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Lessons from implementing Salesforce Industries / Vlocity in Insurance, Jiří Krám

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Lessons from implementing Salesforce Industries / Vlocity in Insurance, Jiří Krám

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In 2020 Salesforce acquired Vlocity, which became now part of Salesforce industries offering (SFI).

This session will be deep dive into the core components of the SFI package for insurance are and how it works together with the Financial Services Cloud specifically focusing on the Insurance vertical.

You will learn:

What is Ommistudio and its main components
What is OmniScript how it differ from Flow
What is DataRaptor and how to use it
What is Integration Procedure and how it differ from Salesforce APIs
What are calculation procedures and matrices and how it differs from formulas
What is Flex Card and how does it differentiate from LWC
What is Product Admin in SFI and how differs from Product2 object in Salesforce
What is Policy Admin and where to use it
What is Quote and how differs from Salesforce CPQ process
How SFI leverages Experience Cloud
How to design an Insurance model in FSC
Main highlights for implementing SFI in Insurance

In 2020 Salesforce acquired Vlocity, which became now part of Salesforce industries offering (SFI).

This session will be deep dive into the core components of the SFI package for insurance are and how it works together with the Financial Services Cloud specifically focusing on the Insurance vertical.

You will learn:

What is Ommistudio and its main components
What is OmniScript how it differ from Flow
What is DataRaptor and how to use it
What is Integration Procedure and how it differ from Salesforce APIs
What are calculation procedures and matrices and how it differs from formulas
What is Flex Card and how does it differentiate from LWC
What is Product Admin in SFI and how differs from Product2 object in Salesforce
What is Policy Admin and where to use it
What is Quote and how differs from Salesforce CPQ process
How SFI leverages Experience Cloud
How to design an Insurance model in FSC
Main highlights for implementing SFI in Insurance

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