What would you like to automate?
Explore our comprehensive list of Flow templates.
Service
| Create a Case | Automate the process of creating a case in Salesforce | |
| Verify a Customer | Automate the process of verifying a customer's identity | |
| Reset Password | Automate the process of resetting a user’s password | |
| Flow Automation Pack | Make complex, multi-user processes easy and scalable with easy integration steps and pre-built templates. | |
| Flow Automation Pack for Incident Management | Automate mission critical incident response with automated processes and proactive communications | |
| Intro Bots - Add Case Comment | Leverage the power of bots and automate the process for adding a case comment in Salesforce | |
| Intro Bots - Create Lead | Leverage the power of bots and automate the process for creating a lead in Salesforce | |
| Intro Bots - Look Up Case | Leverage the power of bots and automate the process for looking up a case in Salesforce | |
| Intro Bots - Create Case | Leverage the power of bots and automate the process of creating a case | |
| Intro Bots - Get Pre-Chat Context | Leverage the power of bots and automate the process for capturing customer pre-chat information | |
| Intro Bots - Look Up Order | Leverage the power of bots and automate the process for looking up an order in Salesforce |
Commerce
| Checkout | Visualize and easily adjust B2B Commerce checkout with this flow, a drag and drop builder to manage the complicated checkout process. | |
| Inventory | A component of Checkout Flow that ensures that the inventory is in stock to support what the buyer is ordering |
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| Shipping Cost | A component of Checkout Flow. After inventory checks are complete, the buyer confirms the delivery method and total cost | |
| Shipping Address | A component of Checkout Flow where the buyer selects or fills in their shipping address and delivery instructions, if needed. | |
| Cart to Order and Order Confirmation | A component of Checkout Flow where the order is confirmed and checkout is complete. |
| Create Order Summary | Set order lifecycle type (managed/unmanaged) and call the API to create an order summary. | |
| Cancel Item | Cancel line item(s) or quantity from an order summary, including triggering payment processing via adapters for payment gateways. | |
| Return Item | Return line item(s) or quantity from an order summary, including triggering credit processing via adapters for payment gateways | |
| Discount Item | Discount line item(s) or quantity from an order summary, including credit payment processing via adapters for payment gateways | |
| Create Fulfillment Orders for One Location | Create a fulfillment order from an order summary for one fulfillment location. | |
| Create Fulfillment Orders for Multiple Locations | Create a fulfillment order from an order summary for multiple fulfillment locations. | |
| Schedule Fulfillment Order Transfer | Create data structures for processing inventory transfers in Omnichannel Inventory during “Routing Step 3: Execute Route” flow | |
| Routing Step 1: Schedule Routing | Runs on each order, processing each of its delivery groups based on whether its “Reserved At Location” is a location or a location group | |
| Routing Step 2: Determine Route | Runs on each order summary routing schedule. It gets the associated order delivery group and creates an interaction order and interaction order items for it | |
| Routing Step 3: Execute Routing | Processes interaction orders. Transfers the inventory reservations from location groups to locations. Creates a fulfillment order if needed | |
| RMA Return Items Flow (Managed) | Initiate RMA style return: Create Return Order pending return of products. Closing the Return Order triggers RMA Create Credit Memo and Ensure Refunds | |
| Create Invoice, Ensure Funds | Create invoice for fulfillment order in fulfilled status, trigger payment processing via payment adapters and apply payments to invoice | |
| Create Fulfillment Order | Manually create a fulfillment order for a specific fulfillment location and queue reservation for processing in Omnichannel Inventory. | |
| Fulfill Reservation | Deduct on hand inventory levels and remove inventory reservations in Omnichannel Inventory when a fulfillment order is fulfilled | |
| RMA Create Credit Memo and Ensure Refunds (Managed) | Last step of RMA Style Return: Once the Return Order status is set to closed, this flow creates a Credit Memo and performs credit processing via Ensure Refunds | |
| Reship Order Flow | Create a zero cost fulfillment order for a previously fulfilled item(s) | |
| Even Exchange Flow | Exchange an order item for a variant of the same product master | |
| Routing Post Step 2: Hold Fulfillment Order Capacity | Processes request to hold capacity at location(s) based upon the outcome of Routing Step 2: Determine Route flow. | |
| Routing Post Step 3: Confirm or Release Held Fulfillment Capacity | Follows the Routing Step 3 flow when routing is leveraging location level capacity. If routing was successful, this flow confirms the held capacity. If routing was unsuccessful, this flow releases the held capacity. | |
| Prep Fulfillment Order for Transfer Back | When a fulfillment order is cancelled or rejected, this flow creates interation fulfillment order and order item records which will be used to transfer inventory back to original location and/or schedule the fulfillment order for rerouting. | |
| Prep Fulfillment Order Item for Transfer Back | When a fulfillment order line items is reduced (either cancelled or rejected), this flow creates interaction fulfillment order and order item records which will be usedd to transfer the inventory back to the original location. | |
| Transfer Back Reservation | Transfers reservations from a fulfillment location back to their original location group so they ccan be rerouted. Is used when a fulfillment location cancels or fulfills a partial quantity of an order item. | |
| Release Reship Inventory Reservation | Releases reservations for reshipments that the fulfillment location cancels. | |
| Create or Release Inventory Reservation | Runs on each change order, creating interaction order records which will ultimately create or release reservations for it's change order items. | |
| Create Inventory Reservation | Creates inventory reservations for items being reshipped or for the replacement items in an exchange | |
