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How to make custom Edit block using Flexcard.

Step :- 1 Here we will create a flexcard. Create FlexCard After Creating FlexCard  ,Go to setup and Selcet Data Source as  Soql , – write this  Select id, Name , phone from Account  and click on save &fetch – Drag all the  field into canvas. Selecting fields   Drag an Action element on Canvas to perform  an action ,    In the property of action  Click on action , Select Flyout in action type . Select   Omniscript in Flyout Type . Create a omniscript  and fill  the Omniscript’s  Name  in the  Flyout Field. Send  the attributes to the Omniscript that we have created in key and value form :-         Fill all the above data according to this pic.in flexcard. Sending data through flyout Step 2 :-            Open the previously created omniscript. and drag a set value to recieve the Attribute  in the key value form. –  take a step  two fields in it and  a  integeration procedure in it. Create an ip   1:- Give same name to Name and Phone field as given in set value .   pass variable to field 2:- Take an  integeration procedure as above. Click on ip. — Click on  Remote property  and  in Extra payload  send all field. — Check  the  send only extra payload button . Sending data to ip Step 3  :– Open the  previously created Integeration procedure/IP.   — Take a DataRaptor post  Action in Integeration procedure . click on dataraptor and  go on additional input  map the data like below image. receive data from os Step 4 :-   Open the dataraptor and  map the data in dataraptor. — select the  account  from object section  and map fields from below pic .  Step :-5  Testing of Edit Functionality.  — Activate The  IP ,, Os ,, FlexCard. that we have created in  This Blog . — Preview the  FlexCard and we see in below image Before Edit.   Name =  Testimg Account.   Preview image Flex Card After edit Account Name. Refresh the page to see the change. Name is Change Manually In FlexCard . Change

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How to call DataRaptor in IntegrationProcedures

Create a Extract DataRaptor. Create a Integration Procedures. Select DataRaptor Extract Action. Click on DataRaptor Interface and Choose your DataRaptor. Select Response Action and click ADDITION OUTPUT RESPONSE. Write %DataRaptorExtractAction1% Click Preview. Click “+Add new Key\Value Pair” and fill “Key and Value” and click Execute .

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How to use SOQL in FlexCard to Show Data(Salesforce/Vlocity / OmniStudio)

FlexCard > SOQL >Write Query >Fetch > Save >DataTable First we create FlexCard Step 1 Step 2 Write QUERY For Get Account Data Step 3 After Click Next   Click on Fetch Step 4 after Click on  save  Step5 For Show Record In Data Table   — Select Data table From Build Step 6 Select data table for show record in table format After selecting data table  Activate the flexcard  And Preview  Result

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How to Call Integration Procedure In Custom LWC Vlocity (Saleforce/Vlocity / OmniStudio)

In Integration Procedure   Type && Subtype  Name Give In JavaScript First we Create a component In visual studio Name like show_IP_Data In JAVASCRIPT — write this line to Call Omniscript import { OmniscriptBaseMixin } from ‘omnistudio/omniscriptBaseMixin’; input — Input we pass input parameter  sClassName – ‘omnistudio.IntegrationProcedureService’ sMethodName – type_SubType (In IP type_SubType Name) options — We recieved option Form IP import { LightningElement ,api ,track} from ‘lwc’; import { OmniscriptBaseMixin } from ‘omnistudio/omniscriptBaseMixin’; const columns = [ { label: ‘ID’, fieldName: ‘Id’ }, { label: ‘Name’, fieldName: ‘Name’ }, ]; export default class Show_Ip_Data extends OmniscriptBaseMixin(LightningElement){ data = []; columns = columns; connectedCallback(){ const params = { input:{}, sClassName: ‘omnistudio.IntegrationProcedureService’, sMethodName: ‘RemoteAction_Call_Apex_RemoteAction_Call_Apex’, options: ‘{}’, } this.omniRemoteCall(params, true).then(response => { // IMPLEMENT YOUR LOGIC this.data = response.result.IPResult.RemoteAction; // console.log(“this is resposne data “+this.data); console.log(‘dfdss get sresponse’+JSON.stringify(this.data)); }) .catch(err => { // HANDLE ERRORS console.error(err); }) } HTML— In HTML we creating a data table for show records  Data From Ip data From Apex In meta.xmal  return for salesforce org    omnistudio 58.0 true lightning__AppPage lightning__RecordPage lightning__HomePage omnistudio

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How To Use Upsert DataRaptor Without Id In Omniscripts.

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 ID” checkbox under General Options, and save. Note– External Id is created only on custom field not on standard field “Note: To update the record, data should already be saved with an External ID.” Step2: Choose any load data raptor, open this data raptor, and copy the External ID. First, click on the ‘Field’ tab, and check the checkbox next to the field you want to update. “First, we will create dynamic records in our object and then update them.” Select object and field mapping, input JSON, and execute. With this process, you can upsert our records in Omniscripts without using an ID.

