Salesforce Facts by Abhishek

Suppose we have a requirement in Omnistudio where the user needs to enter some data in the Omniscript to create an Sobject record and also would upload one or more files to attach to the same record. For file input, there is a Content Parent ID attribute which can be populated, but in this case the parent record is not created yet. In order to achieve this, we can create a Data Raptor Load to create the Sobject record and then using Linked mapping we can map the LinkedEntityId and the ContentDocumentIds can be passed from the JSON node. In this example, the user creates an account record and at the same time, uploads and attaches one or multiple files to the created record. Reference:  https://help.salesforce.com/s/articleView?id=xcloud.os_upload_files_and_images_in_omniscripts_23397.htm&type=5 Attached are the screenshots.

If we are using the Select input of Sobject source in Omniscript, there is no point & click option to configure the default value. We can make use of the 'Edit Properties As JSON' option to set the default value. In this example, we are selecting an account from the typeahead block in the previous step and in the current step, setting the default value of the Active picklist in the JSON as:  "defaultValue": "%AccountInfo:SearchAccount-Block:Active__c%" Attached are the screenshots.

If you are not able to access the Flexcard Designer, check if you have access to the Vlocity Card Designer lightning record page. Reference:  https://help.salesforce.com/s/articleView?id=000390893&type=1

In order to get the current user id in IP, we can use a Set Values element and populate the value:  =%$Vlocity.UserId% in one attribute. And in subsequent elements we can get the value similar to the below syntax: %SetCurrentUserId:currentUserId% here  SetCurrentUserId is the Set Values element name and  currentUserId is the attribute name.

Here's one approach to find out the account names with no related contacts using DataRaptor Extract. Attached are the screenshots.