Guide to Salesforce Vlocity(Industries) and Omni Studio
Salesforce Vlocity and Omni Studio

Guide to Salesforce Vlocity(Industries) and Omni Studio

On July 1, 2024, Posted by , In Salesforce, With Comments Off on Guide to Salesforce Vlocity(Industries) and Omni Studio
Salesforce Vlocity and Omni Studio
Salesforce Vlocity and Omni Studio

Table of Contents

In today’s fast-paced world, businesses need to keep up with what customers want. Customers expect personalized experiences. To meet these expectations, companies use advanced tools. Two powerful tools are Salesforce Vlocity and OmniStudio. These tools help businesses improve how they operate and engage with customers.

Salesforce Vlocity focuses on specific industries. It helps companies in fields like Telecommunications, Insurance, and Health. Vlocity provides ready-to-use models and workflows. On the other hand, OmniStudio offers no-code tools. This means anyone can use them without needing to know how to code. OmniStudio helps businesses design easy-to-follow processes for customers. Together, these tools allow businesses to make the most of their data. They can improve customer interactions and grow their companies. In this guide, we will explore the features and benefits of Salesforce Vlocity and OmniStudio. You will learn how to use these tools effectively.

What is Vlocity?

Vlocity, now known as Salesforce Industries, is a suite of industry-specific solutions built on the Salesforce platform. These solutions are designed to cater to the unique requirements of various sectors, including Communications, Insurance, Health, Media, Energy & Utilities, Financial Services, and the Public Sector. By offering pre-built applications, Vlocity enables organizations in these industries to rapidly deploy and customize their customer relationship management (CRM) systems, thereby enhancing their operational efficiency and customer engagement strategies.

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Since its inception in 2014, Vlocity has distinguished itself as a leader in the “industry cloud” market. The company’s success is evidenced by its recognition in the Forbes Cloud 100 list for three consecutive years: 2017, 2018, and 2019. This accolade highlights Vlocity’s innovation and rapid growth in providing cloud-based solutions tailored to specific industry needs. The company’s ability to deliver comprehensive and scalable solutions has made it a preferred choice for businesses seeking to leverage the power of Salesforce in a more customized and industry-focused manner.

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Vlocity’s applications are built on the Salesforce platform, ensuring seamless integration and compatibility with the broader Salesforce ecosystem. These applications offer a range of features, including omnichannel sales, marketing, service, and configure-price-quote (CPQ) solutions, all of which are designed to address the complex challenges faced by businesses in their respective industries. By leveraging Vlocity’s industry-specific solutions, organizations can streamline their processes, improve customer interactions, and drive growth more effectively.

Key Features of Vlocity

  • Industry-Specific Data Models: Pre-configured data models designed for various industries allow businesses to get started quickly.
  • Pre-Built Workflows: Vlocity provides workflows tailored to industry needs, streamlining processes like order management and customer service.
  • Native Salesforce Integration: Seamlessly integrates with Salesforce CRM, enabling enhanced data utilization.

What is OmniStudio?

OmniStudio is a suite of tools within Salesforce designed for creating guided interactions and streamlining workflows for both customers and agents. It empowers organizations to deliver personalized experiences with minimal coding.

Key Components of OmniStudio

1.FlexCards: Customizable cards displaying contextually relevant information to users.

// Example FlexCard JSON configuration
{
    "apiName": "CustomerDetailsCard",
    "title": "Customer Details",
    "layout": "Standard",
    "dataSource": "CustomerDataSource",
    "fields": [
        {"label": "Name", "fieldName": "Name"},
        {"label": "Email", "fieldName": "Email"},
        {"label": "Phone", "fieldName": "Phone"}
    ]
}

2.Integration Procedures: Manage complex data processes effectively by integrating data from multiple systems.

// Example Integration Procedure JSON configuration
{
    "apiName": "GetCustomerInfo",
    "steps": [
        {
            "type": "DataRaptor",
            "dataRaptorName": "CustomerDataRaptor",
            "inputParameters": {
                "CustomerId": "{!CustomerId}"
            }
        }
    ]
}

3.DataRaptor: A tool for extracting and transforming data quickly to ensure accurate information delivery.

Streamlining Enterprise Solutions with Vlocity and Salesforce

Salesforce Industries used to be called Vlocity. This name change shows that Salesforce wants to focus on industry-specific cloud solutions. By buying Vlocity, Salesforce added new tools for different sectors.

