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What is Vlocity in Salesforce?

This blog will explore what Vlocity is, how it works with Salesforce, key features, use cases, and much more. By the end, you’ll have a solid understanding of why Vlocity is becoming essential for leading companies to optimize the customer journey.

Table of Contents

If you are a beginner, do check out this video on Salesforce training:

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What is Vlocity?

Vlocity is an industry-specific CRM built on top of the Salesforce platform. It provides pre-built industry solutions for verticals like communication, media, insurance, health, as well as the public sector. Vlocity enables companies to digitally transform customer experience processes with omnichannel enablement, product catalogs, quoting and contracting, policy administration, and billing management.

Vlocity allows companies to provide a consistent and seamless customer experience across digital and physical channels. It offers industry-specific, pre-built functionality for customer-centric business processes that span from front- to back-office operations.

How does Vlocity work with Salesforce?

Vlocity is built on the Salesforce platform and optimized for Salesforce Lightning. It seamlessly integrates with core Salesforce apps like Sales Cloud, Service Cloud, and Community Cloud. 

Vlocity solutions are offered as managed packages, which can be directly installed into a Salesforce Org. All the Vlocity data is natively stored within Salesforce. Users can access Vlocity apps through the Lightning Experience or Salesforce Classic UIs.

Furthermore, Vlocity interacts with external systems through Salesforce Connect and APIs. It provides a 360-degree view of the customer by aggregating data from Salesforce and third-party systems.

Key Features and Capabilities of Vlocity

Key Features and Capabilities of Vlocity

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Is Vlocity a part of Salesforce?

No, Vlocity is not a part of Salesforce. It is an independent company, although Vlocity has a strategic partnership with Salesforce. 

Vlocity builds its solutions on the Salesforce platform and offers its apps on the AppExchange. Customers can easily install Vlocity solutions onto their Salesforce Orgs and benefit from its industry-specific functionality.

While Vlocity leverages the power of the Salesforce platform, it operates as a separate company with its executives, employees, and resources. Vlocity also collaborates with cloud companies like AWS, Microsoft, and Google.

Vlocity vs Salesforce: What’s the Difference?

Vlocity and Salesforce are two separate companies that have strategic partnerships with each other. However, to benefit the customers, they closely work together. Vlocity leverages the power of Salesforce to deliver vertical solutions, while Salesforce benefits from the industry expertise of Vlocity.

Some significant differences between the two are enumerated below.

Vlocity  Salesforce
Vlocity is an industry-focused cloud software provider. Salesforce offers a broader CRM platform.
Vlocity solutions are built on top of Salesforce and optimized for Salesforce Lightning. Salesforce also offers its own apps like Sales Cloud, Service Cloud, Marketing Cloud, etc.
Vlocity has specialized functionality for verticals like Communications, Insurance, Health, Public Sector, etc.  Salesforce has more horizontal capabilities across industries.
Vlocity is sold and implemented by Vlocity and its partners. Salesforce is sold and delivered through the Salesforce ecosystem of partners.
Vlocity has its executives, employees, marketing, and resources. Salesforce is a much larger public company. 

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Where is Vlocity Used?

Where is Vlocity Used

Companies in Communications, Media, Insurance, Health, and Public Sectors primarily use Vlocity. It helps to enable digital transformation and improve customer experiences. Vlocity provides pre-built apps and accelerators for the most common business functions of these verticals. However, companies can also customize the solutions to meet their unique requirements. 

 Some of the specific use cases include the following:

Does Vlocity Require Coding? 

Vlocity is a low-code platform, allowing quick configuration and customization with minimal coding. It provides several tools to build and modify solutions without relying on IT teams.

While coding is not always required, Vlocity also provides a full set of APIs and web services that developers can use to build more complex custom integrations and extensions. Vlocity is flexible enough for both low-code and pro-code environments.

Some of the low-code tools offered by Vlocity include the following:

Vlocity Salesforce Documentation and Trailhead

The combination of Vlocity and Salesforce resources provides a wealth of information to help you learn, deploy, and optimize Vlocity solutions. Salesforce professionals who are looking to expand into the key industries of Vlocity will find these materials especially useful.

Vlocity provides extensive documentation and training resources to use Vlocity solutions on the Salesforce platform. Some of these are as follows:

Vlocity Documentation – Includes installation guides, product documentation, developer guides, and release notes. It is available on Vlocity University and can be accessed by Vlocity customers.

Vlocity Trailhead – Offers free online learning modules on Vlocity, including trails for Vlocity Communications, Insurance, Health, and Government apps. New trails are continuously being added. 

Vlocity Certification – Vlocity offers several Salesforce certifications for Vlocity product specialists, developers, and architects. Earning a Vlocity certification demonstrates in-depth knowledge that can help you advance to your career.

Vlocity Webinars – Regular webinars are conducted on the new Vlocity product features, industry trends, and best practices. Webinars are open to anyone interested in Vlocity.


Vlocity empowers businesses to create seamless and personalized customer experiences, streamline processes, and increase operational efficiency. By using Vlocity, businesses can unlock new opportunities, drive innovation, and stay ahead of the competition in today’s fast-paced digital world. With its user-friendly interface and robust features, Vlocity is a valuable addition to any business looking to enhance its Salesforce implementation and drive growth.

If you have more queries on Salesforce, drop them on our Salesforce Community!

The post What is Vlocity in Salesforce? appeared first on Intellipaat Blog.

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