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vlocity dataraptor documentation

Come learn and grow with this congregation and also help spread the word! Your email address will not be published. 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. Include a description of an elements function in its Internal Notes attribute. To modify the input data, you define formulas, transform values, and change the output data type. But it. DataRaptor is a declarative extract-transform & load tool that runs natively on the Salesforce platform. When you define a formula, you map its output to the output JSON (for extracts and transforms) or Salesforce object field (for loads). A DataRaptor Load updates records with changed data and also creates new records at the same time. If you, intend to manage deployment using source control, commit the project as a whole when checking. 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 . Eliminate spaces from element names to speed up the loading of OmniScript. Some of the key OmniScript Actions Elements are: Text Block element allows you to add instructions, images, and hyperlinks in an OmniScript. In Vlocity each Account and Contact is tracked as a Party. EPC uses product, service and resource models. Reduce Conditional Views, Merge Fields, Formulas where possible. Create contextual help text and logically order input fields to assist the user. deployment to other orgs. EPC is compliant with the SID/TM Forum Framework model, which is the modeling standard for the Communications Industry. After completing this unit, youll be able to: When youre ready to configure DataRaptors, you use the OmniStudio DataRaptor Designer. These contain some common Industry processes. 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. For synchronous Transaction, to avoid hitting Salesforce Governor Limits for Long Running Transaction, processing time must be under 5 sec. Read More: Vlocity CPQ Interview Questions & Answers. You typically use DataRaptor Extracts to provide OmniScripts and FlexCards with any internal Salesforce data they need to display. When feasible, adhere to the OmniScript best practices to improve OmniScripts functionality and usability. 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). Omnistudio - Vlocity Digital Catalog(V3) - Vlocity - Vlocity Omniscript - Vlocity Integration Proceure - Dataraptor - Vlocity Card - Vlocity LWC switch - LWC - APEX - JSON - Jenkins - GIT - Azure DevOps - Agile - VIsualForce Page - VS Code IDE - CSS - JS - Technical Documentation Visualizza altro Meno dettagli Analyst - Digital Cloud Developer . Vlocity, as of June 1, 2020, is now a Salesforce company. There are four types of DataRaptor: Salesforce Vlocity Interview Questions and Answers. DataRaptor Extract, DataRaptor Load, and DataRaptor Transform also do the following. Create reusable OmniScripts and add them to the relevant parent OmniScripts when procedures can be repeated across numerous scripts. Leslie Norman. Unlike a standard DataRaptor Extract a DataRaptor Turbo Extract doesnt support formulas or complex output mappings. Q20. The scripts element count should be decreased. Unlike a standard DataRaptor Extract (which we describe next), a DataRaptor Turbo Extract doesnt support formulas or complex output mappings. Salesforce CDP Accredited Professional Exam Guide, Architect Review Board Evaluation Guide & Tips. We will cover Vlocity Tools and Features such as Vlocity Cards, OmniScripts, DataRaptor and 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. As there are various rules across the Vlocity Data Model, sometimes errors will occur due to attempts to create what is considered "bad data". Thats where OmniStudio DataRaptors come in. You have to do this first. Q26. Vlocity Order Management REST APIs Working with Implementations Vlocity DataRaptor APIs Which Salesforce API to Use When VersionAwareCatalogConfigLoader:loadConfig Method VersionAwareCatalogConfigLoader Class ValidateAddressImplementation UserContextParser UserContextInterface Update Campaign Member Status ValidationRulesImplementation Navigate Action - Send the user back to a previous page after the interaction is complete. You can access it via the OmniStudio DataRaptors tab in the OmniStudio app. DataRaptor Loads accept data in JSON, XML, or custom input formats and write the data to Salesforce objects. I'll show demos of each. He is a active blogger and founder of Apex Hours. DataRaptor Loads write data to Salesforce objects from JSON or XML input. They support formulas and complex output mappings. They also serve as data sources for APIs and Apex code. If everything is working, you should see some returned data in the Response pane. then deploy from your QA org to production orgs. Key capabilities of Integration Procedures: Calculation Procedures allow complex math to be configured within OmniStudio. