | HTML element tags differ between runtimes | [Migration Assistant blog](https://developer.salesforce.com/blogs/2025/12/automate-your-move-to-the-omnistudio-standard-runtime-with-the-new-migration-assistant) |
| Design-time quality | Design Assistant: real-time health and performance feedback | [New Omnistudio Features](https://trailhead.salesforce.com/content/learn/modules/omnistudio-development-essentials/get-to-know-omnistudio-and-its-features) |
| First step | Refresh a sandbox from production and record a test baseline | [Migration blog](https://developer.salesforce.com/blogs/2026/08/migrate-from-managed-package-runtime-to-the-omnistudio-standard-runtime) |

## Check yourself

- Why is a hybrid design preferred over an all-custom LWC build?
- Why would an Integration Procedure with an element named "action" appear in an Assess report?
- When is Assess mode the wrong tool for a performance concern?
- Why leave the managed package installed during a migration?

## Sources

- [Automate Your Move to the Omnistudio Standard Runtime with the New Migration Assistant](https://developer.salesforce.com/blogs/2025/12/automate-your-move-to-the-omnistudio-standard-runtime-with-the-new-migration-assistant)
- [Dive into Best Practices, Technologies, and Developer Tools](https://trailhead.salesforce.com/content/learn/modules/omnistudio-development-essentials/dive-into-best-practices-technologies-and-developer-tools)
- [Migrate Omnistudio Components from Vlocity Industries Managed Packages to Omnistudio Standard Runtime](https://help.salesforce.com/s/articleView?id=sf.os_migrate_omnistudio_custom_objects_to_standard_objects.htm&language=en_US)
- [Supported Features in Omnistudio and Omnistudio for Managed Packages](https://help.salesforce.com/s/articleView?id=sf.os_omnistudio_and_omnistudio_for_vlocity_products_and_features_support.htm&language=en_US&type=5)
- [Migrate From Managed Package Runtime to the Omnistudio Standard Runtime](https://developer.salesforce.com/blogs/2026/08/migrate-from-managed-package-runtime-to-the-omnistudio-standard-runtime)
- [Get to Know the New Omnistudio and its Features](https://trailhead.salesforce.com/content/learn/modules/omnistudio-development-essentials/get-to-know-omnistudio-and-its-features)
- [Differences Between Omnistudio and Omnistudio for Managed Packages](https://help.salesforce.com/s/articleView?id=sf.os_differences_between_omnistudio_and_omnistudio_for_vlocity.htm&language=en_US&type=5)
- [Discover the Omnistudio Digital Suite](https://trailhead.salesforce.com/content/learn/modules/omnistudio-basics/discover-the-omnistudio-digital-suite)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Omnistudio Developer pack (USD $19): https://www.certifyforce.com/practice-exams