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Call Apex Class Using Integration Procedure within OmniStudio (salesforce / vlocity / OmniStudio)

Call Apex  Class In Integration Procedure  Frist write  Apex Class For Query 5 account Data Apex Code For Call Integration Procedure  In Apex class Create Global and implements Callable   global without sharing class ClassCalledFromIP implements Callable {     public Object call(String action, Map args) {         Map input = (Map) args.get(‘input’);         Map output = (Map) args.get(‘output’);         Map options = (Map) args.get(‘options’);         return invokeMethod (action, input, output, options);  }  private boolean invokeMethod(String methodName, Map inputMap, Map outMap,Map < String, Object > options) { Boolean   result = true ;   try {             if  (methodName.equalsIgnoreCase(‘getAccount’)){                 getAccount(inputMap,outMap,options);             }Else{  outMap.put(‘result’,”);             }         }catch(Exception e){             return false;         }  return result;     } public void getAccount (Map < String, Object > input, Map outMap, Map < String, Object > options){         List GetAccountData  = [ select Id , Name  from Account  limit 5];          outMap.put(‘result’,GetAccountData);     } }   In Integration Procedure  Remote Class – here we inter Apex Class Name Remote Method – here we inter Apex Class Method Name Remote Options — Send options In Apex Class From Integration Procedure  ADDITIONAL INPUT/OUTPUT/FAILURE RESPONSE > Return Only Additional Output > Additional Output — here we received data from apex class ResponseAction– Additional Output — in %%sine we inter RemortAction Element Name:Additional Output == %RemoteAction_CallApex:returnData% In Preview Tab

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How to use upsert record DataRaptor in OmniScript

“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 saved, then update them; otherwise, create new records.” “Required for Upsert: We use this option because only the field marked as required will be updated.” “Go to the ‘Preview’ tab, write a JSON, and execute.” “Note: It is important to include the required field in the JSON; without the required field, the JSON will be invalidated.” With this process, you can upsert our records in Omniscript.

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How to upsert Null data with Load Data Raptor (Saleforce/Vlocity / OmniStudio)

First we create a brand new contact record in salesforce using Load Data Raptor. if you dont know how to create record using Load Data Raptor, Please see our Load DataRaptor blog. Input JSON for creating contact record. {“FName”:”Demo FName”,”LName”:”Test LName”,”Phone”:”6778″} Hit Execute To upsert a record In Fields — choose Upsert Key= true In Option  Mark Overwrite target for All Null Inputs =true (For Null Input) in OPTIONS tab. In PREVIEW Tab we pass the below json data {“Id”:”0035i0000AHhNbVAQV”, (This is the ID of the record that needs to be updated.) “FName”:” “, (Pass Null Data ) “LName”:”Test LName”, “Phone”:”6778″} Hit execute and open contact record

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How to use Multi-language in omniscript.

How to use multi-language in omniscript.   In this post we will make omniscript like that when user want ,it can change the language of the omniscript.  So we create omniscript and make custom label to change the language, here we use french language to convert.Step1:-  Create an omniscript with multi-language support, see below image. Step:-2 Search workbench on setup, in Quick find box.                Select  Translation language setting. and after selecting “Enable” the workbench if not Enabled. after enable you will                     see the “Add” button. Step:-3  Search custom labels in the setup ,Quick find box.               Click on custom labels and after opening click on New custom Label  button.  Here we are creating new custom label so we can use it in the omniscript.           After saving it ,click on translation and click on New . With this process we can change and translate all words and whole Omniscript.

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How to Enable multi language for Custom Field label(Saleforce/Vlocity / OmniStudio)

HOW TO CHANGE Custom Field Language In Setup > Quick Find box > Translation Workbench >Translation Language Settings > Translate >User>Language Step 1: Enable Translation in Setup Box In the Setup menu, navigate to the “Translation Language Settings” . Click on the option to enable translation After Enabling Translation: “Once you have enabled translation in the Setup menu, click on the ‘Add’ option.” Explanation: “Clicking ‘Add’ typically allows you to add or configure specific translation settings for different languages.”   In Language  – “Select the language for which you want to change the custom field label.”   In Selected list  – Select which user we want to show  this Language     Step 2—  Move On Translate Language —  “We select the language chosen by the user, and this Field Label Translation will be displayed to the user (For Exp :- French).” Setup Component – “Here, we select where we want to translate the Custom Field.” Object – we select which object  we want to change (For Exp :- Contact) Aspect – we select field label Field Label Translation – Here we fill other language  (which we want to show to user) save this step Step 3 –   In user –Language  =  French  save this step .

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