Flexcards Data Source Reference (Managed Package)

For the managed package runtime, select from multiple data source types to retrieve data from a Salesforce object or an external database. Select a data source from the Setup panel in the Flexcard Designer, or when creating a Flexcard.

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

Data Source Type

Description

Apex REST

Uses a REST endpoint of an Apex class to return data from a server or post data to a server.

Apex Remote

Uses an Apex Remote class and method to return data. An Apex Remote class is a standard Apex class that implements the VlocityOpenInterface.

Custom

Uses sample JSON to set up a Flexcard with temporary data, allowing you to embed JSON directly into the layout without depending on external data.

Data Mapper

Uses an Omnistudio Data Mapper Extract interface to return data. Field-level security is fully supported.

Integration Procedures

Uses an Integration Procedure to return data. Integration Procedures are declarative, server-side processes that execute multiple actions in a single server call.

Platform Event

Uses Salesforce's Platform Events enterprise messaging platform, which combines PushTopic and Streaming Channel to enable apps to communicate inside and outside of Salesforce.

PushTopic

Uses a Salesforce Object Query Language (SOQL) query to return a result that notifies listeners of changes to records in a Salesforce organization. The PushTopic defines a Streaming API channel. See Salesforce Streaming API.

REST: Named Credential

Uses the standard REST API call to post data to a server or return data from the URL of a callout endpoint and its required authentication parameters in one definition.

REST: Web

Uses the standard REST API call to post data to a server or return data from the URL of a callout endpoint.

SDK

Uses a method from an SDK to get data to populate fields on a Flexcard.

SOQL Query

Uses a Salesforce Object Query Language (SOQL) to search an org's Salesforce data for specific information. For example, SELECT Name, Id FROM Account LIMIT 5.

Note
Note

If security is a concern, use a Data Mapper instead of a SOQL query, because Data Mappers fully support field-level security.

SOSL Search

Uses a Salesforce Object Search Language (SOSL) to construct text-based search queries against the search index.

Streaming Channel

Uses the Salesforce Streaming API to send notifications of general events that aren’t tied to Salesforce data changes.