How to achieve simple omnistudio migrations? - Answers Developers can export and import the
component as a Datapack, a collection of omnistudio components packaged together for exporting and
importing purposes
How to achieve complex omnistudio migrations? - Answers For large complex migrations, developers
can use either IDX build tool or IDX workbench
Omnistudio Architecture: Digital Experience Layer - Answers provides two primary UI components:
>FlexCards
>Omniscripts
-These are built on SF LWCs which run inside SF and improve UI performance
-possible to embed FlexCards in LWC-enabled OmniScripts
FlexCards - Answers display contextual information in an at-a-glance format and provide access to
relevant tasks for the displayed data, Flex card designer is a declarative tool which is designed to be easy
to use, with a drag and drop interface that allows users to create rich UI components
Omniscripts - Answers guided path to complete a business process, omniscript designers is a declarative
tool which is designed to be easy to use, with a drag and drop interface that allows users to create
guided journeys by selecting and arranging components
Omnistudio Architecture: Service Management Layer - Answers the service management layer includes
data services that read, write, transform, calculate and track data within and outside of SF
>DataRaptors
>Integration Procedures
DataRaptors and Integration Procedures deliver data to and from UI components
DataRaptors and the types - Answers configurable services for retrieving, transforming, and updating
data, 4 types of dataraptors:
DataRaptor Turbo Extract
DataRaptor Extract
DataRaptor Load
,DataRaptor Transform
DataRaptor Turbo Extract - Answers get data from a single SF object
DataRaptor Extract - Answers get data from one or more SF objects
pulls data from Salesforce, reads Salesforce data and returns results in JSON, XML, or custom formats via
complex field mappings. You typically use DataRaptor Extracts to provide OmniScripts and FlexCards
with any internal Salesforce data they need to display. They support formulas and complex output
mappings.
Normal SF limits applied to queries
DataRaptor Load - Answers DataRaptor Loads write data to Salesforce objects from JSON or XML input
Saves data to one or more Salesforce sObjects by:
Updating Salesforce records
Creating Salesforce records
Migrating CSV data into Salesforce records
DataRaptor Transform - Answers manipulate any data that comes from inside or outside SF
Convert JSON input to XML output, and vice versa.
Restructure input data and rename fields.
Substitute values in fields (all DataRaptors can substitute values)
Use cases:
When an OmniScript must populate a DocuSign template.
When an OmniScript must fill fields in a PDF document.
Integration Procedures - Answers declarative, server-side processes that execute multiple actions in a
single server call, IP orchestrate calls to dataraptors, apex classes, calculation engines, and external
application programming interfaces (APIs) to execute whatever business logic is required by the process
Omnistudio Architecture: Developer Experience Layer - Answers the developer experience layer is an
application lifecycle layer of tools for developers to manage and move omnistudio component changes
between environments. These developer tools are:
, IDX Build Tool
IDX Workbench
IDX Build Tool - Answers CLI automation tool that packages and migrates omnistudio datapacks in a
source-control-friendly format
IDX Workbench - Answers desktop application that enables developers to migrate datapacks and SF
metadata from one org to another or from an org to a git repository
Dataraptor Best Practices - Answers create dataraptors that only extract or load the data needed for one
operation
use relationship notation (queries) whenever possible to pull data from other sObjects
try and keep number of sObjects to 3 or less
ensure all filtering and sorting (ORDER BY) operations are on indexed fields (name and Id field are always
indexed)
What is an environment variable? - Answers can be used in default values, formulas, and in filter values,
if you're using an environment variable as a filter value needs to be in double quotes
Unique capabilities of DataRaptor Extract, DataRaptor Load, and DataRaptor Transform
(Excluding DataRaptor Turbo Extract) - Answers >Trim, map, restructure, and transform data in JSON,
XML, or Custom Schema.
>Use formulas and functions to transform data.
DataRaptor Function - Answers an equation you use for operations to do the following:
>Manipulate data about date and time
>String text together
>Determine a result based on logic
>Perform mathematical operations on numbers using fractions
DataRaptor naming convention - Answers needs to be in the lowerCamelCase
DataRaptor: Upsert Key - Answers It's possible to designate any field in the DataRaptor Fields mapping
as an Upsert Key (1) by selecting the checkbox, which means it is required to match a unique record in
Salesforce.