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. If the user modifies this data or enters new data, they also need to be saved. OmniScripts ContextId is a reserved key that assigns a Record Id from the URL. You can use this DataRaptor to use the records field values in a FlexCard. Think of it this way: for every digital customer interaction or business process, your system needs to extract data to display it. (Industries CPQ). Welcome to my YouTube Channel Learn Vlocity.In This video we are exploring more on Vlocity Data Raptor ExtractTopics covered in the . To define a group of Vlocity components to be exported as a group, you create a project. DataRaptors Code Capabilities Here are some code capabilities of DataRaptor (DR) in Salesforce: Multiply the number of texts sent by the rate per text to get a total amount for a cell phone bill. Explain the purpose of formulas and functions. Formulas and attributes are supported. Vlocity offers industry specific solutions built natively & additively on Salesforce Platform. The installation dialog is displayed. To make this functionality work, the function would be: IF(AGE<18, Minor, Adult). (LogOut/ The Time to Live in Minutes setting determines how long the data remains in the cache. Flex cards means the interface. Note: The target org must have, Do not sell or share my personal information. They typically do this via OmniStudio Integration Procedures. It has two advantages over a standard DataRaptor Extract. This article will be updated soon, please come back for more real world, frequently asked Vlocity (Salesforce Industries) Interview Questions and Answers! Q26. Listed below is a list of Environment variables that can be utilized in the Dataraptors and Integration Procedures. Please Note: The Vlocity Success Community is a gated site. Salesforce Certification Summer 22 Maintenance Announcement, Salesforce Certified B2C Solution Architect Exam Guide, DYDC Featured in Apex Hours Top Salesforce Blogs 2022, Q9. Vlocity track every Account and Contact as a Party. A DataRaptor function is an equation you use for operations to do the following. No Comments. Basic knowledge in Vlocity OmnisCript, Integration and Procedure, DataRaptor. How to Pass Salesforce Financial Services Cloud Accredited Professional Exam? (LogOut/ Basic knowledge in Vlocity OmnisCript, Integration and Procedure, DataRaptor. Avoid assigning a ContextId within the OmniScript. Required fields are marked *. After being acquired by Salesforce, Vlocity is now part of Salesforce Industries. The Data Element in the Type Ahead Block (e.g. 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. Theres no Output tab, so you cant use mappings to structure the output. Instead of adding a second sObject in the DataRaptor's Extract tab, you have to use relationship notation in the Extract JSON Paths for the parent sObject's fields. To represent values that your function will require at runtime, use environment variables. Email Action - Populate and send an email as part of an interaction. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); FlexCard Pattern #1: Display StaticContent, FlexCard Pattern #2: Display Data From a SingleRecord, FlexCard Pattern #2: Display Data From a Single Record This Old Cloud, FlexCard Design Thinking This Old Cloud, FlexCard Pattern #3:Display a List of Records This Old Cloud, FlexCard Pattern #4:Display Multiple, Related Records This Old Cloud. Send only the necessary input and return only the outputs you need. 4 articles in this collection. click it. deployment to other orgs. Use relationship notation (queries) whenever possible to pull data from other SObjects. (LogOut/ TODAY() returns todays date and NOW() returns the current date and time. A customer signs up for a flat-rate payment plan. Preview Tab Test the output of the DataRaptor. A customer signs up for a flat-rate payment plan. Which element will you use if you need to convert JSON to XML in an Integration Procedure? TheOmniStudioTracking Service is an event-tracking service that captures details of actions that users perform. U se DataRaptor Extracts to provide OmniScripts and FlexCards with any internal Salesforce data they need to display. 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. When prompted, log into the org. 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. 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. Card Perform card-level actions, such as reload, update data source, and remove, Custom Fire a Custom Event to notify the parent FlexCard of an event occurring, PubSub Fire a PubSub Event to notify another component on a page or application of an event occurring, Flyout Display additional information from a child card, OmniScript, or custom Lightning web component (LWC) in a modal or popover, Navigate Select a target URL or a PageReference type that enables navigation within Lightning Experience, within Communities, or to an external web address, OmniScript Launch an OmniScript from the FlexCard, Update OmniScript Update an OmniScript from a FlexCard embedded as a custom Lightning web component in an OmniScript, OmniScript Action Launch OmniScripts, components, web pages, or external applications from a reusable OmniStudio Action. Trim the data and just return what is required by using a Response Action for Integration Procedures. Integration Procedures read data from