This blog will explore what Vlocity is, how it works with Salesforce, key features, use cases, and much more. By the end, you’ll have a solid understanding of why Vlocity is becoming essential for leading companies to optimize the customer journey.
If you are a beginner, do check out this video on Salesforce training:
What is Vlocity?
Vlocity is an industry-specific CRM built on top of the Salesforce platform. It provides pre-built industry solutions for verticals like communication, media, insurance, health, as well as the public sector. Vlocity enables companies to digitally transform customer experience processes with omnichannel enablement, product catalogs, quoting and contracting, policy administration, and billing management.
Vlocity allows companies to provide a consistent and seamless customer experience across digital and physical channels. It offers industry-specific, pre-built functionality for customer-centric business processes that span from front- to back-office operations.
How does Vlocity work with Salesforce?
Vlocity is built on the Salesforce platform and optimized for Salesforce Lightning. It seamlessly integrates with core Salesforce apps like Sales Cloud, Service Cloud, and Community Cloud.
Vlocity solutions are offered as managed packages, which can be directly installed into a Salesforce Org. All the Vlocity data is natively stored within Salesforce. Users can access Vlocity apps through the Lightning Experience or Salesforce Classic UIs.
Furthermore, Vlocity interacts with external systems through Salesforce Connect and APIs. It provides a 360-degree view of the customer by aggregating data from Salesforce and third-party systems.
Key Features and Capabilities of Vlocity
- Vlocity is one of the top providers of cloud software tailored to specific industries, offering advanced CRM and industry applications. Its cloud-based software suite is usable in many different areas such as communications, media, energy, utilities, financial services, health, and the public sector, providing businesses with a range of capabilities and use cases.
- Vlocity enables organizations to achieve digital transformation quickly and at a large scale. Besides providing an omnichannel customer experience, Vlocity also gives optimized business processes and data-driven insights for various industries. The cloud applications of Vlocity that are built on the Salesforce platform are ready to use and designed for fast implementation. This brings industry-specific processes, data models, and user experiences to the world’s #1 CRM platform.
- With Vlocity, companies can deliver a seamless customer experience across all channels, including service, marketing, and commerce. It boosts agent productivity, increases customer satisfaction, and improves first-contact resolution. Vlocity applications are built using an agile methodology in close collaboration with customers. It incorporates industry best practices and benchmarks to ensure rapid deployment and adoption.
- Vlocity is a game changer in customer relationships in the world’s most important industries by enabling the shift to digital. Their innovative cloud and mobile software suite supercharge sales, services, marketing, and commerce for companies spanning communications, media, energy, utilities, insurance, health, government, and financial services. With Vlocity, businesses can take customer relationships to the next level, turbocharge their workforce, and leave the competition in the dust!
Is Vlocity a part of Salesforce?
No, Vlocity is not a part of Salesforce. It is an independent company, although Vlocity has a strategic partnership with Salesforce.
Vlocity builds its solutions on the Salesforce platform and offers its apps on the AppExchange. Customers can easily install Vlocity solutions onto their Salesforce Orgs and benefit from its industry-specific functionality.
While Vlocity leverages the power of the Salesforce platform, it operates as a separate company with its executives, employees, and resources. Vlocity also collaborates with cloud companies like AWS, Microsoft, and Google.
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Vlocity vs Salesforce: What’s the Difference?
Vlocity and Salesforce are two separate companies that have strategic partnerships with each other. However, to benefit the customers, they closely work together. Vlocity leverages the power of Salesforce to deliver vertical solutions, while Salesforce benefits from the industry expertise of Vlocity.
Some significant differences between the two are enumerated below.
| Vlocity | Salesforce |
| Vlocity is an industry-focused cloud software provider. | Salesforce offers a broader CRM platform. |
| Vlocity solutions are built on top of Salesforce and optimized for Salesforce Lightning. | Salesforce also offers its own apps like Sales Cloud, Service Cloud, Marketing Cloud, etc. |
| Vlocity has specialized functionality for verticals like Communications, Insurance, Health, Public Sector, etc. | Salesforce has more horizontal capabilities across industries. |
| Vlocity is sold and implemented by Vlocity and its partners. | Salesforce is sold and delivered through the Salesforce ecosystem of partners. |
| Vlocity has its executives, employees, marketing, and resources. | Salesforce is a much larger public company. |
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Where is Vlocity Used?
Companies in Communications, Media, Insurance, Health, and Public Sectors primarily use Vlocity. It helps to enable digital transformation and improve customer experiences. Vlocity provides pre-built apps and accelerators for the most common business functions of these verticals. However, companies can also customize the solutions to meet their unique requirements.
Some of the specific use cases include the following:
- Omnichannel customer engagement for telecom and cable providers
- Claims management and policy administration for insurance carriers
- Patient relationship management for health systems and HMOs
- Digital commerce and subscription billing for media and entertainment companies
- Government agency portals to access benefits and services
- Nonprofit fundraising platforms to connect donors and beneficiaries
Does Vlocity Require Coding?
Vlocity is a low-code platform, allowing quick configuration and customization with minimal coding. It provides several tools to build and modify solutions without relying on IT teams.
While coding is not always required, Vlocity also provides a full set of APIs and web services that developers can use to build more complex custom integrations and extensions. Vlocity is flexible enough for both low-code and pro-code environments.
Some of the low-code tools offered by Vlocity include the following:
- Guided Setup – It makes enabling and configuring Vlocity industry apps easy, and based on best practices.
- App Builder – Drag and drop UI builder tool for designing custom pages, components, and lightning apps.
- Process Builder – Visual tool to define custom processes, flows, and business logic without writing code.
Vlocity Salesforce Documentation and Trailhead
The combination of Vlocity and Salesforce resources provides a wealth of information to help you learn, deploy, and optimize Vlocity solutions. Salesforce professionals who are looking to expand into the key industries of Vlocity will find these materials especially useful.
Vlocity provides extensive documentation and training resources to use Vlocity solutions on the Salesforce platform. Some of these are as follows:
Vlocity Documentation – Includes installation guides, product documentation, developer guides, and release notes. It is available on Vlocity University and can be accessed by Vlocity customers.
Vlocity Trailhead – Offers free online learning modules on Vlocity, including trails for Vlocity Communications, Insurance, Health, and Government apps. New trails are continuously being added.
Vlocity Certification – Vlocity offers several Salesforce certifications for Vlocity product specialists, developers, and architects. Earning a Vlocity certification demonstrates in-depth knowledge that can help you advance to your career.
Vlocity Webinars – Regular webinars are conducted on the new Vlocity product features, industry trends, and best practices. Webinars are open to anyone interested in Vlocity.
Conclusion
Vlocity empowers businesses to create seamless and personalized customer experiences, streamline processes, and increase operational efficiency. By using Vlocity, businesses can unlock new opportunities, drive innovation, and stay ahead of the competition in today’s fast-paced digital world. With its user-friendly interface and robust features, Vlocity is a valuable addition to any business looking to enhance its Salesforce implementation and drive growth.