Monthly Archives: January 2019

What comes to your mind when you see the word, Vlocity? A powerful option to redefine business? Or a convenient way to increase sales? Well, you must be aware by now that it is an effective tool used by Salesforce customers. But the question remains- how does Vlocity fare well as compared to others? Why do Salesforce customers prioritize this? Well, we have got you covered for all your queries.

 

In 2020, Salesforce acquired Vlocity and opened doors for many industries like Communications, Media & Entertainment, Insurance, Energy & Utilities, Health, and Government. Its numerous pre-built solutions have a wide range of offerings.

What role does Vlocity play?

Built on the Salesforce Platform, it is a top-notch provider of mobile software and solutions, specific to industries. It is offering an extensive array of solutions to some of the largest companies across the world.

Being industry-specific, it serves certain domains of a particular industry. What it essentially implies is that the solutions are designed by taking into consideration an industry’s regulations and laws.

The specific solutions that it offers to various organizations are pre-built. One clear advantage is that the deliverables are already customized as per the exact needs of all the stakeholders, who sign up for Vlocity.

 

Vlocity caters to the following industries-

• Communications
• Media & Entertainment
• Insurance
• Energy & Utilities
• Health
• Government

It is evident that Vlocity enhances sales by empowering service and marketing performance. It increases the efficacy of operations, enabling enterprises to deliver faster results to clients. Designed in collaboration with Salesforce, Vlocity’s guiding principles are value-driven services, customer satisfaction, and innovation.

Vlocity and Salesforce paving the way for the future:

During the first phase of 2020, much before the pandemic hit the world, Salesforce acquired Vlocity for  $1.33 billion. Now you must be wondering why did Salesforce take that step?

It is no surprise that Salesforce customers have always been aspiring for a paradigm shift in its digital transformation. In the process, everyone realized the need for something new; something that works for this day and age. That is when the thought of acquiring Vlocity came into the picture.

Customer 360 had paved the way for this acquisition. When Salesforce decided to bring Customer 360 and Vlocity on the same tangent, all it wanted for customers was to experience an advanced level of digital shift that seamlessly caters to various needs of the industry.

What does Vlocity offer?

Let us now see a few important offerings that Vlocity ensures for certain industries-

Vlocity for Communications:

The communication sector needed a transformation that enhanced digital solutions for customers. Vlocity Communications effortlessly collaborate with Salesforce Service Cloud to design a solution to garner personalized and uninterrupted experience for customers throughout their channels. This not only strengthened the existing customer base but also increased the flow of new customers.

Vlocity Communications utilize the omnichannel capabilities of Salesforce Service Cloud, Enterprise Product Catalog, CPQ, etc. Its integration will enable contact center agents and sales professionals to streamline the final customer experiences.

What are some offerings of Communications Vlocity built on Salesforce?

• Intelligent Service: Industry Rich Intelligence assists agents to know and understand the accurate requirements of customers.

• Enhances Retail Customer Experience: It offers and enhances the experience of customers by focusing on personalized solutions.

• Efficiently structured orders: It helps in guided selling; a user gets the choice of opting for Individual and Protect Margins.

• GoDigital with Vlocity and Matrix Software: Telco-rich Digital journeys across devices and channels.

This gives customers the freedom to define their individual experience of trying, buying & managing digital services, keep a track of real-time usage, and receive notifications.

Vlocity for Media and Entertainment:

Vlocity caters to a diverse set of needs of the media and entertainment sector by offering a complete range of solutions. Its objective is to expand B2B as well as B2C digital customer interactions.

The pre-built solutions enable existing and new subscribers with recommendations for various products, customized offers, payments, etc. Vlocity customers also enjoy the benefit of industry-specific Salesforce data models with already structured processes.

What are some offerings of Media Vlocity built on Salesforce?

• GoMedia Subscriber: For the launch of upcoming media products in the business without compromising on B2C transaction and complexity.
• GoMedia Ad Sales: For optimizing cash flow and revenue from the ad inventory. It automates omni channel ad sales, pricing, and execution.
• GoMedia Commerce: To add high volume, encrypted, and anonymous-commerce transactions. These include advance promotions, bundling, and pricing capabilities for B2B, B2C, and D2C scenarios.
• GoMedia OTT Streaming: For a well-defined subscriber management solution to set foot in the OTT/Media/Video streaming markets. It helps in leveraging the existing post-paid billing and payment models by making these into convenient, prepaid, and digital services.

Vlocity Insurance:

Many companies in the insurance sector see it as a daunting task to be at par with the changing times. They often find it difficult to function as per the industry requirements. This is why we have Vlocity Insurance, which is designed in sync with the Financial Service Cloud.

Vlocity brings the entire policy lifecycle into a simpler format. From quoting and policy administration to managing service and claims, it has everything on a single platform.

What the Vlocity Process Library does is that it presents numerous pre-configured transactions, which can be easily downloaded and used in the app. There are customizable applications, which are also offered by Vlocity Insurance.

This is how Vlocity is creating the future for the Salesforce industries. All it does is help various businesses to adapt to the changing times and cater to the needs of industries. If you are thinking of a one-stop digital solution for your business, then Vlocity is what you are looking for. Moreover, integrating it into your CRM systems is hassle-free. So, what are you waiting for? Explore everything that Vlocity has to offer!

Bottomline: 

The rising popularity of Vlocity in the Salesforce ecosystem resulted in high demand for Salesforce Vlocity Developers, making them one of the most sought-after Salesforce resources. 

