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Vlocity Facts #51 || Using DataMapper Extract as Rest API

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In Previous posts we have seen how to  Using Integration Procedure as Rest API . In this post we will see how to Invoke DataMapper as REST API. Data Mapper Extract Invocation Using GET To retrieve data from Salesforce using a REST call, you need to issue a GET request that triggers a Data Mapper Extract. You can specify the data to be retrieved either by providing the object ID or by defining one or more matching parameters. The response will return the data in JSON format, as defined by the Data Mapper Extract's output configuration. 1. Use an ID to Retrieve Data First we will design a DataMapper which accepts recordId as a Input parameter. Refer this link for creating new  DataMapper Extract To retrieve Salesforce data by specifying the Id, issue a GET request that invokes a Data Mapper Extract, using a URL formatted as follows: /services/apexrest/{myOrgNamespace}/v2/DataRaptor/{DataMapperName}/Id myOrgNamespace - Namespace prefix DataMappername - Name of the DataMapper Extr...
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Vlocity Facts #50 || Call a Decision Matrix from an Integration Procedure

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In previous post we have used Integration procedure as REST API. In salesforce we use Assignment rules to assign cases to particular queues. In this post we will assign case to queues by using decision matrix. For this example I'm going to use below mentioned json. {      "accountDetails" : {          "FirstName" :  "Community" ,          "LastName" :  "User6" ,          "Email" :  "@gmail.com" ,          "DateOfBirth" :  "1999-12-12" ,          "Premium" :  "Yes" ,          "Partner" :  "Gold"     },      "caseDetails" : {          "Subject" :  "Performance Issue" ,       ...
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Vlocity Facts #49 || Using Integration Procedure as Rest API

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In Salesforce OmniStudio, we can fetch the data, create records or perform update operations by exposing an Integration Procedure to third-party applications. Instead of relying on Apex classes or methods, the Integration Procedure handles the data processing and record creation, allowing us to seamlessly create, fetch, update records in Salesforce from external systems. In this post will show how to create, update a Account, Case and user records by using Integration Procedure as REST API. Follow these Steps to implement the use case. To create records we need to get all the required the fields. In Integration procedure by using set values we can identify whether we got all required fields to create, update the records. For this example I'm going to use below mentioned json. {      "accountDetails" : {          "FirstName" :  "Community" ,          "LastName" :  "User6" , ...
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Vlocity Facts #48 || Business Use Case: Case Creation with the help of knowledge Article In Omniscript.

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When customers raise cases via a portal, Knowledge Articles help provide quick, relevant solutions. By suggesting articles related to the issue, customers can often resolve problems themselves. This improves self-service, reduces support load, and enhances overall efficiency. Knowledge Articles also ensure consistent and accurate solutions. Continuous updates keep the knowledge base relevant and helpful. Refer this link for setting up the Knowledge Article in OmniScript :  Omniscript to Display Knowledge Article Once you have successfully configured the Knowledge Articles in OmniScript, follow the steps below to fully implement the business use case. 1. In Omniscript navigate to the step and configure the fields according to your requirement. 2. Navigate to the knowledge options properties of the step element. 3. Copy the 'Subject' Element name and paste it in the "Keywords'. 4. If Customer/User was not satisficed with the knowledge article ask them to create the case ...
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Vlocity Facts #47 || An alternative method for navigating to Knowledge Articles

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In the previous post we have seen how to launch Knowledge article from Omniscript. 3 ways to launch the Articles in omniscript. Eye icon - if we click on "Eye icon"  it will display those details in omniscript step. To open in modal dialog click the "Arrow icon" If you click on title link of the knowledge article it should navigate to knowledge article record. But currently in this release it is not working as expected. Salesforce team was looking into that issue in the mean we can have a work around to navigate to knowledge article record. The product team of salesforce has logged a bug on the issue which have been reported. Please find the known issue article attached below. Link: https://issues.salesforce.com/issue/a028c000010FqVf/ 1. Workaround for Navigating to Knowledge Article: 1. Create a custom formula button with data type as text in knowledge__Kav object. 2. In that custom formula field use this formula with alternative text. HYPERLINK("/" &...
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