Description
Introduction to Salesforce Vlocity
Salesforce Vlocity, now known as Salesforce Industries, is a suite of industry-specific solutions designed to cater to verticals like telecommunications, healthcare, insurance, and more. Built on this platform on provides industry-focused functionalities that streamline complex business processes, enhance customer experiences, and drive digital transformation. By integrating pre-built processes, templates, and components tailored for specific industries, Vlocity enables faster deployment, improved agility, and seamless customer interactions.
Prerequisites
TABLE OF CONTENT
1: Introduction to Salesforce Vlocity
1.1 Overview of Vlocity
1.2 Integration with Salesforce
2: Getting Started with Vlocity
2.1 Installation and Setup
2.2 Configuring Vlocity
3: Vlocity Data Model
3.1 Objects and Relationships
3.2 Data Modeling Best Practices
4: Vlocity UI Design
4.1 Customizing User Interface
4.2 Page Layouts and Components
5: Vlocity Process Automation
5.1 Workflow Rules(Ref: Advanced MS Power Automate Workflow Optimization)
5.2 Business Processes
6: Vlocity Integration
6.1 External System Integration
6.2 API Usage in Vlocity
7: Vlocity Industry Solutions
7.1 Overview of Industry-Specific Solutions
7.2 Implementing Industry-Specific Features
8: Vlocity Testing and Deployment
8.1 Testing Strategies
8.2 Deployment Best Practices
9: Vlocity Administration
9.1 User Management
9.2 Security and Access Control
Conclusion
Salesforce Vlocity enables organizations across various industries to leverage powerful, industry-specific CRM capabilities, driving operational efficiency and enhancing customer satisfaction. This training prepares professionals to implement, customize, and maintain Vlocity solutions that are aligned with industry requirements. With its specialized data models, integration tools, and omnichannel capabilities, Vlocity is a powerful tool for achieving seamless, customized customer interactions.
