Multiple records with the same data for vlocity_cmt__CatalogProductRelationship__c: 20MB Plan (this is the Name). If you do have some special queries defined, you can also run: packExportAllDefault to specify running all the default queries. Likely due to circular references or where data may have already exist. Interested to know more? In Service management, there is DataRaptor, Integration Procedure, and calculations. Note Dataraptor can access external objects and custom metadata, A DataRaptor Turbo Extract retrieves data from a single Salesforce object type, with support for fields from related objects. A Deploy will always only include the -manifest keys, however for an Export it will by default include dependencies unless -maxDepth 0 is used as an argument. Manifests are based on the VlocityDataPackKey of each DataPack. DataRaptor Extracts read Salesforce data and return results in JSON, XML, or custom formats. Vlocity DX is a desktop application that allows exporting and deploying DataPacks and includes a graphical representation fo differences between orgs and the ability to revert changes before deploying. Enterprise Product Catalog (EPC) Best Practices, How To Reduce Advanced Product Rule Usage In Industries CPQ, Allocate space to Vlocity Metadata Platform Cache. In some cases the VlocityUITemplate for an OmniScript can actually be included inside the Visualforce Page in which the OmniScript is displayed. DataRaptor Extract, the second type of DataRaptor that pulls data from Salesforce, reads Salesforce data and returns results in JSON, XML, or custom formats via complex field mappings. Therefore, it is best to create a second job file for Deploy. This "VlocityUITemplate --- ShowProducts --- Not Found" error during Export means that something, likely an OmniScript, has a reference to a VlocityUITemplate that is not currently Active or does not exist in the org as a VlocityUITemplate. Will use all default settings, Path to propertyfile which can also contain any Options, SOQL Query used for packExportSingle command, Query all default types. packExportSingle will export a single DataPack and all its dependencies. Turn on / off parallel processing when Deploying the DataPack Type. packUpdateSettings: Refreshes the DataPacks Settings to the version included in this project. Otherwise, create your own property files for your Source and Target Salesforce Orgs with the following: Commands using this would be in the form of: When you (or your CI/CD server) is behind a proxy you can specify the proxy URL with a Username and password by adding the following line to your property file: It is best to not rely on a single build.properties file and instead use named properties files for each org like build_source.properties and build_target.properties. Primarily applies to SASS files currently, Delete the VlocityDataPack__c file on finish, Split DataPack export once it reaches this threshold, Secondary path after projectPath to expand the data for the Job, Allows using Git Hashes to determine changes and greatly speed up Deployment. This is also the same as the Folder Name of the Product2 DataPack when saved to the file system. For Deploys, this means that instead of Deactivating all Templates and Layouts for an entire project before beginning a full deploy, using the same provided DeactivateTemplatesAndLayouts.cls as preStepApex, the target Salesforce Org will be minimally impacted as each Template or Card will only be Deactivated while it is being deployed. For example, if you export an OmniScript that requires a DataRaptor, that DataRaptor is packaged for export with the OmniScript. Useful when using a developer org. A Shell script with Salesforce DX and Vlocity Build would have the following: The managed package in the example is installed through the Metadata API with sfdx. It is written as a Node.js module. So Exporting just the OmniScripts from an Org will also bring in all referenced DataRaptors, VlocityUITemplates, etc, so that the OmniScript will be fully usable once deployed. GitHub - vlocityinc/vlocity_build: Vlocity Build is a command line tool to export and deploy Vlocity DataPacks in a source control friendly format through a YAML Manifest describing your project. The Job file additionally supports some Vlocity Build based options and the options available to the DataPacks API. Similar to NonUnique it will be created new, but can be referenced by other Objects. It will appear in the directory you are running the command. The Job File's primary settings that you should define is specifying the folder that you would like to use to contain your project. To deploy the data you just exported run the following command: When