Slaesforce FAQ

how to install vlocity in salesforce

by Ola Keebler Published 2 years ago Updated 2 years ago
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deploy-vlocity: executor: sfdx/default steps: - checkout - sfdx/install - run: name: Install Dependencies command: | sudo npm install -global vlocity Once the tool is installed, the next step is to make sure that it is authenticated into your org so that you can modify records and metadata.

Full Answer

What is VLocity Salesforce?

Today, we closed our acquisition of Vlocity. Built natively on the Salesforce platform, Vlocity is a leading provider of industry-specific cloud and mobile software for the world’s top companies in communications, media and entertainment, energy and utilities, insurance, health, and government organizations.

How to create a script to install the VLocity build tool?

So, you can easily create a script to install the Vlocity Build Tool. The following is a traditional YAML file used in a CI tool, the important piece is the npm command. Once the tool is installed, the next step is to make sure that it is authenticated into your org so that you can modify records and metadata.

How can VLocity help customers who belong to specific industries?

Here, we can clearly see how Vlocity can help customers who belong to specific industries by saving them millions of dollars and enabling them with a lot faster production launch time. Read the full story here. How the Vlocity acquisition helps Salesforce partners?

What is the VLocity process library?

The Vlocity Process Library provides a number of pre-configured transactions that can be downloaded and used in the application. Vlocity Insurance also offers out of box applications which can be customized.

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What is difference between Salesforce and Vlocity?

Salesforce Industries started shortly after the acquisition of Vlocity. Salesforce Industries is the new name of Vlocity, a tech startup that was officially acquired by Salesforce.

Is Vlocity built on Salesforce?

Built natively on the Salesforce platform, Vlocity is a leading provider of industry-specific cloud and mobile software for the world's top companies in communications, media and entertainment, energy and utilities, insurance, health, and government organizations.

How do I create a velocity ORG In Salesforce?

Set up High Velocity Sales in four high-level steps.Enable High Velocity Sales and configure Einstein Activity Capture.Assign relevant permission sets.Configure features that are relevant for your company.Let sales managers and reps know how to start using High Velocity Sales.

What is the use of Vlocity in Salesforce?

What is Vlocity (Salesforce Industries)? Vlocity (Salesforce Industries) offers pre-built solutions on the Salesforce platform that solve the needs of particular industries. Vlocity takes these common requirements and packages them into “cloud” solutions that can be deployed to individual organizations.

How much does Vlocity cost?

Starting at $60 USD per user per month.

Does Vlocity need code?

There are no specific requirements to learn Vlocity (Interesting, ideal!). Anyone without a prior understanding of any coding can understand Salesforce Vlocity without many hindrances as there is a no-code/common code platform.

How do I install high velocity sales in Salesforce?

Required Editions and User PermissionsFrom Setup, enter High Velocity Sales in the Quick Find box, and then select High Velocity Sales.To turn on High Velocity Sales, click Make High Velocity Sales App Available to Users. Turning on High Velocity Sales automatically enables these features.

Is Vlocity same as OmniStudio?

Trailhead. Build Guided Experiences with OmniStudio was released on June 2021 and it replaces the "Vlocity Platform Essentials" course on Vlocity University. With this new trail, everyone can now have a hands-on experience working with OmniStudio.

How do you deploy Vlocity components?

Deploying Vlocity Components with Copado Continuous Integration. Build Tool Default Commands Used by Copado....Create a Git Snapshot record:Select the production org credential.Write the name of the auxiliary branch name.From the advanced metadata, select only Vlocity Metadata.Save and click Take Snapshot Now.

Is CPQ and Vlocity same?

Industries CPQ (formerly Vlocity) is a module included in Industry Clouds* (Communications, Media, Utilities). Both products support: Design-Time Product and Pricing Definition. Configuring Products.

Is Vlocity a managed package?

Vlocity offers industry-specific solutions as a managed package that companies can install into Salesforce.

What is Vlocity Salesforce developer?

A Salesforce Vlocity Developer is responsible for the development and integration of custom solutions like Vlocity, Apex classes, Visualforce, and more on the Salesforce platform.

Did Salesforce buy velocity?

Salesforce has finalized its $1.3B acquisition of Vlocity, which began late February. Vlocity is a CRM vendor for industries built natively on the Salesforce CRM platform. Its tailored solutions may help fill a hole in the existing Salesforce portfolio, enabling new growth.

When did Salesforce buy velocity?

