Salesforce Vlocity/Omnistudio

Vlocity or Omnistudio in Salesforce offers a comprehensive suite of digital engagement tools, making it a versatile solution for businesses.

It simplifies the creation of intricate, industry-specific experiences on Salesforce by providing configuration-first tools that empower designers to craft intuitive brand experiences resembling a flow.

With the flexibility of Lightning Web Components, you have complete control over the user interface and styling.

Omnistudio Basics

Omnistudio empowers administrators and developers with a suite of low-code tools designed to streamline UI improvements. This simplified approach allows you to enhance the user interface effortlessly and deploy the new UI across various areas of the Salesforce application. Whether it's Lightning pages, Member portals, Custom tabs, or other sections, Omnistudio provides a versatile solution to elevate your Salesforce user experience.

User Interface

Omniscript

OmniScripts revolutionize customer experiences by offering a step-by-step approach to completing business processes. You can create interactive business processes that are both easy to use and have powerful features under the hood. The built-in branching feature allows for dynamic page and field displays based on user choices, providing a personalized and dynamic experience for your customers.

Flexcards

FlexCard simplifies data presentation by elegantly displaying records in visually appealing cards. With the FlexCard Designer, you can preview and publish your design on Lightning or Community pages.

FlexCard simplifies the process of presenting data from a designated source. By default, it loops through records returned from this source, elegantly displaying them within containers known as cards that you can design.

Backend

Integration Procedure

Integration Procedures are powerful tools that streamline data operations across Salesforce and external systems. These server-side processes can execute multiple actions efficiently within a single server call. What makes them versatile is their ability to be triggered from various sources like OmniScripts, APIs, or Apex methods, making them an essential asset in your development toolkit.

DataRaptor

DataRaptor provide data from the database to components like OmniScripts, Integration Procedures, and Cards, enabling seamless integration between your applications and Salesforce. There are 4 different types:

• Turbo Extract: If you're looking for a quick and efficient way to retrieve data from a single Salesforce object type along with related objects' fields, Turbo Extract is your go-to solution. All you have to do is select the required fields. However, please note that this method doesn't support complex field mappings or formulas.

• Extract: The Extract DataRaptor takes things up a notch by enabling data retrieval from Salesforce objects and delivering the output in JSON or XML formats. This flexibility is ideal for complex field mappings, and it even supports formulas.

• Transform: When you require intermediate data transformations without directly accessing Salesforce, the Transform DataRaptor is your tool of choice. It supports formulas, allowing you to mold data according to your requirements.

• Load: The Load DataRaptor streamlines the process of updating Salesforce data. With JSON or XML input, you can effortlessly make updates while benefiting from formula support.

Omnistudio Advantages

Vlocity, which is now part of Salesforce Industries renamed to Omnistudio, offers several benefits for organizations looking to streamline their operations and enhance their customer experiences in specific industries such as telecommunications, insurance, health, and more. Here are some key benefits of Vlocity:

1. Industry-Specific Solutions: Vlocity provides industry-specific cloud and mobile solutions that are tailored to the unique needs and challenges of various sectors. This specialization allows organizations to implement solutions that are designed to address industry-specific requirements and regulatory compliance.

2. Accelerated Time-to-Market: Vlocity's pre-built industry components and templates significantly reduce development time. This means organizations can bring new products and services to market faster, gaining a competitive edge.

3. Improved Customer Experience: Vlocity's solutions are designed to enhance the customer experience. They enable organizations to provide personalized, omni-channel interactions, which lead to higher customer satisfaction and loyalty.

4. Increased Efficiency: Vlocity streamlines processes and automates tasks, reducing manual effort and the risk of errors. This efficiency improvement can lead to cost savings and better resource allocation.

5. Scalability: Vlocity's solutions are designed to scale with an organization's growth. Whether you're a small business or a large enterprise, Vlocity can accommodate your needs and adapt to changing business requirements.

6. Data Integration: Vlocity seamlessly integrates with Salesforce and other systems, allowing organizations to leverage their existing data and infrastructure. This integration ensures data consistency and real-time access to critical information.

7. Configurability: Vlocity offers a highly configurable platform, allowing organizations to adapt solutions to their specific workflows and business processes without extensive custom development.

8. Analytics and Insights: Vlocity provides robust analytics and reporting capabilities, enabling organizations to gain insights into their operations and make data-driven decisions.

9. Compliance and Security: Vlocity takes data security and compliance seriously, ensuring that solutions adhere to industry regulations and meet stringent security standards.

10. Innovation: Vlocity continually updates its solutions to stay aligned with industry trends and customer needs. This commitment to innovation ensures that organizations can stay competitive and relevant in their respective markets.

The Evolution of Vlocity

Vlocity was founded in 2014 as an independent company focused on providing industry-specific cloud and mobile software solutions. Its primary goal was to address the unique needs of various industries, such as telecommunications, insurance, healthcare, and energy, by offering tailored applications built on the Salesforce platform.

In February 2020, Salesforce announced its acquisition of Vlocity, signifying its intent to integrate Vlocity's industry cloud expertise and solutions into the Salesforce ecosystem. This acquisition allowed Salesforce to enhance its capabilities for specific industries and deepen its industry-specific offerings.

Difference between Omnistudio and Vlocity

Salesforce OmniStudio is a suite of tools and solutions within Salesforce that is designed to help organizations build and customize applications, particularly for industries like financial services, healthcare, and government. It includes components like OmniScripts, Integration Procedures, and FlexCards, which allow users to create dynamic and industry-specific applications. OmniStudio is a part of Salesforce Industries, which focuses on delivering industry-specific cloud solutions.

Vlocity, was a company that specialized in providing industry-specific cloud and mobile software solutions. Salesforce acquired Vlocity in 2020 and integrated its capabilities into Salesforce Industries. Vlocity's solutions were specifically tailored to industries such as telecommunications, insurance, healthcare, and energy. Since the acquisition, Vlocity's industry-specific expertise has become part of the broader Salesforce Industries offerings. Vlocity solutions are typically delivered as managed packages within the Salesforce ecosystem.

Vlocity it's not free, depending on the Vlocity products and solutions you intend to use, you may need specific Vlocity licenses or editions. It's essential to align your Vlocity licensing with your specific use case and requirements.