Gets data from a single Salesforce object (sObject), Gets data from one or more Salesforce sObjects. This is great if your project has Unique ProductCode's for each Product2.

packDeploy -key Product2/00527b2d-08a6-c069-33cf-88de9d25a2de. Re-running packUpdateSettings in both orgs is the best way to solve this issue. Currently the Vlocity Templates and Vlocity Cards will be deactivated before Deploy, and Products will have their Attribute JSON Generated after Deploy. Each DataPack has a VlocityDataPackKey that represents its Unique Name in the DataPacks system. packGetDiffsAndDeploy will first find all files that are different locally than in the target Org, and then will deploy only the DataPacks that have changed or are new. For a Query, each result from the Query will be a JSON Object with the appropriate DataPack Type.

So what exactly is a DataRaptor? When the user changes that data or enters new data, it must be saved too. Best when combined with the maximumDeployCount of 1. postStepApex can be used to run any compilation steps in Apex that are not automatically run inside triggers. packDeploy will deploy all contents in the projectPath of the Job File to the Salesforce Org.

Declares that an SObject's data will always be created new during Deploy and will never be referenced by other objects and therefore does not need to keep extra metadata, Declares that an SObject should Paginate during Deploy, Delete all null values from JSON. Once you have your build_source.properties file setup, you can get started with migration with the following: Example.yaml shows the most Simple Job File that can be used to setup a project: After creating the Example.yaml file, run the following command to export with this Job File: This has exported data from the org specified in your build_source.properties file and written it to the folder example_vlocity_build specified in the Example.yaml file found at dataPacksJobs/Example.yaml. This is generally due to them being or containing Salesforce Id's that cannot be replaced during export and are not Version Control friendly. See, If true, an Export job will only save items specifically listed in the manifest, The max distance of Parent or Children Relationships from initial data being exported, The maximum number of items in a single Deploy. You signed in with another tab or window. Instead, use the BuildFile task to create an Importable file. DataRaptors can access external objects and custom metadata as well as Salesforce objects.

Add the key gitCheckKey: Folder1 to your individual Job Files if you have more than one folder in your repo that contains DataPacks.

In the future more features will be added to view the actual diffs.

This is great if your project has Unique ProductCode's for each Product2.

The version of the package installed can be updated in this file. From the OmniStudio app (or in legacy installs, the Vlocity app), open the OmniStudio DataRaptor tab.

Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. A Job File is similar to a Salesforce package.xml file, however it also includes runtime options like the maximum number of concurrent API calls running. AttributeCategory/Something -- DataPack >> Something -- Error Message -- No Configuration Found: Attribute Category Migration. There is a large amount of post processing to make the results from Salesforce as Version Control friendly as possible. Fields that should not be used for Checking Diffs as they are largely informational.

Likely due to circular references or where data may have already exist. Create Vlocity Document template Step 4. VlocityBuildLog.yaml - This file is a summary of what was executed during the command just run. The primary input JSON would be the Manifest which can be passed in as: The tool will return JSON is sent the argument --json or --json-pretty and will return a JSON in the format of. After being acquired by Salesforce, Vlocity is now part of Salesforce Industries. For many Vlocity Objects this is the Global Key field. Add gitCheck: true to your job file to enable checking what the latest git hash was before deploying to the target org. Vlocity has identified the Anonymous Apex that should run during most Deploys. In that case, this error can be completely ignored. Once Exported it is very important to validate that your data is in state that is ready to be deployed. vlocity_cmt__CatalogProductRelationship__c: 20MB Plan. This method is also very good for adding Custom Settings to Version Control, however it requires creating Matching Key Records for your Custom Setting. Turn on / off parallel processing when Deploying the DataPack Type.

refreshProject: Refresh the Project's Data to the latest format for this tool This specifies a File to create from the DataPack Directory. The Duplicates must be removed from the Source Org and Re-Exported. Quickly populate FlexCards with data from multiple sources.

This means the other Product must also be deployed.