| Release Reservation | Releases reservations for order items that are cancelled or exchanged |
Communications
| Sample Permission Sets and Permission Set Groups | Sample Permission Sets and Permission Set Groups for Communications cloud. | |
| Start Customer Interaction | Package includes components to run and launch an Interaction Launcher by searching and verifying a caller's account or contact and creating a customer interaction. | |
| Verify Caller - Contact Information | The Verify Caller - Contact Information flow simplifies the Customer Service Rep search experience with a type ahead lookup on the Account and Contact Name. | |
| Technical Order Review | A manual task that allows the Fulfillment Operator to review the order details from a technical perspective and approve/reject the order. |
| Report: % Cases received by Channel Type | Business Metric Report for measuring % Cases Received by Channel Type. | |
| Report: % Customer Contacts Received Channel Type | Business Metric Report for measuring % Customer Contacts Received, by Channel Type TM Forum Frameworx 27. | |
| Report: % Orders received by Channel Type | Business Metric Report for measuring % Orders received by Channel Type | |
| Report: Activations Failed Today | Business Metric Report for measuring Failed Activations. Note that this gives the Customer Service Rep the option to get immediate feedback on the state for the order allowing for proper cancelation and generate a new order for the customer without duplicating orders. | |
| Report: Average Handle Time | Business Metric Report for measuring Average Handle Time. Note that this gives the Care Team and Customer Service Reps immediate feedback on the time spent in servicing customers requests and interactions. | |
| Report: Average Revenue per User (ARPU) | Business Metric Report for Total Sales Today | |
| Report: Case Type Handling by Channel | Business Metric Report for Tracking Case Type Handling by Channel. | |
| Report: Customers Churning One or More Products | Business Metric Report for measuring % Customers Churning One or More Products immediate feedback on the customers churning. | |
| Report: First Call Resolution (FCR) | Business Metric Report for measuring Customers calls or assisted interactions resolved on the first attempt. | |
| Report: Prepaid Customers Acquired this Month | Business Metric Report for Prepaid Customers Acquired this Month | |
| Report: Sales by Agent | Business Metric Report for Sales by Agent. | |
| Report: Total Sales Abandoned Today | Business Metric Report for Total Sales Abandoned Today. | |
| Report: Total Sales Today | Business Metric Report for Total Sales Today. | |
| Report:% Order Actions Performed for Customers | Business Metric Report for measuring % Order Actions Performed for Customers immediate feedback on the customers order action. | |
| Report: Total Sales with Products | Business Metric Report for measuring how many sales have there been of Product Offering in the Catalogue. Total Sales with Products. | |
| Industries OM: Sample Reports and Dashboards | This deliverable contains a list of sample OM reports and dashboards to track and monitor the progress of orders submitted to Industries Order Management | |
| Report: # Product Offerings in Product Catalogue | Business Metric Report for measuring # Product Offerings in Product Catalogue 2597. | |
| Report: $ Average Top-Up Value | Business Metric Report for Total Sales Today. | |
| Report: # Hours per Pricing Change | Business Metric Report for measuring # Hours per Pricing Change (103) | |
| Report: Average Handle Time | Business Metric Report for measuring Average Handle Time. Note that this gives the Care Team and Customer Service Reps immediate feedback on the time spent in servicing customers requests and interactions. | |
| Report: First Call Resolution (FCR) | Business Metric Report for measuring Customers calls or assisted interactions resolved on the first attempt. | |
| Report: # Days Time to Market per New Product | Business Metric Report for measuring # Days Time to Market per New Product Offering 2599 (TTM) | |
| Report: Case Type Handling by Channel | Business Metric Report for Tracking Case Type Handling by Channel. | |
| Report: Sales by Agent | Business Metric Report for Sales by Agent. | |
| Report: Total Sales Today | Business Metric Report for Total Sales Today. | |
| Report: # Hours per Order, from Ordering to Activation | Business Metric Report for measuring fulfilment time of an Order. | |
| Report: % Accounts with Refunds | Business Metric Report for measuring % Accounts with Refunds. Note that this gives the Care Team immediate sense of the amount of payment errors that affect customer experience. Keeps track of thresholds set by business. | |
| Report: Activations Failed Today | Business Metric Report for measuring Failed Activations. Note that this gives the Customer Service Rep the option to get immediate feedback on the state for the order allowing for proper cancelation and generate a new order for the customer without duplicating orders. | |
| Report: Aveg. Number of Days for New Product Configuration | Business Metric Report for measuring Average number pf Days for New Product Offering Configuration. | |
| Report: Average Revenue per User (ARPU) | Business Metric Report for Total Sales Today | |
| Report: Customers Churning One or More Products | Business Metric Report for measuring % Customers Churning One or More Products immediate feedback on the customers churning. | |
| Report: Number of Product Sold from Catalogue | Business Metric Report for measuring all Product in the Commercial Catalogue how many have actually sold. | |
| Report: Prepaid Customers Acquired this Month | Business Metric Report for Prepaid Customers Acquired this Month | |
| Report: Total Sales Abandoned Today | Business Metric Report for Total Sales Abandoned Today. | |
| Report:% Order Actions Performed for Customers | Business Metric Report for measuring % Order Actions Performed for Customers immediate feedback on the customers order action. | |
| Report: % Cases received by Channel Type | Business Metric Report for measuring % Cases Received by Channel Type. | |
| Report: % Customer Contacts Received, by Channel Type | Business Metric Report for measuring % Customer Contacts Received, by Channel Type TM Forum Frameworx 27. | |
