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By Salesforce · Question Mode

QuestionQ62

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A business wants to add typeahead functionality to an existing OmniScript. The business wants a user to begin entering the name of a contact in Salesforce and let the user select the contact after a match is found. After the contact is selected, the OmniScript should retrieve the contact’s email address for use in a later step of the process.

Which data source is needed when using the TypeAhead element?

Explanation

A DataRaptor Extract Action retrieves Salesforce data for a Type Ahead block. It can filter Contact records by the text entered and return output fields, including the selected contact’s email address, for use by later OmniScript elements.

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