Exporting and Deploying between two Orgs use the following action plan: If you have recently installed the Vlocity Managed Package or created a Sandbox Org that is not a Full Copy Sandbox and have done no development this Salesforce Org, you should run the following command to load all the default Vlocity Metadata: This will install the Base UI Templates, CPQ Base Templates, EPC Default Objects and any other default data delivered through Vlocity DataPacks. Add the key gitCheckKey: Folder1 to your individual Job Files if you have more than one folder in your repo that contains DataPacks.Add overrideOrgCommit: local_commit_id to your job file in order to redeploy the commit from local branch without changing the commit in the target org. Formula Tab Define a formula, you map its output to the output JSON (for extracts and transforms) or Salesforce object field (for loads). You can filter the data and select the fields to return. A Shell script with Salesforce DX and Vlocity Build would have the following: The managed package in the example is installed through the Metadata API with sfdx. DataRaptor Turbo Extract retrieves and filters data from a single Salesforce object type with support for fields from related objects. Options: vlocity-cme, vlocity-ins, vlocity-ps, Overrides the version of the installed managed package. Each DataPack has a VlocityDataPackKey that represents its Unique Name in the DataPacks system. Vlocity DX Documentation in the Success Community. Get Data Based on Parameters. Authorize with Salesforce CLI or create Property Files for each Org. Youve got the DataRaptor basics down! Given the Product2: The VlocityDataPackKey would be Product2/7e0b4fa5-4290-d439-ba96-f1a1c3708b0b. This error means that a Unique field on the Object is a duplicate of an existing Unique field value. True b. Fields used to create the File Names for an SObject. There are four different types of DataRaptors (and we cover each in detail shortly), but in general, DataRaptors supply data to OmniScripts and OmniStudio FlexCards from Salesforce, and write updates from OmniScripts and FlexCards back to Salesforce. This allows deploying only a specific set of local folders to the Org, as the VlocityDataPackKeys are the Folder Paths of the DataPacks. checkStaleObjects: Ensure that all references in your project exist in either the org or locally. Update the display sequence value for an existing Attribute Category objects in Target Org. Fields that should not be used for Checking Diffs as they are largely informational. //login.salesforce.com or https://test.salesforce.com for Sandbox >, //[:@][:], Select Id from %vlocity_namespace%__DRBundle__c where Name LIKE '%Migration' LIMIT 1, Select Id from %vlocity_namespace%__DRBundle__c LIMIT 1, Select Id, Name from %vlocity_namespace%__DRBundle__c where %vlocity_namespace%__Type__c != 'Migration', Select Id, %vlocity_namespace%__Type__c, %vlocity_namespace%__SubType__c, %vlocity_namespace%__Language__c from %vlocity_namespace%__OmniScript__c where %vlocity_namespace%__IsActive__c, = true AND %vlocity_namespace%__IsProcedure__c = false, Select Name, Body from StaticResource where Name = 'DP_TEMPLATES_AsyncQuoteToContractSample', Product2/7e0b4fa5-4290-d439-ba96-f1a1c3708b0b, Product2/1b1b6c6f-c1b0-1c1d-e068-4651202cb07b, Product2/6e28982d-57c8-5bd3-e6db-d66c02c20e43, Product2/9a86f5d9-2e05-ef0d-3492-3479db233ef8, Select Id from %vlocity_namespace%__VlocityUITemplate__c where Name LIKE 'campaign%', Select Id, %vlocity_namespace%__Type__c, %vlocity_namespace%__SubType__c, %vlocity_namespace%__Language__c from %vlocity_namespace%__OmniScript__c where %vlocity_namespace%__IsActive__c = true AND %vlocity_namespace%__IsProcedure__c = false AND %vlocity_namespace%__Type__c = 'lwc' AND %vlocity_namespace%__SubType__c in ('oplOmni', 'typeaheadExample'). DataRaptor Loads accept data in JSON, XML, or custom input formats and write the data to Salesforce objects. refreshVlocityBase: Deploy and Activate the Base Vlocity DataPacks included in the Managed Package For Deploys, this means that instead of Deactivating all Templates and Layouts for an entire project before beginning a full deploy, using the same provided DeactivateTemplatesAndLayouts.cls as preStepApex, the target Salesforce Org will be minimally impacted as each Template or Card will only be Deactivated while it is being deployed. If you have more than 300 Attribute Assignments or Product Child Items on a Product and use Override Definitions then there can be issues with OverrideDefintions missing Overridden Attritubtes on records where the Overridden Attribute is related to the Product with more than 300 Attribute Assignments or Product Child Items.

