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Configure a PushTopic Data Source on a Flexcard (Managed Package)

Configure a PushTopic Data Source on a Flexcard (Managed Package)

For the managed package runtime, configure a PushTopic data source to run a SOQL query that returns a result that notifies listeners of changes to records in a Salesforce organization. The PushTopic defines a Streaming API channel. For example, get notified when a case is created for a particular type or status or both.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

See PushTopic Data Source (Managed Package).

Before You Begin

  1. To configure a data source from the Flexcard configuration wizard, navigate to the Select Data Source Type step, select Streaming API, and click Next.
  2. To configure a data source from the SetUp Panel in the Flexcard Designer, click Setup, and select Streaming API from the Data Source Type dropdown.
  3. Select PushTopic from the Type dropdown.
  4. In the Channel field, enter the URL of the PushTopic that you created.
  5. From the Operation picklist, select Replace or Append.
    • Select Replace to overwrite the Card with new data.

    • Select Append to add new data to the Card.

  6. From the Get All Messages picklist, select True or False.
    • Select True to get all data from the last 24 hours.

    • Select False to get the latest data update.

  7. (Optional) To configure other options common among all data sources, see Flexcards Data Source Properties (Managed Package).
  8. To test data source settings, add test variables that the query can use to return live data, see Test Data Source Settings on a Flexcard (Managed Package).

What’s next: Add elements to the Flexcard. See Add Elements to a Flexcard (Managed Package).

 
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