FlexCards

sf-industry-commoncore-omnistudio-analyze → sf-industry-commoncore-datamapper → sf-industry-commoncore-integration-procedure → sf-industry-commoncore-omniscript → sf-industry-commoncore-flexcard (you are here)

Phase 2: Design & Layout

#### Card Layout Options

#### Data Source Configuration

Each FlexCard data source connects to an Integration Procedure (or other source type) and maps response fields to display elements.

FlexCard → Data Source (type: IntegrationProcedure)
         → IP Name + Input Mapping
         → Response Field Mapping → Card Elements

• Map IP response fields to card display elements using {datasource.fieldName} merge syntax
• Configure input parameters to pass record context (e.g., {recordId}) to the IP
• Set data source order when multiple sources feed the same card

#### Action Button Design

#### Conditional Visibility

• Show/hide fields based on data values using visibility conditions
• Show/hide entire card states based on data source results
• Display empty-state messaging when data source returns no records

Phase 3: Generation & Validation

Phase 4: Deployment

Phase 5: Testing

Test each FlexCard against multiple data scenarios:

Scoring Breakdown Detail

#### Design & Layout (25 points)

#### Data Binding (20 points)

#### Actions & Navigation (20 points)

#### Styling (20 points)

#### Accessibility (15 points)

#### Testing (15 points)

#### Performance (15 points)

# Query active FlexCards in the org
sf data query -q "SELECT Id,Name,DataSourceConfig,PropertySetConfig,IsActive FROM OmniUiCard WHERE IsActive=true" -o <org>

# Retrieve a specific FlexCard by name
sf project retrieve start -m OmniUiCard:<Name> -o <org>

# Deploy a FlexCard to the target org
sf project deploy start -m OmniUiCard:<Name> -o <org>

# Retrieve all FlexCards
sf project retrieve start -m OmniUiCard -o <org>

# Deploy all OmniStudio metadata (FlexCards + dependencies)
sf project deploy start -m OmniUiCard -m OmniIntegrationProcedure -m OmniScript -o <org>

{
  "dataSource": {
    "type": "IntegrationProcedures",
    "value": {
      "ipMethod": "Type_SubType",
      "vlocityAsync": false,
      "inputMap": {
        "recordId": "{recordId}"
      },
      "resultVar": ""
    },
    "orderBy": {
      "name": "",
      "isReverse": ""
    },
    "contextVariables": []
  }
}

Field Mapping from IP Response

Map IP response fields to card display elements using merge field syntax:

IP Response:                    FlexCard Merge Field:
─────────────                   ─────────────────────
{ "Name": "Acme Corp" }   →    {Name}
{ "Account": {            →    {Account.Name}
    "Name": "Acme Corp"
  }
}
{ "records": [             →    {records[0].Name}  (single)
    { "Name": "Acme" }          or iterate with Card List layout
  ]
}

Input Parameter Mapping

Pass context from the hosting page into the IP data source: