In this post we will first create a FlexCard and then transfer its data to another FlexCard using a buttion. Setp-1 First we create a child Flexcard with proper Name & Description. Creat a Flexcard & Save Step-2 Go to the Setup tab, select ‘Data Source’ as the data source type, write a SOQL query, …
How To Lunch Flyout In Flexcard With Button In OmniStudio Salseforce. Read More »
“We will explain in this blog how to enable Flex Cards. Step1: Open OmniStudio in App Manager Step2: As you unfold the Flex Card, a thoughtful message emerges, gently reminding you that the creation of this card awaits resolution of the associated warning. To fix this warning, go to the warning tab and find two …
How To Enable Flex Card in OmniStudio(Vlocity) Salesforce Read More »
You can sign up for your own developer org enabled with OmniStudio by clicking here. After clicking, you will be directed to the page where you can fill in all the details and sign up. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Fill all details and signup After signing up, …
Create an OmniScript and use lookup input. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Create New OmniScript First we are Drag & Drop Text Field And Lookup Input In Canvas Here we will do dynamic Query Without Extract DataRpator using Lookup Inputs. Lookup Query Configuration Here we first select the …
How to use Tansform DataRaptor in One Object to Multiple SObject Information. /*! elementor – v3.18.0 – 20-12-2023 */.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Now we go to the Transform Tab and click on the Plus(+) icon. then go to the Output JSON Path and type User:FirstName .(to fetch the fields of an object, use : …
Going to OmniStudio & select DataReptor . /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Create A New DataRaptor Fill Detail & Saave In the extraction process, we essentially include extraction steps where we specify to the data raptor which objects and fields we need to retrieve. Select multipal object & …
How to use Extract DataRaptor In Multipal Objects In OmniStudio Read More »
Go to Omnistudio & select DataReptor. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Select Omnistudio DataRaptor & Click New Button Using Turbo Extract we query the database and display the result Note-Turbo Extract always extracts records from a single object. Select The Object Get The Data Click on the Object …
to Go to Omnistudio & select DataRaptor . Click on the ‘New’ button, and in the type dropdown, select the data raptor we want to use. For now choose ‘Extract’. Select Extarct DataReptor &Save “In the ‘Extract’ process, we essentially add extraction steps where we specify to the data raptor which objects and fields …
How To Retrieves Data From sObjects In OmniScript Salesfoce. Read More »
How To Use Upsert DataRaptor Without Id In Omniscripts. “First, we create an External ID, and the External ID is unique for every record.” “External ID is like a record ID.” Step 1: First, go to Objects > Fields & Relationships. Select “New Field,” choose the field type (Text, Number, Email, Phone), check the “External …
How To Use Upsert DataRaptor Without Id In Omniscripts. Read More »
“Note: To update the record, data should already be saved.” Step1 – Dataraptor >Load Choose any data raptor, open this data raptor, and copy the Account ID. First, click on the ‘Field’ tab, and check the checkbox next to the field you want to update. “Upsert key: Make sure that if the records are already …
How to use upsert record DataRaptor in OmniScript Read More »
