Dataraptor Post Action

Downloads

GitHub: Dataraptor Post Action json

Steps

Step 1. Create a Load Dataraptor

Step 2. Create Omniscript

Step 1. Create a Load Dataraptor

Open ‘Vlocity DataRaptor Designer’ tab and click on ‘New’ button. Fill the fields with the following values (the ‘Interface Type’ must be ‘Load’) and click on ‘Save’.

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Click on the ‘Objects’ tab and add an ‘Account’ object.

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Click on ‘Fields’ tab and set the account id and the name fields. Set the beginning of the input name as ‘AccountInformation:’ because this Dataraptor will map the information from the Omniscript. It uses ‘AccountInformation:accountId’ to define which account will be updated.

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Screen Shot 2018-07-11 at 18.33.29

Step 2. Create Omniscript

Open ‘Vlocity OmniScript Designer’ tab and click on ‘New’ button. Fill the fields with the following values and click on ‘Save’.

Screen Shot 2018-07-11 at 17.54.27

Drag and drop a ‘Step’ group. Set its element name as ‘AccountInformation’.

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Drag and drop a ‘Text’ input. Set its element name as ‘accountId’.

Screen Shot 2018-07-11 at 18.12.03 (1)

Drag and drop a ‘Text’ input. Set its label name as ‘accountName’.

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Drag and drop a ‘DataRaptor Post Action’ action. Set ‘DataRaptor Interface’ field as ‘POC: Post Action’.

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Create a success page. Drag and drop a ‘Step’ group and set its element name as ‘SuccessPage’.

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Drag and drop a ‘Text Block’ element and set the message as ‘Congratulations! The account was updated!’.

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Now it is ready to test. Click on ‘Preview’ tab, fill the ‘Account Id’ with the account id record which you will update and set the new account name (for example: Test updated account). Click on ‘Next’.

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You will be redirected to the success page.

Screen Shot 2018-07-11 at 18.39.52

If you review your account record, its name will have been updated.

2 thoughts on “Dataraptor Post Action

  1. Hi Yep,

    I don’t think I will write a post related to Vlocity in a short term because I haven’t used in my last Salesforce projects. However, I will keep in mind if I think of writing one in the future 🙂

    Thanks for your comment and enjoy learning Vlocity and Salesforce!
    Regards,
    Ignacio

    Like

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