Salesforce Vlocity Tutorial | Learn Salesforce Vlocity Step by Step


Salesforce Vlocity Tutorial – Table of Content

What exactly is Vlocity?

Vlocity (Salesforce Sectors) provides pre-built Salesforce solutions to meet the needs of specific industries which require CRMs that are significantly customized beyond Salesforce’s out-of-the-box state. Vlocity, which was founded in 2014, swiftly established itself as an “industrial cloud” pioneer, receiving 3 Forbes Cloud 100 honors in 2017, 2018, & 2019. What factors aided them in achieving such quick success?

What is Vlocity

Vlocity applications (based on the Salesforce platform) provide multichannel sales, advertising, servicing, and CPQ solutions to specific industries like Communications, Health coverage, Energy and Utilities, Financial Services, Multimedia, Healthcare, and Public Sector.  The secret to success is straightforward. Companies profit from pre-built flows and procedures that would otherwise take several months (& millions) to construct custom.  Salesforce purchased Vlocity in 2020. Salesforce has been able to include Vlocity’s industry-specific CRM systems in its current Salesforce Industries offerings as a result of the acquisition. Vlocity’s creator David Schmaier maintained his position as CEO of Salesforce Enterprises, a corporate unit in charge of establishing clouds for new verticals, following the rebranding.

What is Salesforce Industries, and what does it do?

Salesforce had a step up on the latest vertical solutions after acquiring Vlocity. In general, the 12 existing industry clouds are making progress inside the Vlocity apps. These add to Salesforce’s existing data model and give out-of-the-box services which reflect their industry’s language.

Two often used “clouds” are, for example:

Organizations gain all the tools and apps they need to develop subscription services, handle orders, quotations, and contracts in an agile manner with Media and Communications Clouds.

Financial Services Cloud: Provides a consolidated system with a unified customer’s perspective of their policy, financial information, and claims to support the banking, financial advisory, and insurance markets.

Marketing, sales, commercial agility, and also operating efficiency, are all enhanced by these clouds, which reduce time to value.

Salesforce Industries

What is Salesforce Vlocity, and how does it work?

Salesforce Vlocity is the hottest innovation on the Salesforce platform, which is the industry’s leading provider of industry-specific solutions and software. It stands out as a worldwide forerunner in Customer Relationship Marketing, transforming the total customer experience (CX) (CRM). Vlocity also aids in the comprehension of the CMT, healthcare, and insurance realms. Salesforce Vlocity also has a lot more to offer, such as Lightning Web Omnichannel processes, Integration processes, Vlocity Actions,  Tracking services, Data Migration, and so on. Salesforce Vlocity also improves CPQ and guided selling. Salesforce Vlocity is a trailblazer, enabling a slew of top and up-and-coming businesses to achieve their goals through its Omnichannel processes.

Become a Salesforce Vlocity Certified professional by learning this HKR Salesforce vlocity training !
 

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What are the different Salesforce Vlocity components?

  • Vlocity Insurance– To process all components of the insurance, Vlocity employs Microservice Architecture. Financial Service Cloud is intended to function with Vlocity Insurance.
  • Vlocity Media& Entertainment– This section contains a comprehensive industry solution for ad sales and subscriber sales in order to strengthen consumer and owner relationships.
  • Industry Cloud for Communications in Vlocity Communications aids in providing a consistent and individualized client experience.
  • Vlocity Health– Companies could use a Vlocity specialized device called Vlocity Health to run all of the sections relating to the health industry.
  • Vlocity Energy & Utilities is responsible for a number of industry-specific apps that allow the sale & service of a wide range of commodities and non-commodities.

Vlocity Benefits Salesforce in What Ways?

As a result of this collaboration, industry-specific solutions have become a key component of the platform’s capabilities. Salesforce has improved its adaptability over time, seeking to meet any industry issue. Nonetheless, one stumbling block remains unsolved: IT complexity. Consider a company with a complex IT stack, including some in-house applications. It will take a long time and a lot of money to replace it with a centralized platform. To enable end-to-end business processes, consultants and developers must customize the system, align, and merge apps. 

This is where Vlocity comes in. Vlocity adds enterprise product catalogs (EPCs), customer relationship management (CRM), order processing, and digital commerce to Salesforce, and also pre-built methods and new models. The software is developed in strict accordance with industry standards established by organizations such as the TM Forum as well as the MAF. As a result, businesses are able to go live more quickly. They teach their employees and may eventually be self-sufficient, saving money on consultants and developers.

Top 30 salesforce Vlocity Interview questions & answers for freshers & experienced professionals

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Overview of OmniStudio

OmniStudio is a modular framework that allows you to easily develop Salesforce flows and solutions using standard click-based components. 

