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SALESFORCE INDUSTRIES

(Vlocity)

We offer a wide range of training and education programs in the Salesforce platform

ACADEMY 1

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

ACADEMY 3

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

ACADEMY 2

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?

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Classes

Total of 10 classes per course - theoretical and practical, with hands on exercises

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Live online sessions

Online and live sessions . You will also have recorded material to facilitate learning

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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

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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

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THANKS!

Contact us

Certa Academy

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.