Salesforce Vlocity

Salesforce Vlocity is an exciting challenge and I can help guide your through it with ease. My approach makes learning Salesforce Vlocity both interactive and practical – perfect for you if learning is your goal!

Salesforce Vlocity is an impressive industry-specific tool designed to streamline processes within communications, media, or utilities industries. If this tool interests you then chances are it has made waves within these fields before.

However, Salesforce Vlocity stands apart by providing tailored solutions built within industry clouds. One key benefit is integration with vertical-specific apps.

If you purchase the Communications Cloud, it automatically includes industry CPQ functionality, without additional licensing costs or hassle, providing seamless solutions for industries looking to simplify their quoting and pricing processes.

Salesforce Vlocity transforms industry processes by embedding CPQ functionality directly within industry clouds.

Businesses using industry clouds instead of purchasing separate licenses can automatically benefit from built-in quoting and pricing features included within each cloud.

Salesforce Vlocity’s tailored workflows cover everything from lead-to-order automation and pricing management, all the way up to vertical-specific lead management services.

Utilities, communications, or media companies alike will find that this powerful solution offers unsurpassed flexibility and efficiency.

Why Salesforce Vlocity Matters?

Salesforce Vlocity is revolutionising how industries operate by providing pre-built solutions tailored to specific sectors, which speed up implementation time and boost efficiency.

Discovering Salesforce Vlocity can open doors to new opportunities. Whether your aim is industry CPQ or expanding Salesforce expertise, mastery of Vlocity gives a competitive edge and is sure to give your career an advantage over those without it.

Salesforce Vlocity vs. Traditional CPQ

Salesforce offers two CPQ solutions: the former is an all-industry, horizontal approach, and the latter is built directly into their Vlocity offering.

Salesforce CPQ stands out as an all-purpose solution, while Salesforce Vlocity CPQ caters specifically to industries such as utilities, communications, and insurance.

Utility companies can utilise industry CPQ software to efficiently price electricity packages. Industry CPQ can seamlessly integrate with order management and backend automation platforms, creating an effortless journey from quotation to fulfilment.

Salesforce Vlocity vs Industry CPQ

Salesforce Vlocity has recently transitioned to Industry CPQ, following its acquisition by Salesforce in 2020, and has integrated its industry-specific solutions into the Salesforce ecosystem.

Industry CPQ encompasses multiple sectors, such as communications, media, technology, insurance, healthcare, and public utilities.

Salesforce Vlocity offers tailored solutions specifically designed for these industries, making it a valuable asset in streamlining processes for businesses of any kind.

Salesforce Vlocity in Different Industry Clouds

Salesforce Vlocity can serve multiple industry verticals, including communications and media, as well as utilities.

Each vertical benefits from built-in CPQ functionality that helps companies manage quoting efficiently within their cloud environment.

Businesses that implement Salesforce Vlocity as part of their communications strategies gain access to powerful CPQ features specifically designed to enhance workflow.

Media, entertainment, energy, and utilities each receive customised capabilities without requiring additional licenses.

Salesforce Vlocity CPQ

Salesforce Vlocity CPQ simplifies the creation of accurate customer orders by automating pricing and discount rules, ensuring they deliver what customers request at the optimal cost.

Users can leverage Salesforce Vlocity CPQ to apply advanced pricing rules and configure product rules based on predefined data models, enabling more efficient order management.

Configure, Price and Quote is an integral component of Salesforce Vlocity that businesses should understand to optimise their sales cycles and boost efficiency.

By understanding its functions within Vlocity, organisations will gain more insights into its uses as part of business operations.

Once, people found it challenging to differentiate CPQ setups. With Salesforce Vlocity, a simplified platform that enables all components to function seamlessly together. Furthermore, its structured workflow helps users efficiently configure pricing, manage quotes, and approve contracts.

How Salesforce Vlocity Handles Pricing and Products?

Pricing and product configuration are central components of Salesforce Vlocity. When setting up their catalogues, businesses define accessories, attributes, and pricing models before setting a catalogue live.

Whether selling insurance policies or communication services, Salesforce Vlocity ensures industry-specific workflows to facilitate pricing processes for all.

Assuming you were creating a laptop configuration, the first step would be assembling individual components with their associated attributes.

