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Add and Modify Account Attributes (Managed Package)

For the managed package runtime, an Omnistudio Data Mapper Load adds or modifies Profile Attributes for the account with the specified Id.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

Before you create this Data Mapper Load, you must create the Profile Attributes. Follow the steps at Create New Profile Attribute Categories (Managed Package) and Create New Profile Attributes (Managed Package) to create these objects:

  • An Attribute Category with:

    • Name — AccountLevel

    • UI Control Type — On-Off

    • Applicable Type — Account

    • Applicable Subtype — Profile Attribute

  • An Attribute Category with:

    • Name — AccountStrength

    • UI Control Type — 1-5 Scale

    • Applicable Type — Account

    • Applicable Subtype — Profile Attribute

  • An Attribute in the AccountLevel Attribute Category with a Name and Code of GoldStarAcct

  • An Attribute in the AccountStrength Attribute Category with a Name and Code of NumberOfStars

The input JSON for this Data Mapper Load contains the Account Id and values for the two Profile Attributes, for example:

{
    "Id": "0014N00001goyP8QAI",
    "GoldStarAcct": "On",
    "NumberOfStars": 5
}

To create this example Data Mapper Load:

  1. Navigate to the Omnistudio Data Mapper tab and click New. The Create: Data Mapper Interface dialog is displayed.
  2. Enter settings as follows and click Save:

    • Data Mapper Interface Name: A descriptive name of your choice

    • Interface Type: Load

    • Input Type: JSON

    • Output Type: SObject

  3. On the Objects tab, click Add Object and choose Account.
  4. Go to the Fields tab and the Account subtab. Click the + icon and add the following mappings:

    Input JSON Path

    Domain Object Field

    Other Settings

    Id

    Id

    Upsert Key

    GoldStarAcct

    @GoldStarAcct

    Output Data Type: String

    NumberOfStars

    @NumberOfStars

    Output Data Type: Integer
  5. On the Preview tab, test the Data Mapper using input with the same structure as the sample input above, substituting an Account Id from your org and Profile Attribute values of your choice.
  6. After you create this example, you can use a Data Mapper Extract to view the data. See Extract Account Attribute Data (Managed Package).
  • Create New Profile Attributes (Managed Package)
    For the managed package runtime, attributes act like tags that provide more information about the entity in the profile. Typically, Profile Attributes are used with Vlocity Intelligence and can use attribute assignment rules. Product attributes are used with Policy Product Management.
  • Create New Profile Attribute Categories (Managed Package)
    For the managed package runtime, the type of attribute is defined at the Attribute Category level. Attributes Categories must created before you can add attributes to the category. Typically, Profile Attributes are used with Vlocity Intelligence and can be automatically assigned (see ).