Integeration Procedure (IP)

How to use Response Action In Integration

Lets see how to use Response Action In Integration Procedure (Salesforce / Vlocity / OmniStudio). Note :– Sending Integration Procedure Data to Omniscript: Integration Procedure Configuration:  you create an Integration Procedure to interact with an external system.  Response Action in Integration Procedure: In the Integration Procedure, after the integration step, you add a Response Action. This is crucial because it specifies what should happen with the response received from the external system. Data Mapping in Response Action: Within the Response Action, you perform data mapping to map the fields in the integration response to variables within the Integration Procedure. This step ensures that the data obtained from the external system is captured and can be used further. Return Data to Omniscript: Once the data is mapped, you may configure the Response Action to send this data back to the Omniscript. You can use variables or additional output settings to determine what data is sent back Step :–1  Response Action in Integration Procedure: Design the Integration Procedure: Open the Salesforce Omniscript Builder and navigate to the Integration Procedure you are working on. Configure Response Action: Within the Integration Step, add a Response Action. This defines what should happen before the completion of the Integration Procedure  Response Action Configuration: Configure the Response Action based on your use case. If Return Full Data JSON is True, you send all data on preview tab . /*! 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} Response Action In Integration Procedure Execute Action in Preview Tab: —    Configure the properties of the execute button, specifying what action should be triggered when the button is clicked. On Preview Tab Step :– 2    Send/Response Transformations in Integration: SEND/RESPONSE TRANSFORMATIONS: In the context of integration procedures, Send/Response Transformations typically involve mapping . Send JSON Path in Response Action: Within the Response Action, you might have a configuration related to the response. If you want to use the data received in the response and send a specific node from it in the next step, you would use the Send JSON Path in the Response Action. Specify Send JSON Node: In the Send JSON Path configuration of the Response Action, you might find an option like “Send JSON Node.” This setting allows you to specify a different node from the response to be used in subsequent steps. Example: If your integration response contains a structure like {“result”: {“data”: {…}}}, and you want to send the data node to the next step, you might set the Send JSON Path in the Integration Step to $.result and then use Send JSON Node in the Response Action to specify data.  Note :  From here we pass all data in omniscript   Note :– We create a setvalues and pass data in response action. In Response Action On Preview Tab After Click Execute   On Preview Tab Step :– 3 Additional Output Response Configuration: Configure Additional Output Response: In your Integration Procedure within Omniscript, you may have an option for “ADDITIONAL OUTPUT RESPONSE.” Return Only Additional Output Setting: Within the configuration, there is an option called “Return Only Additional Output.” When set to true, it means that the response will include only the additional output data. Additional Output: Specify the additional output data that you want to include in the response. This could be specific fields, properties, or nodes depending on your integration requirements. In Response Action On Preview Tab After Click On Execute   On Preview Tab

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How To Use SetValues In Integration Procedure

:–   Here we create a setvalues  an Integration Procedure. In setvalues we merge to Element Value  in the other setvalues  . Procedure for Integration with SetValues: Step 1: Create an Integration Procedure. Begin by creating an Integration Procedure to handle the data integration process. Step 2: Add SetValues to the Structure Panel. Drag and drop the SetValues component into the Structure Panel of your Integration Procedure. Step 3: Configure Element Value Mapping. In the Element Value Map section, click on “Add New Value” to define the mapping of values between different elements. Step 4: Perform Operations in SetValues. Within the SetValues component, you have various options: Merge Fields: Combine values from different fields. Calculations Using Formulas: Perform calculations on specified fields. Concatenate Two Merge Fields: Combine two fields into a single value. Retrieving an Array Value: Access values from an array or list. /*! 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 SetValues Step 5: Configure Second SetValues for Concatenation. For the second SetValues operation, focus on concatenating two merged fields. In SetValues 2   Step 6: Add Response Action to Display Data in Preview Tab. To showcase the data in the Preview Tab, drag the Response Action component into the Structure Panel. like show on  below figure. In Response Action Step 7: Execute and View Results in the Preview Tab. After configuring the Response Action and completing the necessary setup, click on the “Execute” button. Navigate to the Preview Tab to view the results of the integration process. On preview tab Salesforce Guide = https://help.salesforce.com/s/articleView?id=sf.os_set_values_for_integration_procedures.htm&type=5

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How To Enable Flex Card in OmniStudio(Vlocity) Salesforce

“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 links. Click on each link, and it will take you to Remote Site Settings. Before that, go to setup. You need to set up the remote site before making a flex card; otherwise, there might be an error when creating the flex card. I hope you understand how to Enable Flex Card in Salesforce.