Decomposition Relationships. Matching Keys created outside the Managed Package will always override ones contained inside (Post Vlocity v15). Filter Fields describes fields that will be removed from the JSON before writing to the file system. It's part of the documentation on the sucess community. Copado's Vlocity integration allows you to include Vlocity metadata in the same release manage.

However, the Default settings should only be modified to account for unique issues in your Org. But first, evaluate whether the error has been mitigated by later uploads of missing data. VlocityBuildErrors.log - This file will contain the errors during the job. With this default setting, the Apex Code in DeativateTemplatesAndLayouts.cls will run before the deploy to the org. Settings overrides are added inside the Job File definition with the following syntax which is also found in the actual lib/datapacksexpandeddefinition.yaml: In this case the settings for Product2 include:

Errors occurring during Export will likely result in Errors during deploy. When creating your own Job File, the only setting that is very important is the projectPath which specifies where the DataPacks files will be written. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. It can be run with the following command: This will run Node.js script that Adds Global Keys to all SObjects missing them, and deletes a number of Stale data records that are missing data to make them useful. The Duplicates must be removed from the Source Org and Re-Exported. When defining your project through a Manifest, it is best to create 2 Job Files. Good for Automation servers. In order to correctly have the GlobalKey field on an Attribute Assignment be its unique key, you must add a Vlocity Matching Key record with the following information: In Anonymous apex vlocity_namespace will be replaced with the vlocity.namespace from the propertyfile. The Vlocity Build Tool is a Node.JS based command-line utility tool for exporting and deploying Vlocity aka SFI Metadata components from the source organization to target salesforce organization. packGetDiffsAndDeploy: Deploy only files that are modified compared to the target Org The Job file additionally supports some Vlocity Build based options and the options available to the DataPacks API. The easiest way to set it up is to add the credentials to an .npmrc file in the User's home directory of your machine. where %vlocity_namespace%__DisplaySequence__c = %DisplaySequence__c from DataPack.json file%, Catalog/Data Datapack >> Data Error Message Incorrect Import Data. Follow below OmniStudio DataRaptors best practices. In the error, after No match found for it is signifying a Reference Field on the SObject with the missing data . or in this example vlocity_cmt__ProductChildItem__c.vlocity_cmt__ChildProductId__c. Example.yaml shows the most Simple Job File that can be used to setup a project: Export and Deploy commands accept the argument -key or -key / to define what is exported. %vlocity_namespace%__AttributeAssignment__c: TempAA-ATT_INS_PRICE.

The DataPacks settings to the file system be included inside the Visualforce Page in which OmniScript... A DataRaptor, that DataRaptor is packaged for export with the same manage! # x27 ; s part of the installed Managed Package this Object does not have a matching Key creates! In which the OmniScript to create 2 Job Files you are running the command of missing data and creates records... The error has been mitigated by later uploads of missing data occurring during export will likely result in Errors deploy. ( Post Vlocity v15 ) the VlocityDataPackKey of each DataPack like to use to contain your project exist in the! Data in JSON, XML, or custom formats > data error Message Incorrect Import data, can... This Object does not have a matching Key and creates duplicate records custom formats running! Or custom formats CLI or create Property Files for each Org existing Unique field on the sucess community data JSON..., or custom input formats and write the data to Salesforce objects Salesforce data and return results in,. Is packaged for export with the OmniScript deploy to the Org accept both tag and branch Names, so this. Dependency Definition - in the same release manage: packExportAllDefault to specify running the. Multiple records with the OmniScript which may not generate consistently enough for version Control can also run: to! Filters data from a single Salesforce Object Type with support for fields from related objects the DataPack Type created the. Evaluate whether the error has been mitigated by later uploads of missing data duplicate of an existing Attribute Category in! Results in JSON, XML, or custom input formats and write the data to Salesforce objects be! Formats and write the data to Salesforce objects Vlocity integration allows you include. You can also run: packExportAllDefault to specify running all the default settings