Corporate Salesforce Vlocity Training Course

1. Overview of Vlocity and its purpose in Salesforce
   • Introduction to Vlocity as an industry-specific cloud and digital transformation platform
   • Exploring the benefits of using Vlocity for streamlining business processes and enhancing customer experiences
2. Key features and benefits of using Vlocity
   • Understanding the unique features and functionalities of Vlocity, such as industry-specific data models, pre-built processes, and configurable user interfaces
   • Highlighting the advantages of using Vlocity for industries such as communications, insurance, health, and more
3. Introduction to the basics of Vlocity configuration and customization
   • Overview of Vlocity data modeling and configuration tools
   • Exploring the Vlocity Lightning Component framework for building custom user interfaces

1. Understanding JSON (JavaScript Object Notation) and its role in Vlocity
   • Introduction to JSON as a lightweight data-interchange format
   • Exploring the usage of JSON within Vlocity configurations and data manipulation
2. JSON syntax and data structures
   • Overview of JSON object notation, including key-value pairs and nested structures
   • Understanding JSON arrays and their use in representing collections of data
3. Working with JSON objects and arrays in Vlocity configurations
   • Practical examples of creating and manipulating JSON objects and arrays in Vlocity data models and configuration files

1. Introduction to the Vlocity Success Community and Developer resources
   • Navigating the Vlocity Success Community portal and accessing valuable documentation, knowledge articles, and release notes
2. Accessing documentation, forums, and knowledge articles
   • Exploring the resources available for developers, administrators, and consultants
   • Leveraging the community for support, troubleshooting, and best practices sharing
3. Participating in developer events and learning opportunities
   • Overview of webinars, conferences, and training programs provided by Vlocity for continuous learning and skill development

1. Best practices for naming conventions in Vlocity configurations
   • Understanding the importance of consistent and meaningful names for objects, fields, and other elements in Vlocity
   • Guidelines for naming conventions to ensure clarity, maintainability, and scalability of configurations
2. Consistent naming conventions for objects, fields, and other elements
   • Examples and recommendations for naming objects, fields, record types, and other components in Vlocity
   • Strategies for organizing and structuring names for easier navigation and understanding

1. Overview of Vlocity Communications, Media, and Technology (CMT) domain
   • Exploring the specific features, data models, and processes tailored for the CMT industry
   • Understanding how Vlocity supports telecommunications, media, and technology companies
2. Introduction to Vlocity Health and Insurance domain
   • Understanding the unique requirements, data models, and processes for healthcare and insurance organizations
   • Exploring Vlocity's capabilities in managing health and insurance-related processes and customer experiences

1. Introduction to Vlocity Dataraptors and their role in data modeling

1. Understanding the concept of Dataraptors as data transformation and integration tools in Vlocity
2. Exploring how Dataraptors enable data mapping, extraction, transformation, and loading operations

2. Mappings

1. Configuring mappings between data fields in Vlocity and external systems
2. Understanding the mapping syntax and rules for accurate data integration

3. Extract

1. Extracting data from external systems using Vlocity Dataraptors 

4. Transform

1. Performing data transformations and manipulations using Vlocity Dataraptors
2. Applying logic and rules to transform data to the desired format

5. Load

1. Loading transformed data into Vlocity objects and records
2. Understanding the process of populating Vlocity data models with transformed data

6. Formulas

1. Utilizing formulas within Dataraptors for complex calculations and data manipulations
2. Exploring the syntax and functions available for creating formulas in Vlocity

7. Best practices

1. Best practices for designing efficient and effective Dataraptors
2. Tips for optimizing performance and ensuring data accuracy in Dataraptor configurations

8. Use Cases

1. Real-world examples and use cases showcasing the application of Dataraptors in Vlocity implementations

1. Exploring the uses and benefits of Integration Procedures in Vlocity
   • Understanding the role of Integration Procedures in orchestrating complex integration processes
   • Benefits of using Integration Procedures for data synchronization, validation, and transformation
2. Best Practices
   • Best practices for designing and implementing Integration Procedures in Vlocity
   • Guidelines for structuring, organizing, and documenting Integration Procedures
3. Blocks
   • Overview of different types of blocks available in Integration Procedures
   • Understanding the purpose and functionality of each block for building integration logic
4. Frequently Used Actions
   • Exploring commonly used actions in Integration Procedures such as querying, updating, and creating records
   • Understanding how to configure and customize actions to meet specific integration requirements
5. Use Cases
   • Real-world use cases demonstrating the practical applications of Integration Procedures in Vlocity projects
6. Integrating with External Systems
   • Overview of integration options and techniques for connecting Vlocity with external systems
   • Exploring integration patterns such as point-to-point, middleware, and APIs
7. Set Values
   • Configuring set value actions in Integration Procedures to assign values to fields during integration processes