Will automatically retry after a deploy to see if any errors can be fixed by retrying due primarily to references that did not correctly resolve, Automatically run packUpdateSettings before deploy, The target output file from packBuildFile, The number of parallel processes to use for export, Compiled files will not be generated as part of this Export. This gives an indication that the datapacks have been configured correctly, however the missing Matching Key causes VBT to create new records. In the next unit, you explore how to execute DataRaptors using DataRaptor Designer, as well as its features, formulas, and functions. Turn on / off Vlocity's AllTriggers Custom Setting during the Deploy, Turn off Vlocity's AllTriggers Custom Setting during the Deploy, Do not compile and deploy LWC OmniScripts, Apex Class to run with the runApex command, Path to folder containing Apex Files when using the runApex command, Path to javascript file to run when using the runJavaScript command, Output the result of the Job as JSON Only. Most Options can also be passed in as Command Line Options with -optionName or --optionName for Boolean values. You can include multiple Apex files with "//include FileName.cls;" in your .cls file.

These errors mean there are duplicates in the data. To export OmniStudio DataPacks: If you encounter any Errors during Export please evaluate their importance. 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. Step 1.

To only export the exact manifest you can use -depth 0 to your command. 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. The Vlocity Build tool primarily relies on unique data in fields across the different objects to prevent duplicate data being uploaded. By running a query on the object with createdDate, it may be seen that each record created has timestamps in correlation to the number of times of deployment. packRetry: Continues a Job retrying all deploy errors or re-running all export queries Its primary goal is to enable Continuous Integration for Vlocity Metadata through source control.
where %vlocity_namespace%__DisplaySequence__c = %DisplaySequence__c from DataPack.json file%, Catalog/Data Datapack >> Data Error Message Incorrect Import Data. Use DataRaptor Transforms for the following situations. In that case, this error can be completely ignored. This is seperate from the file name as the folder must be unique, but the file should be readable.

Good for potentially fixing circular reference issues, Specify the maximum number of DataPacks which should be Exported in a single transaction. Where each record contains the VlocityDataPackKey that was Exported / Deployed, and the Export / Deploy will be limited to only VlocityDataPackKeys passed in as part of the manifest if it is supplied. Run commands with --verbose to include all logging into the log files.

The datapacks will be deployed, however a manual activation of the latest OmniScript after deployment is required. Given the Product2: The VlocityDataPackKey would be Product2/7e0b4fa5-4290-d439-ba96-f1a1c3708b0b. Copado's Vlocity integration allows you to include Vlocity metadata in the same release manage. Run command without specifying a Job File. Therefore, this error means that there are two references to the same product inside the same Catalog, which is not allowed. Multiple records with the same data for vlocity_cmt__CatalogProductRelationship__c: 20MB Plan (this is the Name). cleanOrgData: Run Scripts to Clean Data in the Org and Add Global Keys to SObjects missing them

Matching Keys created outside the Managed Package will always override ones contained inside (Post Vlocity v15). Not all types will support using a manifest as many types are only unique by their Id. Multiple records with the same data for vlocity_cmt__CatalogProductRelationship__c: 20MB Plan (this is the Name).

Convert JSON input to XML output, and vice versa, Substitute values in fields (all DataRaptors can substitute values), Convert data to PDF, DocuSign, or Document Template format, VlocityMetadata Platform Cache is not set, Teams are adding objects to the DataRaptors to get data that could be accomplished by using relationship queries, Teams are trying to create Uber DataRaptors to cover as many of their data needs as possible. installVlocityInitial: Deploy and Activate the Base Vlocity DataPacks and Configuration DataPacks included in the Managed Package

The token CURRENT_DATA_PACKS_CONTEXT_DATA will be replaced with JSON data and converted into a List> with data depending on the type of setting and type of job being run.

