Podcast
Questions and Answers
Which browsers are not supported for the PDF Action in Omniscript?
Which browsers are not supported for the PDF Action in Omniscript?
What must be added in the JSON editor of the PDF Action Properties pane to enable older PDF viewers to display text fields?
What must be added in the JSON editor of the PDF Action Properties pane to enable older PDF viewers to display text fields?
What is the potential issue with generating PDFs larger than 1MB?
What is the potential issue with generating PDFs larger than 1MB?
What is the default setting for the useAppearanceObject property?
What is the default setting for the useAppearanceObject property?
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What happens to the 'Edit block' when trying to implement the PDF Action?
What happens to the 'Edit block' when trying to implement the PDF Action?
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Which statement is true about PDFs larger than 250KB?
Which statement is true about PDFs larger than 250KB?
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What is a common consequence for PDFs that exceed 1MB in size during generation?
What is a common consequence for PDFs that exceed 1MB in size during generation?
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What is necessary for populating a PDF with Omniscript data?
What is necessary for populating a PDF with Omniscript data?
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What role does the Omniscript designer play in the creation of a guided customer path?
What role does the Omniscript designer play in the creation of a guided customer path?
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What are the four types of Data Raptors, and what is their primary function?
What are the four types of Data Raptors, and what is their primary function?
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Explain the significance of uploading the PDF template to Salesforce Documents for Omniscript integration.
Explain the significance of uploading the PDF template to Salesforce Documents for Omniscript integration.
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Describe the first step required to generate a PDF from an OmniScript form.
Describe the first step required to generate a PDF from an OmniScript form.
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How does the Transform Data Raptor function in the context of PDF generation?
How does the Transform Data Raptor function in the context of PDF generation?
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What key action must be performed after dragging the PDF Action element in Omni Script?
What key action must be performed after dragging the PDF Action element in Omni Script?
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Describe the purpose of the Pre-Transform Data Raptor Interface in the PDF Action.
Describe the purpose of the Pre-Transform Data Raptor Interface in the PDF Action.
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In the process of generating a PDF, what is the importance of mapping fields in the Data Raptor?
In the process of generating a PDF, what is the importance of mapping fields in the Data Raptor?
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What outcome is achieved after executing the form with input values in the Omni Script?
What outcome is achieved after executing the form with input values in the Omni Script?
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How does the usage of Omni Script and Data Raptors benefit customers in filling out forms?
How does the usage of Omni Script and Data Raptors benefit customers in filling out forms?
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Study Notes
Adding a PDF Action to an Omniscript
- PDF Action allows the population of a PDF document using data from Omniscript.
- Compatibility issues: PDF Action is not supported in IE 11 browsers.
- Older PDF viewers can now display text fields in PDFs by enabling the appearance object property.
- To enable the appearance object, set
"useAppearanceObject": true
in the JSON editor of the PDF Action Properties pane. - Processing times can be slow for larger PDFs, specifically:
- PDFs larger than 250KB exhibit slow generation speeds.
- PDFs exceeding 1MB may take several minutes to generate and could time out.
OmniScript Overview
- Declarative scripting tool for creating customer workflows using a drag-and-drop interface.
- Designed to provide a guided path for users to complete business processes.
- Utilizes OmniScript actions to execute complex functionalities in the background.
Data Raptor Functions
- Tool for reading, writing, and transforming Salesforce data.
- Four types of Data Raptors: Extract, Turbo Extract, Load, and Transform.
- Transform Data Raptor can convert JSON output to PDF format.
Steps to Generate PDF from OmniScript
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Step 1: Create PDF Template
- Purchase Adobe Reader to edit the template.
- Drag fields into the template for dynamic input (e.g., textbox labels).
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Step 2: Upload PDF Template
- Upload the created PDF template to the Salesforce documents folder for OmniScript access.
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Step 3: Create OmniScript Form
- Configure an OmniScript form to gather customer data.
- Use a Step element to organize the input fields efficiently within the form.
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Step 4: Connect PDF Action
- Link the uploaded PDF template to the form using a PDF Action element.
- Set Action Properties to specify the document and Data Raptor selection.
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Step 5: Create Data Raptor Transform
- Access Omni Studio App and navigate to "Omni Studio Data Raptors" tab to create a new one.
- Map input JSON Path fields to the corresponding PDF output fields, ensuring field names match.
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Step 6: Generate PDF
- Execute the OmniScript form with user input, triggering automatic PDF generation.
Applications of OmniScript and Data Raptors
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Enables customers to fill forms for various services, including:
- Government benefits
- Insurance policies
- Healthcare coverage
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Facilitates streamlined customer experiences through integrated data handling and PDF generation capabilities.
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Description
This quiz covers the integration of PDF Actions within Omniscript, focusing on how to populate PDF documents with data. It also discusses compatibility issues, performance considerations for larger files, and enabling appearance options in PDF viewers.