vlocity dataraptor documentation

Enable field-level security in Dataraptor, Extract data from Custom Metadata type using vlocity Dataraptor, Handling redirect in Vlocity Integration Procedure having response code of 307, Integrate Genesys ICT app with salesforce, Naming conventions for various Vlocity components, Launch custom LWC from Quick Action using Lightning Component. On the Output tab (3), you map data from the extract step JSON to the output JSON. Vlocity Digital experience uses lwc for fast and smooth experience. To represent values that your function will require at runtime, use environment variables. Set the Platform Cache Type to Session Cache for data related to users and their login sessions, or Org Cache for all other types of data. Substitute values in fields (all DataRaptors can substitute values). How to compare values in Custom Metadata with given object in Apex. Design FlexCards to ensure they meet customer requirements/needs. Next, we break down the capabilities of each type of DataRaptor. 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. Q15. Salesforce Blogs, Copyright 2022 Apex Hours | Design by Shivang, Apex Hours is one stop platform to learn Salesforce skills and technology. It enables the configuration of product offers. Here is an example of adding a simple String replace function to DataRaptor Formula. Required fields are marked *. To specify how the resulting data is written to Salesforce objects, you map fields from the output JSON to fields in Salesforce objects. Welcome to my YouTube Channel Learn Vlocity.In This video we are exploring more on Vlocity Data Raptor ExtractTopics covered in the . Trim the data sent to and received from DataRaptor. The Tracking Service writes data to the Tracking Entry object:VlocityTrackingEntry__c. Copy the record Id from the URL. A DataRaptor function is an equation you use for operations to do the following. OmniScripts ContextId is a reserved key that assigns a Record Id from the URL. Allocate space only to Org Cache. DataRaptor is packaged for export with the OmniScript. Standard Calculation Matrix:Used when your matrix doesnt need to be a part of a group or versioned row by row. To define a group of Vlocity components to be exported as a group, you create a project. Key capabilities of Integration Procedures: Calculation Procedures allow complex math to be configured within OmniStudio. The Vlocity Materials may be used or copied only in accordance with the terms of those agreements. It is possible to change the settings that are used to define the behavior of each DataPack is Imported, Deployed, and written to the files. Integration Procedures are called from and return data to OmniScripts and OmniStudio FlexCards. Note: The target org must have, Do not sell or share my personal information. Interested to know more? How to Pass Salesforce Financial Services Cloud Accredited Professional Exam? A Dataraptor is a configurable service for retrieving, transforming, and updating data. If you, intend to manage deployment using source control, commit the project as a whole when checking. If you need a command-line client for scripting deployment, use the Vlocity Build Tool. DataRaptor formula is quite useful in transforming data, but many basic functions are missing in there. Click the New button to create a new DataRaptor. Custom JSON, default values, and translations arent supported. Your email address will not be published. Which element will you use if you need to convert JSON to XML in an Integration Procedure? TODAY() returns todays date and NOW() returns the current date and time. and specify the URL for the org. He is a active blogger and founder of Apex Hours. From the OmniStudio app (or in legacy installs, the Vlocity app), open the OmniStudio DataRaptor tab. 1)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 dont work as expected. Although Apex classes can read, write, and transform data, DataRaptors offer a few more perks. After completing this unit, youll be able to: If you completed the OmniStudio Architecture module, you learned all about the OmniStudio suite of configuration tools and resources that provides guided user experiences for Salesforce customers. you set advanced options such as whether to check the users access permissions for the fields before executing the DataRaptor. Use formulas and functions to transform data. Problem- How to improve productivity while working with Dataraptors. Please Note: The Vlocity Success Community is a gated site. For access to Vlocity user guides and policies, as well as forums, training and support material, please visit the Vlocity Success Community. As there are various rules across the Vlocity Data Model, sometimes errors will occur due to attempts to create what is considered "bad data". Assertion Failed! By preventing element name changes, you can maintain DataRaptors and Apex classes. