QuestionQ101

VerifiedOmniStudio Integration Procedures

Insurance-company agents need access to current and historical weather conditions while creating customer claims. A consultant implements a weather-conditions FlexCard in the console so agents can access this information. The FlexCard must provide fields extracted from a weather API and Account fields from Salesforce.

According to best practice, which data source should be used?

Explanation

An Integration Procedure combines multiple data retrieval actions in a single server call, such as extracting Account data from Salesforce with an Omnistudio Data Mapper Extract and calling a REST weather API. Salesforce documentation specifically uses a policyholder weather-forecast scenario to illustrate this pattern and recommends Integration Procedures for flexibility and easier implementation.

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