When Salesforce acquired Vlocity in 2020, what it promised is the sync between the core platform and industry-specific solutions & processes. The intent of such transformation was to cater to both specific business needs and regulatory and legal requirements of companies. Another noteworthy fact is that Salesforce Industries offer various data models that serve industries such as Insurance, Media & Entertainment, Health, Consumer Goods, Government, Communications, Energy & Utilities, and Manufacturing.

What is Salesforce OmniStudio?

It is an outstanding suite that includes a variety of elements for different tasks. These are –

• OmniScript

• DataRaptor

• Integration Procedure

• FlexCards

All these are innovative tools for architects that enhance productivity and innovation. Moreover, these are known to reduce costs up to a great extent. All these serve you well with aspects that are customized to suit your requirements.

How does Salesforce OmniStudio empower an architect?

It is the dire need of every architect to have remarkable tools that help them deliver the exact needs of the industry with innovative solutions. This is what Salesforce OmniStudio does for you. It brings everything into one platform for you to deliver the best in a quick and convenient manner.

Architects can immensely benefit from the wide spectrum of data models that Salesforce Industries offer for data customization, which are industry-centric. The model allows adding/ customizing new objects and fields, ceasing the scope of replication.

Let us now understand the components of the suite that Salesforce OmniStudio offers-

OmniScript

Architects across the world prefer tailored solutions for technical and maintenance aspects of operations. You now have the option of adding OmniScript as a part of your business ecosystem to extract solutions that are declarative. If you are looking for digital experiences which can be easily integrated into your website, then use this tool to get the best out of your engagements. It will help you to seamlessly negotiate industry-specific cases.

Using OmniScript to design your business layout is a wise decision. It enhances interactions by offering tools that are user-friendly and adds an edge to what you would offer to end-users. Moreover, you can avoid the stress of configuring the codes since it comes with ready-made aspects which could be used across channels and devices.

Below are the functionalities of OmniScript:

• It composes interactive processes for easy usage, blending these with branching. It thus displays various fields as per the requirements of the user.
• It comes with a drag-and-drop editor feature to work on the OmniScript. You can use this to proof-study your work. You also have easy troubleshooting tools built within it to fix any errors/ modifications.
• Runs across devices and channels. Whether it is on a mobile or on a portal, it can be accessed with convenience. In case you are using CMS or a mobile app, you can leverage on OmniOut to install LWC OmniScripts for these systems.
• It distinguishes between the JSON metadata structure, the data, and the templates. It thus allows prototyping the experiences of users, enabling reuse without any hassle.
• DataRaptor enables the accessing of OmniScript in Salesforce as well as across external data sources.
• Allows you to generate an LWC for your company. This can be used either in the Lightning App Builder or with the help of a FlexCard.

DataRaptor

DataRaptor is simply a mapping tool, which allows you to efficiently extract, store, and access data. In any business, there should be an easy configuration option for negotiating data and DataRaptor does that for you. With this, you can extract, load, and transform the data at any given point in time.

The three components of DataRaptor are:

• DataRaptor Extract— To retrieve and transform Salesforce data. DataRaptor Turbo Extract allows you to restore data from a single Salesforce source
• DataRaptor Load— To transform and save data
• DataRaptor Transform— To simply transform data

DataRaptor is the bridge between OmniScript/ FlexCard and Salesforce. It sends data from Salesforce to these sources and sends updates from these back to Salesforce. It can auto-generate Apex REST endpoint to work seamlessly with external arrangements.

Integration Procedure

It is simply a declarative process generating numerous actions with a single hit. It reads data from Salesforce and writes data back to Salesforce. It can do the same from external systems, which is done through REST calls. It also performs the function of executing Apex code without user interaction. It is generally a source of data for FlexCards.

Below are the functionalities of the Integration Procedure:

• Carries out and maintains multiple data sources (Salesforce, external systems via REST, and Apex).
• A potential data source for a FlexCard, OmniScript, API, or Apex.
• It can trim the data which comes back from the server to the browser, decreasing server/ client data transfer.
• Processes humongous data quantities.
• Allows you to retrieve/ transform data from third-party sources with zero user interaction.
• It is a click-based tool, which comes with easy integration and configuration.
• To work seamlessly with external systems, it automatically creates Apex REST endpoints.
• It is compatible with Declarative Platform Cache configuration which in turn escalates performance and reduces server processes even with huge volumes of requests.

FlexCards

Integral to Salesforce Industries is FlexCards. It is an application for creating industry-specific UI components by prioritizing customer needs. It uses the LWC framework. FlexCards come with easy deployment options for Community Builder and App Builder.

FlexCards acts as a source of data for platforms like DataRaptor, Apex, Integration Procedure, SOQL, REST, etc. If you use FlexCards to represent data, only the relevant data for the user would be on display. Thus, the outlook of FlexCards changes with respect to the data as these are dynamic in nature.

Below are the functionalities of FlexCards:

• Displays relevant information in a concise and readable manner.
• Enhances business operations upon collaboration with contextual actions.
• Can be used across devices and channels as per customer preference.
• Assesses data from various sources such as Salesforce and external systems.
• Has a WYSIWYG editor; is declarative and does not require any coding.
• Auto-creates LWCs.

Takeaway

You are now aware of the vast scope that Salesforce Industries and OmniStudio create for architects. Not just this, it will also evolve and enhance functionality with time, ensuring outstanding productivity and innovation for architects. Salesforce and OmniStudio decide the future for you!