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Track Custom Data on a Flexcard (Managed Package)

For the managed package runtime, track custom data to publish with OmniAnalytics. The tracked information is sent from the Flexcard element to the Vlocity Tracking Service which is then published by OmniAnalytics.

Before you begin:

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

  1. Enable the Tracking Service in Omnistudio for Managed Packages (Managed Package) in Custom Settings.
  2. Enable Vlocity OmniAnalytics.
  3. Check Enable Tracking on a Flexcard element.

Configure your Business Event, Business Category, and Custom Fields on a Flexcard in the Flexcard Designer. All Flexcard events support Business Event, Business Category, and Custom Fields. For Card Load and Card Unload events, all merge fields, except record merge fields are selectable.

Child Flexcard events must be specified in the Child Flexcard.

  1. In the Flexcard Designer, click Setup to open the Setup panel.
  2. To select a business event to track, click into the Business Event field, and select from the list of merge fields if your data source pulls in the business event. Otherwise, enter the name of the event, such as view_cart, or a session variable, such as {Session.cart}.
  3. To select a business category for the event, click into the Business Category field, and select from the list of merge fields if your data source pulls in the business category. Otherwise, enter the name of a category, such as Ecommerce, or a session variable, such as {Session.ecommerce}.
  4. To append custom fields to the tracking event sent to the Vlocity Tracking Entry object, from the Custom Fields section perform these tasks:

    1. Click into the Key field and select from the list of fields from the TrackingEntry object. For example, select ns__AccountId, where ns represents your org's namespace. Or enter a key.

    2. Click into the Value field and select the associated merge field, such as {AccountId}. Or enter a value.

    3. To enable logging to the custom fields you added to the VlocityTrackingEntry__c object, you must add a trigger for each field.