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How To Use DataRaptorPost In Integration Procedures

In OmniStudio (Vlocity) Salesforce, Integration Procedures (IP) are used to orchestrate data processing without writing Apex. One of the most important actions inside an Integration Procedure is DataRaptorPostAction, which allows you to insert, update, or upsert records in Salesforce using a DataRaptor Load (Post). This post explains what DataRaptor Post is, when to use it, and how to configure it step by step inside an Integration Procedure. What Is DataRaptor Post Action? DataRaptorPostAction is used in an Integration Procedure to send data to Salesforce and perform DML operations, such as: Insert records Update records Upsert records It uses a DataRaptor Load interface, which defines how incoming data maps to Salesforce objects. When Should You Use DataRaptor Post in Integration Procedures? Use DataRaptor Post when: You need to save OmniScript or API data into Salesforce You want to avoid Apex for DML operations You need high performance and bulk-safe processing You are updating records from OmniScript, FlexCard, or API requests Step 1: Create an Integration Procedure Navigate to OmniStudio → Integration Procedures Click New Enter: Name Type (Reusable or Standard) Save the Integration Procedure This Integration Procedure will act as the orchestrator for posting data. Step 2: Add DataRaptorPostAction to the Structure Panel In the Structure panel, drag DataRaptor Post Action Place it at the correct position in the execution flow Rename it for clarity (example: Post_Account_Data) Step 3: Configure DataRaptor Interface In the DataRaptor Interface field: Select the DataRaptor Load (Post) that you want to use This DataRaptor must already be created and activated This interface defines: Which Salesforce object will be updated Which fields will be mapped What operation will be performed (Insert / Update / Upsert) Post Data Raptor Step 4: Configure Additional Input / Output / Failure Response Inside DataRaptorPostAction, scroll to: ADDITIONAL INPUT / OUTPUT / FAILURE RESPONSE Important options: Send Only Additional Input Set to True if you want to send only mapped input Set to False if you want to send full Integration Procedure data Best Practice: Set this to True for better performance and cleaner payloads. Additional Output You can define what response you want back from the DataRaptor, such as: Record Id Success flag Error message Failure Response Configure error handling to capture: Validation errors Required field errors DML exceptions Field mapping for send data in post data raptor Step 5: Configure Field Mapping in DataRaptor Load Now open the DataRaptor Load (Post) used above. Inside DataRaptor Load: Select the Target Object (e.g., Account) Choose the Operation Type: Insert Update Upsert Map source fields to Salesforce fields Field mapping in DataRaptor Load Step 6: Add ResponseAction to Send Data Back To display or return results: Drag ResponseAction into the Structure panel Place it after DataRaptorPostAction Configure: Return Full Data JSON = True OR Return a specific node using %%PostResult%% This allows the Integration Procedure to return: Created/updated record Id Status of the operation Error messages (if any) In Response Acton Step 7: Provide Input Parameters in Preview Tab Go to the Preview tab of the Integration Procedure. Example Input JSON: {   “Name”: “Test Account”,   “Phone”: “1234567890” }   These values must match: The input expected by the DataRaptor Load The field mapping defined earlier Step 8: Execute the Integration Procedure Click Execute Check the response JSON Verify: Record is created or updated in Salesforce Response contains success or error details On Preview Tab Result Common Use Cases of DataRaptor Post in IP Save OmniScript form data Update Account, Contact, Case records Bulk record updates using ListAction + DataRaptor Post API-based data ingestion FlexCard action-based updates Best Practices Always use Send Only Additional Input = True Validate required fields before posting Use ListAction for bulk updates Return minimal response data Handle errors using Failure Response Common Mistakes to Avoid Using incorrect DataRaptor Interface name Missing required fields in input JSON Not activating DataRaptor Load Returning too much data in ResponseAction Skipping error handling Conclusion DataRaptorPostAction is the preferred way to perform create and update operations in OmniStudio Integration Procedures. It provides a declarative, high-performance, and scalable alternative to Apex, making it ideal for OmniScript and FlexCard integrations. Mastering DataRaptor Post helps you build robust, maintainable OmniStudio solutions.

