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Salesforce Industries (Vlocity): Vertical CRM Done Right

Glumes TeamAugust 28, 202510 min read

OmniStudio in one page

The Industries toolkit ships four things worth learning cold:

  • OmniScript — declarative UI + workflow (form → API → decision → confirmation)
  • FlexCard — data-driven card UI, hoverable, embeddable in Lightning + LWR
  • DataRaptor — declarative Extract / Transform / Load between Salesforce and JSON
  • Integration Procedure (IP) — server-side orchestration, headless, cacheable

Rule of composition: UI → OmniScript → IP → DataRaptor → SObject/API. Don't skip layers.

DataRaptor variants

  • Extract — SOQL → JSON (queryable, formula, translations)
  • Load — JSON → DML (upsert, external-id resolution)
  • Transform — JSON → JSON (map, filter, format)
  • Turbo Extract — high-perf, single object, no formulas (use for lists)
DataRaptor Extract: GetAccountWithContacts
  Object: Account (by Id)
  Related: Contacts (max 50, ordered by LastActivityDate desc)
  Formula: FullName = FirstName + ' ' + LastName
  Output shape: { account: {...}, contacts: [...] }

Integration Procedure

Headless orchestration. Every step is one of: DataRaptor / HTTP Action / Remote Action (Apex) / Response Action / DecisionMatrix / Set Values.

IP: quoteInsurancePolicy
  1. Get quote payload (Response step)
  2. Call rating microservice (HTTP)
  3. Persist quote (DataRaptor Load)
  4. Decision Matrix: eligibility rules
  5. Return { quoteId, premium, decision }
Cache: 5 min (for read-heavy IPs)

Cacheable IPs move most of the load off the platform.

Business Rules Engine (BRE)

Product bundling, pricing tiers, eligibility — model as Lookup / Decision / Calculation matrices. Version them; deploy through the same pipeline as code.

Decision Matrix: EligibilityAutoInsurance
  Inputs:  driverAge, state, priorClaims
  Output:  tier, requiresManualReview
Row: age 25-70 AND state='CA' AND claims=0 → tier=Preferred, review=false
Row: claims>=2 → tier=Standard, review=true

Industry-specific packs

  • Communications Cloud — CPQ + Enterprise Product Catalog, order decomposition, MACD
  • Insurance Cloud — Policy Admin, Claims, Rating hooks
  • Utilities Cloud — meter-to-cash, service point, outage
  • Public Sector — Licensing, Benefits, Grants
  • Automotive — Vehicle lifecycle, dealer management

Each ships a reference model — extend, don't rewrite.

Testing OmniStudio

  • IP Debugger — replay any IP with saved input JSON
  • OmniScript Preview — simulate at each step
  • Selenium/Provar for UI regression on OmniScripts
  • Version everything; publish only signed-off versions to end users

Migration gotchas

  • Legacy Vlocity managed package → OmniStudio managed → standard OmniStudio (Common Components). Different metadata namespaces at each stage.
  • Do not mix Aura and LWR runtime for the same OmniScript.
  • Cache-buster on IP name change is manual — bump version, publish, promote.
IndustriesVlocityOmniStudio