{"id":103237,"date":"2025-07-01T11:58:20","date_gmt":"2025-07-01T06:28:20","guid":{"rendered":"https:\/\/cloudfoundation.com\/blog\/?p=103237"},"modified":"2025-08-07T17:19:38","modified_gmt":"2025-08-07T11:49:38","slug":"salesforce-vlocity-role-based-workflow-training","status":"publish","type":"post","link":"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/","title":{"rendered":"Salesforce Vlocity Role-based workflow training"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Why_Salesforce_Vlocity\" >Why Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Learning_with_Salesforce_Vlocity\" >Learning with Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Setting_Up_Your_Salesforce_Vlocity_Playground\" >Setting Up Your Salesforce Vlocity Playground<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Started_with_Salesforce_Vlocity\" >Started with Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Navigating_the_Salesforce_Vlocity\" >Navigating the Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Salesforce_Vlocity_Features\" >Salesforce Vlocity Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Salesforce_Training\" >Salesforce Training<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Salesforce_Vlocity_Rules_and_Filters\" >Salesforce Vlocity Rules and Filters<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Hands-on_Approach_with_Salesforce_Vlocity\" >Hands-on Approach with Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Filtering_Actions_in_Salesforce_Vlocity\" >Filtering Actions in Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Action_Parameters_in_Salesforce_Vlocity\" >Action Parameters in Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Validating_Products_in_Salesforce_Vlocity\" >Validating Products in Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Restoring_Previous_Values_in_Salesforce_Vlocity\" >Restoring Previous Values in Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Bundles_in_Salesforce_Vlocity\" >Bundles in Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Productivity_with_Salesforce_Vlocity\" >Productivity with Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Guided_Selling_in_Salesforce_Vlocity\" >Guided Selling in Salesforce Vlocity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/cloudfoundation.com\/blog\/salesforce-vlocity-role-based-workflow-training\/#Salesforce_Course_Price\" >Salesforce Course Price<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"Why_Salesforce_Vlocity\"><\/span><strong>Why Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Salesforce Vlocity is a vital solution for industries looking to streamline customer interactions and drive business growth.<\/p>\n<p>From telecom and healthcare services to financial services and beyond, Vlocity provides tailored industry solutions that optimise business processes.<\/p>\n<p><strong><a href=\"https:\/\/cloudfoundation.com\/blog\/what-is-vlocity-in-salesforce\" target=\"_blank\" rel=\"noopener\">Salesforce Vlocity<\/a><\/strong> streamlines quote-to-cash workflows and enhances order management.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/07\/Salesforce-Vlocity-Benefits.png\" alt=\"\" width=\"800\" height=\"2425\" \/><\/p>\n<p>By understanding Salesforce Vlocity, the skill set needed to configure applications, automate tasks, and craft personalised customer experiences unlocking its true potential along the way.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learning_with_Salesforce_Vlocity\"><\/span><strong>Learning with Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Salesforce Vlocity is revolutionising how we approach learning in techology. At Vlocity, instructors recognise the importance of structured learning to ensure that every participant receives an exceptional experience.<\/p>\n<p>Effective communication is key to learning Salesforce Vlocity successfully and gaining the deeper insights necessary for real-world application.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Setting_Up_Your_Salesforce_Vlocity_Playground\"><\/span><strong>Setting Up Your Salesforce Vlocity Playground<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To maximise experience, in Salesforce Vlocity environment allows you to practice configuring and working with workflows hands-on.<br \/>\n<video src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/07\/Salesforce-Vlocity-Setup-Steps.webm\" poster=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/plugins\/a3-lazy-load\/assets\/images\/lazy_placeholder.gif\" autoplay=\"autoplay\" loop=\"loop\" muted=\"\" width=\"800\" height=\"auto\"><\/video><br \/>\nEstablishing a Salesforce Vlocity org requires company credentials. If this step hasn&#8217;t already been completed, visit the Salesforce Vlocity University portal and follow their setup guideline to complete it.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Started_with_Salesforce_Vlocity\"><\/span><strong>Started with Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Salesforce Vlocity&#8217;s world, an exciting adventure lies ahead. Setting up your environment begins by requesting access to the platform.<\/p>\n<p>Start right by using your company email ID, not a personal one, to register after you receive an email granting access to Salesforce Vlocity.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Navigating_the_Salesforce_Vlocity\"><\/span><strong>Navigating the Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Salesforce Vlocity offers a systematic approach to learning. Once you gain access, navigate to the university link and follow the guided steps to familiarise yourself with the system.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/07\/Salesforce-Vlocity-Feature-Overview.png\" alt=\"\" width=\"800\" height=\"1070\" \/>As part of Salesforce Vlocity&#8217;s order management module, encounter various modules covering order management, pricing structures, and promotions &#8211; each designed to provide hands-on experience that ensures you&#8217;ll be well-prepared for implementation.