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

Salesforce CPQ (Configure, Price, Quote) allows sales teams to easily add, configure, and price products on a Quote Line. Product configuration is one of the most important features of CPQ because it ensures that the right products, options, and prices are selected according to business rules. In this post, we will understand how products are configured in Quote Lines, what objects are involved, and how configuration works step by step. What Is a Quote Line in Salesforce CPQ? A Quote Line represents a product added to a Quote. Each product added to a Quote creates a corresponding Quote Line record. A Quote Line stores: Product information Quantity Price Configuration details Selected options Pricing adjustments Key Objects Involved in Product Configuration Before configuring products, it is important to understand the main CPQ objects involved: Product Base item that can be sold Can be standalone or configurable Product Option Represents optional or required child products Used only with configurable products Option Group Groups related product options Controls selection behavior (single-select or multi-select) Quote Line Stores the final configuration selected by the user Configuration Attributes Used to pass values between parent and child products Step 1: Create a Configurable Product Go to Products Create or open a Product Set: Configurable = True Active = True Save the product This enables the product to support configuration during quote creation. Step 2: Create Product Options Product Options define which child products can be selected. Go to Product Options Create a new Product Option Fill: Configured Product (Parent Product) Optional Product (Child Product) Required (True/False) Quantity Save the record Each Product Option becomes selectable in the Quote Line Editor. Step 3: Create Option Groups (Optional but Recommended) Option Groups help organize product options logically. Go to Option Groups Create a new Option Group Set: Name Configured Product Type: Select (single) Multi-Select Save Assign Product Options to Option Groups to control selection behavior. Step 4: Define Configuration Rules (If Needed) Configuration Rules enforce business logic. Common use cases: Auto-select options Prevent incompatible selections Require specific options Configuration Rules include: Selection Rules Validation Rules Alert Rules Filter Rules These rules automatically apply during Quote Line configuration. Step 5: Add Product to Quote Open a Quote Click Edit Lines Select the configurable product Click Add Products Click Configure This opens the Quote Line Editor (QLE). Step 6: Configure Product in Quote Line Editor Inside the Quote Line Editor: You can: All selections are stored in Quote Line records. Step 7: Use Configuration Attributes (Advanced) Configuration Attributes allow data sharing between products. Example use cases: Steps: Step 8: Pricing and Calculation on Quote Line Once configuration is complete: Pricing Rules can further adjust pricing dynamically. Step 9: Save Configuration After completing configuration: The configured Quote Line is now ready for approval, PDF generation, or order creation. Common Use Cases Best Practices Common Mistakes to Avoid Conclusion Configuring products in Salesforce CPQ Quote Lines ensures accurate pricing, valid product combinations, and a smooth sales experience. By using configurable products, product options, option groups, and rules correctly, businesses can automate complex sales scenarios without manual intervention.

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How To Use Edit Block in OmniScript (Vlocity)

