 Okay, going live. Hello everyone. Welcome back on Sanjay Gupta Tech School. So I am Sanjay Gupta, your host and instructor and I have Abhishek with me. Welcome Abhishek on the platform once again. So as you can see, like we are having day 10 and like in this series we are learning Salesforce Omni Studio and today is one more session related to IP. So today Abhishek will be demoing two more components that is available in IP that you will be learning and he will be doing all the demonstrations so that you can practice as well. Okay. And as I promised you like in exercise sheet, I will be giving you some of the exercises so that you can practice. So maybe in the beginning of next week that will be available because we will be having one more session on IP and after that those exercises will be available with you. Okay, so starting with the session. First of all, I want Abhishek to introduce himself because I know in every session lots of beginners are joining. So this I do in every session like if instructor is there so it would be better if they introduce themselves. Over to you Abhishek. Yeah, thank you Sanjay. So hi everyone, myself Abhishek and I am working as a Salesforce and Velocity developer in Salesforce community since five plus years now and I am a really double star ranger and I have done some certifications on Salesforce like Omnistudio, Service Cloud, CPQ Specialist, PD-1 and Admin and I have done several projects on Salesforce as well as Velocity slash Omnistudio and which includes which includes industries like health insurance, telecommunication, industry, CPQ and etc. So yeah, that's all about it. Okay, thank you Abhishek for this and next like if you want to become part of a community where lots of beginner and Salesforce enthusiasts are connected. So you can just scan this QR code and you can become part of the community. More than 3000 folks are already connected and if you want to receive timely notifications. So in the next slide you will see we have all the social media handles of Sanjay Gupta Tech School and the session tracker link is available in the description of this video. So from there you will find information about all the boot camps and all the sessions. Okay and please share your reviews and feedback. So it motivates us and now I hands over to Abhishek so that he can proceed and explain two major functionalities those are available in IP. So basically in previous sessions we have covered all types of data actors and we have covered most of the scenarios where we can use the integration procedures as well. So I'll just give you a brief recap till now what we have done into this Omni Studio Bootcamp. So we have gone through all the data raptors types which is used for fetching the data from Salesforce saving or updating the data into the Salesforce database. If you want to transform your data whatever is being fetched by data raptor extract or if you want to trim it down then we can use data raptor transforms and for extracting the data in a faster manner we will be using the data raptor extract. So these are the data raptors we have covered and in the IP why we are using the IP if you want to build some business logic around whatever data you are fetching or updating to the database right then you can write down the integration procedures and if I compare the integration procedure with a Salesforce component that can be your apex class where you write all your all your SQL queries you write for loops conditional statements try catch blob and so on. So these sort of things we can do into the integration integration procedure as well. So this this would be a brief recap what integration procedure looks like and today what we're going to cover in today's session what we're going to cover is how can we send an email to users with the help of integration integration procedure and the other topic will be what is the list action in in in an IP. There is an action called list action so what is the use of list action how we can use the list action okay right so let me switch to yeah I'll go to IP so yeah I mean I have already one IP created for me which we on which we were working in the last session for fetching for fetching the for fetching the information about account and or contact records or object right so if I click on this element which is nothing but data wrapper extract action which we have drag and drop from the available component section so why do we use the data wrapper extract action to call and dr or data wrapper extract right so in this data wrapper extract action what configuration that we have provided like give me all the accounts sorry first of all call this data rector so we're going to click on this data rector and see what we are doing in here so what we are doing is we are fetching the account information where name is equals to param right and this is this is a parameter that this value we will be passing it from the integration procedure or if you if you want to test it in the data rector only then you can go to the preview tab and you can provide some sample input so like I have provided jana point test and if I click execute I am getting the account information and from where we are getting this account information from the output tab if I go to output tab I am getting the id value and the account name value right now if I go back to the IP if I click on the second data wrapper extract which is dre contacts and if I open this one in here what I am doing is give me all the contact give me all the contact records where account name account dot name so this is one of the way this is one of the way you can write the SOQL queries when we are using the child to parent logic right so account dot name is equals to name param and in the name param what we are passing again is I mean like jana point test so as as we can see under the jana point jana point test we have two contacts contacts first is adna frank one and second is ag so like if I go to the if I go to the accounts tab and if I open this account account record right I can see two contacts underneath this first is adna frank one second is ag so like if I change the name of this ag here let's call it like adna frank two and save it and if I go again to the ip and click execute this ag will become the adna frank two right now I will go back to the I will go back to the ip so first what element the first element first element that we are going to see in today today's session is list action so the use of list action can be here because what is happening right now in our ip is we are fetching the account records from one data rector and we are fetching the contact records from other data rector right right now if you look at the output of both the data rector right it is having the account id from the data rector account and if I see that contact data rector it is again having the account id right so majorly when you want to combine two two list which is coming from different different sources right if you if you are fetching one list from one data rector or second list from epics class if you are fetching one list from one data rector and one list from another data rector and if you want to make if you if you if you want to make it a one single list which is coming as two in two different lists right now then we will be using the list action so basically when you want to merge two lists into the one then only we will be using the list actions so now as we can see there is one common field one common output in both of them which is the account id which is coming from which is coming for account as well as contact as well right so now what we're going to do is from the available components I'm going to drag and drop the list action okay now element name you can change it by yourself whatever name you want to give it right and if I click on this add new value right over here you have to pass what in which node your ip contains the data right so like if I go to preview okay before going to preview I'll show you what I'm passing to these data rectors I'm passing this jennep and test as input parameter to the account data rector and again I'm passing the jennep and test as the input parameter to the contact recorders the contact data rector right now if I go to preview and if I click execute and if I see this uh if I see the output of both of them I'm getting the account under the account I'm getting the account name and id and in the contact I'm getting both the contacts name right so now can I say