| Report: % Orders received by Channel Type | Business Metric Report for measuring % Orders received by Channel Type | |
| Report: Months Tenure, per Customer | Business Metric Report for measuring Months Tenure, per Customer TM Forum Frameworx 2606. Note that this gives the Care Team the option to get immediate feedback on time the customer has spent with the service provider. |
| Amend Contract (Add Product or Service) | Amend Contract Add Product or Service | |
| Terminate Contract | Terminate Contract |
| Explore and Checkout using Digital Commerce | A Digital Commerce Guided Process that allows users to browse, configure, and add offers to a basket followed by a checkout process. | |
| Explore and Checkout using Digital Commerce | This process contains Digital Commerce Lightning Web Components to allow users to browse, configure, and add offers to a basket followed by a checkout process. | |
| Explore and Checkout for Off-Platform Usage | This process provides off-platform support to allow users to browse, configure, and add offers to a basket followed by a checkout process. | |
| Communications and Media Industry Toolkit for B2C | We have introduced a toolkit between B2C Commerce Cloud and Communication and Media Clouds to jumpstart development on deploying digital commerce for the communications and media |
| Quote Document: Quote Detail Template | Document template to generate a quote with Repeating Content Sections to group product lines by product type. Conditional logic at line item level. Display of line item attributes in the document | |
| Contract Document: Telecom Services Agreement | Document template to generate a contract with line items and conditional section using Entity Filter. | |
| Quote Document: Multi-Site Quote Template | Document template to generate a quote that displays multisite quotes with the top level items in a separate table. A Product Specific Term section is conditionally displayed if the product exists on the quote lines. | |
| Contract Document: Contracts for an Account | DOCX document template to generate a document that displays all contracts tied to an account and contract lines under each of them. Line items of contracts are displayed uniquely where the second level of products are indented in the display table. | |
| Contract Document: Subscription Agreement Template | DOCX document template to generate a Contract document (subscription agreement) dynamically. The template contains contract clauses, terms, contract lines and a DocuSign signature section. Items with non zero prices are not displayed. | |
| Contract Document: Subscription Agreement | Document template to generate a contract with line items and conditional clause using Formula |
| Attribute/Volume Based Pricing | Implement attribute-based pricing using pricing plans, calculation procedures and calculation matrices | |
| Create Promotion | Create Promotion process allows a business user to create new promotion(s), associate the promotion to a product and add adjustments, overrides, context rules and penalties. |
| Product Ordering TMF622 - Submit Order | This deliverable is part of the Salesforce Industries implementation of TMF OpenAPIs. This specific deliverable only provides an implementation of the TMF622 Product Ordering API and specifically for the ‘create product order’ API operation (POST /productOrder). |
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| TMF 620 Product Catalog Management - Product Offerings | Provides an implementation of the TMF 620 Product Catalog Management, for version 19.0.1 of the API specifications. It provides REST endpoints to read product specifications and product offerings (per the specifications) out of Salesforce Industries’s Product Catalog |
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| TMF 620 Product Catalog Management - Product Specifications | This item provides an implementation of the TMF 620 Product Catalog Management, for version 19.0.1 of the API specifications. it provides REST endpoints to read product specifications and product offerings (per the specifications) out of Salesforce Industries’s Product | |
| Add Subscription | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to add a Salesforce Industries subscription to Matrixx (the result is a subscriber in Matrixx). |
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| Summer '19 Multipack | This deliverable is a data pack that contains multiple components of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. | |
| Purchase Plan | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to sync a purchase of a plan by a subscriber between Salesforce Industries and Matrixx. |
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| Catalog and Promotions Alignment | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS.It provides a set of Salesforce Industries Integration Procedures (VIPs), Omniscripts and Data Raptors (DRs) to support the process of aligning catalog items between Salesforce Industries and Matrixx. | |
| Add Device | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to add a purchased device to Matrixx. |
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| Subscription Balances | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to display balances for a subscriber or a group. |
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| Subscription Management Multipack | This deliverable is a data pack that contains multiple components of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. | |
| Create Group | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to create a sharing group. |
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| Group Management Multipack | This deliverable is a data pack that contains multiple components of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. | |
| Add Subscription to Group | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to add a subscriber to a group. |
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| Operational Multipack | This deliverable is a data pack that contains multiple components of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. | |
| Cancel Subscription | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to cancel a subscription in Matrixx. |
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| Remove Device | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to remove (deactivate) a device in Salesforce Industries and Matrixx. |
