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10 DataRaptor Extract use case - Customer 360 view | Account, Contacts, Cases & Opps in OmniStudio

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 10 DataRaptor Extract use case - Customer 360 view | Account, Contacts, Cases & Opps in OmniStudio DREAccountView OppList:Name Opportunity:Name AccList:Name Account:Name AccList:Industry Account:Industry ConList:Name Contact:Name ConList:Email Contact:Email CaseList:CaseNumber Case:CaseNumber CaseList:Status Case:Status OppList:StageName Opportunity:StageName

9. Salesforce OmniStudio: Count Opportunities by Stage | FILTER + LISTSIZE + IF + ISBLANK Explained

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 9. Salesforce OmniStudio: Count Opportunities by Stage | FILTER + LISTSIZE + IF + ISBLANK Explained DREOppCountAccount AccNameVar

8. Real Use Case: Calculate Account Age with DataRaptor Extract (AGE Function Explained) OmniStudio

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8.  Real Use Case: Calculate Account Age with DataRaptor Extract (AGE Function Explained) OmniStudio   DREFetchAccountDetails - DR Name AccountNameVar

7. Real time use case on Data Raptor Extract

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  SELECT Id, Name, ( SELECT Id, FirstName, LastName, Email FROM Contacts) FROM Account WHERE Name = :accountName Real time use case on Data Raptor Extract Learning from this ex : How to extract data and use different functions in "formulas" section in DR Functions used: IF, LISTSIZE, ISBLANK Ex 1: Extract contact details for provided account name and display the number of contacts for provided account if exists, else display the flag value as "false" {To understand, first will show incorrect approach and then will explain correct way so hold on till end }

DataRaptor/Data Mapper Extract | Salesforce OmniStudio | SFI

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2. Data Raptor Extract To extract data from - multiple Salesforce objects + can use 'formulas' section Use Case 1. Use case: Show all contacts under one Account. 2. Use case: Show all contacts and all the Opportunities of one Account.   2. Data Raptor Extract Interview Questions: 1. Application need to display count of all opportunities stagewise for given account, which Data Raptor can be used? 2. Which Data Raptor can be used to fetch data from Account, Contact and Opportunity? 3. When can we not used Data Raptor Turbo Extract?

Data Raptor/Data Mapper (Turbo Extract) - omniscript - salesfroce SFI -

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1. Data Raptor Turbo Extract To extract data from Single Salesforce object + fields from related objects Ex: Extract contact details along with associated Account where AccountId <> null SOQL: SELECT Id, Name, AccountId from Contact WHERE AccountId <> null Ex: Extract contact details along with associated Account where AccountId <> null AND contact email <> null Order the result in ASC / DESC order Limit the number of output records Use of Offset in data raptor  Create new Data Mapper / DataRaptor click on preview button Click on execute button to get output 1. But recomended use ''  as '$Vlocity.NULL'  in condition. it should contain single quotes. 2.  ORDER BY   ->  Name ASC...

Salesforce interview preparation guide

  Salesforce interview preparation guide: One owner change. 7 sharing types. Different results for each.. Can you answer it in 30 seconds? “Owner A shared a record with user B. The owner changes from A to C. What happens to B’s access?” The answer depends on the sharing type: 🔹 Manual Sharing → Lost 🔹 Sharing Rules (Criteria-based) → B keeps access only if the record still meets the criteria 🔹 Sharing Rules (Owner-based) → B keeps access only if the new owner C is in the rule’s source group/role 🔹 Role Hierarchy → 🔄 Recalculated around C’s position 🔹 Team Sharing → ✅ Teams stay (Account transfer gives a keep/remove option) 🔹 Apex Managed Sharing → Manual row cause: lost → Custom Apex reason: ✅ preserved 🔹 Implicit Sharing → 🔄 Recalculated automatically 🔹 Territory Management → ✅ Access remains Takeaway: Anything tied to the owner gets recalculated. Anything tied to criteria, teams, territories or custom reas...