OmniStudio Architecture consists of three layers: FlexCards summarize basic information at a glance, display detailed information on demand, and provide quick access to common tasks that are context-relevant. For example, in a call center scenario, when a call center agent interacts with a customer over the phone, the agent views the customers information and launches guided processes from the FlexCard during the call. Read More: Vlocity CPQ Interview Questions & Answers. To define a group of Vlocity components to be exported as a group, you create a project. You can filter the data and select the fields to return. DataRaptors can access external objects and custom metadata as well as Salesforce objects. Theres no Output tab, so you cant use mappings to structure the output. Copy JSON from omniscript preview, for example we are planning to showcase account fields in omniscript, so we start with OS first and back engineer it. The designer has tabs too. 0% found this document useful, Mark this document as useful, 0% found this document not useful, Mark this document as not useful, Save Vlocity DX Setup Documentation.pdf For Later, Vlocity DX is a desktop application that enables you to migrate Vlocity components from one org to. Grouped Calculation Matrix:Used to group similar matrices with the same Input and Output headers together. 2)In Extract Data raptor, to fasten the mapping process, its better to copy the expected Json from Omniscript Perview and paste in Output tab of dataraptor. DataRaptor Extract Overview DataRaptor Extract, is used to pull the data from Salesforce, reads Salesforce data and returns results in JSON, XML, or custom formats via complex field mappings. The FlexCard Designer includes a WYSIWYG editor that lets you control FlexCard layout and style without needing templates. An Introduction to Vlocity Tools and Features. Click the New button to create a new DataRaptor. Use DataRaptor Transforms for the following situations. A Shell script with Salesforce DX and Vlocity Build would have the following: The managed package in the example is installed through the Metadata API with sfdx. CPQ gives sales teams advanced order capture and guided selling capabilities so that they can offer best-fit products and services to customers across different channels. Now lets look at what each DataRaptor does. For example, when a user running a case-handling OmniScript finishes entering data and clicksSave, the script calls a DataRaptor Load to record the data entered. Q24. Vlocity Digital experience includes flex cards, omniscript, and lwc. (LogOut/ click it. What is the Vlocity Industry Process Library? Extract Tab Specify the Salesforce objects you want the DataRaptor to query and the filters that determine the data to be returned from the object. Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. Although Apex classes can read, write, and transform data, DataRaptors offer a few more perks. A DataRaptor Load updates records with changed data and also creates new records at the same time. The Tracking Service writes data to the Tracking Entry object:VlocityTrackingEntry__c. Select the object you want to pull data from (listed by object API names). It has two advantages over a standard DataRaptor Extract. Environment variables can be used in Formulas, as well as to define Default Values and Filter Values. What is Vlocity CPQ? Following actions are available for FlexCards: OmniScripts have following element types: Actions elements are used for calling on other tools to perform various actions such as getting or saving data, calculating, sending an email etc. The OmniScript formula builder and attribute rules use a client-side JavaScript expression engine that is evaluated in the browser and allows for fast, real-time applications. Listed below is a list of Environment variables that can be utilized in the Dataraptors and Integration Procedures. This query will export a DataRaptor Vlocity DataPack by querying the SObject table for DataRaptor DRBundle__c and even supports the LIMIT 1 and LIKE syntax. In the next unit, you explore how to execute DataRaptors using DataRaptor Designer, as well as its features, formulas, and functions. Dataraptor Functions : Change the data you are working with in more complex ways than with mapping inputs and outputs, use functions, Output Tab map data from the extract step JSON to the output JSON. In this post we will talk about what is OmniStudio DataRaptor and Type of DataRaptor. Which element will you use if you need to convert JSON to XML in an Integration Procedure? View their service plan, which is stored in a legacy database. Smart way of working with Salesforce Vlocity Dataraptors STart small but think big. The Id and Name fields are always indexed, Use caching to store frequently accessed, infrequently updated data, Use Integration Procedures for all data calls to Salesforce, Trim the Response data to only get what is needed, Use multiple Response Actions with different Execution Conditional Formulas to allow an Integration Procedure to exit early under appropriate conditions, If possible run Integration Procedures asynchronously, Use camelCase prefix, Verb, Object and Detail, To parse to OmniScript elements the node name must match the element name, For Ids, Specify the object if there is more than one extract from an object type, assign a label to each object, The combination of Name and Author must be unique, Names and Authors can only contain