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| Balance Top-Up | This specific deliverable provides a Integration Procedure to top up a balance in Matrixx using the Matrixx dedicated top up API. | |
| Group Members | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to display members of a sharing group. |
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| Remove Subscription From Group | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to remove a given subscriber from a sharing group. |
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| Events | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to display Matrixx events in Salesforce Industries. |
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| Balance Management | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a set of Salesforce Industries Integration Procedures (VIPs) exposed as TMF OpenAPI endpoints to support balance management. |
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| Balance Adjustment | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to perform a balance adjustment in Matrixx. | |
| Balance Thresholds | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to display and update thresholds and credit limits in Matrixx via Vlcity. |
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| Modify Subscription | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure modify a subscription (subscriber) in Matrixx. |
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| Balance Transfer | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to perform a balance transfer. |
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| Main Balance Recharge | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to perform a ‘recharge’ in Matrixx. | |
| Meters IBB | This deliverable is part of the GoDigital Salesforce Industries integrated solution with Matrixx OCS. This specific deliverable provides a Integration Procedure to display values of Matrixx meters for a subscription. |
| Lead Conversion - B2C | Convert a Lead in Salesforce into a Consumer Account and Contact. |
Financial Services
| Vlocity Insurance Interaction Console — Customer 360 View | This feature provides a 360° view of customers' account details, their stories (activities), and intelligent offers based on their preferences. It also displays policies and products card with contextualized actions for different types of policies. | |
| Interaction Launcher Set-Up | This process drives a portal user or a customer service agent to create a new case for an account.Use Vlocity Interaction Launcher for authenticating the caller by validating caller-provided details and asking verification questions to validate that the caller is a genuine customer before sharing account information or proceeding with transactions. It also helps contact center agents know the transactions allowed for different caller roles. | |
| Industries Service Excellence — Insurance Customer 360° Console | A FlexCard-based layout that help provides customer service representatives a 360° view of the customer information. | |
| Industries Service Excellence — Identity Verification | Flow-based identity verification allows the customer service representative to verify the end user based on data provided by their inputs. | |
| Setup Business Account for BOP Quote - Reusable | A guided flow that assists the user search and select Business Account and related Contact for creating a Business Owners Policy Quote. This guided flow is a reusable OmniScript for flows with the same use case/context. | |
| Multi-Insured Auto Policy Product & Rating Set-Up | A pre-configured multi-instance auto product where the users can add more than one vehicle as the insured item and associate more than one driver to each vehicle while issuing an Insurance Policy. In addition to Product Setup, the users can set the rating procedure using the Business Rules Engine (Expression Sets + LookUp Tables). The feature has been pre-configured for the users' reference. | |
| Watercraft (Marine) Product & Rating Set-Up | A pre-configured multi-instance marine product where the user can add more than one watercraft as an insured item while issuing a policy. In addition to Product Setup, the rating procedure has been pre-configured for the users' reference. | |
| Renters Product & Rating Setup | A pre-configured single-instance renters product with property and valuables mapped as an insured item with specific attributes setup for renters. In addition to Product Setup, the rating procedure has been pre-configured for the users' reference. | |
| Homeowners Product & Rating Setup | A pre-configured single-instance homeowners product with property and valuables mapped as an insured item with specific attributes setup for renters. In addition to Product Setup, the rating procedure has been pre-configured for the users' reference. | |
| Critical Illmess & Supplemental Health product SetUps | A detailed reference product setup for critical illnesses and supplemental health available with a functional census-based rating process for quoting and member enrollment. | |
| Medical, Dental & Vision Product and Rating SetUps | Generic medical, dental, and vision reference product setups are available with a functional census-based rating for quoting and member enrollment. |
| Property Claim — First Notice of Loss (FNOL) | The Auto First Notice of Loss (FNOL) OmniScript flow guides the customer service representative and policyholder through the FNOL process of an auto insurance claim. | |
| Auto Claim — First Notice of Loss (FNOL) | The PandC Auto First Notice of Loss (FNOL) flow guides the Customer Service Rep and Customer through the FNOL process of an auto insurance claim. | |
| Add Payee to Claim | The Add Payee functionality allows the end-user (Claims Adjuster) to add a Payee to an already created claim record using our OOTB services with OmniStudio capabilities. |
| Multi-Insured Auto Policy — Remove Driver | This OmniScript flow allows the users to remove a driver from their multi-auto insurance policy. Once this flow executes, it creates a new policy version applicable from the selected effective date for driver removal. | |
| Multi-Insured Auto Policy — Modify Coverages | This guided flow allows the users to modify coverages of their multi-instance auto policy. | |
