---
schema_version: "1"
id: a72ac548ae83686f469f0b92f5e04d5abcc505d9b0e4f76b4fbd683966a4ba94
title: Configuring Data Sources for Cards Components (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_configuring_data_sources_for_cards_components.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_data_sources_for_cards_components.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a69e00599875af44737413d15357a72be344fe244e284f10dc5df18dbdb6a169
description: For the managed package runtime, configure a data source on a card, layout, or flyout to retrieve data from a Salesforce object or an external database. Display the returned data on cards in a layout or flyout.
products:
  - Omnistudio
release: "264"
---
# Configuring Data Sources for Cards Components (Managed Package)

For the managed package runtime, configure a data source on a card, layout, or flyout to retrieve data from a Salesforce object or an external database. Display the returned data on cards in a layout or flyout.

![Managed Package app icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/resources-global/_corporate/images/managedpackageicon.png) This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see [Omnistudio Help](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&language=en_US).

Cards can have data sources independent of the layout or flyout data source. Administrators can enable or disable data sources for an org, profile, and user level.

![image](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/omnistudio_for_managed_packages/images/configuring_data_sources_on_cards.png)

## Data Source Types

Data sources available for card, layouts, and flyouts include:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13920e69">
              <p style="margin-bottom:0;">Data Source Type</p>
            </th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13920e75">
              <p style="margin-bottom:0;">Description</p>
            </th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13920e81">
              <p style="margin-bottom:0;">Availability</p>
            </th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_an_integration_procedure_data_source.htm&amp;release=264.0.0&amp;type=5" title="For the managed package runtime, configure a data source to use a Vlocity Integration Procedure to execute multiple actions in a single server call.">Integration Procedures</a>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p>Uses an Integration Procedure to return data. Integration Procedures are
                declarative, server-side processes that execute multiple actions in a
                single server call. </p>
              <p style="margin-bottom:0;">Using an Integration Procedure as a data source is recommended for
                optimal flexibility and easier implementation.</p>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_an_apex_remote_data_source.htm&amp;release=264.0.0&amp;type=5" title="For the managed package runtime, configure a data source to invoke an Apex Class and method to fetch data to populate a card.">Apex Remote</a>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p style="margin-bottom:0;">Uses an Apex Remote class and method to return data. An Apex Remote class
                is a standard Apex class that implements the VlocityOpenInterface.</p>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_an_apex_rest_data_source.htm&amp;release=264.0.0&amp;type=5" title="For the managed package runtime, configure a data source to use an Apex REST call to fetch data to populate fields on a Flexcard.">Apex REST</a>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p style="margin-bottom:0;">Uses a REST endpoint of an Apex class to return data from a server or
                post data to a server.</p>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_a_dataraptor_data_source.htm&amp;release=264.0.0&amp;type=5" title="For the managed package runtime, configure a Data Mapper data source to fetch data from a Data Mapper Extract.">Data Mapper</a>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p style="margin-bottom:0;">Uses an Omnistudio Data Mapper Extract interface to return data.
                Field-level security is fully supported. </p>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_dual_data_sources.htm&amp;release=264.0.0&amp;type=5" title="For the managed package runtime, a dual data source combines Apex remote and Apex REST technologies to support hybrid applications for both web apps and mobile apps. The Salesforce web environment uses Apex remote technology, and the parallel mobile app uses the Apex REST API, requiring configuration for dual environments.">Dual</a>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p style="margin-bottom:0;">Combines Apex Remote and Apex REST technologies to support hybrid
                applications available for both web and mobile usage. For example, the
                Salesforce web environment uses Apex Remote technology while its parallel
                mobile App uses the Apex REST API, requiring configuration for multiple
                environments.</p>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <strong class="uicontrol">Parent</strong>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p style="margin-bottom:0;">On the card or card layout of a flyout, the Parent data source uses data
                from the parent card or card layout that a flyout is assigned. </p>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Flyouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <strong class="uicontrol">REST</strong>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p>Uses the standard REST API call to return data. The Vlocity Rest types
                include:</p>
              <ul>
                <li>
                  <p>Web : Standard request from the URL of a callout endpoint.</p>
                </li>

                <li>
                  <p>Named Credentials: Specifies the URL of a callout endpoint and its
                    required authentication parameters in one definition.</p>
                </li>