OmniStudio

The architecture of OmniStudio is made up of three layers:

Digital Experimentation : 

This is the User Interface Engine. It contains all of the user interface elements that can be selected and dragged toward the action area. We must choose the appropriate component depending on business requirements. The back-end layer’s entry point is this layer. To conduct any operation, simply connect the back-end components to the components. This UI Engine gets separated into two categories once more:

FlexCards :

Flexcard is an alternative if you really want to display multiple data in less space. Flex cards have been used to display data at a glance. This is a drag-and-drop tool that allows you to quickly configure, preview, and troubleshoot a screen. FlexCards present and summarise contextual information and actions from Salesforce and third-party platforms.

Omniscripts : 

OmniScript is being used to give users a guided path through the business processes. That implies you can show multiple screens in a row. We may create pages quickly and effortlessly with the assistance of OmniScript, which is a drag-and-drop application. This is also entirely programmable, allowing it to be tailored to specific requirements. Another omniscript can be called from one omniscript. You may use OmniScripts to create sales, service pathways, and other business operations.

Service Management : 

Backend logic & data are handled by this layer. By using integrations, Service Management may read and write data via Salesforce and other external sources.

It is divided into two sections:

1. OmniStudio Dataraptors :

DataRaptors are used to retrieve, transform, and update information. They are used to perform data-related operations such as reading, writing, and transforming data from external sources. There are four parts to DataraptorsOmniStudio Dataraptors

  • DataRaptor Turbo Extract: As the name implies, this program is used to extract information from a data object. This component has the most efficient data retrieval speed. This option should be used if the need on your page would be to return just a single item.
  • DataRaptor Extract: Most of the time, we need to work with several objects on a page; in this situation, vlocity gives us this alternative. Use DataRaptor Extract to return many objects.
  • DataRaptor Load: This component is used to update the information in Salesforce.
  • DataRaptor Transform: Whenever your data isn’t solely in Salesforce and you’d like to retrieve it and display it in Omniscript/flex cards, use DataRaptor Transform.

2. OmniStudio Integration Procedures

To carry out such tasks, this instrument is quick and dependable. You can use Integration Procedures to retrieve data from third-party services.

Developer Experience

OmniStudio Data packs can be managed with the IDX Build Tool. IDX Workbench seems to be a desktop program for transferring Salesforce information and Data packs. In conclusion, like custom programming, OmniStudio provides simple shortcuts and greater reuse chances for adapting the industry-oriented solution to your specific needs.

However, there are several disadvantages to be aware of right now:

  • Many clouds are combined within one common functionality by industries. As a result, it’s difficult to tell if a certain feature is part of the current implementation.
  • Since all clouds & APIs receive information in one bundle, updates do not even have a defined structure.
  • Errors and platform constraints have limited support.
  • Vlocity’s data model and functionalities are best suited for enterprises at the enterprise level. Some argue that it’s inappropriate again for the SMB market, because not only does it need a greater budget, but it also leaves small-medium firms with capabilities they don’t want and won’t utilize.

Do you want to learn more about Salesforce Vlocity? Watch this Demo video now:

 

What are FlexCard Actions?

FlexCard Actions can be used to start or modify an OmniScript, connect to a website page or app, show a flyout, launch an event, or change the values of data fields. FlexCards can do the following actions:

  • Card — Load, modify data source, or erase cards at the card level. 
  • Event
    Custom — To alert the main FlexCard of an occurrence, fire a Custom Event.
    PubSub — To alert another element on a website or app of an event, fire a PubSub Event.
  • Flyout – In a modal or popover, show extra details from such a child card, OmniScript, as well as a custom Lightning web component (LWC).
  • Navigate — Choose a targeted URL or a PageReference type that allows you to navigate inside Lightning Experience, across Communities, to another website.
  • OmniScript — Use the FlexCard to launch an OmniScript.
  • Update OmniScript – Update an OmniScript from a FlexCard incorporated as a customized Lightning web component inside an OmniScript.
  • OmniScript Action – Update any OmniScript from a FlexCard integrated as a customized Lightning web component in an OmniScript A reusable OmniStudio Action can be used to launch OmniScripts, elements, websites, or external programs. The same OmniScript can be launched from numerous FlexCards using an OmniStudio Action.

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Conclusion

To summarise, Vlocity achieved a breakthrough by offering businesses such an architectural foundation tailored to their industry. Salesforce’s acquisition signaled the company’s transition to industry-specific products that are easier to tailor and onboard users. For such a quicker digital transformation journey, firms can use the current Salesforce Industry clouds, which offer a configurable data model and a reliable version with reusable solutions. 



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SAP R/3 has been one of SAP’s main products, where R stands for RealTime and 3 refers to three-tier application architecture (Database,Application Server and Client).

In the modern environment, the SAP R/3 system powers the majority of businesses.

This software was used by approximately 80% of the businesses.