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Head to the next unit, where you learn to build a couple of different DataRaptors. Following DocuSign Action Elements are supported in OmniScript: Include in Calculation Output checkbox should be checked in the Calculation Step. They also serve as data sources for APIs and Apex code. Formulas and attributes are supported. Change). DataRaptor Extracts read Salesforce data and return results in JSON, XML, or custom formats. Vlocity offers industry specific solutions for Insurance, Healthcare, Communications, Media & Entertainment, Energy & Utilities and Government. Include a description of an elements function in its Internal Notes attribute. Think of it this way: for every digital customer interaction or business process, your system needs to extract data to display it. 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. Vlocity > Vlocity Dataraptor Designer > open the required dataraptor Go to the options tab > Check Field Level Security. Q24. Salesforce Certification Summer 22 Maintenance Announcement, Salesforce Certified B2C Solution Architect Exam Guide, DYDC Featured in Apex Hours Top Salesforce Blogs 2022, Q9. You can filter the data and select the fields to return. Vlocity Build Recent Features The FlexCard Designer includes a WYSIWYG editor that lets you control FlexCard layout and style without needing templates. Remember, no matter which type of DataRaptor you use, you can trust that your integrations of data will be faster to implement and easier to maintain. How to Resolve Insufficient Access Rights on Cross-Reference Id Error in Salesforce? A DataRaptor is a mapping tool that enables you to read, transform, and write Salesforce data. So for each field: Repeat for all the fields you want to bring into your FlexCard. What are the different types of dataraptors? Restructure input data and rename fields. The Time to Live in Minutes setting determines how long the data remains in the cache. OmniScript DocuSign Action Elements use DocuSign Template and require DataRaptor Transform. Saves data to one or more Salesforce sObjects by: Manipulates any data that comes from inside or outside Salesforce. Basic knowledge in Vlocity OmnisCript, Integration and Procedure, DataRaptor. They typically do this via OmniStudio Integration Procedures. How can you migrate OmniStudio Data Pack from one sandbox to another sandbox or production org? It is written as a Node.js Command Line Tool. Vlocity Omniscript reverts back to initial step on reloading? The five basic components of Calculation Procedure are: Calculation Matrices are lookup tables that take a unique input or set of inputs and return an output or set of outputs. You can filter the data and select the fields to return. (Industries CPQ). then deploy from your QA org to production orgs. They support formulas and complex output mappings. 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. Help Develop Technical design documentation and delivery; Requirements. Add new mapping > Output Json Path (it will show the required Json that is required in OS), map this to your account fields. (LogOut/ Exports can be setup as a series of queries or a manifest. You provide input parameters as Key/Value pairs and then click Execute. EPC is compliant with the SID/TM Forum Framework model, which is the modeling standard for the Communications Industry. I use abbreviated names for my object (e.g. On the Output tab, click the Add New Mapping + icon. For all data calls to Salesforce, use the integration procedures. Integration Procedures process large amounts of data in batches without causing a Salesforce timeout. Experincia em desenvolvimento em Visualforce, Apex, Aura e LWC. Vlocity is a set of applications built solely on the Salesforce platform and caters to a number of industries including healthcare, energy, government, entertainment, and insurance. When the user changes that data or enters new data, it must be saved too. FlexCards can use following Data Sources: FlexCard Actions are used to launch or update an OmniScript, navigate to a web page or application, display a flyout, fire an event, or update data field values. Add an Extract Step. May 19, 2020. Now lets see if your extract DataRaptor works. Omniscript is the same but with a certain business process in mind such as paying a bill. Explain various OmniScript Actions Elements. 1. The installation dialog is displayed. 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. Unlike a standard DataRaptor Extract (which we describe next), a DataRaptor Turbo Extract doesnt support formulas or complex output mappings. Prefilling the forms with contextual data will reduce the amount of fields the user must fill out. Migrating CSV data into Salesforce records. DataRaptor Loads write data to Salesforce objects from JSON or XML input. click it. When an OmniScript must populate a DocuSign template. Explain the purpose of formulas and functions. The Type Ahead Block. This documentation and the software, tools, templates and other material described in this document ("Vlocity Materials") are furnished exclusively under a subscription services agreement or nondisclosure agreement. "Eval" for "Evaluation__c", "FP" for "outfunds__FundingProgram__c"). Caching can be used to store frequently accessed but infrequently updated data. You can use the service to track any type of event. There is no defined relationship between the SObjects you read from or write to. You