Edit Block is one of the most powerful components in OmniScript. It allows users to view, add, and edit multiple records directly on the screen without navigating away or using separate load actions. In this post, we will learn how to use Edit Block in OmniScript Vlocity, how it works internally, and how to configure it step by step. What Is an Edit Block in OmniScript? An Edit Block enables users to add or edit multiple entries in a single array. It is commonly used when you want to edit related records like: Account Contacts Related Addresses Custom child records Edit Blocks are repeatable by default, meaning they can display multiple rows of data dynamically. Edit Blocks also support prefilling data, which means records can be fetched first and then edited directly on the UI. When Should You Use an Edit Block? Use an Edit Block when: You need inline editing of records You want to update records without a Load DataRaptor You want a cleaner, faster user experience You are working with child records in an array format Step 1: Create OmniScript and Fetch Data To edit records, users must first see the records. Step 1.1: Create an OmniScript Create a new OmniScript Activate it after configuration Step 1.2: Fetch Data Using DataRaptor Extract Add an Extract Action Use a DataRaptor Extract to fetch records Ensure the response is returned as an array This extracted data will later be bound to the Edit Block. Step 2: Add and Configure the Edit Block Step 2.1: Add Edit Block Drag an Edit Block into the OmniScript canvas Step 2.2: Bind Edit Block to Extract Data Edit Block Name must match the Extract JSON Path This binding is mandatory for data to display correctly Example: Extract JSON Path: Contacts Edit Block Name: Contacts This is how OmniScript knows which data belongs to the Edit Block. Step 3: Add Editable Fields Inside Edit Block Inside the Edit Block: Add Text, Input, or other form elements Each element name must exactly match the field name coming from DataRaptor Example: Field from DataRaptor: FirstName Element Name: FirstName This name matching binds data automatically. Step 4: Configure Remote Action for Edit Block To update records without a Load Action, a Remote Action is required. Step 4.1: Add Remote Action Inside Edit Block Drag a Remote Action inside the Edit Block Step 4.2: Configure Remote Action Properties Remote Class: DefaultOmniScriptEditBlock Remote Method: edit This standard Salesforce class handles record updates automatically. Step 5: Configure SObject Mapping Correct mapping ensures records are updated in Salesforce. Required Configurations: Set SObject Name Map fields correctly in SObject Field Mappings Map: Edit Block element Id → SObject field Id Important rules: Id field must be: Marked as Duplicate Key Hidden from the UI This ensures correct record identification. Step 6: Enable Edit Functionality In Edit Block Properties: Enable Allow Edit Set Edit Label (for example: “Edit”) The Edit Label must match the Remote Action Name exactly. This connects the UI edit button with the backend update logic. Step 7: Configure Elements Inside Edit Block Select all elements that should be editable Mark them under Elements Inside Edit Block This controls what fields appear when editing starts Step 8: Test the Edit Block Preview the OmniScript: Records appear in repeatable rows Click Edit Modify values Save updates Changes are saved directly to Salesforce without using a Load DataRaptor. Key Points to Remember Edit Block Name must match Extract JSON Path Field names must match exactly Remote Action is mandatory Id field mapping is required No Load Action is needed Common Mistakes to Avoid Mismatched JSON Path and Edit Block Name Forgetting to add Remote Action Incorrect Id mapping Not enabling Allow Edit Using Load Action unnecessarily Conclusion Edit Blocks in OmniScript provide a powerful and efficient way to manage multiple records directly on the UI. When configured correctly, they eliminate the need for additional load actions and significantly improve performance and user experience. Edit Blocks are especially useful in complex OmniStudio implementations where inline record updates are required.

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How To Use Delete Action In Integration Procedures

The Delete Action in Integration Procedures allows you to remove Salesforce records directly using OmniStudio, without writing any Apex code. It is commonly used when you want to delete records from an OmniScript or FlexCard based on a user action, such as clicking a button or submitting a form. This approach keeps the implementation lightweight, fast, and easy to maintain. In this post, we will understand how the Delete Action works, how to configure it correctly, and how to call it from an OmniScript. Understanding Delete Action in Integration Procedures Delete Action is a standard OmniStudio Integration Procedure element designed specifically for record deletion. It works by accepting a Salesforce record Id and deleting the corresponding record from the specified object. Unlike DataRaptor or Apex-based solutions, Delete Action does not require field mappings or custom logic, making it ideal for straightforward delete operations. This action is especially useful when you need to delete child records, clean up related data, or allow users to manage records directly from a guided OmniScript flow. Creating the Integration Procedure To begin, create a new Integration Procedure from the OmniStudio console. Provide a meaningful name and description so the purpose of the Integration Procedure is clear. Once created, save the Integration Procedure before adding any actions. After saving, drag the Delete Action onto the Integration Procedure canvas. This action will handle the actual deletion of the record in Salesforce. Configuring the Delete Action In the Delete Action properties, you must specify the Salesforce object and the record Id to be deleted. The Delete SObject Type should be the API name of the object, such as Account, Contact, or a custom object. The Path To Id is where the record Id will be passed in the request JSON. This Id usually comes from an OmniScript, FlexCard, or context variable. As long as the correct Id is provided, the Delete Action will remove the record successfully. Once configured, the Delete Action is ready to perform deletions. Using Response Action to Return Status Although the Delete Action deletes the record, it does not automatically send a confirmation back to the calling component. To handle this properly, it is recommended to add a Response Action after the Delete Action. The Response Action allows you to send information such as a success message, deleted record Id, or status flag back to the OmniScript or FlexCard. This helps in displaying confirmation messages or triggering additional logic on the UI side. After adding the Response Action, configure it to return the required output data and save your changes. Activating the Integration Procedure Before the Integration Procedure can be used, it must be activated. Activation makes it available for use across OmniScripts and FlexCards. Without activation, the Integration Procedure will not appear in the selection list. Calling Delete Action from OmniScript Next, open or create an OmniScript where the delete operation is required. Drag an Integration Procedure Action onto the OmniScript canvas and select the Integration Procedure you created. In the Remote Properties → Extra Payload, pass the record Id that needs to be deleted. This Id can come from the Context Id, a DataRaptor response, or user-selected data. Once the Id is passed correctly, the OmniScript is fully connected to the Delete Action.   Delete Action an Integration Procedures Testing the Delete Functionality To test the setup, go to the OmniScript preview. Provide a valid record Id in the Context Id or test parameters and trigger the delete action. Once executed, the record will be immediately deleted from Salesforce. If a Response Action is configured, you will also see the confirmation or response data returned on the preview screen.   Response Action Best Practices for Using Delete Action While Delete Action is powerful, it should be used carefully. Always ensure that only authorized users can delete records. Adding confirmation messages and using role-based access control helps prevent accidental deletions. In production environments, it is also a good idea to log delete operations or notify users after successful deletion. Result On Preview Tab Conclusion The Delete Action in Integration Procedures offers a clean and efficient way to delete Salesforce records using OmniStudio. It eliminates the need for Apex or complex DataRaptor configurations and works seamlessly with OmniScripts and FlexCards. When used correctly with proper validation and confirmation, it becomes a reliable solution for record management in OmniStudio implementations.

