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Omnistudio (Part-4) FlexCard Example (Data Table)-1

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Feb 13, 2025
13:04

Hi, In this Video , I’ll show you how to create a Data Table in FlexCard within OmniStudio to display Opportunity Records that are in the “Closed Won” stage. Whether you're a Salesforce admin, developer, or just getting started with OmniStudio, this video will guide you through the entire process. What You’ll Learn: How to use SOQL as a DataSource to fetch Opportunity records. How to filter records based on the StageName (e.g., “Closed Won”). How to display key fields like Opportunity Name, Amount, StageName, OrderNumber, and CloseDate in a Data Table. How to configure and customize the Data Table within FlexCard. References: https://help.salesforce.com/s/articleView?id=sf.os_flexcards.htm&type=5 https://help.salesforce.com/s/articleView?id=xcloud.os_flexcard_elements.htm&type=5 https://trailhead.salesforce.com/content/learn/modules/omnistudio-flexcards https://trailhead.salesforce.com/content/learn/modules/omnistudio-flexcards-building-and-publishing

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Omnistudio (Part-4) FlexCard Example (Data Table)-1 | NatokHD