Last updated on 03rd May 2025| 6828
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- Introduction to Vlocity in Salesforce
- Importance of Vlocity for Industry Solutions
- Vlocity Architecture and Component
- Key Features of Vlocity
- Vlocity OmniStudio Overview
- Using Vlocity Data Model
- Vlocity Cards and OmniScripts
- Vlocity Integration with Salesforce
- Benefits of Using Vlocity in CRM
- Conclusion
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Introduction to Vlocity in Salesforce
Vlocity, now part of Salesforce Industries, is a robust cloud-based platform that delivers industry-specific solutions tailored for organizations across sectors such as telecommunications, healthcare, insurance, financial services, energy, and government. Designed to accelerate digital transformation, Vlocity offers a comprehensive suite of pre-built processes, industry-standard data models, and configurable components, which significantly reduce the need for time-consuming custom development. By leveraging these out-of-the-box capabilities and incorporating Salesforce Training, businesses can rapidly deploy sector-tailored applications, optimize operations, and elevate the overall customer experience. Salesforce acquired Vlocity in 2020 to enhance its industry cloud strategy and provide customers with deeper, more relevant functionality within the Salesforce ecosystem. Fully integrated with Salesforce CRM, Vlocity empowers organizations to extend their existing platforms with industry-aligned features, enabling seamless automation of complex workflows, compliance with regulatory standards, and faster time-to-value. Companies using Vlocity can standardize and modernize critical processes, increase agility, and improve service delivery—making it a vital tool in today’s fast-evolving digital economy.
Importance of Vlocity for Industry Solutions
Vlocity plays a vital role in providing industry-specific solutions, helping organizations address their unique challenges efficiently. Its pre-configured data models and processes streamline implementation, reducing the time and cost associated with custom development. One of the primary benefits of Vlocity is its faster time-to-market. With ready-to-use templates and pre-configured workflows, companies can rapidly deploy industry-compliant solutions. This reduces development cycles, helping organizations stay agile. Moreover, seamless Salesforce integration allows businesses to enhance their existing Salesforce capabilities including the use of the Standard Controller in Salesforce with Vlocity’s industry-focused applications. Vlocity also improves customer experiences by offering personalized and guided interactions through tools like OmniScripts and Vlocity Cards. Additionally, its automation capabilities increase operational efficiency by reducing manual interventions. For industries with complex processes, such as insurance claims or telecom service management, Vlocity’s automated workflows significantly enhance productivity and consistency.
Vlocity Architecture and Components
Vlocity’s architecture is built on top of the Salesforce platform, enhancing its core CRM capabilities with industry-specific functionalities. The architecture consists of several key components:
Vlocity Data Model:
- Pre-configured, industry-specific data models that extend Salesforce objects.
- Includes custom fields, objects, and relationships for specific industries.
OmniStudio:
- A low-code framework used for building customer-centric applications.
- Includes OmniScripts, DataRaptors, and Integration Procedures.
Vlocity Cards:
- Reusable UI components that display dynamic, contextual data to support and enhance Sales Processes in Salesforce
- Improve the user experience by consolidating information from multiple sources.
Declarative Tools:
- Drag-and-drop tools for creating customer journeys without complex coding.
- Reduce the need for custom Apex or Lightning development.
Process Engines:
- Automate complex business processes with rules, workflows, and data transformations.
Key Features of Vlocity
Vlocity offers a range of powerful features that enhance Salesforce’s functionality and streamline industry-specific processes.
- OmniStudio: OmniStudio is Vlocity’s suite of tools for building guided customer interactions. It includes OmniScripts for step-by-step workflows, DataRaptors for data manipulation, and Integration Procedures for orchestrating multiple API calls.
- Pre-Built Industry Solutions: Vlocity provides out-of-the-box templates and data models for industries such as telecommunications, healthcare, and insurance. These pre-configured solutions reduce development time and complexity.
- FlexCards: Vlocity FlexCards are reusable, customizable UI components that display real-time data. They enhance the Salesforce Lightning experience by presenting contextual information in a clear, interactive format, supporting How Salesforce Boosts it’s Marketing through personalized, data-driven engagement.
- DataRaptors: DataRaptors are ETL (Extract, Transform, Load) tools that enable efficient data retrieval and mapping between Salesforce and external systems.
- Integration Procedures: These procedures optimize external system interactions by reducing the number of direct Salesforce API calls, improving system performance.