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How to create a new org in OmniStudio Vlocity

OmniStudio (formerly Vlocity) is a Salesforce Industries toolset used to build guided user experiences, dynamic UI components, and server-side integrations. Before working with FlexCards, OmniScripts, Integration Procedures, or DataRaptors, you must create and prepare a Salesforce org that supports OmniStudio. Below is a structured explanation combining paragraph clarity with step-wise pointers. Prerequisites to Use OmniStudio OmniStudio does not work in a standard Salesforce Developer Edition org. It requires a Salesforce Industries–enabled org or a special developer environment. Key requirements include: Salesforce Industries (Vlocity) license OmniStudio managed packages Proper permission sets For learning and development, Salesforce provides Industries Developer Edition orgs, which already include OmniStudio components. Step 1: Create a Salesforce Industries Developer Org To create a new OmniStudio-supported org: Go to the Salesforce Industries (Vlocity) Developer signup page Fill in basic details such as: Name Email address Company name Country After submission, Salesforce sends a verification email. Once verified, your Salesforce Industries org is created, and login credentials are shared via email. This org usually comes pre-installed with OmniStudio tools. Fill all details and signup Step 2: Log in and Verify OmniStudio Availability After logging in to the new org, confirm that OmniStudio is available. You can verify this by: Opening App Launcher Searching for: OmniStudio FlexCards OmniScripts Integration Procedures If these options appear, OmniStudio is successfully enabled in your org. Step 3: Check OmniStudio Settings in Setup To further confirm configuration: Go to Setup Search for: OmniStudio Settings Industries Settings These settings control runtime behavior, component visibility, and platform features related to OmniStudio. Step 4: Assign Required Permission Sets Even with OmniStudio installed, users cannot access it without permissions. From Setup > Permission Sets, assign: OmniStudio User OmniStudio Designer Industries Runtime permissions (as required) After assigning permissions: Log out Log back in This refresh ensures all OmniStudio features become accessible. Step 5: Open OmniStudio and Start Development Once permissions are assigned, open the OmniStudio App. You can now work with: FlexCards for UI components OmniScripts for guided user flows Integration Procedures for backend logic DataRaptors for data extraction and transformation Enable preview and debug modes while developing to test components easily. Best Practices for a New OmniStudio Org When working in a fresh OmniStudio org, follow these best practices: Use clear naming conventions for all components Maintain version control for OmniScripts and Integration Procedures Clone components instead of editing base metadata Create sample test data for development and demos These practices help keep your org clean and scalable. Conclusion Creating a new org in OmniStudio (Vlocity) Salesforce is the first and most important step in building modern, industry-driven applications. By choosing the correct developer org, verifying OmniStudio availability, assigning permissions, and configuring settings properly, you can start building FlexCards, OmniScripts, and Integration Procedures with confidence.