| Multi-Insured Auto Policy Quote | This OmniScript Flow allows the users to get a quote for auto insurance. They can provide information on one and more drivers and automobiles that must be covered and get rates on each coverage and vehicle to create a Quote using our OOTB package services. | |
| Cancel Policy | This OmniScript allows the users to Cancel an active policy using the OOTB service from our Insurance Service catalog. | |
| Print Business Owners Proposal | This OmniScript allows the users to generate a document for the BOP Quote and send it as an email attachment to the customer. | |
| Modify Policy Coverages | A guided flow for users to make any modifications to their policy coverage limits/deductibles for single instance product-based policies using our OOTB package services and Lightning Web Components. | |
| Multi-Insured Auto Policy — Add Driver | A guided OmniScript flow for the end-user to add a driver on their existing multi-auto insurance policy on a particular effective date. Once the flow executes, it creates a new policy version effective from the date as selected by the user during the flow. | |
| Multi-Insured Auto Policy — Remove Vehicle | This OmniScript flow allows users to remove a vehicle from their multi-auto insurance policy. Once this flow executes, it creates a new policy version applicable from the selected effective date for vehicle removal. | |
| Multi-Insured Auto Policy — Add Vehicle | A guided OmniScript flow for the end-user to add a vehicle to their existing multi-auto Insurance Policy on a particular effective date. Once the flow executes, it creates a new policy version effective from the date as selected by the user during the flow. | |
| Member Enrollment Flow | A guided OmniScript flow is pre-configured for end users to execute by logging into the member portal. Members can select from plans like medical, dental, vision, and add-ons and add them to their benefits bag. | |
| Group Bulk Enrollment | This OmniScript flow helps the group benefits admin to bulk enroll group members by uploading a census .csv file with member and plan details. Once members are enrolled, a policy is created for each primary member with beneficiaries as policy participants. |
| Digital Policyholder Self-Service Portal | Salesforce Industries Digital Insurance delivers real-time quoting, applications, and servicing policy transactions through a responsive web portal for policyholders. | |
| Digital Insurance Broker Portal | Salesforce Industries Digital Insurance delivers real-time quoting, applications, and servicing of policy transactions through a responsive web portal for brokers and producers. | |
| Member Portal — Group Benefits | A pre-configured Salesforce Customer Community site where a group member can log in and perform the following functions: - See a summary of plans/benefits opted. - Execute a guided flow to enroll self on group plans. - Get plan details and documents. |
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| Broker Portal — Group Benefits | A pre-configured Salesforce Partner Community site where a group broker (partner) can log in and perform the following functions: - See a summary of group plans/benefits offerings. - Execute a guide flow for bulk enrolling members to group plans. - Get plan details and documents. - See data and metrics based on their day-to-day functions. |
| Commercial Auto Product & Rating with BRE | A pre-configured Commercial Auto Product where more that one vehicle can be added as insured item to multiple Locations for a Commercial Policy. This Product is configured to support granchildren level coverages with preimum calculation. In addition to Product Setup, the users can set the rating procedure using the Business Rules Engine (Expression Sets + LookUp Tables). The feature has been pre-configured for the users' reference. | |
| Watercraft (Marine) Quote | A guided OmniScript flow where the end-user can enter their watercraft and operator details to get a Quote for the marine insurance policy. Here, the end-user can enter more than one watercraft to insure under a single policy. | |
| Issue Policy | A generic guided OmniScript flow that takes a quote and issues policy using our OOTB Insurance Services. | |
| Property (Homeowners/Renters) Quote | This process allows the user to get a quote for Property (Homeowners/Renters) Insurance. Users can provide the property details which will be stored and used by the rating engine to calculate the premium while creating a Quote using our OOTB package services. | |
| Business Owners Policy (BOP) Quote | This process provides an example of end-to-end quoting for a Business Owner Policy. Users can enter business and property details which will be stored and used by the rating engine to calculate premium while creating a Quote using our OOTB package services. | |
| Quote, Contract and Enroll | Group quoting, contract generation, and member enrollment functionalities are pre-configured using OmniStudio, out-of-the-box Lightning Web Components, and apex services for small groups. |
Healthcare
| Individual Medical Product Template- Retired | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Salesforce Industries Benefits Renewals solutions. | |
| Medicare Advantage Standard PPO Product Template | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions. | |
| Medicare Advantage POS Product Template | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions. | |
| Medicare Supplement Product Template- Plan C | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions. | |
| Medicare Advantage Complete Plus PPO Product Template | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions. | |
| Medicare Advantage Dual Care PPO DSNP Product Template | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions. | |
| Medicare Advantage MSA Product Template | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions. | |
| Medicare Advantage Standard HDHP Product Template | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions. | |
| Medicare Supplement Product Template- Plan D | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions. | |
| Medicare Supplement Product Template- Plan G | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Medicare Solutions. |
| Provider Registration | A business process for getting registered with a health plan. | |
| Provider Credentialing Application | A business process for completing and submitting credentialing application to the health plan. | |
