Building on the knowledge of using the FlexCard and selecting Data Sources which is the important part of the step. Check my previous post of using FlexCard and Data Source Wizard tutorial here. On this post we focus on using SOQL Query as the Data Source. We use the Salesforce Object Query Language (SOQL) to… Read More How to Use SOQL Query From the Data Source Wizard with OmniStudio FlexCards

Merge the output of multiple APIs and orchestrate multi-step calculations.

DataRaptors are part of the architectural service management layer and is basically a mapping tool that enables data to be read, transformed and written to Salesforce. In a typical process, we will extract the data, display the data, if data got modified we will post the update back. Dataraptor data are normally displayed in UI… Read More DataRaptors

Calculation Procedures allow complex math to be configured within OmniStudio. To handle many factors, values and calculations, a Calculation Procedure can call up one more more Calculation Matrices. Basically, these are simple lookup tables that takes an input and returns output. A Calculation Matrix adds more functionality to OmniScripts and Integration Procedures. Types of Calculation… Read More OmniStudio Calculation Procedures

In this section we talk about the different Action elements available for our OmniScript. Most are similar to Integration Procedure Actions as well. Action elements in general are used for the following requirements. Get or update data from one or more Salesforce objects (DataRaptor Extract/Post) Call a series of actions (Integration Procedures) Perform HTTP methods… Read More OmniScripts Action Elements

OmniScript allows a user to walk through a guided path for completing a business process where the underlying backend can be from retrieving or posting data to Salesforce or any third party systems. Some use cases: Multi-step signed up forms Self-service pages for customer to troubleshoot issues. Multi-step Insurance and product quoting Key Features OmniScript… Read More OmniScript Fundamentals