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

Salesforce CPQ (Configure, Price, Quote) allows users to quickly add products to a quote, configure pricing, and generate accurate proposals. Adding products to a quote is one of the most common and essential activities in CPQ. In this article, we’ll learn how to add products to a Quote and Quote Lines in Salesforce CPQ in a simple and practical way. Step 1: Navigate to the Quotes Tab First, log in to your Salesforce CPQ org. Go to the Quotes tab from the navigation bar Open the list of available quotes Select any existing quote where you want to add products A quote acts as a container where selected products, pricing, and discounts are stored. Step 2: Click on “Edit Lines” Once the quote is open: Click on the Edit Lines button This action opens the Quote Line Editor (QLE), which is the CPQ interface used to add, remove, and configure products. Step 3: Add Products to the Quote Inside the Quote Line Editor: Click on Add Products A product selection screen appears Select one or more products from the available Product List You can search, filter, or select multiple products depending on your CPQ configuration. Step 4: Select the Products After choosing the required products: Click on the Select button This adds the selected products to the quote line editor where pricing rules, quantities, and configurations can be applied. Step 5: Save the Quote Lines Once all products are added and reviewed: Click on the Save button This saves the products as Quote Line Items under the selected quote. What Happens After Saving? After saving: Products appear as quote lines Prices are calculated automatically based on CPQ rules Discounts, bundles, and price rules (if configured) are applied The quote is now ready for further actions like approval, PDF generation, or conversion to an order. Conclusion Adding products to a Quote in Salesforce CPQ is a straightforward process using the Quote Line Editor. By navigating to the quote, clicking Edit Lines, selecting products, and saving, users can quickly build accurate and configurable quotes. Understanding this flow is essential for anyone working with Salesforce CPQ in sales or implementation roles.

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How to create ProductBundles in CPQ. (Salesforce CPQ)

Salesforce CPQ (Configure, Price, Quote) provides a powerful feature called Product Bundles, which allows businesses to group related products and sell them together as a single package. Bundling helps improve sales efficiency, ensures correct product combinations, and offers customers a complete solution instead of individual items. In this blog, we will learn how to create Product Bundles in Salesforce CPQ, starting from product creation to adding bundle options. What Is a Product Bundle in CPQ? A Product Bundle is a collection of related products or services sold together under one main product. For example, a mobile phone bundle may include accessories like a charger, earphones, and tempered glass. In CPQ: One product acts as the Bundle (Parent Product) Other products act as Options (Child Products) Options are added automatically when the bundle is selected in a quote This ensures accuracy, consistency, and faster quote creation. Steps to Create a Product Bundle in Salesforce CPQ Step 1: Create the Main Bundle Product First, we need to create the main product that will act as the bundle. Go to the Products tab in your CPQ org Click on the New button Enter the Product Name Check the Active checkbox so the product is available for use This product will serve as the parent bundle. Step 2: Enter Product Code and Save After entering the basic details: Add a Product Code (unique identifier for the product) Click on the Save button The product record is now created, but pricing and bundle options still need to be configured. Step 3: Add Price to the Bundle Product Every CPQ product must have a price to be selectable in a quote. Open the product record Click on the Related tab Navigate to Price Books Click on Add Standard Price Enter the product price Click Save Now, the bundle product has a standard price. Step 4: Create Option Products for the Bundle Next, create all the products that will be part of the bundle. Examples of bundle options: Charger Tempered Glass Earphones Warranty Extension For each option product: Go to Products Click New Enter Product Name and Product Code Mark it as Active Add a Standard Price using the Price Book Repeat this process for all products you want to include in the bundle. Step 5: Add Product Options to the Bundle Now, link the option products to the main bundle product. Open the main bundle product Go to the Related tab Find Options Click on New Here, you define how the child products behave inside the bundle. Step 6: Configure Bundle Option Fields While creating a Product Option, fill in the following key fields: Optional SKU: Select the child product (e.g., Charger) Quantity: Number of units included Required: Check this if the option must be included Min/Max Quantity: Control how many units can be selected After entering the details: Click Save This links the option product to the bundle. Step 7: Add Remaining Products to the Bundle Repeat the same process to add all remaining products: Charger Tempered Glass Accessories Services Each product added becomes part of the bundle and will appear automatically when the bundle is selected in a quote. How Product Bundles Work in Quotes Once the bundle is configured: When a user adds the bundle product to a quote All associated option products appear automatically Required options are included by default Optional products can be selected or deselected based on configuration This reduces manual effort and ensures correct product combinations. Conclusion Creating Product Bundles in Salesforce CPQ is an essential skill for CPQ implementation and sales operations. By defining a parent product, assigning prices, and linking child products as options, you can build flexible and powerful bundles that improve quote accuracy and customer experience. Product Bundles help streamline sales processes, prevent configuration errors, and deliver complete solutions in a single click.

