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OmniStudio FlexCards Data Sources

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What data sources are available to FlexCards?

Salesforce OmniStudio FlexCards can retrieve and display data from various sources. These include:

  1. OmniStudio Data Mapper: Fetch data from Salesforce objects using Data Mapper Extracts.

  2. Integration Procedures: Execute multiple actions in a single server call, allowing data retrieval from both internal and external sources.

  3. SOQL Query: Utilize Salesforce Object Query Language to search an organization's data for specific information.

  4. SOSL Search: Employ Salesforce Object Search Language to perform text-based searches across multiple objects.

  5. REST Web Services: Integrate with external REST APIs to fetch or post data.

  6. Apex Remote: Invoke Apex classes and methods to retrieve data.

  7. Apex REST: Use Apex REST endpoints to obtain data.

  8. Custom JSON: Embed static JSON data directly into the FlexCard, useful for testing or when external data sources are unavailable.

  9. Streaming API: Subscribe to real-time data updates from Salesforce.

  10. SDK: Leverage methods from Software Development Kits to retrieve data.

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