              </ul>
              <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                <div class="slds-media slds-media_responsive">
                  <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/images/icon_note.png" alt="Note"></span></div>
                  <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span>
                    <p>Use +Add Header Variables to add any request headers. Most third-party
                      APIs expect various headers such as tokens, public keys, and
                      content-type.</p>
                  </div>
                </div>
              </div>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_a_soql_query_data_source.htm&amp;release=264.0.0&amp;type=5" title="For the managed package runtime, configure a data source to use a Salesforce Object Query Language (SOQL) query to search an org's data for specific information.">SOQL Query</a>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p>Uses a <a href="https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm" target="_blank">Salesforce Object Query Language
                  (SOQL)</a> to search an org's Salesforce data for specific
                information. For example, <code>SELECT Name, Id
                              FROM Account LIMIT 5</code>.</p>
              <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                <div class="slds-media slds-media_responsive">
                  <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/images/icon_note.png" alt="Note"></span></div>
                  <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span>
                    <p>If security is a concern, use a Data Mapper instead of a SOQL query,
                      because Data Mappers fully support field-level security.</p>
                  </div>
                </div>
              </div>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_a_sosl_search_data_source.htm&amp;release=264.0.0&amp;type=5" title="For the managed package runtime, construct text-based search queries against the search index with Salesforce Object Search Language (SOSL).">SOSL Query</a>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p style="margin-bottom:0;">Uses a <a href="https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/api/sforce_api_calls_sosl.htm" target="_blank">Salesforce Object Search Language
                  (SOSL)</a> to construct text-based search queries against the
                search index.</p>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <strong class="uicontrol">Sample</strong>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p style="margin-bottom:0;">Uses sample JSON to set up a card with a temporary data source, which
                will eventually be replaced with another data source. This allows you to
                embed the custom JSON directly into the layout without depending on
                external data.</p>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Data Source Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e69 ">
              <p style="margin-bottom:0;">
                <strong class="uicontrol">Streaming API</strong>
              </p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e75 ">
              <p>Uses the <a href="https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/intro_stream.htm" target="_blank">Salesforce Streaming API</a> to push
                notifications from the server to the client based on criteria that you
                define. The Vlocity Streaming API types include:</p>
              <ul>
                <li>
                  <p>Streaming Channel: Sends notifications of general events that are
                    not tied to Salesforce data changes.</p>
                </li>

                <li>
                  <p>PushTopic: Uses an SOQL query to return a result that notifies
                    listeners of changes to records in a Salesforce organization.</p>
                </li>

                <li>
                  <p>Platform Event: Uses <a href="https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_events_intro.htm" target="_blank">Salesforce's Platform
                      Events</a> enterprise messaging platform, which combines
                    PushTopic and Streaming Channel to enable apps to communicate
                    inside and outside of Salesforce.</p>
                </li>

              </ul>
            </td>

            <td data-label="Availability" class="slds-cell-wrap" style="vertical-align:top;" headers="d13920e81 ">
              <p style="margin-bottom:0;">Cards and Layouts</p>
            </td>

          </tr>
        </tbody>
      </table>

- **[Configuring an Integration Procedure Data Source (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_an_integration_procedure_data_source.htm&release=264.0.0&type=5)**  
    For the managed package runtime, configure a data source to use a Vlocity Integration Procedure to execute multiple actions in a single server call.
- **[Configuring a SOQL Query Data Source (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_a_soql_query_data_source.htm&release=264.0.0&type=5)**  
    For the managed package runtime, configure a data source to use a Salesforce Object Query Language (SOQL) query to search an org's data for specific information.
- **[Configuring a SOSL Search Data Source (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_a_sosl_search_data_source.htm&release=264.0.0&type=5)**  
    For the managed package runtime, construct text-based search queries against the search index with Salesforce Object Search Language (SOSL).
- **[Configuring an Omnistudio Data Mapper Data Source (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_a_dataraptor_data_source.htm&release=264.0.0&type=5)**  
    For the managed package runtime, configure a Data Mapper data source to fetch data from a Data Mapper Extract.
- **[Configuring a REST Web Data Source (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_a_rest_web_data_source.htm&release=264.0.0&type=5)**  
    For the managed package runtime, configure a REST Web data source to get or post data from or to a public API.
- **[Configuring a REST Data Source Using Named Credentials (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_a_rest_data_source_using_named_credentials.htm&release=264.0.0&type=5)**  
    For the managed package runtime, configure a REST data source using Named Credentials to authenticate Apex callouts.
- **[Configuring an Apex REST Data Source (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_an_apex_rest_data_source.htm&release=264.0.0&type=5)**  
    For the managed package runtime, configure a data source to use an Apex REST call to fetch data to populate fields on a Flexcard.
- **[Configuring an Apex Remote Data Source (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_an_apex_remote_data_source.htm&release=264.0.0&type=5)**  
    For the managed package runtime, configure a data source to invoke an Apex Class and method to fetch data to populate a card.
- **[Configuring Dual Data Sources (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_configuring_dual_data_sources.htm&release=264.0.0&type=5)**  
    For the managed package runtime, a dual data source combines Apex remote and Apex REST technologies to support hybrid applications for both web apps and mobile apps. The Salesforce web environment uses Apex remote technology, and the parallel mobile app uses the Apex REST API, requiring configuration for dual environments.
- **[Vlocity Streaming API Data Sources (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_vlocity_streaming_api_data_sources_1.htm&release=264.0.0&type=5)**  
    For the managed package runtime, streaming API lets you push a stream of notifications from Salesforce to client apps based on criteria that you define. It has a persistent connection that continues to deliver new data as it becomes available, rather than using client polling. Polling is the most traditional way to get data from a data source that produces the stream of events and updates. The client makes requests periodically, and the server sends data if there is a response. In case there is no data to be sent by the server, an empty response is returned.
- **[Testing Data Source Settings (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_testing_data_source_settings.htm&release=264.0.0&type=5)**  
    For the managed package runtime, add runtime variables to fetch and test your data source.