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Publish Data Packs to Connected Orgs (Managed Package)

For the managed package runtime, instead of managing data pack files manually, connect two orgs and publish data packs from the source org to a target that you configure as a Salesforce connected app. To connect two orgs and publish data packs from one to the other, you must create, authenticate, and configure the connected app.

To permit a data pack to be published, you must enable

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

Add to Library and Published (on the final Export dialog) when you create it. When you publish a data pack, enabling Download is optional.

Create a Connected App (Managed Package)

For the managed package runtime, to connect two orgs and publish data packs from one to the other, first create the app to connect the orgs.

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

  1. From Setup, enter External Client Apps in the Quick Find box, then select Settings in the External Client App section.
  2. Turn on Allow creation of connected apps, if it's off.
  3. Click New Connected App.
  4. Enter Salesforce as the connected app name.
  5. Select Enable OAuth Settings.
  6. Set the Callback URL to https://login.salesforce.com.
  7. Configure OAuth Scopes settings as required.
  8. Click Save and, when prompted, click Continue.
  9. Leave this browser tab open so that you can continue configuring the app after you set up authentication.

Set the Authentication Provider (Managed Package)

For the managed package runtime, after creating the app to connect the orgs, set the authentication provider.

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

  1. In a new tab, go to Setup.
  2. Click Security Controls | Manage authentication providers | New.
  3. Set the following options:
    Provider Type Salesforce
    Name Salesforce
    URL Suffix Salesforce
    Consumer Key and Secret Copy the Consumer Key and Secret from the connected app you created.
    Default Scopes refresh_token full
  4. Click Automatically create a registration handler template.
  5. Set Execute Registration As to your user ID.
  6. Click Save.
  7. Copy the Callback URL at the bottom of the page to use in the configuration steps.

Configure the Connected App (Managed Package)

For the managed package runtime, after you create the app and set the authentication provider, configure the app.

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

  1. Return to the Connected App browser tab.
  2. Click Edit.
  3. Paste the Copied Callback URL into the Callback URL field and replace https://login.salesforce.com.
  4. Open a new tab and go to Setup.
  5. Click Security Controls | Manage your named credentials | New.
  6. Set the following options:
    Name and Label Specify a descriptive name for the target org, for example: Development Org.
    URL Specify the base URL for the target org with its instance ID. For example, https://na30.salesforce.com.
    Identity Type Named Principal
    Authentication Protocol OAuth 2.0
    Authentication Provider Salesforce
    Start Authentication Flow on Save Selected
  7. Click Save.
  8. You’re redirected to a Salesforce login page. Log in to the target org.

Add a Connected Org for Data Pack Deployment (Managed Package)

For the managed package runtime, add the target org to the list of installed orgs to which you can publish data packs.

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

  1. Go to the Vlocity DataPacks tab.
  2. Click the Installed tab.
  3. From the Import From picklist, select Manage Org Connections.
  4. Click Add An Org and specify the name of the target org.
  5. Set Active to true.
  6. If you’re running the Vlocity unmanaged package, perform the following additional steps:
    1. From Setup, click Develop, then click Custom Settings, and then click Vlocity Library Organization.
    2. Click Manage, and then click Edit on the record that you created.
    3. In Vlocity Namespace, enter the namespace for the target org. This namespace must be different from the namespace for the source org.
      You can also go from one package to another, for example, from "vlocity_ins" to "vlocity_ins_demo".