Vlocity — Industry Solutions. Author: Amol Chate
Tags: Mulesoft, Salesforce, Vlocity

Author: Amol Chate

Customer Success Platform for the Industry Revolution

Is your customer looking forward to adapting the last lap on the customer success journey?

The most probable answer is to move on with Vlocity.

Three-time Forbes Cloud 100 winner, Vlocity is an “Industry Cloud” pioneer built in partnership with

Salesforce and now Salesforce company. Vlocity increases sales, service and marketing agility, operational

efficiency and faster time to value for cloud and digital adoption across the enterprise.

It provides Industry-Specific cloud software to transform your business for the below verticals.

Communications Media & Entertainment Energy and Utilities Insurance Health Government

Customer Centric Transformation

How it’s making an impact on the business and helping in many means like driving customer-centric

transformation

Platform Capabilities:

Data Model

Card UI Framework

DataRaptor Tool

OmniScript Process Designer

Process Library

Business Capabilities:

Enterprise Product Catalog

Order Capture and Fulfilment

Contract management

Configuration Price Quote

Vlocity Solution Simplified Structure

How Industry Solution make difference

Let’s understand how its help business with real time scenario

Customer using Salesforce for a specific industry like Communication, Insurance, etc. Below listed few examples

Without Vlocity:

There would almost to build all use cases from scratch

Understand industry and create sustainable data model: This is a very critical part and took a lot of time to

understand industry and business before creating a data model

Need custom development for industry-specific process example: in communication industry changing

the service provider is a very common to use case that needs to develop with custom logic

With Vlocity:

Industry Data model will fall into place

Vlocity has Process Library is ready to use in build industry process just plug and play

Omni channel will give you the power to design your process.

Card UI framework you can use multiple data sources to pull data in one layout.

DataRaptor will give distinct capabilities to fetch data from any object and get output fields in JSON format

without code.

How Card UI and DataRaptor works

Let’s take a look at how Card UI use DataRaptor use case

DataRaptor can give output in JSON format and will be used as input to Cards and layout. One layout can have multiple cards and each card can pull data from different sources. This will give huge power without any code

and help developers to do a lot many things.

DataRaptor can have the below interface type:

Extract

Load

Transform

We will use DataRaptor to Extract data from Account and Case and use it as input to Card UI

Create DataRaptor

DataRaptor Extract

Create raptor select interface type to Extract and provide input

Select output fields you want to display in cards and see automatically Json output in

right corner without any code.

We can preview output by providing input and execute you will see Json output. This

Json data can be used in Cards and show on UI.

Layouts & Cards

We have created Layouts and Cards and use data source as data raptor we created in last

steps.

Add required fields on the card and make sure all fields required in card should be data

raptor output.

Add required actions on cards as per business scenario.

Finally, after activating the card you can see all data from different data raptors on the layout.

Cards give the option to filter the data. All this will be just point and click.

Customer Success Platform for the Industry Revolution

This is a simple use case to show how easily we can achieve requirements using Vlocity.

Apart from this, there are many more advantages of Vlocity industry solution like order orchestration can be

achieve natively, reusing processes, capability of Enterprise Product Catalog, Contract Lifecycle Management,

Configuration Price Quote.