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Salesforce Vlocity

Extract data from Custom Metadata type using vlocity Dataraptor

Ignore trivial things and train your mind to think big Solution:-  Create CustomMetadata type in salesforce (Setup > custom metatype) Create Extract Dataraptor Select object = “custom metadata Name“ Do the mapping of input JSON and expected output JSON Preview runs the datatraptor  

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Apex Salesforce Vlocity

Handling redirect in Vlocity Integration Procedure having response code of 307

CONTROL YOUR EMOTIONS TO EMPOWER YOUR BRAIN Problem:-Clients api was having redirect policy on the server but its not handled by Vlocity integration procedure(IP), thus its failing with 307 response code Solution:-  Error:- 307 Temporary Redirect Inside IP create “Remote Action” to refer the Apex class and apex method, which handles the redirect 307 error. […]

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Salesforce Vlocity

Naming conventions for various Vlocity components

Naming conventions for various Vlocity components Never sell yourself short This is just a recommendation list, please feel free to share your thoughts and suggestions, to help others ClientName_VlocityAbbrevationComponentName SN Type Type-SuggestedPrefix SuggestedName 1 VlocityOmniScript DT_OsXXXX Example: DT_OsShowUsers 2 VlocityIntegrationProcedure DT_IpXXXX Example: DT_IpGetUsersList 3 VlocityDataRaptor DT_DrXXXX Example: DT_DrSearchUserListTransform 4 VlocityAction DT_AcXXXX Example: DT_AcShowUsers 5 VlocityLayout […]

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lwc Salesforce Vlocity

Using Custom LWC inside Vlocity Omniscript

Create a custom Radio Group inside vlocity Omniscript NEVER GIVE UP Problem- Due to omniscript limitations, it happens you need to use custom LWC to achieve the requirements. Solution:-  Get the custom LWC from the salesforce Lightning web components (in our example we are using radio group) <template> <lightning-radio-group name=”radioGroup” label=”Radio Group” options={options} value={value} type=”radio”></lightning-radio-group> […]

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Salesforce Vlocity

Dataraptor not returning output as an list of array?

How to enable that Dataraptor return array of objects even when only 1 object is returned Quality work comes with price Problem- Had an issue, where omniscript using dataratpor was breaking as the data returned was not in form of an array. This problem happens when dataraptor returns only a single node to data, its […]

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Salesforce Vlocity

Handy tips while working with Salesforce Vlocity Dataraptors

Smart way of working with Salesforce Vlocity Dataraptors STart small but think big Problem- How to improve productivity while working with Dataraptors 1)Always start with creating new version of the dataraptor, it avoids overwriting the existing stable changes, or you can always fall back to previous versions in case your changes don’t work as expected. […]

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Salesforce Vlocity

Vlocity Omniscript reverts back to initial step on reloading?

How to show prompt in omniscript when the user is trying to refresh the step in omniscript? Yes that is possible Problem- As per the current version of OS, when the user refreshes the current page (step in OS terms), it takes user back to the initial step, without saving the changes. To avoid the […]

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Salesforce Vlocity

Applying field level security in vlocity Dataraptor

How to enable FLS in vlocity Dataraptor Yes that is possible Problem- if not enabled irrespective of a user profile, in the dataraptor call, it won’t respect the FLS for a given field. Vlocity > Vlocity Dataraptor Designer > open the required dataraptor Go to the options tab > Check Field Level Security

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Salesforce Vlocity

Using VSCode with Vlocity Salesforce

Can we work with vlocity code base locally rather than doing all the changes on the SF platform? Yes that is possible Prerequisite:- Install “Salesforce Vlocity Integration” extension in VSCode Activate the extension > CTRL + SHIFT +P Vlocity: Select Salesforce Org > use the existing verified Org with SF or start with fresh VSCode […]

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Salesforce Vlocity

Vlocity, salesforce amend the existing Omniscript Controls

How to customize the behavior of any control in omniscript in vlocity? Scenario:- Override the behavior of Telephone to show data from SFDC even though it’s not valid and add the corresponding styling. Prerequisite:- Need access to vlocity omniscript (OS) templates, we need vlcTel.txt code base, so we can override the existing omniscript telephone control […]