OS61: Build Dynamic FlexCard Using Integration Procedure || Omnistudio Tutorial 2025

Level up your OmniStudio skills with this hands-on tutorial. In this video, you'll learn how to use an Integration Procedure (IP) as the data source for a FlexCard, using a real-world example where Contacts are retrieved based on an Account Id. We’ll walk through creating the Integration Procedure, adding a DataRaptor Extract action to fetch Contact records, and finally binding the IP response to a FlexCard for a clean UI display. Perfect for Salesforce OmniStudio developers, architects, and admins who want to build scalable, dynamic, low-code UIs. 🚀 What You’ll Learn 1. Build an Integration Procedure How to create an IP from scratch Configure DataRaptor Extract inside the Integration Procedure Pass dynamic Account Id to filter Contact results 2. Use Integration Procedure as a FlexCard Data Source Configure FlexCard data source type = Integration Procedure Map IP outputs to FlexCard fields Display Contacts in a table or custom layout 3. Real-World Use Case When a FlexCard is placed on the Account Lightning page, it automatically fetches and displays all related Contacts using the Integration Procedure. 📘 Use Case Fetch Contact details from the Integration Procedure using Account Id Your Integration Procedure calls a DataRaptor Extract (DR Extract) action that runs the query like: SELECT Id, Name, Email, Phone, AccountId FROM Contact WHERE AccountId = '{AccountId}' The response is then passed into the FlexCard, giving users a dynamic UI with real-time data. 🧩 Key Components Covered Integration Procedure setup DataRaptor Extract configuration FlexCard data source settings Input parameters binding Variable mapping Testing the IP and FlexCard end-to-end ⏱️ Timestamps 00:00 – Introduction 00:40 – Create DataRaptor Extract Action 04:10 – Create Integration Procedure 05:40 – Add DataRaptor Extract Action 07:10 – Test Integration Procedure 08:05 – Create FlexCard 09:15 – Add IP as Data Source 10:55 – Result JSON path ------------- Playlists: SALESFORCE FLOWS PLAYLIST:    • FLOWS   OMNISTUDIO PLAYLIST:    • BUSINESS RULES ENGINE || OMNISTUDIO   SALESFORCE OUT OF THE BOX PLAYLIST:    • SALESFORCE OUT OF THE BOX   SALESFORCE APEX TRIGGERS PLAYLIST:    • APEX TRIGGERS   SALESFORCE AGENTSTUDIO PLAYLIST:    • AGENTFORCE   SALESFORCE DATA CLOUD PLAYLIST:    • DATA CLOUD   -------------- FOLLOW ME ON: Instagram: / caminos_infinitos_26 LinkedIn: / linkedin.com/in/pariplab-pal-077554160 ​ ⁨@SalesforceAIChampions⁩ ​ ⁨@pariplabpal⁩ #salesforce #omnistudio #flexcards #integrationprocedure #dataraptor #salesforcetutorial #salesforceadmin #salesforcedeveloper #lowcode #vlocity

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