Salesforce Vlocity

Salesforce Vlocity equips businesses with tailored pricing, contract renewal and pricing solutions for pricing, contracts and renewals.

By understanding all that Salesforce Vlocity can do to optimise processes and increase efficiencies within an organisation, businesses are better able to use Salesforce Vlocity efficiently in their operations and improve efficiency.

Salesforce Vlocity’s ability to handle amendments and renewals smoothly makes it an invaluable asset to businesses that rely on contract modifications to maintain flexible pricing structures.

Businesses using Salesforce Vlocity can seamlessly modify contracts while remaining compliant.

Salesforce Vlocity introduces customisation options that give enterprises seamless control to adapt functionality quickly, whether through code overrides or flexible implementation, providing enterprises with unparalleled adaptability for pricing calculations.

Salesforce Vlocity has revolutionised the industry with its revolutionary approach to managing quotes and orders.

Unlike traditional systems, Salesforce Vlocity provides an intuitive graphical user interface that facilitates product configuration, order generation, pricing model modification and refinement all from a central hub.

One of the hallmarks of Salesforce Vlocity’s unique offering is its seamless synchronisation between processes using one card at a time.

Regardless of whether it’s for quotes or orders, Salesforce’s user interface remains consistent throughout both processes to ensure smooth transitions and efficient workflows.

Installing Salesforce Vlocity Packages

Installing Salesforce Vlocity CPQ differs from standard Salesforce installations in that the packages provided through DevOps are distinct from those available on AppExchange.

These packages may require additional permission from clients or the internal team. Salesforce Vlocity’s success community provides regular updates on recent releases, allowing users to install relevant versions or public sector cloud packages tailored specifically for them.

Salesforce Vlocity Implementation

As we progress with Salesforce Vlocity, our focus will shift toward pricing strategies. This involves developing quote templates and document structures essential for producing PDF quotes.

With Salesforce Vlocity’s robust capabilities, businesses can create dynamic workflows to streamline complex processes for seamless transactions and increased efficiencies across various industries.

Salesforce Vlocity and Object Types

Configuring object types in Salesforce Vlocity is a game-changer for businesses managing complex product catalogues. By assigning object types to products, businesses ensure seamless inheritance of fields and attributes across products.

Example: When creating a smartwatch specification, key attributes such as GPS and connectivity may be defined upfront.

Later, when adding Apple Watch as part of your configuration process, all specifications from its predecessor smartwatch base automatically apply, making configuration effortless.

Enterprise Product Catalogue in Salesforce Vlocity

Salesforce Vlocity’s Enterprise Product Catalogue (EPC) serves as a centralised dashboard where users can configure products, attributes, promotions and pricing at once.

EPC streamlines lifecycle management by providing a single, convenient screen that allows for quick and efficient access to all configuration options.

Salesforce Vlocity’s EPC enables users to set pricing contexts, rules, and hierarchies that align with business goals – from creating attributes to adjusting pricing variables; everything can be conveniently managed in one location.

Salesforce Vlocity Product Configuration

Establishing product relationships within Salesforce Vlocity is critical. Currently, one available relationship type is “child,” which indicates that child products depend on parent products.

By default, the minimum value is set at one; however, you may wish to adjust this according to your business needs.

If you need to override specific values, there is an easy way to do so. Navigate to the configuration panel, where you can manually adjust the minimum and maximum values to suit your preferences.

An everyday challenge users of Salesforce Vlocity face is caching issues. If product configurations don’t appear accurately, running maintenance jobs from the CMT administration panel is one way to clear away cached items and ensure everything displays as intended.

Salesforce Vlocity and Product Relationships

Salesforce Vlocity simplifies product relationships by establishing cardinality rules that determine the maximum number of items that can be added to bundles or carts at one time. Businesses use cardinality rules as part of catalogue organisation efforts.

Key components include child components, which enable products such as smartwatches to automatically bundle with applicable accessories, like data plans, for optimal customer convenience and to streamline configuration processes.

Consequently, this facilitates customer convenience while expediting configuration processes.

Customisation in Salesforce Vlocity CPQ

Salesforce Vlocity allows businesses to develop omniscient actions tailored to real-world requirements. For instance, when provisioning products, it transitions between build assets and service assets, creating a structured approach in its system.

Developers can take advantage of Salesforce Vlocity’s flexibility by customising Omni-Scripts based on predetermined margins or project conditions, instead of solely relying on default scripts for operation across industries.

Customisation ensures Salesforce Vlocity runs seamlessly across sectors.

Contextual Rules in Salesforce Vlocity

Guided selling in Salesforce Vlocity enhances user experiences by customising product lists and promotions based on each respondent’s responses to an interactive questionnaire.

With intelligent automation at their core, this feature ensures customers receive tailored recommendations specifically for them.

Contextual rules and advanced rules provide additional refinement of product configurations, whether that involves automatically adding required products or modifying attributes during order capture. Salesforce Vlocity provides an intelligent automation framework.