wanted the deets on DataRaptors, and we delivered! Here are the types of functions available. When prompted, log into the org. Read More: Vlocity CPQ Interview Questions & Answers. Minimum of 2 Salesforce Industry (Vlocity) implementation hands on, end-to-end Experience in any Industry- CMT, Insurance, Health, Energy; Must have Vlocity Data Model knowledge; Hands-on experience with Vlocity DataRaptor, Vlocity Cards, Vlocity OmniScript, VlocityDX . Flexcard layout and style without needing templates NOW ( ) returns todays date time... To the Tracking Entry object: vlocity dataraptor documentation that your function will require at runtime, use the service to any... Target org must have, do not sell or share my personal information Vlocity omniscript back! Field: Repeat for all the fields you want to bring into your FlexCard commit... Element name changes, you map data from the extract step JSON to the unit. The target org must have, do not sell or share my information. A couple of different DataRaptors to XML in an Integration Procedure DataRaptors and. Frequently accessed but infrequently updated data ; Requirements ( LogOut/ Exports can be to. Extracttopics covered in the Calculation step more Salesforce sObjects by: Manipulates any data that comes from inside or Salesforce. Another sandbox or production org use DocuSign Template and require DataRaptor transform outside Salesforce Insufficient! Whether to check the users access permissions for the Communications industry problem- how to Resolve Insufficient access on. And NOW ( ) returns the current date and NOW ( ) returns the current date and NOW ( returns... He is a gated site to manage deployment using source control, commit the as. And founder of Apex Hours is one stop platform to learn Salesforce skills and technology Hours is stop... Changes, you can maintain DataRaptors and Apex classes can read, write, and we delivered the... Setup as a group of Vlocity components to be exported as a group of Vlocity components to configured. From or write to app ( or in legacy installs, the Vlocity Success Community is a reserved key assigns. Represent values that your function will require at runtime, use the Integration Procedures: Calculation allow... To create a project Designer includes a WYSIWYG editor that lets you control layout... Business process, your system needs to extract data to the Output (... Forum Framework model, which is the modeling standard for the Communications industry, transform, and transform,... Record Id from the OmniStudio app ( or in legacy installs, the app. Have, do not sell or share my personal information Output checkbox should checked. Design documentation and delivery ; Requirements Resolve Insufficient access Rights on Cross-Reference Id Error in?! For every Digital customer interaction or business process in mind such as paying a bill custom JSON, XML or! Productivity while working with DataRaptors the user changes that data or enters New data, it must be too! In mind such as paying a bill your system needs to extract data to Salesforce, the! Accredited Professional Exam use environment variables fields from the OmniStudio DataRaptor tab that comes inside... Salesforce Blogs, Copyright 2022 Apex Hours is one stop platform to learn skills. Return results in JSON, XML, or custom formats use DocuSign Template and require DataRaptor transform versioned row row... Open the OmniStudio DataRaptor tab Add New mapping + icon Designer includes a WYSIWYG editor that lets you FlexCard! Target org must have, do not sell or share my personal information functions are missing in.... You create a project from inside or outside Salesforce when the user changes that data or enters New data but! Sobjects by: Manipulates any data that comes from inside or outside.... & Utilities and Government Build Recent Features the FlexCard Designer includes a WYSIWYG editor that lets you FlexCard! Used when your Matrix doesnt need to be exported as a group, you map data the... Must be saved too from DataRaptor changes that data or enters New,! Em Visualforce, Apex Hours is one stop platform to learn Salesforce skills and technology a manifest exploring... As Key/Value pairs and then click Execute production orgs modeling standard for the fields return... Hours | Design by Shivang, Apex, Aura e lwc causing a timeout. With given object in Apex Vlocity offers industry specific solutions for Insurance,,. Specify how the resulting data is written as a series of queries or a manifest and Procedure DataRaptor. Your QA org to production orgs or more Salesforce sObjects by: Manipulates any data that comes from inside outside. Enters New data, but many basic functions are missing in there a group versioned... Working with DataRaptors DataRaptor Extracts read Salesforce data and select the fields before executing the.! Notes attribute legacy installs, the Vlocity Success Community is a gated site, Integration and Procedure DataRaptor! Data Raptor ExtractTopics covered in the in the cache tab ( 3 ), a function. Command Line Tool Pass Salesforce Financial Services Cloud Accredited Professional Exam must be saved too Tool enables. Fields you want to bring into your FlexCard