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How to Use Exposed Attributes in FlexCard (OmniStudio)

In OmniStudio (Vlocity), Exposed Attributes in a FlexCard allow you to pass data dynamically from a parent component—such as an OmniScript, another FlexCard, or a Lightning App Page—into a FlexCard. This makes FlexCards reusable, dynamic, and context-aware instead of hard-coded. In this article, we’ll understand what Exposed Attributes are, why they are used, and how to configure and use them step by step. What Are Exposed Attributes in FlexCard? Exposed Attributes are input parameters of a FlexCard. They act like variables that receive values from an external source. Instead of fetching data internally every time, the FlexCard can accept values such as: Record Id (AccountId, ContactId, etc.) Any custom field value Context data from OmniScript or another FlexCard Once exposed, these attributes can be used inside: Data Sources Conditional Visibility Text Fields Actions This makes the FlexCard highly reusable across different pages and contexts. Why Use Exposed Attributes? Using Exposed Attributes provides several benefits: Makes FlexCards reusable across multiple records Avoids hardcoding record IDs Enables communication between OmniScript and FlexCard Improves performance by passing context instead of refetching data Helps in dynamic UI rendering based on input values Steps to Use Exposed Attributes in FlexCard Step 1: Open or Create a FlexCard Go to OmniStudio → FlexCards Open an existing FlexCard or create a new one Switch to Edit Mode In Setup Exposed Attributes Step 2: Add an Exposed Attribute Click on the Setup tab (right panel) Scroll to Exposed Attributes Click Add New Now define the attribute: Name: Example – recordId Type: String (most commonly used) Default Value (optional): Can be left blank or set for testing Save the FlexCard after adding the attribute. Exposed Attributes Step 3: Use Exposed Attribute in Data Source Exposed Attributes are commonly used in Data Sources to fetch record-specific data. Go to the Data Source section In the Input Map, reference the exposed attribute using: {{recordId}}   Map it to the required parameter (e.g., Id in DataRaptor or Integration Procedure) This ensures data is fetched dynamically based on the value passed from outside. In Text Field Paas {Session.AttributeName} Step 4: Use Exposed Attributes in FlexCard Fields You can also use exposed attributes directly in UI elements. Examples: Text Field value: {{recordId}} Conditional Visibility: Show component only if recordId != null Actions: Pass the attribute to another OmniScript or FlexCard This allows UI behavior to change dynamically. Step 5: Pass Exposed Attribute from OmniScript When using a FlexCard inside an OmniScript: Drag the FlexCard element into the OmniScript canvas Go to Element Properties Under Input Parameters, map: Key: recordId Value: %ContextId% or any OmniScript variable Now the FlexCard receives the record Id from the OmniScript context. Step 6: Pass Exposed Attribute from Another FlexCard If calling a FlexCard from another FlexCard: Add the child FlexCard as an element In the Input Parameters, pass a value like: {{Id}}   Map it to the exposed attribute name This allows parent-child FlexCard communication. Common Use Cases of Exposed Attributes Showing Account details based on selected Account Reusing the same FlexCard on different record pages Passing ContextId from OmniScript to FlexCard Controlling UI visibility based on input values Calling Integration Procedures dynamically Best Practices Always use meaningful attribute names (e.g., accountId, caseId) Keep attribute type consistent with expected value Avoid unnecessary default values in production Use exposed attributes instead of hardcoded values Test using Preview and different record contexts Conclusion Exposed Attributes are a powerful feature in FlexCards that enable dynamic data passing and reusability. By defining exposed attributes and passing values from OmniScripts or parent FlexCards, you can build flexible, scalable, and performance-optimized OmniStudio solutions. Mastering exposed attributes is essential for real-world OmniStudio implementations.

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How to Make Transform DataRaptor in ListofObject to ListofItems.

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)

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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