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How To Use ListAction In Integration Procedures

— :  In this post we create  two array/list and merge both. (ListWithName and ListWithAge)   Step :– 1     First we create an Integration Procedure and drag a List Action on canvas .                        Here we merge two list in one  //This data is we pass in preview tab in json data { “ListWithName”: [ { “Name”: “Supre Man”, “id”: “1”, “External_Id”: “11” }, { “Name”: “Bad Man”, “id”: “2”, “External_Id”: “12” }”13″ } ], “ListWithAge”: [ { “Age”: “20”, “id”: “1”, “External_Id”: “11” }, { “Age”: “32”, “id”: “2”, “External_Id”: “12” } ]} /*! 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 List Action Step :– 2 Drag Response Action and pass the list name within %% sign, in Additional Output. In Response Action On the preview tab.  Step :– 3  In MERGE FIELDS =  Here we provide the field which we want to merge. In List Action On the preview tab  On preview tab                      Has Primary = true (list name we want to pass as Primary list) Step :– 3  If Advanced Merge=  true (match the both field with both array) Advanced Merge = true Well Done!!! We got the result in preview tab  On preview tab Salesforce Gide = https://help.salesforce.com/s/articleView?id=sf.os_list_merge_action_for_integration_procedures.htm&type=5

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How To Use DataRaptorPost In Integration Procedures

  — :  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 Use Delete Action In Integration Procedures

— :  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 Use HTTPAction In Integration Procedure

–: “In this post, we will create a weather API key and retrieve India’s weather data. Step 1: First, create an API and key from the weather API. Next, create an Integration Procedure and drag an HTTP Action. Go to Remote Site Settings, click on ‘New,’ and paste the URL in the URL field, which is the API call URL (HTTP Path URL). HTTP Path: Here, we pass the API URL. HTTP Method: Set it to ‘Get’ to retrieve data from the API.” /*! 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} HTTP Action in Integration Procedure Step :– 2 On preview tab                      key = Name of the variable  witch is we pass in HTTP Path in %% sign  On Preview tab Salesforce Guide – https://help.salesforce.com/s/articleView?id=sf.os_http_action.htm&type=5 /*! elementor-pro – v3.18.0 – 20-12-2023 */ .elementor-slides .swiper-slide-bg{background-size:cover;background-position:50%;background-repeat:no-repeat;min-width:100%;min-height:100%}.elementor-slides .swiper-slide-inner{background-repeat:no-repeat;background-position:50%;position:absolute;top:0;left:0;bottom:0;right:0;padding:50px;margin:auto}.elementor-slides .swiper-slide-inner,.elementor-slides .swiper-slide-inner:hover{color:#fff;display:flex}.elementor-slides .swiper-slide-inner .elementor-background-overlay{position:absolute;z-index:0;top:0;bottom:0;left:0;right:0}.elementor-slides .swiper-slide-inner .elementor-slide-content{position:relative;z-index:1;width:100%}.elementor-slides .swiper-slide-inner .elementor-slide-heading{font-size:35px;font-weight:700;line-height:1}.elementor-slides .swiper-slide-inner .elementor-slide-description{font-size:17px;line-height:1.4}.elementor-slides .swiper-slide-inner .elementor-slide-description:not(:last-child),.elementor-slides .swiper-slide-inner .elementor-slide-heading:not(:last-child){margin-bottom:30px}.elementor-slides .swiper-slide-inner .elementor-slide-button{border:2px solid #fff;color:#fff;background:transparent;display:inline-block}.elementor-slides .swiper-slide-inner .elementor-slide-button,.elementor-slides .swiper-slide-inner .elementor-slide-button:hover{background:transparent;color:inherit;text-decoration:none}.elementor–v-position-top .swiper-slide-inner{align-items:flex-start}.elementor–v-position-bottom .swiper-slide-inner{align-items:flex-end}.elementor–v-position-middle .swiper-slide-inner{align-items:center}.elementor–h-position-left .swiper-slide-inner{justify-content:flex-start}.elementor–h-position-right .swiper-slide-inner{justify-content:flex-end}.elementor–h-position-center .swiper-slide-inner{justify-content:center}body.rtl .elementor-widget-slides .elementor-swiper-button-next{left:10px;right:auto}body.rtl .elementor-widget-slides .elementor-swiper-button-prev{right:10px;left:auto}.elementor-slides-wrapper div:not(.swiper-slide)>.swiper-slide-inner{display:none}@media (max-width:767px){.elementor-slides .swiper-slide-inner{padding:30px}.elementor-slides .swiper-slide-inner .elementor-slide-heading{font-size:23px;line-height:1;margin-bottom:15px}.elementor-slides .swiper-slide-inner .elementor-slide-description{font-size:13px;line-height:1.4;margin-bottom:15px}} Thank You we are creating vlocity solutions 9to9cloudswelcome in our website 9to9clouds.com Click HereThank You for Vistewe solve all vlocity && Apex && LWC …problems in salesforce development Vlocity/Blogs Previous slide Next slide

