In this Salesforce OmniStudio tutorial, we break down how to pass data from a Parent FlexCard to a Child FlexCard using a clean, real-world example. You’ll learn exactly how parent records are displayed, how the child card gets the selected row’s data, and how a Flyout Action is used to open the child card with additional details.
This demo is perfect for anyone learning Salesforce, preparing for Salesforce Admin certification, or trying to master OmniStudio FlexCards for real business use cases. Whether you're a beginner or already building digital experiences, this guide will help you understand how {record} context, actions, and FlexCard data handling actually work.
💡 Use Case
Parent FlexCard displays Case Subjects.
A Flyout Action (“View Details”) passes the selected record’s data.
Child FlexCard receives Description, Priority, Origin.
JSON source used in the example:
[
{
"Subject": "Login issue",
"Description": "Customer unable to sign in to the portal.",
"Priority": "High",
"Origin": "Web"
},
{
"Subject": "Billing discrepancy",
"Description": "User reported an incorrect charge on the last invoice.",
"Priority": "Medium",
"Origin": "Phone"
},
{
"Subject": "Feature request",
"Description": "Customer asked for an option to export data.",
"Priority": "Low",
"Origin": "Email"
}
]
⭐ What You’ll Learn
How to design Parent FlexCards
How to configure Child FlexCards
Using Flyout Actions to pass data
How {record} works inside FlexCards
How FlexCards integrate with OmniScript
Best practices for dynamic, reusable card design
⏱️ Timestamps
00:00 – Intro
01:30 – Creating the Parent FlexCard
05:25 – Building the Child FlexCard
07:46 – Adding Flyout Action to pass record data
08:10 – Using {record} in child card fields
08:40 – Preview & End-to-End Demo
09:25 – Data Node
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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
SALESFORCE DATA CLOUD PLAYLIST:
• DATA CLOUD
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