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.
