Use a local Omniscript Definition with Salesforce Cloud Services Authentication (Managed Package)

For the managed package runtime, beginning with Vlocity Insurance Winter '19, Omniscripts defined locally can connect to the Salesforce backend using the Salesforce Cloud Services Authentication component. Use a local Omniscript definition with Salesforce Cloud Services Authentication.

1. From the AEM page, change the mode from Design back to Edit.
2. Once in Edit mode, click on Drag Components Here, and click the + icon.
3. Connect the page to Salesforce by selecting the Salesforce Cloud Services Authentication component.
4. Configure the new component by selecting the component, and clicking on the configuration icon.
5. In the Edit Dialog modal, click the Configuration field, select the name of your Connected App, enter a Salesforce Namespace Override, and click Save.
6. To add an Omniscript component, click on Drag Components Here, click the + icon, and select Omniscript Universal.
7. Configure the Omniscript Universal component by selecting the component, and clicking on the configuration icon.
8. For the path, enter the query and path you use for your active Omniscript with the following exception:

   If it includes merge indicators, e.g., {0} , remove them or replace them with hardcoded values.

9. (Optional) Apply Newport styling by adding the parameter layout=Newport to the path entered in the previous step. For more information on using Newport to customize templates, see Branding Omniscripts and Cards Using Vlocity Newport Design System (Managed Package).
10. Enable AEM to use the Local Script Definition by using one of the following options:

    • From the AEM interface: Click the checkbox labeled Use Local Script Definition.

    • From CRXDE: Navigate to apps/vloc/clientlibs/ooutCustom/js .

      • In the custom_setting.js file enter this boolean: window.forceLocalDef = true .

11. (Optional) To retrieve User information for logged in users:

    • In the custom_setting.js file enter this boolean: window.callUserInfo = true.

12. Save the configuration.