OmniStudio FlexCard Project

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Miriam Hall

4:12:37

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1. Introduction

1. Introduction.mp4

01:30

2.1 OmniStudio FlexCard Project Course Prerequisites.pdf

2. Prerequisites and Initial Set Up.mp4

03:04

2. FlexCard 1 Building a Simple FlexCard the Lists Records

1.1 Environment Variables in DataRaptors and Integration Procedures.html

1.2 OmniStudio Documentation DataRaptor Extract Overview.html

1. Creating the Opportunity List FlexCards Data Source.mp4

08:07

2. Building the Opportunity List FlexCard.mp4

13:27

3. FlexCard 2 Building a Parent-Child FlexCard

1.1 WhoId and WhatId in the Task Object.html

1. Building the Activities FlexCards Data Source.mp4

11:01

2. Building the Activites Child FlexCard.mp4

14:44

3. Building the Activities Parent FlexCard.mp4

07:40

4. FlexCard 3 Building a Parent FlexCard with Expandable Child FlexCards

1. Building the Details FlexCards Data Source (Part 1) - DataRaptor.mp4

21:27

2.1 Merge Fields and Pipe Notation in Integration Procedures.html

2. Building the Details FlexCards Data Source (Part 2) - Integration Procedure.mp4

14:44

3. Building the Decision Makers Child FlexCard.mp4

06:20

4. Building the Existing Quotes Child FlexCards Data Source.mp4

03:32

5. Building the Existing Quotes Child FlexCard.mp4

05:16

6. Building the Details Parent FlexCard.mp4

34:45

5. FlexCard 4 Building a FlexCard that Summarizes Data

1.1 Function Reference DataRaptors and Integration Procedures.html

1. Building the Opportunities Header FlexCards Data Source.mp4

21:11

2. Building the Opportunities Header FlexCard.mp4

15:06

6. Exposing FlexCards on a Lightning Page

1. Exposing the FlexCards on a Lightning Page.mp4

04:30

7. FlexCard State

1. Adding FlexCard State to the FlexCards to Allow for Dynamic Display.mp4

09:17

8. FlexCard Events and Event Listeners

1. Adjusting the Data Source of FlexCard 1 to Allow Filtering of its Records.mp4

07:27

2.1 flexcard events in this project.zip

2. Creating the Event Fired from the Opportunities Header FlexCard.mp4

07:15

3. Creating the Event Listener on the Opportunity List FlexCard.mp4

06:03

4. Creating the Event and Event Listeners to Display the Details FlexCard.mp4

12:46

5.1 Recent Activites FlexCard Analysis.pdf

5. Creating the Event Listeners on the Activities FlexCard.mp4

20:11

9. Conclusion

1. Conclusion.mp4

03:14

Description

Gain Hands-On Experience Building Salesforce OmniStudio (Vlocity) FlexCards, DataRaptors, and Integration Procedures

What You'll Learn?

Gain hands-on experience building FlexCards of varying complexity through a project-based approach
Learn how to design and create DataRaptors and Integration Procedures to be used as FlexCard data sources
Create FlexCard events and event listeners to make the FlexCards interact
Gain experience styling FlexCards to be visually appealing and responsive
Work with FlexCard State to display the FlexCard differently based on the situation

Who is this for?

This course is for Salesforce professionals who have a basic understanding of OmniStudio components who would like hands-on experience and a finished project.

What You Need to Know?

This course is for those who have a basic understanding of Salesforce OmniStudio components who want to gain hands-on experience.

Before starting this course, it is recommended that you review Salesforce's OmniStudio Trailhead with the accompanying exercises or watch an online OmniStudio fundamentals series.

This course includes a detailed list of the steps to complete before beginning.

More details

Description
The OmniStudio FlexCard Project course is designed to provide students with a comprehensive understanding of FlexCard components in OmniStudio. Throughout this course, students will learn how to design and develop FlexCards that can be used to display dynamic content and improve user experience. The course provides practical guidance and hands-on experience to excel in creating FlexCards for your projects.
Students will explore key concepts such as building FlexCard data sources using DataRaptors and Integration Procedures, displaying data on Parent and Child FlexCards, styling FlexCards, using FlexCard State, and implementing interactive features between FlexCards. By the end of the course, students will be equipped with the knowledge and skills needed to build visually appealing, interactive FlexCards.
Whether you're a beginner looking to enhance your skills or an experienced OmniStudio professional aiming to broaden your expertise, this course will equip you with the knowledge needed to excel in FlexCard creation.

Key Course Concepts:
Learn how to design and develop custom FlexCards in OmniStudio
Explore key concepts such as creating FlexCard data sources using DataRaptors and Integration Procedures
Use FlexCard State to display FlexCards dynamically based on the situation.
Gain practical experience in implementing Events and Event Listeners in FlexCards
Learn how to style FlexCards to make them visually appealing and responsive.
Who this course is for:
This course is for Salesforce professionals who have a basic understanding of OmniStudio components who would like hands-on experience and a finished project.

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I’m a Salesforce OmniStudio Developer, Trainer, and Mentor who is passionate about helping Salesforce professionals learn to use the powerful low-code tool, OmniStudio.I believe that the best way to learn is by doing, so I create project-based courses that give you hands-on experience.My mission is to equip you with hands-on experience building OmniStudio components.

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