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Salesforce_Vlocity_Features\"><\/span><strong>Salesforce Vlocity Features<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>One of the distinguishing characteristics of Salesforce Vlocity is its ability to streamline complex processes.<\/p>\n<p>We will examine key functions such as CPQ (Configure, Price, and Quote), order capture, and API integrations as examples of such use cases.<\/p>\n<p>Salesforce Vlocity&#8217;s <strong><a href=\"https:\/\/cloudfoundation.com\/blog\/what-is-robotic-process-automation\/\" target=\"_blank\" rel=\"noopener\">robust automation<\/a><\/strong> tools help businesses generate accurate quotes, organise product catalogues and streamline customer interactions efficiently.<\/p>\n<p>Salesforce Vlocity enhances application functionality and allows for the creation of custom workflows using Salesforce Vlocity.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#0095f2&#8243; background_color_gradient_end=&#8221;#7dbed8&#8243; background_color_gradient_direction=&#8221;92deg&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;73%|62%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/SS_436-_Converted_-1.png&#8221; url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_scale=&#8221;114%|112%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;25px|-4px&#8221; transform_translate_linked=&#8221;off&#8221; width=&#8221;98.1%&#8221; custom_margin=&#8221;|7px|||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;21px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><span class=\"ez-toc-section\" id=\"Salesforce_Training\"><\/span><span style=\"color: #ffffff;\"><strong>Salesforce Training<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;21px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<h2><\/h2>\n<p style=\"text-align: center;\">[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Explore Course Content&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Salesforce_Vlocity_Rules_and_Filters\"><\/span><strong>Salesforce Vlocity Rules and Filters<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Salesforce Vlocity allows businesses to define and implement rules efficiently. One key feature of Salesforce Vlocity is attribute modification, which ensures proper application of regulations across products.<\/p>\n<p>As soon as we make changes in Salesforce Vlocity, maintenance must be run to keep configurations current and ensure seamless bundling for improved product compatibility within the system.<\/p>\n<p>Rules and filters in Salesforce Vlocity control the behaviour of products across scenarios.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/07\/Salesforce-Vlocity-Rules-Overview.png\" alt=\"\" width=\"800\" height=\"2086\" \/><\/p>\n<p>When adding or removing products from the cart, for instance, Salesforce ensures that these changes are reflected dynamically through rule builders and conditions.<\/p>\n<p>Collaboration is of utmost importance. Salesforce Vlocity&#8217;s flexible system enables the creation of custom solutions tailored to industry-specific requirements.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Hands-on_Approach_with_Salesforce_Vlocity\"><\/span><strong>Hands-on Approach with Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Hands-on learning is at the core of with Salesforce Vlocity.<\/p>\n<p>Before diving headfirst into implementation, it can be helpful to review pre-built demos and thoroughly examine end-to-end processes to ensure a smooth transition.<br \/>\n<video src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/07\/Salesforce-Vlocity-Learning-Process.webm\" poster=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/plugins\/a3-lazy-load\/assets\/images\/lazy_placeholder.gif\" autoplay=\"autoplay\" loop=\"loop\" muted=\"\" width=\"800\" height=\"auto\"><\/video><br \/>\nSalesforce Vlocity&#8217;s structured steps enable easy navigation and maximise its capabilities.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Filtering_Actions_in_Salesforce_Vlocity\"><\/span><strong>Filtering Actions in Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Salesforce Vlocity allows users to set filters for specific actions. This approach ensures the accurate execution of rules with predetermined conditions, optimising processing while decreasing complexity and increasing efficiency.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Action_Parameters_in_Salesforce_Vlocity\"><\/span><strong>Action Parameters in Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Salesforce Vlocity features action parameters to manage product configurations efficiently, enabling both manual and automated adjustments through JSON structures.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/07\/Vlocity-Action-Validation-Flow.png\" alt=\"\" width=\"800\" height=\"879\" \/><\/p>\n<p>Salesforce Vlocity enables direct input, allowing for real-time adjustments that enhance performance and efficiency.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Validating_Products_in_Salesforce_Vlocity\"><\/span><strong>Validating Products in Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Validation in Salesforce Vlocity is paramount to ensure product availability within carts.<\/p>\n<p>Utilising qualification evaluations, Salesforce Vlocity assesses whether a product meets the criteria that this evaluation system requires.<\/p>\n<p>This dynamic function checks each name dynamically to ensure compatibility and the smooth execution of service offerings.