| Provider Nomination | A business process for nominating a provider to a health plans network. | |
| Provider Recruitment | A business process for recruiting a provider to a health plans network. | |
| Credentialing Primary Source Verification | A business process for verifying the credentialing application. | |
| Relationship Graph for Provider, Patient and Facility | A relationship graph for Provider, Patient and Facility. | |
| Provider Affiliations Relationship Graph | A Salesforce Industries Relationship Graph for showing relationship between Providers and their affiliations. | |
| Relationship Graph for Diagnosis Codes and Procedure Codes | A Salesforce Industries relationship Graph for Diagnosis Codes and Procedure Codes. | |
| Relationship Graph for Provider, Provider Group, and Health Networks | A Salesforce Industries relationship Graph for Provider, Provider Group, and Health Networks. |
| Individual Medical Product Template- Current | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Salesforce Industries Benefits Renewals solutions. | |
| Small Group Product Template- Medical | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Product Template- Dental | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Broker Quote and Apply | A Salesforce Industries guided process to generate quote for Small Groups. | |
| Small Group Product Template- Dental | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Product Template- Medical-2 | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Application | A Salesforce Industries guided flow for submitting Small Group Application. | |
| Small Group Product Template- Dental-2 | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Product Template- Medical-3 | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Product Template- Medical-4 | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Product Template- Medical-6 | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Product Template- Vision-1 | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Product Template- Vision-2 | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Product Template- Medical-5 | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog. | |
| Small Group Medical Product Template-Current | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Salesforce Industries Benefits Renewals solutions. | |
| Small Group Medical Product Template-Retired | This Salesforce Industries Product Template can be used as an example product in the Salesforce Industries Product Catalog and Salesforce Industries Benefits Renewals solutions. |
Media
| Paused OmniScript Card | A Salesforce Industries Card for showing all previously saved/paused OmniScripts. | |
| Purchase Confirmation Template | The template displays the summary of the product/service Purchase to the user. | |
| CPQ Promotions Badge Notification | Enables display of Promotion Indicator on CPQ Cart | |
| Customer feedback survey dashboard | Einstein Analytics dashboard to gain deeper insights into the feedback received from Customer Surveys | |
| Lead Conversion - B2C | Convert a Lead in Salesforce into a Consumer Account and Contact. | |
| Sample Permission Sets and Permission Set Groups | Sample Permission Sets and Permission Set Groups for Media and Entertainment cloud |
| Resume Paused OmniScript | Resume a previously saved OmniScript. | |
| CAPTCHA Challenge | Challenge the user of an OmniScript with a CAPTCHA widget to make sure they are human. | |
| Send Push Notification | A Salesforce Industries Integration Procedure to send a push notification to an app built using the Salesforce Industries Mobile Framework. | |
| Communications and Media Industry Toolkit for B2C | We have introduced a toolkit between B2C Commerce Cloud and Communication and Media Clouds to jumpstart development on deploying digital commerce for the communications and media |
| Start Customer Interaction | Package includes components to run and launch an Interaction Launcher by searching and verifying a caller's account or contact and creating a customer interaction. | |
| Verify Caller - Contact Information | The Verify Caller - Contact Information flow simplifies the Customer Service Rep search experience with a type ahead lookup on the Account and Contact Name. | |
| Manage Billing Dispute | The manage billing dispute flow guides the Customer Service Rep to help the customer in case of misunderstanding or disagreement about an invoice or a single line invoice item or traffic detail. | |
| B2C TV - Troubleshoot | A troubleshooting experience for a TV service: B2C TV - Troubleshoot | |
| Make A Complaint | Allow a customer to lodge a complaint about a service. | |
| Create Case - Reusable | Create Case - Reusable | |
| Customer - View Services | Salesforce Industries Industry Console: Customer - View Services | |
| Reusable Read Account Status | A reusable process to display status of an account | |
| Create Task | Create Task | |
| Read Account Details - Reusable | A reusable process to display details of an account | |
| Read Asset - Reusable | A reusable process to display details of an asset |
| Suspend Subscription | The Suspend Subscription flow guides the Customer Service Rep to help the customer in suspending their subscription. | |
| Request Subscription Termination | The Terminate Subscription flow guides the Customer Service Rep to help the customer in terminating hisher subscription. | |
| Update Account Information | Update account details, contacts details, shipping and billing address and related billing account details of an Account. | |
| Add Contact Information | A generic process for a customer to add his/her contact information. | |
| Update Billing Profile Information | Guides the Customer Service Rep and Customer to update the Billing Profile information. |
Public Sector
| Apply for Business Authorization | This process allows a business owner to apply online for the appropriate business license or other authorizations required to operate their business. | |
| Assess Your License or Permit Needs | The Pre-Screen directs constituents to information about applicable regulations, programs, and/or authorizations based on their situation | |
| Apply for Individual Authorization | This process allows an individual to apply online for applicable authorizations. | |
| File a Complaint | This process allows citizens and other constituents to file a complaint against a business or individual. | |