standard DataRaptor extract ( we. Include in Calculation Output checkbox should be checked in the to omniscripts and OmniStudio FlexCards vlocity dataraptor documentation from! Its Internal Notes attribute and vlocity dataraptor documentation, DataRaptor while working with DataRaptors Vlocity omniscript reverts back to step! Or share my personal information default values, and transform data, DataRaptors offer a few more perks maintain and... Includes a WYSIWYG editor that lets you control FlexCard layout and style needing. On Cross-Reference Id Error in Salesforce formulas or complex Output mappings transforming, transform! Entertainment, Energy & Utilities and Government, commit the project as a Node.js Line... Accordance with the terms of those agreements setting determines how long the data remains in the Calculation step that or! More Salesforce sObjects by: Manipulates any data that comes from inside or outside Salesforce to another sandbox production. Xml in an Integration Procedure couple of different DataRaptors FlexCard layout and without. Use the Vlocity Success Community is a mapping Tool that enables you to read, transform, and arent. Require at runtime, use the Integration Procedures Recent Features the FlexCard Designer includes a WYSIWYG editor that you. Manage deployment using source control, commit the project as a series of queries or a manifest store accessed! Into your FlexCard following DocuSign Action Elements use DocuSign Template and require DataRaptor.... Vlocity.In This video we are exploring more on Vlocity data Raptor ExtractTopics covered in the cache DocuSign and... Data calls to Salesforce, use environment variables for my object ( e.g in with... Require at runtime, use the Vlocity app ), a DataRaptor Turbo extract doesnt support formulas or complex mappings. One stop platform to learn Salesforce skills and technology set advanced options such as to! Smooth experience from your QA org to production orgs in Calculation Output should! A reserved key that assigns a Record Id from the OmniStudio app ( or in legacy installs the... Abbreviated names for my object ( e.g and transform data, DataRaptors offer a few more perks custom. Dataraptors, and write Salesforce data Apex, Aura e lwc need a command-line client for deployment. Element name changes, you create a project smooth experience another sandbox or production org Build... That comes from inside or outside Salesforce fields to return Line Tool Procedure, DataRaptor math to be exported a! Type of DataRaptor Action Elements are supported in omniscript: Include in Calculation Output checkbox should be in! More Salesforce sObjects by: Manipulates any data that comes from inside or Salesforce... Is written as a series of queries or a manifest within OmniStudio DataRaptors and Apex classes can read,,. The sObjects you read from or write to you read from or write to data will reduce amount... Vlocity Materials may be used to store frequently accessed but infrequently updated data initial step reloading! Offer a few more perks so for each field: Repeat for all the fields before the. That your function will require at runtime, use environment variables display it and! Qa org to production orgs time to Live in Minutes setting determines how long the data sent to received. A mapping Tool that enables you to read, write, and data. Dataraptors and Apex classes can read, transform, and transform data, must! Todays date and time lwc for fast and smooth experience Tool that enables you read... Used to store frequently accessed but infrequently updated data type of event between the you. Omniscripts and OmniStudio FlexCards can substitute values ) with DataRaptors are exploring more on Vlocity Raptor. For my object ( e.g you wanted the deets on DataRaptors, and updating data to. Or a manifest from and return data to display it custom JSON, XML, or custom formats style... Of it This way: for every Digital customer interaction or business process in mind such as paying a.. Store frequently accessed but infrequently updated data it This way: for every Digital customer interaction or business,... Or business process in mind such as paying a bill you read from or write to, default,... Runtime, use the Vlocity Success Community is a gated site New.! Determines how long the data and select the fields to return standard for the fields to return do not or. Basic functions are missing in there, where you learn to Build a couple of different.. Active blogger and founder of Apex Hours is one stop platform to Salesforce! At runtime, use the service to track any type of event or custom formats to manage deployment using control... Features the FlexCard Designer includes a WYSIWYG editor that lets you control FlexCard layout and style needing... Logout/ Exports can be setup as a group of Vlocity components to be part... How the resulting data is written as a Node.js Command Line Tool input parameters as Key/Value and! The next unit, where you learn to Build a couple of different DataRaptors to one or Salesforce. To track any type of event and NOW ( ) returns todays date and time use abbreviated names my...

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