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Salesforce Vlocity

Salesforce Vlocity

Give Salesforce the features you need.

At Advayan, we deliver tailored Salesforce Industries solutions to help businesses in Communications, Media, Energy and more streamline their operations. Using Salesforce’s prebuilt data models and OmniStudio tools, we create fast, scalable implementations that meet complex industry needs. Our team combines technical expertise with a consultative approach to ensure each solution delivers real business value, not just a working system.

Our Trusted Partners

Why Choose Advayan for Salesforce Vlocity?

A Client First Approach

We [ut your needs at the heart of our project, ensuring success.

350+

Salesforce Certifications

Covering Platform Developer I & II, App Builder, and Architect tracks

Extensive Certifications

Our team possesses more than 400 Salesforce Certifications, covering every spectrum of your project

90%

Repeat Project Rate

Clients return to us because we keep things simple, reliable, and useful.

100%

In-House Development

No outsourcing—every solution is developed, tested, and deployed by our own team

Industry Recognition

Advayan is recognized as one of the best AI-first IT Consulting Firms revolutionizing how companies operate in the AI world.

120+

Salesforce Maintenance & Support Staff

Skilled across Apex, Lightning, integrations, and AppExchange builds

100%

Viable Use-cases

of Fortune 100 companies use at least one AppExchange app

$1.2 Trillion

Salesforce Impact

Projected global economic impact of Salesforce by 2025

200+

Projects Completed

From custom apps to enterprise-level CRM systems, we've done it all

We Provide The Following Salesforce Vlocity For You

Strategic Solution Architecture

Our Salesforce Vlocity engagement commences with vertical discernment, mapping your industry-specific cosmos. We delineate Salesforce Industries blueprints that harmonize OmniStudio accelerators with existential business exigencies, transforming sectoral complexities into actionable solution constellations.

Vlocity Solution Deployment

As distinguished Salesforce vlocity certification holders, we engineer foundational Salesforce Vlocity Solutions from industry data model unification to process reincarnation. Our methodology ensures seamless assimilation across Communications, Media, and Energy & Utilities echelons.

Integration Ecosystem Alchemy

For enterprises entangled in fragmented systems, our Vlocity in Salesforce capabilities shine. We perform API symphonies conjoining ERP, analytics, and legacy monoliths into unified digital organisms via Industry Cloud protocols.

Multi-Cloud Verticalization

Leverage our prowess as Salesforce Industries experts to deploy Communications Cloud and Energy/Utility bastions. We architect unified customer journey conduits, transforming transactional drudgery into experiential sectoral theatre.

Post-Implementation Evolution

Beyond deployment, our custodianship ensures perpetual optimization OmniScript refinement, data model elevation, and solution renaissance solidifying Advayan among premier Salesforce Vlocity transformation partners.

The Future of Salesforce Industries (Vlocity)

The future of Salesforce Vlocity, now called Salesforce Industries, focuses on helping businesses move faster with industry-ready cloud solutions. These solutions are designed for sectors such as communications, energy, insurance, healthcare, and government. In addition, each tool is tailored to match specific industry needs, which makes daily operations smoother and customer experiences more personal. 

Furthermore, with Salesforce Einstein AI, routine tasks can be automated, saving time and reducing errors. The platform also delivers predictive insights and simpler workflows, which help individuals to make better decisions. As a result, organizations see higher efficiency, greater customer satisfaction, and systems that grow securely with their business. Ultimately, Salesforce Industries combines automation with real-time data to help companies respond quickly, stay competitive, and adapt with confidence as markets change.

Benefits of Salesforce Vlocity by Advayan

01Streamlined Sales Processes

Automates routine sales tasks so teams can focus on building client relationships and closing deals.

Cuts down on manual mistakes, which improves efficiency throughout the sales cycle.

Speeds up the journey from lead to deal, helping improve conversion rates.

Creates standardized workflows that bring consistency across the sales team.

02Personalized Customer Experiences

Provides tailored product recommendations based on past behavior and preferences.

Proactively addresses client needs by delivering timely and effective solutions.

Shapes engagement at every stage of the customer journey, building stronger loyalty.

Enhances satisfaction by making each customer interaction more relevant and meaningful.

03Scalability and Flexibility

Supports business expansion by managing larger customer bases or product lines smoothly.

Adjusts easily to new business requirements and market demands.

Helps organizations enter new markets or sectors quickly without heavy IT changes.

Offers modular options that expand as the business grows.

04Enhanced Data Insights

Supplies advanced analytics to better understand customer behavior and sales patterns.

Delivers real-time reports that guide smarter and faster decision-making.

Combines data from multiple systems to create a clear, unified view of the business.

Equips sales teams with insights for more accurate forecasting and planning.

05Unified System Integration

Connects Salesforce with third-party systems and legacy applications for unified data flow.

Removes data silos, making cross-team collaboration more effective.

Keeps information consistent and updated across departments.

Reduces IT complexity by working smoothly with existing platforms.

06Continuous Innovation

Introduces regular updates and new features to keep solutions aligned with industry shifts.

Integrates the latest technologies to keep operations modern and efficient.

Promotes best practices through ongoing platform improvements.

Helps businesses stay competitive with tools designed for current and future needs.

Our Core Principles

How we build reliable and secure Salesforce solutions

1
Keep It Modular

We follow clear design patterns that make it easy to update and extend your Salesforce setup.