| Violation Fee | This process allows Org admin to use the violation fee creation by invoking a create trigger salesforce flow | |
| Search for License or Permit Holder | This process allows constituent to search for license / permit details for a business or individual. |
Energy and Utilities
| Verify Caller - Contact Information | The Verify Caller - Contact Information flow simplifies the Customer Service Rep search experience with a type ahead lookup on the Account and Contact Name. | |
| FlexCards for EandU Contact Centre Console | FlexCards implemented for the Contact Centre Console (replaces Vlocity Cards and LWC components) | |
| Customer Feedback Survey | The Customer Feedback Survey allows the User or Customer to capture Customer Satisfaction (CSAT) index. | |
| Notification Preferences | The purpose of this process is to manage the notification preferences for an Account. | |
| Suspend Subscription | The Suspend Subscription flow guides the Customer Service Rep to help the customer in suspending their subscription. | |
| Report Outage Process | Report a service outage (including street lights) at a premise or other address. | |
| Add Contact Information | A generic process for a customer to add their contact information. | |
| Read Asset - Reusable | A reusable process to display details of an asset |
| Update Billing Profile Information | Guides the Customer Service Rep and Customer to update the Billing Profile information. | |
| Create Payment Plan | The purpose of this process is to manage the payment plan creation process. | |
| Create Budget Billing Plan | A process to create a budget bill plan enrollment. | |
| Change Tariff | The Change Tariff flow guides the Customer Service Rep to help the customer in changing their tariff plans. | |
| High Bill Analysis | The High Bill Analysis process will provide the information necessary for a front office user to resolve a high bill inquiry. | |
| Manage Billing Dispute | A guided process for the agent to help the customer in case of misunderstanding or disagreement about an invoice or a single line invoice item or traffic detail. | |
| High Bill Analysis | A guided process that provides the information necessary for a customer service agent to resolve a high bill inquiry. | |
| Modify Budget Bill Plan | A guided process that allows the Users or Customers to Manage(Modify or Cancel) Budget Bill Plan Enrollment. | |
| Request Bill Copy | A guided process for a user or customer to request a copy of a Billing Statement. | |
| Create Payment Plan | A guided process for the agent to create an installment plan for a customer to pay off an outstanding balance. | |
| Manage Billing Dispute | A guided process for the agent to help the customer in case of misunderstanding or disagreement about an invoice, a single line invoice item, or traffic detail. |
| Terminate Contract | Terminate Contract | |
| Amend Contract Add Product or Service | Amend Contract allowing the addition of a Product or Service | |
| Amend Contract Add Product | A guided process to allow the Agent to amend a contract and add a product | |
| Business Contract Renewal | A guided process to allow the Agent to renew a contract |
| Move-In Using CPQ | A guided process to capture a Move-In request by a customer and create an order. The Order Orchestration is done through Salesforce Industries CPQ APIs. | |
| Create Account | A guided process to create a new account. | |
| Auto-Pay Set Up | A guided process for adding/editing a payment method for recurring payment within the system. | |
| Account Display Cards | An Account Display Card provides a Salesforce Industries Card framework to display key Account information in a Card that can be added to various screens as needed. | |
| Create Case - Reusable | Create Case - Reusable | |
| Add/Update Contact Information | The Add/Update Contact Information process enables the customer service agent to add or update the information for a Contact on an Account. | |
| Transfer Service with CPQ | Transfer Service process orchestrates a customer leaving one premise and transferring the energy contracts/assets to a new premise. | |
| Make A Complaint | The Make a Complaint process allows Users or Customers to lodge a complaint for Energy Services | |
| Customer - View Services | View all services for an account | |
| Obtain Manual Meter Read | The Obtain Manual Meter Read process guides the customer service agent on how to enter meter readings for one or more services manually. | |
| Prepay Enrollment | The Prepay Enrollment process allows Users or Customers to enroll in a prepayment plan. | |
| Move Out with CPQ/Order Management | Orchestrates a customer leaving one premise and transferring the energy contracts to a new premise. | |
| Update Contact Information | A guided process to update the contact information on an account | |
| Update Account Information | A guided process to update account details, contacts details, shipping and billing address and related billing account details of an Account. | |
| Update Address Information | A guided process to update Address of an Account. | |
| Update Account Address | The Update Account Shipping Address process enables the customer service agent to update the customer’s shipping address information. | |
| Move-In without CPQ | A guided process for the agent to facilitate the setup of one or more utility services at a premise for a new or existing customer. This process is designed primarily for use by a utility company in a regulated market, but could be | |
| Update Account Information | A guided process to update account details, contacts details, shipping and billing address and related billing account details of an Account. | |
| Modify Payment Plan | A guided process to manage the payment plan modification process. | |
| Request Bill Copy | The Request Bill Copy process guides a customer service agent through the steps to request a copy of a billing statement. | |
| Obtain Validated Meter Reading | A guided process for the agent to input a validated meter reading. | |
| Make a Complaint | Make a Complaint process allows an agent to log a complaint on behalf of a customer about Energy and Utility Services. | |
| Update Billing Profile Information | The Update Billing Profile Information process guides the customer service agent and customer to update the billing account profile information. | |