Predefined Actions in Salesforce Vlocity

Salesforce Vlocity includes numerous predefined actions designed to speed business processes. These predetermined actions streamline order capture, product addition, and pricing strategies—essential features of effective operations management.

Predefined actions vary based on each project’s requirements; developers assess if existing ones meet client demands or if custom configurations must be created to achieve optimal performance.

Salesforce Vlocity Omni-scripts

Salesforce Vlocity provides an effective tool for streamlining complex business processes with ease, such as Omni-Scripts, which simplify order submission and automate multiple backend actions.

As soon as an order is submitted, Omni-Scripts activate within Salesforce Vlocity and execute various backend processes, including integration procedures and remote actions, to create an uninterrupted workflow while reducing manual efforts and increasing the efficiency of implementations.

Professionals using Salesforce Vlocity often ask whether OmniScripts come preinstalled as part of the Velocity CPQ package.

Unfortunately, none are predefined; however, customisation remains key in meeting business goals with Vlocity CPQ.

Every client project, developers install Salesforce Vlocity CPQ into an isolated sandbox environment, where thousands of developers work collaboratively on customising Omni-scripts to meet individual client specifications, ensuring each workflow matches seamlessly with their unique business processes.

Salesforce Vlocity Pricing and Promotions

Pricing with Salesforce Vlocity takes an organised and systematic approach that incorporates pricing elements, variables and hierarchical structures.

Businesses can implement recurring price models or list prices across operations to increase the accuracy and consistency of pricing data.

Salesforce Vlocity’s promotions module plays a crucial role in driving sales growth for companies, whether through seasonal discounts or limited-time offers.

Salesforce Vlocity allows users to configure promotions based on predetermined parameters, ensuring targeted campaigns reach the right audiences.

Salesforce Vlocity Promotions and Certifications

Promotion and events play a central role in Salesforce Vlocity. Discounts, special pricing strategies, and seasonal promotions can be easily applied using built-in configuration tools for quick implementation.

Understanding Salesforce Vlocity functionalities is essential for those seeking certification, whether that involves pricing strategies, CPQ rules, or product configuration. Being knowledgeable will significantly enhance your expertise.

Salesforce Vlocity certification exams frequently test these concepts, so having experience setting up offers, managing pricing structures and implementing promotions is integral.

Salesforce Vlocity for Bundling and Offers

Salesforce Vlocity makes creating product bundles an efficient way to conduct promotions, whether offering discounts or presenting exclusive deals.

By consolidating multiple items into one bundle package, the system makes promotions much simpler for everyone involved.

Companies using Salesforce Vlocity to structure offers, such as holiday discounts, can leverage bundle products for seamless pricing adjustments and catalogue visibility.

Managing Offers in Salesforce Vlocity

Salesforce Vlocity enables businesses to set up multiple offers efficiently. When clients require two identical offers from you, using CPQ rules within Salesforce Vlocity ensures quantity updates can be applied automatically, thereby simplifying bulk purchases without manual intervention.

Assuming an Apple Watch is offered as part of a package deal, increasing its quantity at the offer level should ideally update all product quantities accordingly; however, manual adjustments may still be required.

In such instances, CPQ rules help automate repetitive tasks, saving time and resources by streamlining processes.

Salesforce Vlocity intelligently adjusts prices based on predefined conditions, offering competitive cloud storage prices to businesses. Furthermore, when setting cloud storage pricing strategies, you may offer discounts to customers who purchase larger amounts. Additionally, any discounts could apply automatically as customers buy additional storage.

Quote Management with Salesforce Vlocity

Salesforce Vlocity plays a crucial role in quote management, ensuring accuracy and efficiency during pricing calculations.

Businesses using Salesforce Vlocity to fine-tune their quoting mechanisms can utilise custom scripts and logic adjustments available through Vlocity to achieve optimal quoting mechanisms.

Salesforce Vlocity’s built-in QCD functionality empowers users to develop complex logic when standard configurations fail, enabling professionals to maintain pricing integrity while meeting complex business requirements.

Boosting B2B and B2C Experiences in Salesforce Vlocity

Salesforce Vlocity goes far beyond traditional quoting by seamlessly integrating with both B2B and B2C platforms, giving organisations access to functionalities that drive self-service capabilities and enhance engagement with communities.

Lightning Web Components enable businesses to easily build intuitive user experiences in Salesforce Vlocity for both sales representatives and their customers, offering accessibility both ways.

This flexibility makes Salesforce Vlocity an appealing option for modern enterprises.

Salesforce Vlocity Certification and Training

Mastering Salesforce Vlocity can be accomplished through structured training and certifications from Salesforce Vlocity, which provides professionals with credibility in delivering industry-specific solutions.

Training exercises help individuals quickly understand key concepts in Salesforce Vlocity, setting them on a path towards real-world implementation.

By understanding approval mechanisms and contract workflows, professionals can navigate Salesforce Vlocity confidently.