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How To Use ConditionalBlock In Integration Procedures

–: In this page we create conditional block here we pass the country name which name is match than that setvalues is execute Integration Procedure > ConditionalBlock >Set Values > ResponseAction Step :– 1  “First, we create an Integration Procedure and drag a ConditionalBlock. In the ConditionalBlock, set the If-Else Block to ‘true’ (if checked as true, it works like an If-Else block).” /*! 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} ConditionalBlock in Integration Procedure  Step :– 2 “In the ConditionalBlock, drag a Set Values to store some data. Element Value Map = here we Store data in  name Node                       Executed Conditional Formula = here we give  Condition if Condition return True                        than Its Execution Set Values in ConditionalBlock In Preview Tab In Input Parameters  = { “Country”: “INDIA”} { “Country”: “INDIA” } Step :– 3 “On the Preview tab, after clicking ‘Execute,’ we can view the results in the Debug Log.” In Debug Log Result Salesforce Guide = https://help.salesforce.com/s/articleView?id=sf.os_conditional_block_properties_48548.htm&type=5

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How To Use LoopBlock In Integration Procedures

Integration Procedures > LoopBlock > DataRaptorExtractAction > ResponseAction Step 1: Create an ExtractDataRaptor: Create a new ExtractDataRaptor. This DataRaptor is designed to extract data from contact. /*! 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} DataRaptor Extract Step :– 2    Create an Integration Procedure: Begin by creating a new Integration Procedure in your development environment. Drag a LoopBlock: Drag and drop a LoopBlock component into the structure panel of your Integration Procedure. Configure LoopBlock Parameters: In the LoopBlock configuration, set the following parameters: Loop List: Specify the node of the array or list that you want to iterate over. This represents the data source for the loop. Additional Loop Output: Use the %% sign and provide a name associated with the DataRaptor or variable that will store additional loop output. LoopBlock DataRaptor Step :– 3    DataRaptor in LoopBlock: Within the LoopBlock in your Integration Procedure, configure a DataRaptor action to perform operations during each iteration. Configure DataRaptor Parameters: Set the following parameters in the DataRaptor configuration: Data Source: Specify the node from the input obtained from the Preview Tab. Filter Value: Use a variable from the DataRaptor for the filter value. DataRaptor in LoopBlock Step :– 4   In ResponseAction: Within the Integration Procedure, locate the ResponseAction component. Configure Additional Output: In the ResponseAction configuration, set the “Additional Output” to the name of the LoopBlock. Step :– 5    On Preview Tab  Salesforce Gide = https://help.salesforce.com/s/articleView?id=sf.os_loop_block_properties.htm&type=5

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