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How To Use DataRaptorPost In Integration Procedures

Blogs, Integeration Procedure (IP), Vlocity/OminiStudio |

  — :  In this post we will create a Account Record  with help of DataRaptorPostAction From Integration Procedures Step 1: Create an Integration Procedure. Begin by creating a new Integration Procedure to handle the data integration process. Step 2: Add DataRaptorPostAction to the Structure. Drag and drop the DataRaptorPostAction component into the Structure Panel of your Integration Procedure. Step 3: Configure DataRaptor Interface. In the DataRaptor Interface section of the DataRaptorPostAction, specify the name of the data load (post). Follow the instructions provided in the image below for guidance. /*! 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} Post Data Raptor Step 4: Configure Additional Input/Output/Failure Response in DataRaptorPostAction. In the DataRaptorPostAction configuration, navigate to the “ADDITIONAL INPUT/OUTPUT/FAILURE RESPONSE” section. Set “Send Only Additional Input” to true if you want to send only additional input data. Field mapping for send data in post data raptor Step 5: Field Mapping in DataRaptor for Load (Post). Navigate to the DataRaptor interface for the load (post) you created. Within the DataRaptor interface, look for a section related to “Field Mapping” or a similar term. Map the fields from the source to the destination as needed for your data integration. This involves associating the fields in your data source with the corresponding fields in the target system. Field mapping in DataRaptor Load Step 6: Add ResponseAction to Display Data in the Preview Tab. Drag and drop the ResponseAction component into the Structure Panel of your Integration Procedure. Configure the ResponseAction to include the node of the post DataRaptor data in %% signs to send all data in the response. In Response Acton Step 7: Input Parameters and Execution on the Preview Tab. On the Preview Tab, locate the section for providing input parameters. Example Input Parameters in JSON: json { “FirstName”: “Demo”, “PhoneNumber”: “444444”, “Rating”: “Hot”, “AccountNumber”: “11222” }     Enter the necessary input parameters in JSON format. Adjust the keys and values based on your specific data. Step 8: Execute the Integration. After entering the input parameters, click on the “Execute” button to trigger the integration process. On Preview Tab Result

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How to Configure Products in Quote line. (Salesforce CPQ)

Blogs, CPQ |

In this blogs/article we learn how to Configure Products/Product bundle in Quote line.  Condition 1:                          If Configuration type = Required                          Configuration Events = Always                          Then Product always Configurable. /*! 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} Condition 2 : If Configuration type = Allowed                            Configuration Events = Always                           Then Product always Configurable. Condition 3  : If Configuration type = Allowed                            Configuration Events = Add                            Then Product was only one time Configurable. Condition 4 : If Configuration type = Allowed                            Configuration Events = Edit                            Then Product direct view on Quote line and we can reconfigure from                                               Quote Line. Condition 5 : If Configuration type = Disabled                            Configuration Events = Always                            Then Product never Configurable.

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How To Use Editblock In Omniscript Vlocity.

Blogs, Vlocity/OminiStudio |

Edit Block  :– Edit Blocks enable a user to add and edit multiple entries in a single array. For example, you can use an Edit Block to list and edit an Account’s list of Contacts. Edit Blocks are repeatable blocks by default. Prefilling repeatable blocks with data is possible using an array format.In this post we learn about how to use Editblock in omniscript Vlocity let us starts with explaination. Step :–1 1. Create an OmniScript. 2. In order for users to be able to edit the record on the screen, user must be able to view the records first. Hence, we need to      fetch the record into the OmniScript using Extract Action. 3. After extracting the data, map the data with Edit Block and include as many text elements (inside the Edit Block) as the                 number of editable fields , you want to display. 4.  Include a Remote Action inside the Edit Block and configure it correctly. This will ensure that the records are updated                   without any Load Action.  Step :–2 1. Edit Block Name should be the same as Extract JSON Path of DataRaptor Extract used in the Extract Action. This is how we        primarily bind the  data to the Edit Block. 2. In order to show off the editable fields inside Edit Block, bind the output JSON fields with text elements by keeping the                  exact same names of both. 3. Configure SObject Mapping and SObject Field Mappings appropriately as  show in the Demo. 4. Configure all the elements you want to show inside edit block by marking  them in ‘Elements Inside Edit Block’ as shown in          the Demo. 5. Check Allow Edit on Edit Block Properties to allow record editing on  the screen. 6. Edit Label in Edit Block Properties and Name of the Remote Action should be the same. 7. Remote Class should be “DefaultOmniScriptEditBlock” and remote method should be “edit” in the Remote Action                             Properties. 8. Edit Block Element “Id” should be mapped with SObject Field “Id” and must be set as Duplicate Key. This should also be hidden from the UI. — after following all the steps we  will make it editable.

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How To Use Delete Action In Integration Procedures

Blogs, Integeration Procedure (IP), Vlocity/OminiStudio |

— :  In this post we Delete Account Record from Database with Delete Action and Integration Procedures.  Step :– 1 First we create Integration Procedures for delete record.                     Drag a Delete Action on canvas and follow below image. /*! 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} Delete Action an Integration Procedures Step :–2  Drag an Response Action on canvas to see the response in preview tab. Response Action Step :–3 On preview tab pass data in key & values and Execute it. Result On Preview Tab Salesforce Guide –https://help.salesforce.com/s/articleView?id=sf.os_delete_action_51927.htm&type=5

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How to create a new org in OmniStudio Vlocity

Blogs, Vlocity/OminiStudio |

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, a message will be sent to your email. Fill in the details, verify the message, and create your password. Note- Please wait after 20 minutes for email verification. Salesforce guide == https://help.salesforce.com/s/articleView?id=ind.v_health_t_install_and_configure_omnistudio_475954.htm&language=en_US&type=5 Click verify Account and create Password Password = Use Alphabet & Number And special character. Example=Abhi@123 I hope you understand how to create a new org in Omniscript for Salesforce.