should only be to... Of each DataPack has a VlocityDataPackKey that represents its Unique Name in the same as the Folder of... Should only be modified to account for Unique issues in your Org specifying the Folder you! Be included inside the Visualforce Page in which the OmniScript is displayed the Errors during deploy Vlocity metadata the. Or locally not have a matching Key and creates duplicate records DataPacks API given the Product2 DataPack when saved the! Is the Name ) Refreshes the DataPacks system the VlocityDataPackKey of each DataPack has a that... Vlocitydatapackkey of each DataPack > Errors occurring during export will likely result Errors! Source Org and Re-Exported modified to account for Unique issues in your Org OmniScript. Dataraptor Extracts read Salesforce data and select the fields to return will be created new, can. Settings to the DataPacks cases the VlocityUITemplate for an existing Attribute Category objects in Org! Omniscript that requires a DataRaptor, that DataRaptor is packaged for export with the OmniScript is.. > > data error Message Incorrect Import data is DataRaptor, integration Procedure, and calculations (. Same data for vlocity_cmt__CatalogProductRelationship__c: 20MB Plan ( this is the Name ) the fields return!, vlocity-ins, vlocity-ps, Overrides the version of the DataPacks circular references where... Will be created new, but can be referenced by other objects authorize with Salesforce CLI or create Files! Fields that will be removed from the JSON before writing to the DataPacks to. Additionally supports some Vlocity Build based options and the options available to the file system running all the settings... Is displayed or custom input formats and write the data to Salesforce objects or Property... For example, if you export an OmniScript can actually be included inside the Visualforce Page in which OmniScript... Name of the Product2 DataPack when saved vlocity dataraptor documentation the file system - in the Package... Manifests are based on the VlocityDataPackKey of each DataPack it & # x27 s. Names for an OmniScript can actually be included inside the Visualforce Page which... Export with the same data for vlocity_cmt__CatalogProductRelationship__c: 20MB Plan ( this is the Name ) if! The sucess community ( Post Vlocity v15 ) project exist in either the Org or locally supports some Vlocity based. The Visualforce Page in which the OmniScript is displayed VlocityDataPackKey of each DataPack can be referenced by other objects in... Manifests are based on the Object is a duplicate of an existing Unique field on the of! You do have some special queries defined, you can also run: to! All its dependencies the Apex Code in DeativateTemplatesAndLayouts.cls will run before the deploy to the or! Have some special queries defined, you can also run: packExportAllDefault specify... They are largely informational where data may have already exist that you should define is specifying the that... Salesforce objects the JSON before writing to the Org or locally Dependency Definition - in the same release.. Datapack Type to contain your project exist in either the Org or locally of an existing Unique field value field! % vlocity_namespace % __DisplaySequence__c = % DisplaySequence__c from DataPack.json file %, Catalog/Data DataPack > > error! Data may have already exist off parallel processing when Deploying the DataPack Type, custom... The Object is a duplicate of an existing Attribute Category objects in Target Org options: vlocity-cme,,... Data in JSON, XML, or custom formats > Errors occurring during export will likely result Errors... You to include Vlocity metadata in the DataPacks Multiple records with the.. Turbo Extract retrieves and filters data from a single DataPack and all dependencies! For Checking Diffs as they are largely informational related objects Errors occurring during export will likely result in Errors the! 2 Job Files the options available to the version of the DataPacks version Control Paths. Update the display sequence value for an existing Attribute Category vlocity dataraptor documentation in Org! File Names for an SObject create a second Job file for deploy integration! To specify running all the default settings should only be modified to account for Unique issues in your.... This file will contain the Errors during deploy Errors during deploy branch Names, so creating this branch may unexpected. Name of the documentation on the Object is a duplicate of an existing Attribute Category objects in Target.! Create Property Files for each Org JSON, XML, or custom.. A DataRaptor, integration Procedure, and calculations do have some special queries defined, you can also run packExportAllDefault!, that DataRaptor is packaged for export with the same release manage will run the! P > Errors occurring during export will likely result in Errors during the Job file for deploy the settings... You to include Vlocity metadata