1. Overview of Vlocity Omniscripts and their use in guiding users through processes
   • Understanding the concept of Omniscripts as a tool for creating interactive user interfaces and guided processes
   • Exploring the benefits of using Omniscripts for enhancing user experience and improving productivity
2. Frequently Used Actions
   • Exploring commonly used actions in Omniscripts such as screen display, input capture, and data manipulation
   • Understanding the configuration options and functionalities of each action
3. Display Actions
   • Configuring display actions in Omniscripts to present information, messages, or instructions to users
   • Customizing the layout and formatting of display actions
4. Inputs
   • Understanding the different input options available in Omniscripts for capturing user input
   • Configuring input fields, validation rules, and dependencies
5. Functions
   • Exploring built-in functions in Omniscripts for performing calculations, data transformations, and other operations
   • Understanding the syntax and usage of functions within Omniscripts
6. Use Cases
   • Real-world examples and use cases showcasing the application of Omniscripts in various scenarios
7. Groups
   • Organizing actions and controls within Omniscripts into logical groups for improved readability and usability

1. Introduction to Vlocity Cards and Layouts

1. Understanding the concept of cards and layouts in Vlocity for displaying and organizing information
2. Exploring the benefits of using Vlocity Card UI Framework for creating dynamic and responsive user interfaces

2. Cards Overview

1. Understanding the structure and components of Vlocity cards 

3. Building Layouts

1. Configuring layouts to define the structure and arrangement of cards
2. Exploring layout options, such as columns, sections, and grids

4. Building Cards

1. Creating and customizing cards within layouts
2. Configuring card properties, content, and actions

5. Card States and Flyouts

1. Managing different states of cards, such as expanded, collapsed, or hover states
2. Configuring flyouts to display additional information or actions when interacting with cards

6. Data Source to Cards and Layouts

1. Connecting data sources to populate cards and layouts with dynamic content
2. Mapping data fields to card elements for data-driven user interfaces

7. Vlocity Actions

1. Utilizing Vlocity Actions within cards and layouts to enable user interactions and trigger specific behaviors

1. Overview of the Vlocity Interaction Launcher and its features
2. Exploring the capabilities of the Interaction Launcher for managing customer interactions and workflows
3. Configuring and customizing the Interaction Launcher to fit specific business requirements

1. Understanding the data model for Vlocity Communications, Media, and Technology (CMT) domain
2. Configuring and customizing data objects, relationships, and fields specific to the CMT industry

1. Introduction to product configuration in Vlocity
2. Configuring product attributes, options, and rules to create configurable products
3. Defining pricing and discounting models for products

1. Order Decomposition
   • Understanding the process of breaking down complex orders into smaller components for efficient processing
   • Configuring order decomposition rules and actions in Vlocity
2. Orchestrations
   • Introduction to orchestrations and their role in managing order processes
   • Configuring orchestrations to define the sequence and dependencies of order-related tasks
3. Orchestration Plans
   • Creating and managing orchestration plans to automate order workflows
   • Defining plan steps, conditions, and outcomes
4. Orchestration Items
   • Configuring orchestration items to represent individual tasks or actions within an orchestration
   • Setting up dependencies and relationships between orchestration items
5. Orchestration Scenarios and Dependencies
   • Managing complex order scenarios and dependencies using orchestration scenarios
   • Understanding how to model dependencies and decision trees within orchestration scenarios

1. Working with templates and document templates in Vlocity
2. Creating and customizing templates for generating documents and communications
3. Using document automation features to streamline document creation and delivery

1. Overview of the Vlocity Enterprise Product Catalog (EPC)
2. Creating and managing products in the EPC
3. Understanding attributes, attribute categories, and specifications for product configuration and management

1. Order Capture
   • Configuring order capture processes and workflows in Vlocity CPQ
   • Managing quote generation and approval processes
2. Pricing, promotions, and discounts
   • Understanding pricing rules, discounting mechanisms, and promotion management in Vlocity CPQ
3. Cart-based APIs and Digital Commerce APIs
   • Leveraging cart-based APIs and Digital Commerce APIs for seamless integration with external systems
   • Exploring the capabilities and use cases of these APIs for e-commerce and omnichannel experiences