OS51: FETCH RELATED CASES BY ACCOUNT ID WITH DATA MAPPER (DATARAPTOR) EXTRACT AND APPLY FILTERS
In this tutorial, you’ll learn how to retrieve related Case records for a given Account ID using DataRaptor Extract in Salesforce OmniStudio.
We’ll also explore how to apply filters while fetching data to retrieve only the records you need, making your data extra clean and efficient.
By the end of this session, you’ll have a step-by-step understanding of:
Setting up a DataRaptor Extract to query related records.
Passing an Account ID as input to dynamically fetch cases.
Applying filters to narrow down results, like open cases or recently created cases.
Best practices to optimize performance and keep your solution scalable.
Whether you’re a Salesforce admin, developer, or OmniStudio enthusiast, this tutorial is perfect for anyone looking to level up their DataRaptor skills.
TIMESTAMPS:
0:00 - 0:32 - Use Case Overview
0:33 - 3:01 - Creating DataRaptor to Extract Account Info
3:02 - 6:13 - Creating DataRaptor to Extract Related Cases
6:14 - 7:27 - Applying Filters to Retrieve Cases
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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
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