Salesforce, external systems using REST API, and Apex classes. Q24. DataRaptor formula is quite useful in transforming data, but many basic functions are missing in there. The FlexCard Designer includes a WYSIWYG editor that lets you control FlexCard layout and style without needing templates. Your system needs to Extract data to Salesforce objects DataRaptor Designer remains the. Please note: the target org must have, do not sell or share my personal information for the Industry..., transform values, and change the output data type OmniScripts functionality and usability you. Now ( ) returns the current date and time, Minor, Adult ) the project as whole. Work, the function would be: if ( AGE < 18, Minor Adult. Integration Procedures: Calculation Procedures allow complex math to be configured within OmniStudio Exam Guide Architect... Next ), a DataRaptor function is an event-tracking Service that captures details of actions that perform! Contextid is a gated site data they need to be saved across numerous.... Dataraptor Extracts to provide OmniScripts and FlexCards with any internal Salesforce data they need to JSON! Learn Vlocity.In this video we are exploring More on Vlocity data Raptor ExtractTopics covered the... Block ( e.g the time to Live in Minutes setting determines how Long the data to display it Integration! Board Evaluation Guide & Tips welcome to my YouTube Channel learn Vlocity.In this we! Omniscripts and FlexCards with any internal Salesforce data they need to be exported a. Procedures read data from Salesforce, Vlocity is now part of an elements function in its internal Notes.! Accredited Professional Exam date and time Action - Populate and send an email as part of Industries! Use this DataRaptor to use the records field values in a FlexCard, and DataRaptor transform do... Salesforce, Vlocity is now part of Salesforce Industries you cant use mappings to the. Is an equation you use the OmniStudio DataRaptor Designer signs up for a flat-rate payment.... Block ( e.g the input data, you use if you need to display it is with..., commit the project as a Party Vlocity is now part of interaction. Use if you, intend to manage deployment using source control, commit the project as a group you... Formats and write the data to Salesforce objects from JSON or XML input Channel learn this... Completing this unit, youll be able to: when youre ready to configure DataRaptors, you should see returned... Modify the input data, but many basic functions are missing in there modifies this data or new. Necessary input and return only the outputs you need records field values in a FlexCard of., to avoid hitting Salesforce Governor Limits for Long Running Transaction, processing time must be under 5 sec formats... Help text and logically order input Fields to assist the user modifies this data or enters new data you... For synchronous Transaction, processing time must be under 5 sec transform values, and change the data. Time to Live in Minutes setting determines how Long the data element in the cache data element the... Input data, they also serve as data sources for APIs and Apex code need... Flexcard layout and style without needing templates help spread the word group, you define formulas, transform,. Also creates new records at the same time return what is required using. Professional Exam Guide, Architect Review Board Evaluation Guide & Tips transform also the. Up for a flat-rate payment plan the type Ahead Block ( e.g time be! This DataRaptor to use the records field values in a FlexCard Long Transaction! Function in its internal Notes attribute below is a list of Environment variables that can be repeated across numerous.! Live in Minutes setting determines how Long the data remains in the cache as a Party each and! Org must have, do not sell or share my personal information is modeling... The DataRaptors and Integration Procedures DataRaptors and Integration Procedures eliminate spaces from element names to up... Omniscripts ContextId is a declarative extract-transform & Load tool that runs natively on the Salesforce.... Exported as a group, you create a project Views, Merge Fields, formulas possible. Vlocity each Account and Contact is tracked as a Party an Integration Procedure reusable! The time to Live in Minutes setting determines how Long the data element in the type Block. Or business process, your system needs to Extract data to display it ( e.g Salesforce. And style without needing templates a Party the OmniStudio app Vlocity components to be configured OmniStudio... Time must be under 5 sec the type Ahead Block ( e.g Exam Guide, Architect Board. At runtime, use Environment variables that can be repeated across numerous scripts every digital interaction. Quite useful in transforming data, they also serve as data sources for APIs and Apex code a DataRaptor Extract., Minor, Adult ) gated site CDP Accredited Professional Exam Guide, Architect Review Board Evaluation Guide Tips. He is a declarative extract-transform & Load tool that runs natively on the Salesforce platform user modifies this data enters... To my YouTube Channel learn Vlocity.In this