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#ff8c7c&#8221; background_color_gradient_end=&#8221;#e5ba4e&#8221; background_color_gradient_type=&#8221;radial&#8221; background_color_gradient_direction_radial=&#8221;top left&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;74%|69%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;||-5px||false|false&#8221; custom_padding=&#8221;|||2px|false|false&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/8423118_3895895.png&#8221; url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; width=&#8221;85.4%&#8221; custom_margin=&#8221;-31px||-24px||false|false&#8221; custom_padding=&#8221;|22px|0px||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;19px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;1.2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; min_height=&#8221;50.8px&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #000000;\"><strong>Salesforce Online Training<\/strong><\/span><\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Up Coming Batches&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#E09900&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221; background_layout=&#8221;dark&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; 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text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Restoring_Previous_Values_in_Salesforce_Vlocity\"><\/span><strong>Restoring Previous Values in Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>One of the primary challenges in Salesforce Vlocity is recovering previous values after deleting products, as there are no predetermined rules to simplify restoring the original values.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/07\/Salesforce-Vlocity-Recovery-Features.png\" alt=\"\" width=\"800\" height=\"2424\" \/><\/p>\n<p>To overcome this challenge, we establish rules within Salesforce Vlocity that encompass all pertinent attributes for restoration, ensuring an easy recovery process.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Bundles_in_Salesforce_Vlocity\"><\/span><strong>Bundles in Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Salesforce Vlocity makes creating bundles easy. From editing attributes and verifying compatibility to bundling solutions for ease of use, bundling in Salesforce Vlocity streamlines this process for us.<\/p>\n<p>Salesforce Vlocity ensures that specific attributes appear dynamically when adding products, allowing users to obtain their required download speed as efficiently as possible.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Productivity_with_Salesforce_Vlocity\"><\/span><strong>Productivity with Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong><a href=\"https:\/\/cloudfoundation.com\/blog\/vlocity-salesforce-tutorial\" target=\"_blank\" rel=\"noopener\">Salesforce Vlocity<\/a><\/strong> provides powerful tools to enhance productivity. By mastering its core functionalities, users can accelerate digital transformation while streamlining business workflows.<\/p>\n<p>With Salesforce Vlocity constantly developing new features and becoming easier to use and understanding its latest offerings can only prove rewarding in terms of improving user knowledge and understanding its benefits.<br \/>\n<video src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/07\/Salesforce-Vlocity-Productivity-Tools.webm\" poster=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/plugins\/a3-lazy-load\/assets\/images\/lazy_placeholder.gif\" autoplay=\"autoplay\" loop=\"loop\" muted=\"\" width=\"800\" height=\"auto\"><\/video><\/p>\n<p>Implementing best practices ensures a smooth implementation within any organisation.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Guided_Selling_in_Salesforce_Vlocity\"><\/span><strong>Guided Selling in Salesforce Vlocity<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Guided selling in Salesforce Vlocity simplifies the buying journey by suggesting relevant products based on predefined parameters.<\/p>\n<p>Understanding advanced pricing and attribute-based pricing within Salesforce Vlocity offers businesses powerful ways to customise pricing strategies and create dynamic customer-specific pricing structures easily.<\/p>\n<p>These functionalities help companies develop advanced and attribute-based pricing structures quickly.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#494fff&#8221; background_color_gradient_end=&#8221;#9ea6ff&#8221; background_color_gradient_type=&#8221;radial&#8221; background_color_gradient_direction_radial=&#8221;top left&#8221; background_color_gradient_start_position=&#8221;35%&#8221; 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_module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;19px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;1.2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2 style=\"text-align: center;\"><span class=\"ez-toc-section\" id=\"Salesforce_Course_Price\"><\/span><span style=\"color: #ffffff;\"><strong>Salesforce <\/strong><strong>Course Price<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Offer Price&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; title_text=&#8221;logo_resize_color&#8221; url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_team_member name=&#8221;Vinitha Indhukuri&#8221; position=&#8221;Author&#8221; image_url=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/02\/Vinitha-Indhukuri-e1739946272117.png&#8221; _builder_version=&#8221;4.9.7&#8243; header_level=&#8221;h5&#8243; header_font=&#8221;Titillium Web|700|||||||&#8221; body_font=&#8221;Titillium Web||||||||&#8221; body_font_size=&#8221;16&#8243;]Success isn\u2019t about being the best; it\u2019s about being better than you were yesterday.[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;] Why Salesforce Vlocity Salesforce Vlocity is a vital [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":105009,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"2880","footnotes":""},"categories":[211],"tags":[],"class_list":{"0":"post-103237","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-salesforce"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce Vlocity Role-based workflow training<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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