that in my ip I have all my account records under the account records colon account right and if I go to contacts can I say that I have all my contact information in under the contact records colon contacts right so now what we're gonna do is first of all my first list name is account records colon accounts right because if you see the output I have the list of accounts under this account records colon account and I think I have written the accounts so I'll remove it now if I say what is your next list that you want too much that will be called as contact records colon contact if I again go to preview and uh confirm it it is called as contact so it is contact records colon contacts right now if I go to preview right and if I click execute what you will see you will see your account record is coming here your one contact record is coming here and your another contact record is coming here right does this data make sense to you I think not the reason is this is the node I fetched from the account data rector and these two nodes I fetched from the uh contact data rector but what I wanted to do is I wanted to combine them so that my data is in one place only right so if I again go to properties you will be clicking this advanced merge of uh jack box and as soon as you will click this there there will be a new section will appear for you which is merge map and if you click on this add merge map right in the drop down you will be having your both the above list names that you have provided right so I'm going to select the first list and it will say what what path you want to match so I'll call it ID because if I go to preview again and if you see my account data my account ID is in the ID node right so I will give the ID and what is the matching group for now I will select one later on later on I will tell you what what is the meaning of this I will click one more mapping and I'll call it contact course because this is my second list and if I go to preview where my common field is contained in the contact list is in this account ID right I'm going to say account ID so from accounts account data rector I'll be fetching the ID field or ID node and in the contacts list I'm I'm going to fetch it from the account ID because these are the two nodes that are common in both both of the list right and I'm going to call it again this as one and now I will tell you what this matching group is right so you want to match the ID node from the accounts list with the matching ID as one right you want to match the account ID from the contact list which is having the ID as one so these both should be similar so that this list action will know how many fields I have to I have to check in order to merge in order to merge these two lists or three lists or four lists right so you have to give the common ID to them matching group ID to them and now if I go to preview and click execute now you see the output of this list action so you will be having account name jenepoint test contact name adna frank 2 this is your account ID which is coming from your account data rector this is your account ID which is coming from your contact data rector right so now this data will make sense to you because there are two there were two lists before the list action now you only have one list after the list action with the with the common ID match from the from both the list and you you are having the single output from the list action so I think and there is one more feature of this of this list action let's say you want to add some you you want to add some test data to it okay so what you can do is you can modify your list as well so from here you will click this add key value pair and let's say I want to add some garbage node into it let's say flag okay and what it flag should contains two and you now if I go to preview and click execute you will be seeing that there is another node has been added by the list action which was never but never the part of the account account data rector or the contact data rector so you can modify your list list nodes as well if you want to add some okay so this this is all about list action now you can do some more hands-on exercises around it and and Sanjay if you want to I mean ask something or no I think this was clear explanation so we can move ahead with the next action that is email action email okay okay yeah I will okay so basically as the name suggests why we use email action as similar as similar as we do into the apex we send emails to the users right so this is the similar thing I will drag and drop this email action into this item and if I if I'll say so I mean it will it will contain all the things that you want to that you that you you perform as a part of apex email messaging logic right so here what you do is you just give the email addresses of list so right now I'm going to hard code it let's say or maybe you can use mine like sanjay gupta dot tech school yeah because youtube let's try public things so sanjay gupta sorry dot tech school at the rate gmail.com actually it is publicly available and yours is not so yeah correct so I mean if you want to add multiple email addresses you can just add comma and you can add one more if you want to cc someone if you want to do cc someone you can do it from here and let's say if you want to give some subject let's say welcome on board and in the body you can say welcome to sgps omni studio boot camp and over here also you can define or by dmail address so this can be your look up as well so if you have already created one or by the email address that will appear over here and if you want to send some sort of attachments that also you can do right so now for that attachment like we just need to click on particular document right correct exactly okay and another thing is okay this set at st email body I think this um yeah I think this option is not available right now because as soon as I click on this checkbox this text area should have been converted into that it rich text date yeah which is not which is not coming in so it might be possible in the upcoming in the upcoming release this feature might release soon so I'll just keep it as set email body is false right now and now if I go to preview and click execute email action it says success equal to cool and true so Sanjay you must have received yeah let me just check my email yes I have received it and like I'm just sharing that screen so that viewers can see so guys here you can see this is the email that I received okay yeah I just show that okay I mean this is very this was a very easy example of email actions I mean how you can use it and how you can configure it I mean if you want to put some dynamic values over here like say list of emails then you can fetch it from any sort of data to extract or something like that and you can pass that list name over here with with the percent percent or merge fields right okay and right yeah I think it is similar to flow as well in flow also we have email action where we just need to fill the like values into particular field of that particular action so here also it is simple and yeah I think anything else that we need to cover in this okay I did not think this is a very easy example of email action and other things and I mean what else we can do into into the today's session is or maybe like if it will take time so because today is Janmashtami as well and less folks are joining so maybe next session on Monday Tuesday whenever we will be doing so we can wrap the IP related stuff in that session so I think section is pending delete action is pending and chatter action is pending so these three guys we will be covering in the next session yeah okay so yep I think we can wrap the session here only so thank you Abhishek for sharing all the knowledge with the folks yep so one question is there Ashutosh is asking is there any attachment file line let me just check attachment file limit like number of files or size and email action so is there any sort of thing available no okay so like right now there is no limit available specifically right okay so thank you guys those who joined live and those who are watching the recording thanks to you as well and thank you Abhishek for sharing all the knowledge and we'll be having our next session next week so next week we'll be covering completing the IP and then we'll be starting another tool maybe Omniscript or Flexcard so let's see what Abhishek picks yeah okay so thank you everyone for joining see you next week bye