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Why SAP R3 architecture?

The primary goal of R/3 Architecture is to provide a set of tightly coupled, major business applications. The typical range of hypotheses for any R/3 process is as follows:

  • Production Planning
  • Materials Management
  • Sales and Distribution
  • Financial Accounting
  • Controlling, Etc

SAP R3 Architecture:

SAP R/3 Architecture simplifies and connects all of an organization’s business transactions through real-time integration. Real-time integration ensures that any change or upgrade in one application causes the data in the other applications to be automatically modified or updated.

We are aware of the SAP R/3 Architecture, specifically the client-server software. This ensures that the R/3 system’s groups and layers are designed to run concurrently on a number of different computing devices. When a business wants to install SAP software, each component is stored, regulated, and filtered using the equipment of completely separate and specialized computer systems.

Each layer has the ability to call on all of the other layers built to complete the task. Clients are components/layers that request services, while servers are components/layers that deliver services. This is referred to as “client/server.”

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This R/3 Architecture’s three Conceptual Layers are… The R/3 Framework’s classic configuration includes the following software layers:

  • Presentation layer
  • Application layer and 
  • Database layer

Presentation layer:

Receives user input and produces a method request. The Presentation Layer is a user interface that can use a variety of different graphical user interfaces ( GUIs). SAPGUI is SAP’s proprietary user interface program over 20 languages.

The presentation or GUI layer includes collaborating keyboard and mouse information from the device and submits it to the application layer inside the form of workflow requests for the further computation. When the layer receives application layer outcome, it recopy it and exhibits text and graphical data on the user’s PC screen.

Application layer:

Receives and processes a process request using the Software Logic Application.

The application layer is made up of R/3’s core components. The application server layer is where the majority of R/3 business logic processing takes place. The dispatcher is in charge of the job procedures here.

The comprehensive logic of R/3 implementations for business operations is provided by the database server. A system may well be connected to a range of different application servers that are geographically distributed.

Database Layer:

All data is saved and recovered. The Database Layer is in charge of both the R/3 Framework’s application elements and the enterprise’s working data. As needed, applications are downloaded from the database, loaded into the application layer, and executed from there.

The database component contains an engine whose sole purpose is to retrieve the data on the application layer’s behalf. SAP R/3 interfaces with its supporting databases using the industry-standard database access language SQL.

                                 

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Components of SAP R3 architecture:

In the application layer there are several elements or components that carry out different operations. Now we will check one after the other.

  • Message Server: In an ABAP system, it handles communication between distributed dispatchers.
  • Dispatcher Queue: This queue stores various types of work processes.
  • Dispatcher: This component distributes requests to work processes.
  • Gateway: It allows collaboration between some of the SAP systems and external systems.
  • ABAP-Work processes: It implements dialog steps in R/3 applications separately.
  • Memory-pipes: It allows ICM and ABAP work processes to communicate with one another.
  • Message Server: It is in charge of java dispatchers and server processes.
  • It allows for communication within the Java runtime environment.
  • Enqueue Server: It manages logical locks set by a Java application program in a server process.
  • Central Services: A specific example of the central services is required by Java cluster for managing locks and transmitting messages and data. A Java cluster is a
  • collection of processes that collaborate to create a dependable system. An instance is a collection of resources such as memory and work processes.
  • Java Dispatcher: This process receives client requests and routes them to the server process.
  • J2EE components are installed using SDM: Software Deployment Manager.
  • Java Server Processes: It can handle a large number of requests at the same time.
  • Threading: When different tasks execute independently in the background, this is referred to as threading.
  • ICM: It facilitates communication between the SAP system and the HTTP, HTTPS, and SMTP protocols. This means that by entering the system URL into the browser, you can also access SAP from the browser.

How does SAP R3 architecture work?

SAP R/3 Processes are being used to successfully manage os resource requirements for the software program. The technique is inextricably linked to the software application. Memory, as well as system support for renewable energy, are accessible for any operation. The on request is determined by the type of work performed in the application server.

The SAP DISPATCHER, SAP’s proprietary control agent, is located in the R/3 Basis kernel. The deploying device, in collaboration with the respective operating system, manages the facilities used by R/3 systems to control their operational activities. The exact number of activities varies depending on the configuration. The dispatcher’s main function is to filter the working process that has been submitted.

There are specific work process models for:

  • Online work process dialogue -Interactive SAPGUI screen processing request
  • Updating the database as part of the work process
  • Background Work Process -used for background processing, such as batch jobs.
  • Spool work procedure-Spooling/Printing procedure
  • Work process-lock management should be enqueued.

Conclusion:

In this blog post we had clearly disused all the points related to the SAP R3 architecture in a clear cut manner. If you have any queries please drop your comments to get them resolved. Happy learning at HKR trainings.



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