Pricing Rules | Salesforce Vlocity This structured approach works across industry clouds, making Salesforce Vlocity suitable for various verticals.

Salesforce Vlocity Flex Cards

Salesforce Vlocity utilises Flex Cards to enhance user engagement and streamline product selection, thereby improving both user engagement and the product selection process.

Businesses can utilise these customizable user interface components to display vital information, such as promotions, pricing lists, and qualified products, to enhance the customer experience and streamline selection processes.

By utilising Salesforce Vlocity Flex Cards, users can enhance customer experiences through seamless navigation and efficient product configuration.

Order Management with Salesforce Vlocity

Salesforce Vlocity equips businesses with tools for effectively and precisely managing orders.

Utilisers of this system can configure product attributes, apply discounts and review qualified promotions before finalising purchases.

Salesforce Vlocity streamlines order submission by validating errors, ensuring the selection of valid attributes, prices, and promotions to prevent discrepancies in final orders.

Customisation in Salesforce Vlocity

Salesforce Vlocity’s flexible customisation features enable users to adapt order management interfaces and product selection workflows based on business requirements.

Flex Cards in the user interface serve as customisable features for product selection processes.

Businesses can adapt the model to fit their unique pricing and promotional structures by copying or replicating.

Salesforce Vlocity for Effective Communication

Salesforce Vlocity has revolutionised how businesses handle customer communications. From complex CPQ configurations to efficient interactions management, Vlocity provides businesses with all of the tools necessary for seamless integration of customer relations management processes into operations.

One common misperception about Vlocity and Salesforce setups lies in their perceived differences; before being acquired by Salesforce, Vlocity operated independently; now though, it fits seamlessly within their ecosystem.

Salesforce Vlocity’s robust communication tools give businesses everything they need to streamline their processes successfully and work more efficiently.

Interactive Learning in Salesforce Vlocity

Salesforce Vlocity can best be learned through participation. In our sessions, we divide the screens in half; one half will follow along and implement exercises, while the other will act as your instructor and monitor your progress.

This approach ensures you remain actively engaged rather than passively listening.

Specific tasks will be assigned offline to allow you to explore Salesforce Vlocity independently and reinforce concepts as you build confidence in applying them.

Salesforce Vlocity Playground

Before diving into Salesforce Vlocity, we must register for the Velocity Playground environment, which gives us the ability to test configurations and workflows with live data.

Signing up is simple – provide your name, email address, and company details when registering, and once registered, you’ll receive credentials via email.

This process may take up to 15 minutes, so please be patient. When access is granted, ensure that you update the password and create workspace settings immediately.

Salesforce Vlocity Expertise and Experience

Understanding your background helps tailor training sessions specifically to meet the needs of participants. Many of you already possess expertise with Salesforce CPQ; building on that experience to move to Vlocity should go more smoothly.

Salesforce Vlocity extends CPQ principles with industry-specific solutions.

No matter whether you are a developer, business analyst or solution architect this training will arm you with all of the skills required for effective Salesforce Vlocity use.

Schedule for Salesforce Vlocity Training

Consistency is key when learning Salesforce VloKcity, so our training sessions will take place regularly, providing a structured path of study to follow.

Although we initially considered morning sessions, after considering availability, we have devised a schedule that works better for us.

Every session should last an average of one hour with optional 10-minute extensions depending on the subject matter.

Salesforce Vlocity requires careful study, so our goal is to make sure every aspect is understood clearly.

By keeping our focus on detail, we want you to have all the knowledge you need to succeed with Salesforce Vlocity.

Salesforce Vlocity Training: Your Path to Certification

Training in Salesforce Vlocity aims to provide a comprehensive understanding of its operation, enabling you to easily implement real-world solutions. Completion of such courses ensures this.

Training sessions utilizing Salesforce Vlocity provide learners with essential hands-on exercises designed to prepare them for certification exams.

Trainers lead learners through this experience; however, to truly master Salesforce Vlocity takes consistent practice and self-initiative on an individual’s part.

Project Implementation in Salesforce Vlocity

At the core of learning Salesforce Vlocity lies project implementation. Trainees participate in real-world use cases as they model and configure various products.

Deploying features through external websites and integrations is integral to understanding all the capabilities of Salesforce Vlocity.

From configuring price details to optimising user interactions, Salesforce Vlocity equips businesses with tailored solutions tailored specifically for them.