| Split Bill Payments Template | A UI Template the user will be able to split payment for one bill using different payment methods stored in the system. | |
| Manage Notification Preferences | The purpose of this process is to manage the notification preferences for a customer account. | |
| Move-Out without CPQ | This is a guided process that enables the customer service agent to terminate one or more services at a premise for a customer account. This process is primarily designed for use by a utility company in a regulated market, but could be extended to also su | |
| Manage Profile Attributes | The purpose of this process is to manage the profile attributes of the customer. | |
| Read Account Details - Reusable | A reusable process to display details of an account | |
| Reusable Read Account Status | A Reusable view of Account Status |
| Modify Service Order | The purpose of this process is to guide a user or customer through the process to modify an existing service order. | |
| Create Service Appointment | The Create Service Appointment process allows Customers to book a new appointment for service at a Home or Business. | |
| Create Service Order | A guided process for a User or Customer to create a new service order. | |
| View Service Order Status | A quick view the status of an existing service order. | |
| Where’s My Tech/ Re-book appointment | A guided process to for the customers to understand the status of an existing Service Appointment, Technician location, and provide the option to rebook the appointment to a different date and time. | |
| Create Service Order Using CPQ | A guided process for a User or Customer to Create a new Service Order by using CPQ APIs. |
| Sample Permission Sets and Permission Set Groups | Sample Permission Sets and Permission Set Groups for Energy and Utilities cloud |
| Customer Sign-up/Consumer Order | A selling experience for a new Consumer order. | |
| Energy Assessment | The purpose of "Energy Assessment" process is to guide a user or customer through an Energy Assessment for the Premise. | |
| Basic Renewal Process (B2C) | A guided process for B2C customer to place a new order while renewing its contract. | |
| New Equipment Order | Customer ordering equipment or equipment based services. | |
| Reconnect Service | A guided process for a customer or user to Reconnect Service for an Account that was disconnected for non-collections related reasons. | |
| Debt Check | The Debt Check process will allow users to identify Outstanding Debt on an Account. | |
| Exception/Objection Process | The Objection is an exception that can happen during the joining journey in a Customer Gain process. | |
| Create Security Deposit | The purpose of this process is to manage the security deposit creation process. | |
| Rejection Process | The Rejection is an exception that can happen during the joining journey in a Customer Gain process. | |
| Purchase Confirmation Template | The template displays the summary of the product/service Purchase to the user. |
| Energy and Utility Console for Customer 360 with SAP-ISU integration | Customer 360 view with intelligent profile insights and guided service and sales processes. Provide contact center agents and other front-line employees one-click access to a comprehensive array of standard utility business processes. | |
| Master Data Synchronization (for SAP integration) | Enable scheduled upload of master data updates from SAP | |
| Console Process Multipack (for SAP Integration) | The SAP IS-U Console Integration Multipack provides the necessary components which are required to integrate the SAP billing system with the Utility 360 Service console | |
| Create Contact (with SAP-ISU integration) | Create a new customer. | |
| Transfer Service without CPQ (with SAP integration) | Moving one or more utility services from one premise to another. Designed for use by a utility company in a regulated market. | |
| Move In without CPQ (with SAP-ISU integration) | Establish one or more utility services at a premise for a new or existing customer. Designed primarily for use by a utility company in a regulated market. | |
| Obtain Manual Meter Read (with SAP-ISU integration) | Enter meter readings for one or more services using an SAP integration | |
| Create or Update Payment Plan (with SAP-ISU integration) | Create an instalment plan for a customer to pay off an account balance or another amount over time. | |
| Move Out without CPQ (with SAP-ISU integration) | Terminate one or more services at a premise for an account. Designed primarily for use by a utility company in a regulated market. | |
| Energy and Utilities Process w/ Customer 360 and SAP-ISU integration | This multipack is a collection of processes also provided in individual listings within the VPL that allow contact center agents and other front-line employees to a comprehensive array of standard utility business processes for service. |
MuleSoft
| Synchronize JIRA issues with Service Cloud | Use 9 guided Composer templates to create or update change requests, work plans or work steps in Salesforce Service Cloud for associated JIRA issues | |
| Synchronize ServiceNow incidents with Service Cloud | Use 3 guided Composer templates to create or update incidents and assets in ServiceNow for associated Salesforce Service Cloud incidents and vice versa |
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| Bring Salesforce credit memos into NetSuite | Use a Composer template to create or update a Netsuite credit memo for the associated posted credit Memo in Salesforce | |
| Bring Salesforce accounts into NetSuite | Use a Composer template to create or update a Netsuite customer for the associated account in Salesforce | |
| Bring Salesforce payments into NetSuite | Use a Composer template to create or update a Netsuite customer payment for the associated processed payment in Salesforce | |
| Bring Salesforce products into NetSuite as inventory | Use a Composer template to create or update a NetSuite inventory item for the associated active Product in Salesforce | |
| Bring Salesforce invoice information into NetSuite | Use a Composer template to create or update a Netsuite invoice for the associated posted Invoice in Salesforce | |
| Automatically create sales orders in NetSuite | Use a Composer template to create or update a Netsuite sales order for an activated order in Salesforce | |