Vlocity Tool Kit

Megnity 2 min read

Vlocity Tool Kit


There are a variety of tools provided by Vlocity to build and design business processes and applications. The tools can be segregated into Interaction tools and Data tools.

Interaction tools:


  • OmniScript is an enterprise class declarative no code tool which is used to create omnichannel business processes that can be deployed across multiple channels and devices. E.g., Shopping cart process, update /create customer information.
  • Interaction Launcher is an element of the interaction console used to interact with customers. It is used by the customer service agents to view information of the customer and perform authorized actions. E.g., verify customer identity.
  • Vlocity Actions are URL embedded to buttons used to launch OmniScripts, web pages, call external applications. E.g., Change Email action.
  • Vlocity Cards Frame Work provides a set of components to build customer centric, industry specific UI components and applications on Salesforce platform.
  • Omniform tool is used to build single-step and dynamic seamless customer interactions.
  • The Vlocity Conversation UI bridges the capabilities of AI and NLP to provide a seamless experience of online chat for employees, customers to make enquiries, claims with via texting with an agent.

Data tools:


  • Data Raptor is a data tool that performs extract, load and transform functions on Salesforce data.
    • Extract is used pull the data from Salesforce.
    • Load is used to update/insert the data to Salesforce.
    • Transform is used to modify data intermediately without reading from and posting to Salesforce.
  • Integration procedures are server side processes that perform multiple actions in a single call. They can read data from Salesforce, external systems (using REST calls) and call Apex code.
  • Vlocity Intelligence is a system composed of Resources, Attributes, and Intelligence Machines. It reviews the attribute data from SF objects, applies algorithms and determines the suitable resources to present to the clients.
  • Formulas and Functions: The Expression Engine is an APEX-based formula builder used across multiple areas in Vlocity.
  • The Vlocity Tracking Service is an event tracker that is used to capture details of actions taken by Vlocity users. For example, track the time taken for a user to sign up for a campaign drive.
  • A Calculation Procedure series of calculations executed on matrix lookups and user-defined parameters like variables and constants. E.g., used for determining price of products.

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