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. 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 on an API (HTTP Action) Populate and send emails,… 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

FlexCards are based of Lightning Web Components (LWC) that displays contextual information and provide related access to clickable tasks or actions. Important FlexCards key capabilities to know about FlexCards are viewable on any device or channel – aside from the console, it can be deployed to mobile and customer portal Can be beginning and endpoint… Read More OmniStudio FlexCard Capabilities