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Capture the Requirements

Learning Objectives

In this badge, you’ll:

  • Explore the business scenario and customer requirements.
  • Build and configure a Data Mapper Extract.
  • Create and configure a Data Mapper Transform and a Data Mapper Load.

Before You Start

Before you start this badge, consider completing this recommended content.

Solve a Business Need with Omnistudio Components

Omnistudio is a powerful suite of tools that help you create personalized digital-first consumer experiences in any customer relationship management (CRM) process. So how do you use these tools to overcome business challenges? Imagine you work for a multinational electricity generator manufacturing company, which has adopted Omnistudio.

One of its customers—Edge Communications—recently opened a new operation in Toronto, Canada. The customer wants to update the shipping address on one of its orders so that the generators are delivered to the new location. The customer also wants the delivery to be expedited ahead of the standard delivery time.

Your contact at Edge Communications calls your customer service department to update the shipping address. Your customer service rep needs a 360-degree view of the customer’s order information on a dashboard-style record page layout. The rep also wants to see country information such as country name, capital, region, timezones, flag, and a Google map link for the customer. And the rep needs a way to update the customer shipping address.

Time to put on your admin hat.

As a Salesforce admin for the generator manufacturing company, your job is to configure a dashboard for the customer service rep to show the order information and a customer’s country information.

In this badge series, you create several Omnistudio components to show order and country information on a custom order record page. This custom order record page works as a dashboard for the customer service rep and gives a 360-degree view of the customer. You also ‌configure an action button on the order record page that the rep uses to update the customer’s shipping details.

Here are the four badges as part of the badge series and what you do in each.

  1. Order and Country Data Management with Omnistudio Data Mappers (Current Badge): Create Data Mappers to fetch and update order object data.
  2. Order and Country Data Processing with Omnistudio Integration Procedures: Create Integration Procedures to process data operations and fetch external data.
  3. Order Data Modification with Omnistudio Omniscripts: Create an Omniscript guided process to update order object data with new information.
  4. Order and Country Details Visualization with Omnistudio Flexcards: Create Flexcards to show order and country information in the customer service rep dashboard.

Here’s how the custom order page layout looks for the customer service rep after you’re through with the badge series.

A custom order record page with the configured Flexcards and a list of all the orders.

The Account Information Flexcard and the list of orders are already available in the page layout. The Customer Order Information and Customer Country Details Flexcards are the ones that you’ll create and add in the custom order record page.

Review the Scenario Workflow

Before you start creating the components, review how the Omnistudio components work together to fulfill the requirements for this scenario.

Here’s the workflow diagram showing the data flow between the components. The orange arrows represent the data flow for the Process Customer Order Integration Procedure. And the green arrows represent the data flow for the Fetch External Country Details Integration Procedure.

Workflow diagram corresponding to the preceding and following text.

This workflow might look complicated, but don’t worry, it’s broken down for you.

Review these high-level steps to see what’s happening in the process.

  1. The Customer Order Information Flexcard is where the rep views a customer’s order information. To do that, this Flexcard calls the Process Customer Order Integration Procedure to get the order details from the Order object.
  2. The Process Customer Order Integration Procedure calls a Data Mapper Extract, which in turn communicates with the Order object to fetch the order data. The Integration Procedure then passes this data to the Flexcard.
  3. The Customer Country Details Flexcard is where the rep views a customer's country details. This Flexcard also calls the Process Customer Order Integration Procedure to get the country details from an external website.
  4. The Integration Procedure uses an HTTP action to fetch the country details from an external website. The external website URL contains the Shipping Country Name. The HTTP action uses this Shipping Country Name to fetch the country details. It then passes the country details data to the Flexcard.
  5. The rep uses the action button on the Customer Order Information Flexcard to launch the Update Customer Order Omniscript. The rep enters the new shipping address details in the guided Omniscript process.
  6. The Update Customer Order Omniscript calls the Process Customer Order Integration Procedure.
  7. The Integration Procedure calls a Data Mapper Load, which updates the shipping address in the Order object with the new information. A single Integration Procedure can perform multiple actions and serve requests from different components.
  8. The Integration Procedure passes the OrderId to the Omniscript.
  9. Omniscript calls the Fetch External Country Details Integration Procedure and passes the OrderId to it.
  10. The Fetch External Country Details Integration Procedure uses a Data Mapper extract to fetch the updated shipping country name from the order with the specific OrderId.
  11. The Fetch External Country Details Integration Procedure uses an HTTP action with the new shipping country name to fetch the country details.
  12. Finally, the Fetch External Country Details Integration Procedure passes the new country details to the Omniscript. The Customer Country Details Flexcard is automatically updated with the new country details when the shipping address is updated in the Order object.

Now that you have an overview of the workflow, it’s time to sign up for your Developer Edition org and start creating the Omnistudio components.

Sign Up for This Free Developer Edition Org with Omnistudio

To complete this badge, you need a special Developer Edition org that contains Omnistudio and our sample data. Get this free Developer Edition and connect it to Trailhead now so you can complete the challenges in this badge. Note that this Developer Edition is designed to work with the challenges in this badge, and might not work for other badges. Always check that you’re using the Trailhead Playground or special Developer Edition org that we recommend.

  1. Sign up for this free Developer Edition org with Omnistudio.
  2. Fill out the form:
    • For Email, enter an active email address.
    • For Username, enter a username that looks like an email address and is unique, but it doesn't need to be a valid email account (for example, yourname@example.com).
  3. After you fill out the form, click Sign me up. A confirmation message appears.
  4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.
  5. Complete your registration by setting your password and challenge question. Tip: Save your username, password, and login URL in a secure place—such as a password manager—for easy access later.
  6. You are logged in to your Developer Edition.

Now connect your new Developer Edition org to Trailhead.

  1. Make sure you're logged in to your Trailhead account.
  2. In the Challenge section at the bottom of this page, click the org name and then click Connect Org.
  3. On the login screen, enter the username and password for the Developer Edition you just set up.
  4. On the Allow Access? screen, click Allow.
  5. On the Want to connect this org for hands-on challenges? screen, click Yes! Save it. You are redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.
Note

Don't forget to save your username, password, and login URL, as you’ll use the same Developer Edition org for all the four badges in the badge series.

What’s Next

In this unit, you learned about the example scenario and customer requirements. And you got an overview of the scenario workflow and the tasks you complete as part of this badge series.

In the next unit, you learn how to create a data mapper extract and configure the input and output mappings.

Resources

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