Salesforce announced on 25 February 2020 that it is acquiring Vlocity for USD1. 33 billion (the deal is expected to close in the second quarter of fiscal year 2021). Vlocity, which was founded in 2014, is a privately held company based in San Francisco with about 1000 employees.

Is CPQ part of Salesforce?

What is CPQ Salesforce? CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.

Is OmniStudio and Vlocity same?

If you need in depth information about Salesforce OmniStudio (formerly Vlocity Digital Interaction Platform), the best resource right now is the Vlocity Success Community. If you work for a Vlocity Customer or Partner (Salesforce Partners included), you can request access here.

What is the difference between Salesforce and Vlocity?

There's a key difference between Vlocity and most other Salesforce customizations: Vlocity configuration is described with data, not metadata. For this reason Vlocity DataPacks cannot be deployed using Salesforce's Metadata API or change sets. Salesforce provides two tools specifically for Vlocity deployments. Vlocity Build can be used for running deployments from the CLI , while Vlocity's IDX Workbench is a UI-based tool.

When did Salesforce acquire Vlocity?

Vlocity was acquired by Salesforce in February 2020 and rebranded as Salesforce Industries. The two names are still used interchangeably - for the sake of ease, I'll use 'Vlocity' in the rest of this post. Companies choose Salesforce as their CRM because it's easy to customize for particular business requirements.

What are the downsides of using vlocity build?

The downside of using either Vlocity Build or IDX Workbench is that you now have two separate deployment tools - one for metadata and one for Vlocity. In turn, this creates more problems:

Why do companies use Salesforce?

Companies choose Salesforce as their CRM because it's easy to customize for particular business requirements. But most companies in any given sector will have broadly similar requirements, and so Vlocity offers sector-specific solutions as packages that companies can install into Salesforce. In broad strokes, these solutions meet the typical requirements companies have in particular sectors, and then Salesforce teams can adjust the fine details for further customization.

Can you deploy vlocity items alongside metadata?

You can easily deploy Vlocity items alongside metadata in the same deployment. Just include the relevant types in Gearset's comparison filter and select all the changes you need from the comparison page. On the Deployment summary page, you'll see separate tabs for metadata items and Vlocity items for you to review everything that's going to be deployed.

Is it harder to integrate vlocity into DevOps?

It's harder to integrate Vlocity deployments into your DevOps process.

Does Gearset support vlocity?

Gearset now supports Vlocity deployments with new purpose-built tooling! Vlocity packages are becoming increasingly popular as a way to extend Salesforce quickly with sector-specific solutions. Before our new release, deploying Vlocity meant you had to use a dedicated deployment tool and a separate workflow to your normal Salesforce deployments - not an ideal solution. The beauty of Gearset's new Vlocity deployment tool is that you can deploy your Vlocity items alongside Salesforce metadata.

What is Salesforce velocity?

SalesforceVlocity is the trending technology on the Salesforce platform, the leading provider in industry-specific solutions and various software. It transforms the overall customer experience (CX) by standing out as the global pioneer in Customer Relationship Marketing (CRM). Vlocity also helps in acquiringa better understanding of CMT, health, and insurance domains.

What is vlocity media?

Vlocity Media& Entertainment – Here, it contains a holistic industry solution over advertising sales and subscriber sales to empower the customer and owner interactions.

Is Vlocity a high pay?

The average annual salaries at Vlocity are high compared to other leading courses.

Does Vlocity work in partnership?

However, Vlocity works both individually and in the Partnership Ecosystem as well, and it contains many partnered companies, and a few of them are mentioned below.

Can Salesforce Vlocity be learned?

And professionals who are willing to update their existing skills can learn this Salesforce Vlocity.

Is there a multiple purpose in vlocity?

There are multiplepurposes present, from which you need to choose and prefer Vlocity over other courses.

Can you take the velocity test?

One can merely go to the Vlocity certification exam after achieving complete know-how on speed as well as getting the needed capabilities. Vlocity certification is the final action. The crucial stepserves as visual evidence that states your comprehension of this specific training program and assists in grabbing new occupation options without much difficulty.

How much did Salesforce acquire Vlocity?

Most likely you have already heard about Salesforce’s newest $1.33 billion acquisition, Vlocity. Let’s find out how the Vlocity acquisition adds value to Salesforce and its customers. Also, what new opportunities the ISV brings with itself.

How does vlocity help customers?