underscores and alphanumeric characters, Must begin with a letter, have no spaces, not end with an underscore, and cant have two consecutive underscores, Especially avoid the apostrophe ( ) such as in a name (e.g. Run as a recurring event to share expertise on Salesforce and its ancillary areas through face to face and online interactions. A party is either a person, a household, a company or organization. May 19, 2020. Keep the number of SObjects to three or less. Vlocity offers industry specific solutions built natively & additively on Salesforce Platform. How to Avoid Record Type ID Hard Coding in Salesforce Flow? Create a skeleton of the entire OmniScript to identify reusable elements. How to compare values in Custom Metadata with given object in Apex. and specify the URL for the org. Please Note: The Vlocity Success Community is a gated site. TheOmniStudioTracking Service is an event-tracking service that captures details of actions that users perform. The existing process libraries can be used with minor modifications. A customer signs up for a flat-rate payment plan. They typically do this via OmniStudio Integration Procedures. 3)To improve performance of dataraptor, dont try to fetch more objects in 1 DR, as more objects mean more SOQL queries to SFDC, thus degrades the performance, in case its required an alternate formula field can be used to map 2 objects in SFDC and in DR, we can have single objects to fetch the required fields. . rget org (the org to which you deploy the packa, and specify the URL for the org. If you need a command-line client for scripting deployment, use the Vlocity Build Tool. Follow below OmniStudio DataRaptors best practices. For instance, if your object has a relationship field called Related_Account__c, grab the Accounts Name field and add that value to your extract output: Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. The scripts element count should be decreased. On theOutputtab, you take the field values from your query (called the Extract JSON Path) and map them to variable names you wish to use in your FlexCard (called the Output JSON Path). For example, you can develop apps on a dedicated development org, then use Vlocity DX to deploy them to a QA org until they are ready for use in production, and. 4 articles in this collection. On the Output tab, click the Add New Mapping + icon. View and update their contact information, which is stored in Salesforce. Vlocity Party Model is a set of custom objects and fields in the Vlocity Data Model that defines relationship between people and groups. This is also a chance to structure the returned data JSON we are actually going to simplify the output JSON so that data isnt nested under any nodes we want to keep it simple. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Change), You are commenting using your Twitter account. Standard Calculation Matrix:Used when your matrix doesnt need to be a part of a group or versioned row by row. The Integration Procedures Response action allows you to trim the data returning to the browser from the server. If you don't have credentials and you're a Vlocity customer or partner, you can request access by submitting this form. Experincia em desenvolvimento em Visualforce, Apex, Aura e LWC. When the user changes that data or enters new data, it must be saved too. When the user changes that data or enters new data, it must be saved too. To make this functionality work, the function would be: IF(AGE<18, Minor, Adult). Unlike a standard DataRaptor Extract (which we describe next), a DataRaptor Turbo Extract doesnt support formulas or complex output mappings. Must have integration experience using REST, SOAP APi. To specify how the resulting data is written to Salesforce objects, you map fields from the output JSON to fields in Salesforce objects. Problem-How to improve productivity while working with Dataraptors1)Always start with creating new version of the dataraptor, it avoids overwriting the existing stable changes, or you can always fall back to previous versions in case your changes don't work as expected. A few examples of Calculation Matrices are: There are three types of Calculation Matrices: Vlocity CPQ (Industries CPQ) is a cloud-based, quote-and-order-capture system that is built natively and additively on the Salesforce platform. They support formulas and complex output mappings. Policy information is stored in the Salesforce Asset sObject, but DataRaptor Transform changes the label the user sees from Asset to Policy. It also changes vlocity_ins__AnnualPremium__c to Annual Premium. And it changes two labels for Contacts from Contact to Policy Holder, and from Contact to Policy Beneficiary.. Your email address will not be published. Convert JSON input to XML output, and vice versa, Substitute values in fields (all DataRaptors can substitute values), Convert data to PDF, DocuSign, or Document Template format, VlocityMetadata Platform Cache is not set, Teams are adding objects to the DataRaptors to get data that could be accomplished by using relationship queries, Teams are trying to create Uber DataRaptors to cover as many of their data needs as possible. Required fields are marked *. You can filter the data and select the fields to return. Create targeted DataRaptors and limit the number of Objects to 3 where possible, Create targeted DataRaptors that only extract or load the data needed for one operation. Q25. 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