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          Create a Contact and Use a Formula (Managed Package)

          Create a Contact and Use a Formula (Managed Package)

          For the managed package runtime, an Omnistudio Data Mapper Load creates a record in the Salesforce Contact object. A formula checks whether the contact is over 18 years old: if so, a custom Authorized field is set to true.

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

          The input JSON for this Data Mapper Load contains the Contact details, for example:

          {
             "ContactDetails": { 
                "Birthdate": "10/10/1954",
                "LastName": "Singh", 
                "Telephone": "5106345789", 
                "FirstName": "Sanjay" 
             } 
          }

          To create this example Data Mapper Load:

          1. If your org Contact object does not have an Authorized field, add one (checkbox). In the following example, the authorized field is called Authorized__c. Depending on your industry, you might need to add a vlocity_cmt__, vlocity_ins__, or vlocity_ps__ namespace prefix.
          2. Navigate to the Data Mapper Designer tab and click New. The Create: Data Mapper Interface dialog is displayed.
          3. Enter settings as follows and click Save:
            • Data Mapper Interface Name: A descriptive name of your choice

            • Interface Type: Load

            • Input Type: JSON

            • Output Type: SObject

          4. On the Objects tab, click Add Object and choose Contact.
          5. On the Fields tab, map fields from the JSON input to fields in the Salesforce Contact object as shown in the following table.

            Input JSON Path

            Domain Object Field

            ContactDetails:Authorized

            Authorized__c

            Depending on your industry, you might need to add a vlocity_cmt__, vlocity_ins__, or vlocity_ps__ namespace prefix.

            ContactDetails:Birthdate

            Birthdate

            ContactDetails:FirstName

            FirstName

            ContactDetails:LastName

            LastName

            ContactDetails:Telephone

            Phone

          6. On the Formulas tab, click Add Formula and enter a Formula of IF(AGE(ContactDetails:Birthdate) > 18, "true", "false") and a Formula Result Path of ContactDetails:Authorized as shown in the following figure.
            Figure is described in the preceding text.
          7. Go to the Preview tab.
          8. Paste the following test data into the Input pane on the left.
            {
               "ContactDetails": { 
                  "Birthdate": "10/10/1954",
                  "LastName": "MyLastName", 
                  "Telephone": "5106345789", 
                  "FirstName": "MyFirstName" 
               } 
            }
          9. Click Execute. If the load succeeds, a link to the object is displayed in the Objects Created pane, as shown in the following figure.
            The Objects Create pane lists 1-Contact followed by the Id of the new Contact.
          10. Click the link and verify that the Authorized checkbox is checked only if the contact is over 18 years old.
           
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          Salesforce Help | Article