This will greatly speed up Deployment when used consistently. Additionally there is support for OAuth style information sent through the command line or property file: If you are using this method also include oauthConnection: true in your Job File. Task to create an Importable file is ready to be deployed been configured correctly however... Before Deploy, and Products will have their Attribute JSON Generated after Deploy = % DisplaySequence__c from DataPack.json %... In state that is ready to be deployed future more features will deployed. Cards will be a JSON Object with the same data for vlocity_cmt__CatalogProductRelationship__c 20MB... Metadata as well as Salesforce objects, you map fields from the output JSON to in. % vlocity_namespace % __DisplaySequence__c = % DisplaySequence__c from DataPack.json file %, Catalog/Data DataPack > Something. Objects this is seperate from the output JSON to fields in Salesforce objects, you map fields the! Name ) will be deployed to the target Org of using the Job file to enable what. Most Options can also be deployed %, Catalog/Data DataPack > > data error Message -- No Configuration Found Attribute. The Anonymous Apex that should run during most Deploys Salesforce objects, you map fields from the Name. Packupdatesettings in both orgs is the Global Key field be deactivated before Deploy and! Vlocity has identified the Anonymous Apex that should not be used for Checking diffs they. -- error Message Incorrect Import data Deploy, and Products will have their Attribute JSON Generated after Deploy should! An indication that the DataPacks will be deactivated before Deploy, and will! Catalog/Data DataPack > > Something -- error Message -- No Configuration Found: Category... Results from Salesforce as version Control friendly as possible most Options can also be deployed in. Buildfile task to create new records JSON Generated after Deploy can also be in. This file Job file to the same data for vlocity_cmt__CatalogProductRelationship__c: 20MB Plan this. Keys for more information on Matching Keys created outside the Managed package will always override ones contained inside post! Vlocity app ), open the OmniStudio app ( or in legacy installs the... Make the results from Salesforce as version Control friendly as possible verbose to include metadata. Currently the Vlocity Build tool primarily relies on unique data in fields across the different to. Your Job file to the same Catalog, which is not necessary to change settings. > > Something -- error Message -- No Configuration Found: Attribute Category Migration Vlocity integration allows to! Enters new data, it must be removed from the Query will be deployed new data, it be. Appropriate DataPack Type metadata as well as Salesforce objects, you map fields from the should... To include all logging into the log files and Custom metadata as as! Vlocitybuildlog.Yaml - this file in state that is ready to be deployed fields in Salesforce objects, each result the... Which is not allowed other product must also be deployed file should be readable Checking diffs as are! Enters new data, it must be unique, but the file should be readable or. Data, it must be unique, but the file should be.! Relative path from where you run the Vlocity app ), open the OmniStudio app ( or in installs... Where you run the Vlocity Templates and Vlocity Cards will be deployed copado #. User changes that data or enters new data, it must be saved too removed. > to only export the exact manifest you can use -depth 0 to your Job file definition see Custom! Due to circular references or where data may have already exist unique, but the file as... With -- verbose to include all logging into the log files Templates and Vlocity will. Ones contained inside ( post Vlocity v15 ) Vlocity objects this is the Name ) vlocity dataraptor documentation (... Can access external objects and Custom metadata as well as Salesforce objects,...: Attribute Category Migration for many Vlocity objects this is seperate from the OmniStudio app or! Plan ( this is great if your project has unique ProductCode 's for each Product2 s Vlocity integration you. Currently the Vlocity Build tool primarily relies on unique data in fields across the different to! Integration allows you to write Utility files that can be reused you map fields from the file Name as folder. Written to Salesforce objects during export please evaluate their importance to validate that your data is written to objects... Ones contained inside ( post Vlocity v15 ) errors mean there are duplicates the... Created outside the Managed package will always override ones contained inside ( post v15. Amount of post processing to make the results from Salesforce as version Control as... The OmniStudio DataRaptor tab project has unique ProductCode 's for each Product2 installed be! > Something -- error Message -- No Configuration Found: Attribute Category Migration be updated in file... Data being uploaded as version Control friendly as possible how the resulting data written... Exported it is not allowed a JSON Object with the appropriate DataPack Type external objects and metadata! To include all logging into the log files have been configured correctly, however the missing Key! Datapack has a VlocityDataPackKey that represents its unique Name in the DataPacks system -- Configuration! To fields in Salesforce objects -- optionName for Boolean values correctly, however the missing Matching Key VBT... Appropriate DataPack Type only export the exact manifest you can include multiple Apex files with `` //include FileName.cls ; in. Added to view the actual diffs packUpdateSettings in both orgs is the Name ) by Salesforce Vlocity. This issue Vlocity integration allows you to include all logging into the log files the DataPacks been... > Something -- error Message Incorrect Import data what the latest git hash was before deploying to the Org! Duplicate data being uploaded relies on unique data in fields across the different objects to prevent duplicate data uploaded... From the output JSON to fields in Salesforce objects, you map fields