CPQ

How To Maken Navigate Action in FlexCard

–: “In this post, we will create a Navigate Action to navigate to the 9to9clouds page. Step 1: Create a FlexCard: Set the data source to ‘None.’ Navigate to the ‘Build’ section. Under ‘DISPLAY,’ select ‘Action.’ Drag and drop the Action component onto your workspace.” /*! 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 […]

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TypeAhead Block in Omniscript.(Salesforce/Vlocity / OmniStudio)

A Type Ahead Block is an auto-complete feature. Once configured, it retrieves data and displays it in a dropdown list as the user types. Let us take an example to explain it. Example:- Here we create an omniscript  and  when user type any Account name  it starts giving suggestion .   Step:-1  Create an omniscript  and  Drag

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How To Retrieves Data From sObjects In OmniScript Salesfoce.

to Go to Omnistudio & select DataRaptor . Click on the ‘New’ button, and in the type dropdown, select the data raptor we want to use. For now choose ‘Extract’.   Select Extarct DataReptor &Save “In the ‘Extract’ process, we essentially add extraction steps where we specify to the data raptor which objects and fields

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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

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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

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How To Insert Bulk Records in a Single Object within DataRaptor(Salesforce/Vlocity / OmniStudio)

:– In this post we create Bulk record use of dataraptor First, create a DataRaptor for Loading.  Select Sobject, map the Fields and Execute . Create DataReptor and fill the Name & Interface Type Select Sobject which object to load Map Input & Domain Fields Note-While doing Sobject mapping it is necessary to map the

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How to Call Integration Procedures In FlexCard (Salesforce/Vlocity / OmniStudio)

Show Ip Data In Flex Card First, we Create Integration Procedures  and Activate it To Call in FlexCard Integration Procedures “In Integration Procedures, we create a SetValues to store some data, and then we send it to FlexCard using ResponseAction.”    In FlexCard DATA SOURCE = “Integration Procedures “ Name = Type_SubType (IP)   Ip

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How to Call DataRaptor In FlexCard.(Salesforce/Vlocity / OmniStudio)

Extract DataRaptor in FlexCard FlexCard > Setup > Data Source > DataRaptor   Crate a FlexCard We Create a Extract DataReptor  to Get Account Data  Its Use in FlexCard Extract DataRaptor In Setup Pannel “DATA SOURCE ”  in “Data Source Type ”  select  “DataRaptor”   Interface Name  =  DataRaptor Name In Input Map   Key   = Name of the

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