Getting started with Salesforce Industries

Name: Getting started with Salesforce Industries
Rating: 4.3 (35 reviews)

Find out how Salesforce Industries can boost your implementation with OmniStudio, Metadata and additional modules

Created byYsrael Oliveira

Last updated 5/2024

English

What you'll learn

Understand the power of Salesforce Industries and how it can help on your implementation
Learn which are the Omnistudio tools and have a demo of them
Understand Salesforce Industries tools
Get an overview of the Industries Modules available for CME companies (CPQ, CLM, OM)

Course content

5 sections • 21 lectures • 2h 0m total length

Course Introduction2:19
In this video, I introduce myself and summarize what we're going to see in this course
What is Salesforce Industries?6:47
In this lesson, we'll walk through what is Salesforce Industries, what was Vlocity and what this cloud enables. We'll also signup for a Developer org that has OmniStudio pre-installed.
Why to use Salesforce Industries?2:22
In this lesson, I explain how Salesforce Industries can boost your Salesforce implementation.
When to use Salesforce Industries?3:08
In this lesson, we'll compare the benefits and challenges when implementing Salesforce in the beginning of our implementation and when the implementation has already started.
Practice Test - Introduction

Introduction to OmniStudio3:07
In this lesson, you'll understand the benefits of declarative programming, what is OmniStudio and which tools it provides.
DataRaptors Part I7:51
In this lesson, we'll walk through what are DataRaptors, which are their types and also make a demo of how to create a DataRaptor Extract
DataRaptors Part II6:37
In this lesson, we'll review about DataRaptors and make a demo of how to create a DataRaptor Load
Integration Procedures12:00
In this lesson, you'll learn about Integration Procedures and check a demo about how to create them
Omniscripts16:56
In this lesson, you'll understand what are Omniscripts, which are their elements and check a demo about how to create an Omniscript that gets input and creates a task
Flexcards8:35
In this lesson, you'll understand what are Flexcards, which are their elements and check a demo about how to create a Flexcard that displays Account information
OmniStudio All Together3:41
In this lesson, we'll check how DataRaptors, Integration Procedures, Omniscripts and Flexcards can work together
Quiz - OmniStudio

Metadata6:08
In this lesson, you'll find out how Industries can help with your Metadata through a Data Model and components
Case: Energy & Utilities Cloud3:19
In this lesson, we'll walk through how Industries help energy companies in their implementations, as a guidance to know how Industries works with business concepts
Industries Document Generation (DocGen)6:34
In this lesson, you'll learn about how the Document Generation feature works and check a demo of a contract generation through it
Quiz - Metadata

Introduction to CME Modules2:28
In this lesson, we'll explore how Communications, Media and Energy (CME) Modules of Salesforce Industries can help us extending our CRM
Enterprise Product Catalog (EPC)4:40
In this lesson, we'll walk through what Enterprise Product Catalog is, its main features and some benefits of using it
Configure, Price, Quote (CPQ)5:32
In this lesson, we'll explore the main features of Industries CPQ and some benefits of using it
Order Management (OM)4:11
In this lesson, you'll understand what is Order Management, its steps (Decomposition and Orchestration) and some benefits of using it
Contract Lifecycle Management (CLM)4:39
In this lesson, you'll get started with Contract Lifecycle Management, understanding the main steps of the contract lifecycle, how CLM supports it and some benefits of using this module
Quiz - CME Modules

Requirements

Have a basic knowledge of Salesforce

Description

What is Salesforce Industries? What is the difference between it and Vlocity?
Do you have questions about how Salesforce Industries is structured?
Want to explore a possible new path on your career?
Or are you a Salesforce customer and would like to know more about how Industries can optimize your process?

If so, then this course is for you! In short lessons (with an average of six minutes per lesson), we'll explore what is Salesforce Industries, how it is structured and which are its main features. By the end of the course, you'll know about the OmniStudio tools, understand how SF Industries introduces industry concepts and also know the difference between Communications, Media and Energy (CME) Modules: Enterprise Product Catalog (EPC), Configure Price and Quote (CPQ), Order Management (OM) and Contract Lifecycle Management (CLM). A bonus section will also provide you some tips about how to build or migrate to an Industries career and guide you through the Salesforce Industries certifications.

I'm Ysrael Oliveira, a Salesforce Industries Developer. I hold 18x certifications from Salesforce and Vlocity and have been teaching Salesforce Industries in my last companies. I'd be glad to guide you through this learning journey, introducing you into this amazing cloud!

Who this course is for:

Salesforce professionals who would like to know about Salesforce Industries
IT Leaders and Product Owners who would like to understand more about Industries tools

Getting started with Salesforce Industries

What you'll learn

Explore related topics

Course content

Introduction4 lectures • 15min

OmniStudio7 lectures • 59min

Metadata3 lectures • 16min

CME Modules5 lectures • 22min

Bonus2 lectures • 9min

Requirements

Description

Who this course is for: