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Just Another Dang Blog

Just another tech blog about Swift, Mulesoft, Salesforce, DevOps and web development

Category: Salesforce OmniStudio

Get certified with Salesforce OmniStudio. Accelerate building guided interactions on top of the Salesforce platform.

OmniScripts Action Elements

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

July 23, 2021September 17, 2021 lopauLeave a comment

OmniScript Fundamentals

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

July 2, 2021August 13, 2021 lopauLeave a comment

Adding Elements and Actions on FlexCard

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

June 29, 2021 lopauLeave a comment

How to Setup Apex Remote with OmniStudio FlexCards

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

June 25, 2021October 11, 2021 lopau5 Comments

OmniStudio FlexCard Data Source Wizard

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

June 23, 2021June 25, 2021 lopau2 Comments

OmniStudio FlexCard Designer

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

June 21, 2021 lopauLeave a comment

OmniStudio FlexCard Capabilities

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

June 21, 2021 lopauLeave a comment

OmniStudio Architecture

OmniStudio Architecture can be broken down into this three layers: Let’s go over each and I’ll cover each of them in detail in future post Digital Experience This layer entails the primary UI components, these components are built from Lightning Web Component framework. FlexCards – displays contextual information OmniScripts – guided scripts, forms or screens… Read More OmniStudio Architecture

June 20, 2021August 13, 2021 lopauLeave a comment

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