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Data Raptors

DataRaptor is a declarative mapping tool in OmniStudio that allows users to extract, transform, and load Salesforce data without code by configuring mappings between Salesforce objects and external data formats like JSON and XML, with capabilities including formulas, default values, related object fields, and output to scripts, procedures, and cards. DataRaptor supports various types of extracts, transforms, and loads with different configuration options and tabs to specify objects, fields, formulas, outputs, and more.

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Sangeetha Thiagarajan
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18 views6 pages

Data Raptors

DataRaptor is a declarative mapping tool in OmniStudio that allows users to extract, transform, and load Salesforce data without code by configuring mappings between Salesforce objects and external data formats like JSON and XML, with capabilities including formulas, default values, related object fields, and output to scripts, procedures, and cards. DataRaptor supports various types of extracts, transforms, and loads with different configuration options and tabs to specify objects, fields, formulas, outputs, and more.

Uploaded by

Sangeetha Thiagarajan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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OmniStudio DataRaptor:

DataRaptor:
DataRaptor is an easy configurable mapping tool in OmniStudio that enables
you to read, transform and write Salesforce data.
Purpose:
• DataRaptor is used to extract and manipulate the data in particular
output format by user configurable.
• Even the apex classes can read, write, and transform data but they take
longer time to create it and maintain.
• Declarative tool, and no code is required to fetch the data from
Salesforce and to write data into salesforce.
Note: - DataRaptor can access external Objects and custom metadata
DataRaptor Types:

Turbo Extract:
• Retrieve information from a specific Salesforce object type with the
capability to incorporate fields from related objects.
• It does not support formula and complex field mapping. You can filter
the data and select the fields to return. Default value and translation is
not supported.
• There’s no Output tab, so you can’t use mappings to structure the
output. Custom JSON, default values, and translations aren’t supported.
Advantages Over Turbo Vs Extract:

1. Simpler configuration
2. Better performance at runtime

Extract Tab:

• Specify the Salesforce object that you want the DataRaptor to query and
the filters that determine the data to be returned from the object and
capability to select fields in configurable manner.

Extract:
• Extract data from Salesforce objects and generate JSON, XML or custom
format outputs with complex field mappings.
• Formulas, default values and translations are fully supported in this
process. Additionally, we have the capability to extract data from one or
more Objects.
• Typically provide Omni Scripts, Integration Procedures, and Cards with
the data they require.

Extract Tab:
• Specify the Salesforce objects you want the DataRaptor to query and the
filters that determine the data to be returned from the object.
Formula Tab
• Define a formula, you map its output to the output JSON (for extracts
and transforms) or Salesforce object field (for loads).
• Formula can be disable by checking the checkbox Is Disabled so formula
output cannot be used in the output path.

Output Tab
• Map data from the extract step JSON to the output JSON.
• Here Extract JSON path is the input where data is stored and Output
JSON path to deliver it for user.
• We can mark it has disabled by checking the checkbox IS Disabled.
• Default Value can be populated by giving the input in the Default value
box.
• User can specify the data in particular format automatically by
configuring with the help of Output Data Type dropdown.
Preview Tab
Test the output of the DataRaptor

Options Tab:
• Set advanced options for execution. you set advanced options such as
whether to check the user’s access permissions for the fields before
executing the DataRaptor.
• Set the Platform Cache Type to Session Cache for data related to users
and their login sessions, or Org Cache for all other types of data.
• The Time to Live in Minutes setting determines how long the data
remains in the cache.
DataRaptor Transform:
• Data manipulation can be done without access or update a data in
salesforce.
• Formulas, default values are supported in this process and having
capability to convert JSON input in user defined format.
• Input data can be restructured and rename the fields,
• Substitute values in fields and convert the data to PDF, DocuSign, or
Document Template format.

Transforms Tab
• Here we can restructure the JSON input and rename the fields in output
JSON path.

DataRaptor Load
• DataRaptor Loads have the capability to process data in JSON, XML, or
custom input formats and transfer this data to Salesforce objects.
• Formulas, default values are supported in this process.
Objects Tab:
• Here you can configure the objects to write data in salesforce by
configuring.
Fields Tab
• We can map the data in the fields tab to write it in the salesforce.

Best Practices:
• DataRaptor only extract or load the data needed for one operation.
• It is recommended to Limit the number of objects to 3 or less.
• Use relationship notation/queries to pull data from other SObjects.
• Use Turbo Extract to extract 1 object and no formula.
• Use caching to store frequently and infrequently accessed updated data.

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