Now, the platform has twelve unique industry clouds. Each cloud is designed to improve and expand the core Salesforce data model. These industry clouds offer ready-to-use solutions. They are customized to meet the specific needs of different industries. This helps businesses change quickly and serve their customers better.

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There are many different industry clouds, and two important examples are the Media and Communications Cloud and the Financial Services Cloud. The Media and Communications Cloud helps organizations manage things like subscription services, orders, quotes, and contracts.

The Financial Services Cloud is designed for the banking, wealth management, and insurance sectors. It provides a single platform that gives a complete view of customers’ financial records, policies, and claims. By using these specialized clouds, companies can improve their sales, service, and marketing. They can also make their workflows more efficient and reduce the time it takes to provide value to their customers.

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Enhancing Salesforce with Vlocity’s Expertise

Salesforce’s purchase of Vlocity is an important step for the platform. It helps Salesforce provide solutions that are specific to different industries. With Vlocity’s special features, Salesforce can respond better to the unique challenges faced by various businesses.

However, using information technology (IT) can still be complicated for many companies. This is especially true for those with complex technology systems and custom applications. Moving to a single platform like Salesforce takes a lot of time and effort. It also costs money and requires careful planning. Companies often need to customize and integrate different parts to support their business processes fully.

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Vlocity adds a lot of value to Salesforce. It brings special tools like the enterprise product catalog (EPC). It also includes configure-price-quote (CPQ) systems, order management, and digital commerce solutions.

Vlocity provides ready-made processes and product models. These follow industry standards from groups like the TM Forum and the MAF. This makes it faster for companies to start using the system. They can train their staff quickly and become self-sufficient. This means they don’t need as much help from outside consultants and developers.

Vlocity’s tool, OmniStudio, makes things even easier. It helps customize the platform to fit different industry needs. OmniStudio is user-friendly, which means it’s simple to use.

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Simplifying Customization with OmniStudio

OmniStudio is very important for connecting Salesforce and Vlocity to a company’s technology. It is a powerful set of tools that helps businesses create solutions quickly without needing a lot of coding. OmniStudio provides simple components that are easy to use. This allows companies to design and launch applications that fit their specific industry needs.

By using OmniStudio, companies can save time and effort when customizing their solutions. This means they can adapt quickly to changes in the market and what customers want. Overall, OmniStudio makes it easier for businesses to respond to unique challenges while improving their technology systems.

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The user-friendly interface of OmniStudio is designed to empower business users and developers alike. With drag-and-drop functionality and a visual development environment, users can easily assemble and configure components to build custom solutions. This democratization of the development process means that companies can leverage the expertise of their in-house teams to tailor Salesforce and Vlocity to their specific needs, without relying heavily on external consultants.

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Furthermore, OmniStudio’s compatibility with industry standards ensures that the solutions developed are robust and scalable. By facilitating seamless integration with existing systems and processes, OmniStudio helps enterprises achieve a unified and efficient technology landscape. This not only accelerates the deployment of new solutions but also enhances the overall user experience, leading to improved customer satisfaction and business outcomes.

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How Vlocity and OmniStudio Work Together

The combination of Vlocity and OmniStudio creates a powerful platform for enhancing customer interactions and improving operational efficiency. For example, a telecommunications company can utilize Vlocity’s pre-configured data models and OmniStudio’s guided workflows to streamline customer onboarding.

Use Case Example: Telecom Customer Onboarding

  1. Customer Submission: Customers submit onboarding details through a FlexCard.
  2. Data Validation: OmniStudio triggers an integration procedure to validate the data.
  3. Confirmation: Upon successful validation, the customer receives a confirmation email.

Best Practices for Implementation

1.Define Clear Objectives

Before diving into implementation, it’s essential to set clear goals. Ask yourself what you want to achieve with Vlocity and OmniStudio. Are you looking to improve customer engagement, streamline processes, or enhance data management? Having specific objectives will guide your implementation strategy and help measure success.

Example: A telecommunications company may aim to reduce customer onboarding time by 30% using Vlocity’s pre-built workflows and OmniStudio’s guided interactions.

2.Invest in Training:

To make the most of Vlocity and OmniStudio, ensure that your team receives adequate training. Familiarity with the tools will empower your employees to utilize them effectively. Salesforce offers numerous resources, including online courses, webinars, and documentation, to help your team gain the necessary skills.

Tip: Encourage team members to pursue Salesforce certifications related to Vlocity and OmniStudio to enhance their expertise..

