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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.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
When mapping fields, only fields in the field picker that have non-null values for the specific record in the test query are visible. Use a test record that you know has non-null values for all the fields you want to map. Or use custom fields if the test record doesn't have the fields that you want to map.
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).
- To configure the data source when creating a Flexcard, navigate to the Select Data Source Type step, select SOQL Query, and click Next.
- To configure the data source from the SetUp Panel in the Flexcard Designer, click Setup, and select SOQL Query from the Data Source Type dropdown.
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Enter a SOQL expression in the Query field.
For example, enter the following to get fields from the Contact object, limit it to 10 and return only records that have an email address:
SELECT Id, Name, Email, Phone, Title FROM Contact WHERE Email != Null LIMIT 10 - (Optional) To configure other options common among all data sources, see Flexcards Data Source Properties (Managed Package).
- 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).
