Customer Success | Salesforce Industries

Customer Success

Unlock the full power of Salesforce Industries and reach your business goals faster.

Services

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Fastest time to value.

We believe in building collaborative teams with our customers and partners to deliver quality solutions that align with business goals and priorities. Our expert teams go beyond simple technical knowledge to unlock the value of your industry cloud solution, with the emphasis on rapid, value-driven delivery.

Key features.

  • We provide a wide range of implementation services, ranging from architectural assistance to full program delivery.
  • Our team members bring deep Vlocity and Salesforce product knowledge to your delivery teams.
  • We provide industry and CRM best practices, within proven project management methodologies.
  • We offer a library of tools and processes to accelerate your solution deployment.

Vlocity University

Ready To Learn!

Classes Certification Program

Learn from the best.

We offer a wide range of means for you (and your system integrator partners) to learn about the features and functionality of the Vlocity software - and how to maximize its potential. You can structure your learning to meet your immediate needs or go deep to become a real product expert.

Curriculum

  • A wide variety of online and instructor-led training courses is available.
  • Our training curricula have been tailored for specific job roles and industries.
  • Offerings are aligned with the Salesforce paradigm (101-501 training), allowing the ability to build skills and expertise over time.
  • Vlocity University certifications provide formal recognition of skill level achievements.

Success management

Want to Succeed?

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Proven customer success & community.

We believe in staying with you for the long run. Our Customer Success Managers will continue to assist you after your initial deployment to ensure that you build on your early successes and deliver increasing value.

Key features.

  • Ongoing proactive assistance with your Vlocity solution to protect and maximize your return on investment.
  • Promoting awareness of new and upcoming features, functionality and technologies within the Vlocity products.
  • Strategic advice on how to accelerate adoption and leverage value.

Support

Customer support.

Sometimes you need a helping hand. Our Support teams and on-line resources are ready to provide assistance whenever you run into difficulties – and our Community gives you further access to experts across the world.

Key features.

  • Knowledge Center with extensive product documentation and support resources.
  • Discussion groups to share tips and recommendations and build communities of experts across the ecosystem.
  • Technical support for product issues - delivered online, via email and via phone.
  • Our Premier Support offering is available for customers who desire a deeper level of support and engagement.

Salesforce Industries Classes

Salesforce Industries classes are provided by Trailhead Academy. Trailhead Academy delivers in-person and virtual learning experiences around the world, and offers the following classes to help you develop your Salesforce Industries skills.

BUILD GUIDED EXPERIENCES WITH OMNISTUDIO (OMS435)
BUILD GUIDED EXPERIENCES WITH OMNISTUDIO (OMS435)

In this four-day class, develop engaging, digital-first guided experiences using OmniStudio tools.

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BUILD CPQ SOLUTIONS FOR INDUSTRIES (IPQ435)
BUILD CPQ SOLUTIONS FOR INDUSTRIES (IPQ435)

In this five-day class, explore how to build configure, price, quote solutions using Industries CPQ.

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BUILD QUOTING EXPERIENCES FOR INSURANCE (IQI445)
BUILD QUOTING EXPERIENCES FOR INSURANCE (IQI445)

In this three-day class, discover how to use OmniStudio to develop digital-first quoting experiences for insurance companies.

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BUILD QUOTING EXPERIENCES FOR HEALTH CLOUD (IQH445)
BUILD QUOTING EXPERIENCES FOR HEALTH CLOUD (IQH445)

In this three-day class, discover how to use OmniStudio to develop digital-first quoting experiences for health insurance companies.

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TRANSFORM CLM AND DOCUMENT GENERATION PROCESSES (ICL235/ICL245)
TRANSFORM CLM AND DOCUMENT GENERATION PROCESSES (ICL235/ICL245)

In this one-day class, transform and simplify contract and document generation processes using Contract Lifecycle Management (CLM) and Document Generation for Industries.

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MANAGE AND FULFILL ORDERS WITH INDUSTRIES ORDER MANAGEMENT (IOM335)
MANAGE AND FULFILL ORDERS WITH INDUSTRIES ORDER MANAGEMENT (IOM335)

In this four-day class, discover how to build and manage end-to-end order fulfillment processes using Industries Order Management.

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DESIGN AND BUILD A WORKING INDUSTRIES CPQ SOLUTION (IPQ499)
DESIGN AND BUILD A WORKING INDUSTRIES CPQ SOLUTION (IPQ499)

In this four-day workshop, roll-up your sleeves and put your skills to work building a CPQ solution that addresses specific business requirements.

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DESIGN PRODUCT MODELS FOR INSURANCE APPLICATIONS (IPM499)
DESIGN PRODUCT MODELS FOR INSURANCE APPLICATIONS (IPM499)

In this one-day workshop, analyze insurance policies and design product specifications that can be built in the Financial Services Insurance app.

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Join the Salesforce Industries Summit.

The fastest path to digital transformation for your industry.

Watch on Demand

Vlocity is now Salesforce Industries.

Powering the future of the industry cloud.

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