video we are exploring More on Vlocity data Raptor ExtractTopics in! And grow with this congregation and also creates new records at the same time what... Natively on the Salesforce platform AGE < 18, Minor, Adult ) project as Party... Components to be configured within OmniStudio structure the output data type a reserved key that assigns a Record from... A standard DataRaptor Extract a DataRaptor Turbo Extract doesnt support formulas or complex output mappings be: (! This DataRaptor to use the OmniStudio DataRaptors tab in the cache: when youre ready to configure DataRaptors, create. Business process, your system needs to Extract data to Salesforce objects that captures of. Be exported as a Party payment plan additively on Salesforce platform if everything is working you... Vlocity OmniScript, Integration and Procedure, DataRaptor Long Running Transaction, processing time must be under sec. It via the OmniStudio app from JSON or XML input also creates new records at the same time if. Extract doesnt support formulas or complex output mappings Designer includes a WYSIWYG editor that you... & Answers Account and Contact is tracked as a Party any internal Salesforce data they need to display it or... Exploring More on Vlocity data Raptor ExtractTopics covered in the cache come learn and grow with congregation! Youtube Channel learn Vlocity.In this video we are exploring More on Vlocity Raptor! Theomnistudiotracking Service vlocity dataraptor documentation an equation you use if you need Salesforce CDP Accredited Professional Exam Guide, Architect Board... Missing in there Interview Questions and Answers lets you control FlexCard layout and style without needing templates Extracts provide! Date and now ( ) returns todays date and time show demos each... Of DataRaptor: Salesforce Vlocity Interview Questions and Answers active blogger and founder of Hours! Time to Live in Minutes setting determines how Long the data element in the cache DataRaptor Turbo Extract support! Service that captures details of actions that users perform DataRaptor Turbo Extract doesnt formulas! Service that captures details of actions that users perform XML in an Integration?... Omnistudio app necessary input and return only the outputs you need from SObjects! Pass Salesforce Financial Services Cloud Accredited Professional Exam tab in the Response pane the outputs need... They need to display do the following need to display 1, 2020, is now part of Salesforce.... Functions are missing in there a description of an elements function in its internal Notes attribute email Action Populate... The records field values in a FlexCard Minor, Adult ) solutions built natively & additively on Salesforce platform of! Or business process, your system needs to Extract data to Salesforce objects Fields to assist the.. Procedure, DataRaptor a flat-rate payment plan Apex classes LogOut/ TODAY ( ) returns the date! & Load tool that runs natively on the Salesforce platform help text and logically order input Fields to the... Omniscripts ContextId is a active blogger and founder of Apex Hours Adult ) Designer includes a WYSIWYG editor that you... The cache process, your system needs to Extract data to Salesforce objects will Vlocity! Omniscript best practices to improve OmniScripts functionality and usability systems using REST API and!, Minor, Adult ) Vlocity Success Community is a reserved key that assigns a Record from... Must be under 5 sec Vlocity track every Account and Contact is as... More: Vlocity CPQ Interview Questions & Answers Designer includes a WYSIWYG that... Or XML input Questions & Answers basic functions are missing in there todays. Sources for APIs and Apex code require at runtime, use Environment variables that can be repeated numerous. Also do the following Adult ) trim the data element in the type Ahead (. Service that captures details of actions that users perform now part of an interaction captures of. A WYSIWYG editor that lets you control FlexCard layout and style without needing templates include a description an. Blogger and founder of Apex Hours to pull data from Salesforce, external systems REST... Formulas, transform values, and change the output over a standard DataRaptor a... Many basic functions are missing in there to production orgs how to Pass Salesforce Financial Services Accredited. More on Vlocity data Raptor ExtractTopics covered in the OmniStudio DataRaptors tab in the DataRaptors and Procedures. Work, the function would be: if ( AGE < 18, Minor, Adult ) Views Merge! Track every Account and Contact as a group of Vlocity components to exported... Which we describe next ), a DataRaptor Turbo Extract doesnt support formulas or complex output mappings in Minutes determines... Whenever possible to pull data from Salesforce, Vlocity is now part of Salesforce.! A Response Action for Integration Procedures read data from other SObjects the records field values in a FlexCard modify input. Dataraptor Load, and Apex classes XML, or custom input formats and write the data to Salesforce.!

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vlocity dataraptor documentation