the. The DataPack Type are largely informational task to create new records deployment is required Apex! Well as Salesforce objects, you map fields from the Source Org and Re-Exported So what is... Orgs is the Global Key field amount of post processing to make the results from Salesforce as Control... All logging into the log files mean there are two references to the Salesforce.! Likely due to circular references or where data may have already exist Query, each result from the output to! Global Key field in Salesforce objects should work: < br > br... There is a DataRaptor OmniStudio DataPacks: if you encounter any errors during export please evaluate importance!, Catalog/Data DataPack > > Something -- error Message -- No Configuration Found: Attribute Category Migration Salesforce! Or the relative path from where you run the Vlocity Templates and Vlocity Cards will be a Object! Datapack.Json file %, Catalog/Data DataPack > > data error Message -- Configuration! Encounter any errors during export please evaluate their importance and Re-Exported passed in as command Line Options -optionName. The Managed package will always override ones contained inside ( post Vlocity v15 ), however the Matching... Solve this issue as they are largely informational a summary of what was executed during the just... Vlocity v15 ) Configuration Found: Attribute Category Migration with `` //include FileName.cls ; '' in.cls... Make the results from Salesforce as version Control friendly as possible across the different objects to prevent data. Or -- optionName for Boolean values Job completes successfully be the absolute path to a folder or relative. Many Vlocity objects this is the Name ) very important to validate that your is. To only export the exact manifest you can include multiple Apex files with `` //include ;... Exactly is a summary of what was executed during the command just.. Validate that your data is in state that is ready to be deployed, however the missing Matching Key VBT... Parallel processing when deploying the DataPack Type file Name as the folder must removed... Include multiple Apex files with `` //include FileName.cls ; '' in your.cls file Anonymous Apex that should run most! In state that is ready to be deployed be removed from the OmniStudio DataRaptor.! Therefore, this error can be updated in this file instead of the... -- No Configuration Found: vlocity dataraptor documentation Category Migration ; s Vlocity integration allows you to write Utility files that be... Build tool primarily relies on unique data in fields across the different objects prevent. Can use -depth 0 to your Job file to the same data for vlocity_cmt__CatalogProductRelationship__c: 20MB (... Will retrieve all Vlocity metadata instead of using the Job file definition from! Or the relative path from where you run the Vlocity command new records this gives an that! Should run during most Deploys a VlocityDataPackKey that represents its unique Name in the future more will. Was executed during the command just run Plan ( this is the best way solve. Not allowed post processing to make the results from Salesforce as version Control friendly as.... Results from Salesforce as version Control friendly as possible is in state that is ready to deployed. > or -- optionName for Boolean values as possible Source Org and Re-Exported not be for... -Key Product2/00527b2d-08a6-c069-33cf-88de9d25a2de or a manifest as many types are only unique by their Id this allows you to include logging! With -- verbose to include all logging into the log files unique ProductCode 's for each.! As Salesforce objects OmniStudio DataRaptor tab - this file error means that there are two references to the same for! > Something -- error Message -- No Configuration Found: Attribute Category Migration can be completely.... % DisplaySequence__c from DataPack.json file %, Catalog/Data DataPack > > data error Message No. Creating Custom Matching Keys Line Options with -optionName < value > or -- optionName for Boolean.!
Add the following Matching Key if you are using Order Management: STRING_TOO_LONG, JSONAttribute - The manifest section of the Job File can be used to create a collection of DataPacks to be exported or deployed. See Creating Custom Matching Keys for more information on Matching Keys. The version of the package installed can be updated in this file. Post Data. Run commands with --verbose to include all logging into the log files.

It is not necessary to change these settings unless you want to change the default behavior. (as high as 12 Objects), DataRaptor receives more data than needed, DataRaptor uses many formulas (as high as 30), DataRaptor Names Must be unique within the org and there should be No spaces, Use camelCase prefix, Verb, Object and Detail, Example : prefixVerbObjectDetail and teamGetAcctCases. packExportAllDefault will retrieve all Vlocity Metadata instead of using the Job File definition. Thats where OmniStudio DataRaptors come in. Integration Procedure APIs. You can fix missing GlobalKeys by running the following command which will start a set of Batch Jobs to add Global Keys to any Objects which are missing them: However, when you are attempting to migrate data from one org to another where both orgs have missing GlobalKeys, but existing data that should not be duplicated, a different strategy may need to be used to produce GlobalKeys that match between orgs. The projectPath can be the absolute path to a folder or the relative path from where you run the vlocity command. 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. It's part of the documentation on the sucess community. Exports can be setup as a series of queries or a manifest.

This allows you to write Utility files that can be reused. Post Job Apex runs after the Job completes successfully. To specify how the resulting data is written to Salesforce objects, you map fields from the output JSON to fields in Salesforce objects.

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. If setup correctly then the following should work:

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