DataRaptor

FlexCards are a core UI component of Salesforce OmniStudio (Vlocity). They allow you to display data in a responsive, reusable, and dynamic card-based layout without writing code. Before you can create or use FlexCards, you must ensure that OmniStudio and FlexCards are properly enabled in your Salesforce org. This article explains how to enable FlexCard in OmniStudio, including required permissions, settings, and verification steps. What Is a FlexCard in OmniStudio? A FlexCard is a lightweight UI component used to: Display Salesforce or external data Work with OmniScripts and Integration Procedures Show summary views, KPIs, or record details Reuse UI logic across apps and pages FlexCards are part of the OmniStudio Designer and rely on proper feature enablement and user access. Prerequisites to Enable FlexCard Before enabling FlexCards, make sure: OmniStudio (Vlocity) is installed in your org You have System Administrator access Required OmniStudio licenses are assigned Your org is Lightning Experience–enabled Step 1: Verify OmniStudio Is Installed FlexCards are available only if OmniStudio is installed. Steps: Go to Setup Search for Installed Packages Verify that OmniStudio, Vlocity, or Salesforce Industries package is installed If OmniStudio is not installed, FlexCards will not appear. you do not do the setting then this is the error Step 2: Enable OmniStudio Designer FlexCards are created inside OmniStudio Designer, so this must be enabled. Steps: Go to Setup Search for OmniStudio Settings Enable: OmniStudio Designer OmniStudio Runtime Save the settings This allows access to FlexCards, OmniScripts, DataRaptors, and Integration Procedures. Warning Tab Click Than Show This Link Remote Site Setting Step 3: Assign Required Permission Sets Even if OmniStudio is enabled, FlexCards will not be visible without proper permissions. Required Permission Sets: OmniStudio Admin OmniStudio Designer OmniStudio Runtime Steps: Go to Setup Open Users Select your user Click Permission Set Assignments Assign the required OmniStudio permission sets Log out and log in again after assignment. Fill the Tab Step 4: Enable FlexCard Feature Access FlexCards are controlled through OmniStudio capabilities. Steps: Go to Setup Search for Custom Permissions Ensure permissions related to: FlexCard OmniStudio UI Vlocity Cards are enabled via permission sets This ensures the FlexCard option appears in the Designer. Step 5: Access FlexCard from OmniStudio Designer Once enabled, you can access FlexCards. Steps: Click the App Launcher Search for OmniStudio Designer Open OmniStudio Designer Select FlexCards from the left panel Click New to create a FlexCard If FlexCard appears in the menu, it is successfully enabled. Step 6: Verify FlexCard Availability in Lightning App Builder FlexCards can be embedded into Lightning pages. Steps: Go to Lightning App Builder Edit a Record Page or App Page Search for FlexCard in Components Drag and drop it onto the page Configure required properties This confirms FlexCards are available at runtime. Common Issues and Troubleshooting FlexCard Not Visible in OmniStudio Designer Check OmniStudio permission sets Verify OmniStudio Designer is enabled Confirm package installation FlexCard Not Rendering on Page Ensure OmniStudio Runtime permission is assigned Activate the FlexCard Check Data Source configuration No Data Displayed Validate DataRaptor or Integration Procedure Confirm context variables like {recordId} Best Practices for Using FlexCards Always activate FlexCards before use Use reusable FlexCards for performance Prefer Integration Procedures for complex logic Test FlexCards using Preview mode Use context variables for dynamic data Conclusion Enabling FlexCards in OmniStudio is a foundational step for building modern, scalable Salesforce UI solutions. By ensuring OmniStudio is installed, permissions are assigned, and Designer access is enabled, you can start creating powerful FlexCards that integrate seamlessly with OmniScripts and Integration Procedures. Once enabled, FlexCards help you deliver faster, more interactive user experiences without writing Apex or Lightning Web Components.