- Telecom: Account, Service Account, Subscriber
- Insurance: Policy, Claim, Coverage
- Healthcare: Patient, Provider, Appointment
- Relationships between standard and Vlocity objects reduce the need for custom configurations.
- Standardized data models make it easier to build and scale industry solutions.
- Vlocity extends Salesforce’s data model with industry-specific objects.
- Seamless mapping through DataRaptors.
- Vlocity supports REST and SOAP APIs, enabling external integrations.
- Integration Procedures reduce the need for direct API calls, improving efficiency.
- Vlocity Cards can be embedded in Salesforce Lightning pages, providing real-time insights.
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Vlocity OmniStudio Overview
OmniStudio is the core framework for building and managing customer interactions in Vlocity. It allows organizations to create low-code, user-friendly applications with minimal development effort. Step-by-step guided workflows help streamline customer interactions by leading users through interactive, sequential processes. These workflows support conditional branching, validation, and dynamic data display, significantly reducing the need for manual processes through automation and reinforcing the effectiveness of Salesforce Training. FlexCards serve as reusable UI components that display contextual, real-time information and support inline editing, enhancing user efficiency and experience. DataRaptors are used to extract, transform, and load data between Salesforce and external systems, improving both data consistency and system performance. Integration Procedures optimize data operations by combining multiple API requests into a single action, minimizing server round trips and further enhancing overall performance.
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Using Vlocity Data Model
Key Features of the Vlocity Data Model:
Industry-Specific Objects:
Predefined Relationships:
Reusable Data Structures:
Vlocity Cards and OmniScripts
Vlocity Cards and OmniScripts are essential components of Vlocity’s user experience layer, empowering businesses to build dynamic, customer-centric applications within Salesforce. Vlocity Cards are lightweight, reusable UI components that display contextual data and support inline editing, enhancing the overall Salesforce Lightning experience by providing users with relevant, real-time information. OmniScripts, on the other hand, offer guided workflows that support conditional logic, validation, and dynamic content display, allowing for seamless and interactive customer journeys. By automating complex processes, OmniScripts help reduce manual effort and streamline operations. For example, in the telecom industry, an OmniScript can guide agents through setting up new customer accounts, while Vlocity Cards display real-time billing information to assist with customer inquiries and decision-making.
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Vlocity Integration with Salesforce
Vlocity seamlessly integrates with Salesforce, enhancing its capabilities with industry-specific solutions. The integration enables organizations to leverage their existing CRM while adding powerful automation and data processing functionalities.
Key Integration Points:
Salesforce Data Model:
API and External Systems:
Lightning Components:
Benefits of Using Vlocity in CRM
Vlocity offers several benefits for Salesforce users, making it a vital tool for delivering industry-specific Customer Relationship Management solutions. One of the key advantages is reduced development time, as pre-configured industry models minimize the need for extensive customization. This leads to enhanced efficiency, with automated processes streamlining operations and reducing the need for manual interventions. Vlocity also ensures a consistent and personalized user experience through FlexCards and OmniScripts, which guide users through tailored customer interactions. Additionally, Vlocity solutions are highly scalable, making it easy for businesses to adapt and grow over time. Integration with external systems further enhances the platform by improving data accuracy and ensuring consistency across various touchpoints.
Conclusion
Vlocity in Salesforce empowers organizations with robust, industry-specific solutions that significantly enhance operational efficiency, agility, and customer experiences. Built on the Salesforce platform, Vlocity offers a powerful combination of pre-configured templates, industry-aligned data models, low-code development tools, and reusable components that streamline business processes and reduce the burden of custom development. These ready-made assets accelerate implementation, enabling companies to quickly respond to market demands and deliver tailored services with greater speed and precision. Designed to address the unique challenges of industries such as telecommunications, healthcare, insurance, energy, financial services, and the public sector, Vlocity facilitates seamless integration with existing Salesforce environments while providing deep industry functionality and supporting effective Salesforce Training. This allows organizations to standardize processes, improve compliance, and drive consistency across operations. By automating complex workflows and enabling scalable innovation, Vlocity supports faster time-to-value and empowers teams to focus more on strategic initiatives rather than technical complexities. As a cornerstone of Salesforce Industries, Vlocity is not only a technology enabler but also a catalyst for comprehensive digital transformation. It helps organizations improve customer engagement, increase productivity, and stay ahead in a fast-evolving, competitive landscape.