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How to add Products in Quote / Quote line. (Salesforce CPQ)

Blogs, CPQ |

In this article we learn How to add Product in Quote CPQ Step 1 : First we go to Quotes tab in our CPQ Org and click on it. After that select any one Quote from the available Quotes. Step 2 : Click on Edit Lines to add Product. /*! 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} Step 3 : Now we click on add Product. And then you can select one or more Products from your Product List. Step 4 : Click on Select button . Step 5 : Now click on Save button to Save your Product in Quote. I hope it may be help you to Add Product in Quote.

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How to create ProductBundles in CPQ. (Salesforce CPQ)

Blogs, CPQ |

In this blogs we learn how can we create Product Bundles in CPQ. A “Product Bundle” refers to a group of related products or services that are sold together as a single package. Bundling is a common strategy in sales and marketing to offer customers a convenient and often discounted way to purchase multiple items that complement each other. Here’s how bundles work in CPQ. Now we learn How to create Product Bundle in CPQ : Step 1: Click on the Product tab of CPQ org then click on New button. Step 2: Now we enter the name of our product in the Product Name and checked Active field. Step 3: Product Code – Enter the code name of the Product and then click on Save button. /*! 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} Step 4: Now we set the Price of the Product, for this click on the Related tab. And than go to the Price Book and click on the Add Standard Price tab . Enter the Price of the Product has been added And click on Save. Step 5 : In this way we make all the Product related to the Bundle. Ex. : Charger, temper glass etc. Step 6 : Now we click on the Related Tab in the main Product and click on the new button of its Option fields. And then fill the data according to given example.Then click on the Save button. Step 7: Similarly, we add all the remaining Products in the Bundle. I hope it may be help you to Create Product  and Product Bundle in CPQ.

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How to use Exposed Attributes in FlexCard

Blogs, FlexCard, Vlocity/OminiStudio |

— :  “In this post, we will create Exposed Attributes in FlexCard to display data in text fields. Step :– 1 First, create a FlexCard. In the FlexCard setup, navigate to Setup > Exposed Attributes > Add New.          After clicking on ‘Add New,’ the screen will be displayed as shown in the image below.” /*! 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} In Setup Exposed Attributes In   — Attributes: Enter the name of the attribute. Type: Select the desired attribute type: String, Integer, or Boolean. Targets: Specify where the FlexCard attribute should be exposed. Label: Enter the label text that will be displayed in the Lightning App Builder when you add the FlexCard. Default Value: Optionally, enter default values for the attribute. To access the Exposed Attributes in the FlexCard, use the syntax: {Session.AttributeName} wherever merge fields are supported in the FlexCard.” Exposed Attributes Step :–2  “Drag a Text component from Build > Display > Text in the Properties.”  In Text Field Paas {Session.AttributeName} Salesforce Guide – https://help.salesforce.com/s/articleView?id=sf.os_create_a_public_property_for_a_flexcard_lwc_in_the_flexcard_designer_41483.htm&type=5

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How to Make Transform DataRaptor in ListofObject to ListofItems.

Blogs, Vlocity/OminiStudio |

Step :– 1 First let’s create a DataRaptor Transform. /*! 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} Step :– 2  Now we go to the Transform Tab and click on the Plus(+) icon.                  then go to the Output JSON Path and type MoviesNames And type MovieNames in the Input JSON                     Path Step :– 3  Now we can formula by going to the Formula Tab. type Movies:Name in the formula and type MovieNames in the output result  path. Step :– 4  Click on Preview Tab and write down in input json. {     “Movies”: [         {             “Name”: “ABC”,             “Genre”: “Action”         },         {             “Name”: “ABC2”,             “Genre”: “Comedy”         },         {             “Name”: “ABC3”,             “Genre”: “Action”         }     ] } Click Execute Button: Review Output Results: After clicking the “Execute” button, review the output results. Verify that the displayed results align with your expectations and correspond to the input JSON data you provided.

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How to use Email Action in omniscript.(Vlocity)

Blogs, Vlocity/OminiStudio |

In this post we will learn how to use Email Action in omniscript,and how to send email through omniscript. Email Action :-Email Action in omniscript is used to send Email .                    omniscript Email Action uses the Salesforce Email API to send an email.                  let us take an example to explain it. Example:- Here we  create an omniscript  and make it like that when we extract or edit it will send an email to the user . Step :- 1  Create an omniscript and Drag a text field ,also extract dataraptor , and an Email Action in it.                  Create a dataraptor and open it.                  Paste the Dragged Field Name in the dataraptor’s data source , it will send to the dataraptor search the record . Step:–2   Open the dataraptor and map all the fields what we want .                   Here we get data from opportunity.                ” Opportu:CreatedBy.Email” it will get the user Email ,so we send Email to the user.   Step :–  3   Map the email Field in omniscript .                      In the “To Email Address List” fill the node where the Email is coming in omniscript.                      In %% Sign we access the Email” %CreatedbyEmail%“.         Email Address where to send filled above and the Subject and Body of the Email we can fill what we want to send .         Here in Email body we use “%CreatedbyName%” it recieve the user name from dataraptor . Step :- 4   Activate the omniscript and preview it .                     It will send the Email to the user .

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