Here, we can clearly see how Vlocity can help customers who belong to specific industries by saving them millions of dollars and enabling them with a lot faster production launch time.

What is vlocity telus?

Let’s analyse by looking at a use case on how Vlocity has helped Telus, a communications organization. Telus is a North American telecommunications company that provides products and services, such as wireless, data, Internet protocol (IP), voice, television, entertainment and video.

Is Salesforce omnichannel?

Therefore, combining the omnichannel capabilities of Salesforce along with Vlocity’s rigorous industry expertise can help numerous customers worldwide looking for industry specific solutions that are integral to running their business operations in a coherent fashion.

Is Salesforce a CRM?

Salesforce the global CRM leader has been around for over two decades now providing end to end business solutions right from lead generation up to customer success with an added advantage of an AI led analytics tool and cutting edge IoT based solution. Salesforce provides a customer 360 approach through its cloud based solutions.

Does Salesforce have vertical solutions?

Salesforce provides extensive solutions across a gamut of industries horizontally, nevertheless, it has always concentrated on allowing their partners to build expert solutions for industries vertically. That’s where Vlocity marks an entry. With Salesforce’s all-encompassing solutions and Vlocity’s in depth industry specific expertise, certain industries have the leverage of using a combined package all in one place.

What is SFI in Salesforce?

SFI (Salesforce Industries, aka. Vlocity ) components are different from traditional Metadata components. SFI components are represented as records and JSON files inside the platform. I am not sure if Salesforce plans to change that in the future, but right now in order to deploy these components, you require either the Vlocity Build tool (CLI) or Vlocity IDX tool (UI).

Can you create a property file for different environments?

As you can see, the file is very simple. You can create different property files for your different source and target environments. With that, we can start executing commands to retrieve and deploy the components using the "vlocity" keyword.

Does SFDX use a previous authenticated session?

Each command is using the -propertyfile that we created before. You need to make sure that your SFDX alias has a previous authenticated session. That way the vlocity tool can use it or just refresh the previous token.

Can you specify a list of all the component types to be retrieved and deployed?

The tool provides multiple options. You can specify a list of all the component types to be retrieved and deployed . Or, as you can see in my script, you can write a query to retrieve specific components and component types. I have found it to be more useful this way, because of the way my Circle CI pipeline behaves, but you can reference the other available options in the Github repo of the tool.

Who is the CEO of Vlocity?

Leading our Industries team as our new CEO of Industries will be David Schmaier, Vlocity founder and CEO. David is an incredible leader with decades of building industry-specific products and solutions, not to mention the amazing company Vlocity has become.

What is vlocity cloud?

Built natively on the Salesforce platform, Vlocity is a leading provider of industry-specific cloud and mobile software for the world’s top companies in communications, media and entertainment, energy and utilities, insurance, health, and government organizations .

When did Salesforce acquire Vlocity?

Following Salesforce’s acquisition of Vlocity earlier in 2020, you surely want to find out what Vlocity does for its target industries – Communications, Media & Entertainment, Energy & Utilities, Insurance, Health, and Government. I became Vlocity certified because it has so much to offer with it’s many pre-built solutions.

How much did Salesforce buy Vlocity?

The big news that Salesforce acquired Vlocity for a $1.33 bil broke out just months before Covid-19. So, the billion-dollar question is: what made Salesforce acquire Vlocity?

What is Vlocity?

Vlocity is built natively on the Salesforce Platform and it is a leading provider of industry-specific solutions and mobile software, delivering digital, omnichannel processes for the world’s largest companies in a selection of industries.

What is vlocity media?

Vlocity Media and Entertainment provides a complete industry solution across the subscriber and advertising sales lifecycles to fully empower both B2B and B2C digital customer engagement.

What is vlocity communications?

Vlocity Communications takes advantage of omnichannel capabilities of Salesforce Service Cloud, Enterprise Product Catalog, CPQ etc. Vlocity will replace Telia Finland’s front and back office applications with a cloud based, omnichannel CRM & BSS (Business Support Applications) that provide contact center agents and sales professionals with a more streamlined approach for managing end to end customer journeys.

What is a velocity process library?

The Vlocity Process Library provides a number of pre-configured transactions that can be downloaded and used in the application. Vlocity Insurance also offers out of box applications which can be customized.

What does velocity do to the business?

From the bigger picture, Vlocity increases sales, service and marketing agility, operational efficiency and faster time to value across the enterprise.

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