3.Customize for Your Audience:

Every business has unique customer needs, and your implementation should reflect that. Use Vlocity’s industry-specific data models and OmniStudio’s FlexCards to create tailored experiences. Customize workflows and interactions based on your customers’ preferences to enhance their journey.

Example: A health insurance provider can customize FlexCards to display relevant policy information and offer personalized recommendations based on customer data.

4.Monitor and Optimize:

After implementing Vlocity and OmniStudio, regularly monitor their performance. Use analytics tools to track key performance indicators (KPIs) such as customer satisfaction scores and process completion times. Gather feedback from users to identify areas for improvement and optimize workflows accordingly.

Action Item: Set up regular check-ins to review analytics and gather feedback, making adjustments as needed to ensure continuous improvement.

5.Leverage Community Support:

The Salesforce community is a valuable resource for support and knowledge sharing. Engage with other users, participate in forums, and attend user group meetings to learn from others’ experiences. The insights you gain can help you overcome challenges and discover new ways to leverage Vlocity and OmniStudio.

Resource: Join the Salesforce Trailblazer Community to connect with peers and access a wealth of knowledge.

Frequently Asked Questions (FAQs)

1.What is Vlocity in Salesforce?

Vlocity, now known as Salesforce Industries, is a suite of industry-specific solutions built on the Salesforce platform. It provides pre-built applications and tools tailored to the unique needs of various sectors, such as telecommunications, insurance, health, and financial services, enabling businesses to accelerate their digital transformation.

Readmore: Role in Salesforce

2.How does Vlocity enhance Salesforce’s capabilities?

Vlocity enhances Salesforce’s capabilities by offering industry-specific solutions that extend the core functionality of Salesforce. It provides tailored applications, processes, and workflows that address the unique challenges and requirements of different industries, thereby enabling businesses to deliver more personalized and efficient customer experiences.

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3.What are some key features of Vlocity Salesforce?

Key features of Vlocity Salesforce include industry-specific data models, pre-built processes and workflows, OmniStudio for custom application development, enterprise product catalog (EPC), configure-price-quote (CPQ) systems, and order management. These features enable businesses to streamline operations, improve customer engagement, and accelerate time to market.

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4.How does Vlocity Salesforce address industry-specific challenges?

Vlocity Salesforce addresses industry-specific challenges by providing tailored solutions that incorporate best practices and standards relevant to each sector. It offers pre-configured templates, workflows, and data models that align with industry requirements, enabling businesses to tackle complex challenges with more agility and precision.

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5.What is the role of OmniStudio in Vlocity Salesforce?

OmniStudio, formerly known as Vlocity OmniScript, is a key component of Vlocity Salesforce that allows businesses to create and deploy custom digital experiences quickly. It provides a drag-and-drop interface for designing dynamic, data-driven applications and workflows, enabling organizations to adapt to changing customer needs and market demands without extensive coding.

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6.Can Vlocity Salesforce be customized for specific business needs?

Yes, Vlocity Salesforce can be customized for specific business needs. Through OmniStudio and other tools, businesses can tailor applications, processes, and user interfaces to meet their unique requirements. This flexibility allows companies to leverage the power of Salesforce while addressing the specific challenges and opportunities of their industry.

7.How does Vlocity Salesforce integrate with existing Salesforce applications?

Vlocity Salesforce integrates seamlessly with existing Salesforce applications, such as Sales Cloud, Service Cloud, and Marketing Cloud. It extends the functionality of these applications by adding industry-specific layers, enabling a unified and cohesive platform that supports end-to-end business processes.

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8.What industries benefit most from Vlocity Salesforce solutions?

Industries that benefit most from Vlocity Salesforce solutions include telecommunications, insurance, health, media, energy and utilities, financial services, and the public sector. These industries often face complex challenges that require specialized solutions, which Vlocity Salesforce provides.

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9.How does Vlocity Salesforce improve customer engagement and experience?

Vlocity Salesforce improves customer engagement and experience by providing personalized, omnichannel interactions. Its industry-specific solutions enable businesses to understand their customers’ needs better and deliver more relevant and timely services, leading to increased customer satisfaction and loyalty.

10.What are the best practices for implementing Vlocity Salesforce in an organization?

Best practices for implementing Vlocity Salesforce in an organization include defining clear business objectives, involving stakeholders from the outset, leveraging pre-built industry templates, and adopting an agile implementation approach. It’s also crucial to invest in training and change management to ensure user adoption and maximize the value of the investment.

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