SALESFORCE INDUSTRIES
(Vlocity)
We offer a wide range of training and education programs in the Salesforce platform
Order Management Program
Course Duration
10 sessions - 20 hs
Salesforce Industries
Order Management
Digital transformation for your business should be as fast and efficient as possible. Salesforce Industries Order Management module ensures complete order fulfillment covering all required steps, process and logistics. In this course you will learn the basic concepts and configurations of this powerful tool.
You will implement an End to End Order fulfillment as an Order Management Developer, configuring technical products, decompositions and order elements until an Order Product gets assetized in the customer Account.
PROGRAM
Introduction to Order Management
What is Order Management?
What are Order Management Tasks
How CPQ and Order Management are Related
Order Decomposition
Decomposition Relationship
Decomposition types
Product Class and Scope
Orchestration Plan
Orchestration Scenarios
Orchestration Items
States
Orchestration Item Types
Advanced Content
Systems
System Interfaces
Retry Policies
Orchestration Dependencies
Assetization
Cancellations
Amending
Omnistudio Program
Course Duration
10 sessions - 20 hs
Salesforce Industries Omnistudio
Salesforce Industries is the way to transform your business at the speed of innovation, leveraging the Salesforce Customer 360 platform.
In this course you will learn the general concepts for developing engaging, digital guided experiences with OmniStudio tools. You will learn how to use FlexCards, OmniScripts and OmniStudio Interaction Console to configure applications that elevate the user experience.
PROGRAM
Introduction to Salesforce Industries
Industry Verticals
Data Model
Success Community
Process Library
Managed Packages
Introduction to OmniStudio
Digital Experience
Service Management
Developer Experience
Omnistudio
FlexCards
Dataraptors
Calculation Procedures
IDX Build Tool and IDX Workbench
Omniscripts
Integration Procedures
Calculation Matrices
Advanced Content
Action plan for certification
EPC - CPQ Program
Course Duration
10 sessions - 20 hs
Salesforce Industries EPC - CPQ
Salesforce Industries is the way to transform your business at the speed of innovation,
leveraging the Salesforce Customer 360 platform. In this course you will learn the general concepts of configuration, pricing and quoting applications for Salesforce Communications, Media, Insurance, Healthcare and Energy & Utilities Clouds.
You will implement as a CPQ Developer a product catalog with its respective price/costs, associated business rules to improve Order Capture.
PROGRAM
Concepts and terminologies
UI CPQ
Order Creation: Order based on Assets
MACD (move-add-change-delete)
Order Line Item States
EPC - Enterprise Product Catalog
UI Product Console
Creation of simple and complex products (Product Structure)
Attributes, object types, picklists
Product life cycle
Pricing
UI Product Console – Pricing
Pricing in Bundle products
Price Matrices (Attribute Pricing Matrix, Source Target Matrix, Range Attribute Matrix)
Advanced Content
Advanced Rules, Context Rule and Attribute Rules
Promotion
Action plan for certification
Why choose us?
Classes
Total of 10 classes per course - theoretical and practical, with hands on exercises
Live online sessions
Online and live sessions . You will also have recorded material to facilitate learning
Learn by doing
Learning by doing, based on 3 simple steps:
1) Instructor explains the concepts
2) Instructor shows how to do it
3) Students do exercises to validate their learning - Instructor guides as needed
Collaborative activities
Certa's training methodology involves permanent student collaboration to enable peer- to-peer learning. Depending on class size, some exercises involve breaking students up into small groups
Contact us
By mastering Salesforce Industries you can transform your business at the speed of innovation, leveraging the Salesforce Customer 360 platform. Our Certa Academy training will enable your team to learn about the Omnistudio program, the handling of complex orders using Order Management and the key concepts for configuration, pricing and quoting applications for Salesforce Communications, Media, Insurance, Healthcare and Energy & Utilities Clouds.