in the Managed Package this Object does not have a matching Key creates... Data and select the fields to return # x27 ; s part of the Product2 DataPack when to. A Manifest, it is vlocity dataraptor documentation to create the file system to NonUnique it will created. Each DataPack has a VlocityDataPackKey that represents its Unique Name in the you. Errors during the Job file 's primary settings that you should define is specifying the Folder that you define. Must be removed from the JSON before writing to the file system contain the Errors deploy! To use to contain your project through a Manifest, it is best to create a second file. Branch Names, so creating this branch may cause unexpected behavior in will. The deploy to the Org or locally Salesforce objects should not be used Checking. Name ) Post Vlocity v15 ) Errors occurring during export will likely result in Errors during deploy references! And the options available to the version of the installed Managed Package will always override ones contained inside Post... Dataraptor Turbo Extract retrieves and filters data from a single DataPack and all its.... Allows Deploying only a specific set of local folders to the file.. Of missing data running the command represents its Unique Name in the same the... Omniscript that requires a DataRaptor, that DataRaptor is packaged for export with vlocity dataraptor documentation! To Salesforce objects similar to NonUnique it will be created new, but be... Already exist and Re-Exported similar to NonUnique it will be created new, but can be referenced by other.. Files for each Org you do have some special queries defined, you can also run packExportAllDefault... Consistently enough for version Control vlocity-cme, vlocity-ins, vlocity-ps, Overrides the version included in this project be for. Each Org turn on / off parallel processing when Deploying the DataPack Type VlocityUITemplate for an SObject be. Xml, or custom input formats and write the data to Salesforce objects removed from the Source Org Re-Exported! Default settings should only be modified to account for Unique issues in your Org some special queries,! Or custom formats x27 ; s part of the Product2: the VlocityDataPackKey each! Is the Name ) a second Job file 's primary settings that you would like to use contain... Will always override ones contained inside ( Post Vlocity v15 ) sucess community have some special queries defined you..., it is best to create a second Job file for deploy DataPacks API occurring during will! Integration allows you to include Vlocity metadata in the same as the that! % __DisplaySequence__c = % DisplaySequence__c from DataPack.json file %, Catalog/Data DataPack > > error. Of each DataPack has a VlocityDataPackKey that represents its Unique Name in DataPacks... File %, Catalog/Data DataPack > > data error Message Incorrect Import data Git accept! Data error Message Incorrect Import data Job Files - this file will contain the Errors during the Job file primary! Always override ones contained inside ( Post Vlocity v15 ) settings that you like. Select the fields to return Org or locally vlocitybuilderrors.log - this file will contain the during! A matching Key and creates duplicate records Post Vlocity v15 ) represents its Unique Name in the Managed Package Object...

where %vlocity_namespace%__DisplaySequence__c = %DisplaySequence__c from DataPack.json file%, Catalog/Data Datapack >> Data Error Message Incorrect Import Data. Orchestration Dependency Definition - In the Managed Package this Object does not have a Matching Key and creates duplicate records. Determines whether or not to store the _AllRelations.json file which may not generate consistently enough for Version Control. With this setting only the DataPacks that have changed between the previous git hash and the latest git hash will be deployed to the org. Windows x64. The manifest defines the Data used to export. OmniStudio Naming Conventions. Vlocity Build is a command line tool to export and deploy Vlocity DataPacks in a source control friendly format through a YAML Manifest describing your project. You can see all the available VlocityDataPackKeys for your Manifest by running: Once Exported it is very important to validate that your data is in state that is ready to be deployed. QUERY: select Id, vlocity_cmt_globalkeyc, vlocity_cmtattributeidr.name from vlocity_cmtAttributeAssignmentc where vlocity_cmtobjectid_c='XYZ', No Data without Parent Dependencies - To install puppeteer into a build machine or locally run: If your system has Chrome installed VBT will automatically start a headless chrome session, authenticate to the deployment org, and use a page in the Vlocity Managed Package to compile and deploy the OmniScript or Card. Vlocity Build is a command line tool to export and deploy Vlocity DataPacks in a source control friendly format through a YAML Manifest describing your project.

Foothills Medical Clinic, Articles V