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

After creating a FlexCard and hooking it up with a data source, now we can start building the UI components. The FlexCard designer has several elements and Actions. FlexCard Elements Action – you can add an action to FlexCard to do the following launch or update an OmniScript navigate to web page or application display… Read More Adding Elements and Actions on FlexCard

Learn how to use Apex Remote from FlexCard and OmniScripts and what is required for the Apex class. Sample code for the Apex Remote class can be found on github here. To use Apex Remote, you need to define the class then you can select this as a Data Source type when creating a FlexCard… Read More How to Setup Apex Remote with OmniStudio FlexCards

When you create a new FlexCard, it would launch a Wizard or an interactive guide (feels like the same thing that powers the OmniScript). New FlexCard On the first screen define the FlexCard Name, Theme (Lightning/NewPort), Title, Author(no space), Is Child FlexCard and Description. Select Data Source Type There are several options for data source… Read More OmniStudio FlexCard Data Source Wizard

The OmniStudio FlexCard Designer is a powerful WYISWYG tool to build your FlexCard. Broken down into sections we have: Header – get information about the card name, version, author, cloned from, a child FlexCard etc. Also toggle from design to preview, creating new version and activating the card. Canvas – this is where drag-and-drop elements… Read More OmniStudio FlexCard Designer