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.
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, 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. |