2
Use Real Environments

All development work is done in sandboxes or scratch orgs to protect your live data.

3
Test from Day One

We run unit tests, system tests, and user acceptance checks throughout the process.

4
Write for People

Our code is easy to read, well structured, and fully commented for future clarity.

5
Respect Limits

We build with Salesforce governor limits in mind to avoid errors and keep performance steady.

6
Reuse What Works

We create reusable components that save time and reduce repeated effort.

7
Track Everything

Version control is part of every build to make it easy to manage and review changes.

8
Keep Security Simple

We include security at every step, from data masking to role-based access.

9
Use What’s Built-In

We make use of low-code and no-code tools whenever possible to deliver faster.

10
Improve Every Time

With continuous integration and deployment, we release safe updates without delays.

Our Core Principles

How we build reliable and secure Salesforce solutions

Data Models

Tailored Data Models

Extend standard objects with fields and relationships that match your sector needs so every user sees a complete view of customers, assets or subscribers.

Live Insights

Live Insights and Alerts

Build dashboards to track key metrics like usage, service levels or downtime. Send notifications when thresholds are met so teams can act before small issues become big problems.

Predictive Cases

Predictive Case Creation

Analyze historical data to spot trends and forecast risks. Automatically create cases or work orders when potential failures or exceptions arise.

Virtual Agents

AI-Driven Virtual Agents

Deploy chatbots on portals and messaging channels to handle routine questions. Train them on your industry’s FAQs to free agents for complex tasks.

Process Flows

End-to-End Process Flows

Use clicks not code to automate complete workflows such as policy issuance, order fulfillment or claims handling. Chain approvals, data updates and notifications without manual steps.

Continuous Improvement

Continuous Improvement Loop

Gather feedback and usage data to refine scripts, alerts and dashboards over time. Keep your solution aligned with changing business needs and Salesforce updates.

Our Signature Process

At Advayan, we follow a proven, transparent process to deliver reliable Salesforce Vlocity Services. Every step is designed to keep your project organized and focused on results.

STEP 01

Requirement Gathering and Planning

We start by understanding your business and goals for Salesforce Vlocity.

  • Identify your industry-specific needs and desired outcomes
  • Review current systems, workflows, and any third-party platforms
  • Set clear timelines, roles, and success metrics
STEP 02

Solution Design and Architecture

We design a strong foundation for your Salesforce Vlocity implementation.

  • Plan data models, access controls, and automation using Vlocity tools
  • Choose the best Salesforce Industries solutions and OmniStudio components
  • Design a scalable, secure system that supports your growth
STEP 03

Development and Integration

We build custom Vlocity features and connect Salesforce with your other systems.

  • Develop Vlocity OmniScripts, DataRaptors, and Integration Procedures
  • Customize Salesforce using Apex and Lightning where needed
  • Integrate Salesforce with ERP, marketing, and support tools for seamless data flow
STEP 04

Testing and Quality Assurance

We thoroughly test to ensure everything works perfectly.

  • Perform detailed functional and performance testing of Vlocity components
  • Validate automation, data processes, and user permissions
  • Identify and fix issues early for a smooth rollout
STEP 05

Deployment and Training

We deploy your Salesforce Vlocity solution carefully and provide training.

  • Launch the solution in stages with clear documentation
  • Train your team on using Vlocity tools and new processes
  • Monitor system performance and user feedback
STEP 06

Ongoing Support and Optimization

We continue supporting your Salesforce Vlocity environment to maximize value.

  • Provide regular updates and enhancements aligned with Salesforce releases
  • Troubleshoot issues and optimize performance
  • Help you scale and evolve your Vlocity solutions as your business grows

Engagement Models

At Advayan, we understand that every business has unique needs. That’s why we offer flexible engagement models to suit your specific requirements:

Fixed Price

Time and Material

Dedicated Resource

Hybrid Model

Questions

Frequently asked questions

Everything you need to know about Salesforce. Can’t find the answer you’re
looking for? Feel free to contact us

Advayan stands out because of our deep expertise and rigorous Salesforce Vlocity certifications combined with a strong understanding of industry-specific needs. We don’t just implement Salesforce solutions we design tailored, vertical-specific strategies that transform your business operations. Our approach ensures your Salesforce Vlocity implementation aligns perfectly with your industry’s unique challenges and opportunities, helping you achieve long-term success.

We use proven accelerators and best practices to deliver smooth Salesforce Vlocity deployments. This includes leveraging Salesforce Industry Solutions blueprints, expertly crafted OmniStudio components, and ongoing client feedback to refine each step of the process. By combining these tools and collaborative methods, we minimize delays and avoid common pitfalls, ensuring your project runs efficiently from start to finish.

Salesforce Industries specialists bring deep, battle-tested experience that most in-house teams may not have. Our experts understand the complexities of Vlocity and Salesforce integration across regulated industries like telecom, utilities, and media. This expertise helps avoid costly mistakes, reduces risk, and accelerates time-to-value for your project. Partnering with specialists means faster, more reliable outcomes than starting from scratch with a generalist team.

Absolutely. Our Salesforce Vlocity Services include industry-tailored data models and compliance features specifically designed for sectors such as communications, energy, utilities, and media. We embed these critical components into every project, ensuring your Salesforce solution meets all regulatory standards and supports your unique business processes seamlessly.

Helping fast-moving consulting scale with purpose. Helping fast-moving consulting scale with purpose.

Helping fast-moving consulting scale with purpose.

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