Source data for an OmniStudio FlexCard using a DataRaptor or Integration Procedure data source

domain: Salesforce OmniStudio · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. FlexCards are declarative UI components that display contextual data; each FlexCard is configured with one or more data sources that are fetched when the card renders.
  2. In the FlexCard editor, add a data source of type 'DataRaptor', 'Integration Procedure', or 'SOQL' (available source types may vary); configure the relevant bundle name or IP Type/SubType.
  3. For a DataRaptor Extract data source, map input context keys (from the FlexCard's context record) to the DataRaptor's input variables to filter results to the relevant record.
  4. For an Integration Procedure data source, define the input parameters the IP requires and map them from the FlexCard context.
  5. After configuring the data source, map the output fields to FlexCard element bindings using dot-notation expressions (e.g., {records.0.Name}).
  6. Activate the FlexCard and deploy it to a Lightning page or OmniScript to verify the data source fetches the expected data.

Known gotchas

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