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Configure a Data Source on a Flexcard (Managed Package)
For the managed package runtime, configure a data source on a Flexcard to retrieve data from a Salesforce object or an external database. A Child Flexcard can have a data source independent of the parent Flexcard or use the data source from the parent Flexcard.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Configure a data source when creating a Flexcard by using the configuration wizard. Or, configure a data source from the Setup panel in the Flexcard Designer. See Set Up a Flexcard in the Flexcard Designer (Managed Package).
Note
For optimal flexibility and easier implementation, use an Integration Procedure as a data source to execute multiple actions in a single server call. See Configure an Integration Procedure Data Source on a Flexcard (Managed Package).
Note
Administrators can enable or disable data sources for an org, profile, and user level. See Enable and Disable Data Sources (Managed Package).
Note
To prevent the Flexcard Designer from freezing up in Preview, don't use a large data source. Using a Custom data source for testing is recommended. See Configure a Custom Data Source on a Flexcard (Managed Package). You can use a larger data source in production.
- Flexcards Data Source Reference (Managed Package)
For the managed package runtime, select from multiple data source types to retrieve data from a Salesforce object or an external database. Select a data source from the Setup panel in the Flexcard Designer, or when creating a Flexcard. - Flexcards Data Source Properties (Managed Package)
For the managed package runtime, Flexcard Data Source properties are configurable for each data source type in the Setup panel of the Flexcard Designer. Retrieve data from a Salesforce object or an external database. - Configure an Omnistudio Data Mapper Data Source on a Flexcard (Managed Package)
For the managed package runtime, configure a Data Mapper data source to fetch data from a Data Mapper Extract. Data Mapper is a mapping tool that enables you to read, transform, and write Salesforce data. - Configure an Integration Procedure Data Source on a Flexcard (Managed Package)
For the managed package runtime, configure a data source to use a Vlocity Integration Procedure to execute multiple actions in a single server call. For example, as a Systems Admin, you want your customer service reps to view the weather forecast of policy holders when on a call. You can use an Integration Procedure with an Omnistudio Data Mapper Extract that returns an account's ZIP code, and a REST API call that uses the ZIP code to get the current forecast for the Account's region. - Configure a REST Data Source Using Named Credentials on a Flexcard (Managed Package)
For the managed package runtime, use Named Credentials to authenticate Apex callouts when configuring a REST data source. A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. - Configure a SOSL Search Data Source on a Flexcard (Managed Package)
For the managed package runtime, construct text-based search queries against the search index with Salesforce Object Search Language (SOSL). You can search text, email, and phone fields for multiple objects to which you have access, including custom objects, in a single query. The SOSL queries are encrypted so that Flexcards don’t display query information on the client-side. - Configure a SOQL Query Data Source on a Flexcard (Managed Package)
For the managed package runtime, configure a data source to use a Salesforce Object Query Language (SOQL) query to search an org's data for specific information. The SOQL queries are encrypted so that Flexcards don’t display query information on the client-side. If security is a concern, use an Omnistudio Data Mapper instead of a SOQL query, because Data Mappers provide field-level security. - Configure a REST Web Data Source on a Flexcard (Managed Package)
For the managed package runtime, configure a REST Web data source to get or post data from or to a public API. For example, pull in weather data from a weather API based on a policy holder's postal code. - Configure a Custom Data Source on a Flexcard (Managed Package)
For the managed package runtime, embed custom JSON data directly into Flexcard without depending on any external data source. Configure the Custom data source for testing with temporary static data. For example, when you're waiting for access to an API, or if you want to quickly test a concept. - Configure an Apex Remote Data Source on a Flexcard (Managed Package)
For the managed package runtime, configure a data source to invoke an Apex Class and method that fetches data to populate a Flexcard. Apex remote data sources can run asynchronously through Apex, which increases the CPU time but ensures that long-running transactions aren’t timed-out. - Configure an Apex REST Data Source on a Flexcard (Managed Package)
For the managed package runtime, configure a data source to use an Apex REST call to fetch data to populate fields on a Flexcard with theGetmethod. Use thePostmethod to post data back to the server. - Vlocity Streaming API Data Sources (Managed Package)
For the managed package runtime, streaming API lets you push a stream of notifications from Salesforce to client apps based on criteria that you define. It has a persistent connection that continues to deliver new data as it becomes available, rather than using client polling. - Flexcard SDK Data Source (Managed Package)
For the managed package runtime, you can use a SDK, such as the Salesforce Industries Digital Commerce SDK, which contains all the business logic necessary for your application and reuse that business logic in other applications. This allows you to focus on creating the UI for an application without needing to call an API and process the API response. You only need to call the method of the SDK and the SDK calls the API. The SDK gets the API response, parses that response, then gives it back to the client. The client then consumes the SDK response in the UI so you can design your Flexcard based on the response you receive. - Test Data Source Settings on a Flexcard (Managed Package)
For the managed package runtime, preview a Flexcard with real data by adding test values to runtime variables. The variables populate the dynamic fields in a data source, such as a contextId from an Omnistudio Data Mapper that gets data from an Account.
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