Welcome to

#YD23 Brussels
Industry Cloud
Starter Pack

Georgii Saveliev
Founder & Certified
Technical Architect,
Stratus Carta
INTRODUCTION
GEORGII SAVELIEV

• 8+ years with Salesforce, 15 years in IT

• Customer → SI → ISV → Salesforce →

Founder @ Stratus Carta,
Communications Cloud Boutique

• Salesforce Certified Technical Architect

(CTA)

• 39x Salesforce Certified, 2x Salesforce

APs
WHAT IS SALESFORCE?

Sales Service Platform

SALES CLOUD

Account & Contact Mgmt Opportunity Mgmt

Reports & Dashboards Salesforce Platform

SERVICE CLOUD

Case Management Knowledge Management

OmniChannel Routing Salesforce Platform

SALES & SERVICE CLOUD LAYER CAKE
SALES & SERVICE CLOUD LAYER CAKE

Add-On Products (Sales Engagement, Service Cloud Voice, etc)

Functional Modules (Opportunity Management, OmniChannel, etc)

Data Model (Opportunity, Case, etc)

Flow

Salesforce Platform
INDUSTRY VERTICALS?

Vertical
Horizontal
WHAT IS SALESFORCE INDUSTRIES?

Automotive Consumer Goods Energy & Utilities Government

Financial
Communications Education
Services

Health & Life Web3 (NFT) /

Media Nonprofit
Sciences Net Zero / Travel Technology
Manufacturing Public Sector
& Hospitality
INDUSTRY CLOUDS
architects.salesforce.com
INDUSTRY CLOUD LAYER CAKE
INDUSTRY CLOUD LAYER CAKE

Add-Ons & Integrations with Other Salesforce Products

Functional Modules

Industry Data Model (in Standard or Managed Objects)

OmniStudio (Only Some Industry Clouds)

Salesforce Platform (+ Managed Package(s))

COMMUNICATIONS, MEDIA, ENERGY & UTILITIES

Communications Media Energy & Utilities

SALESFORCE PLATFORM

Sales Service Platform

OMNISTUDIO
OmniScripts FlexCards DataRaptors Integration
Guided processes - Drag-and-drop UIs Extract and load Procedures
e.g. Buy journey surfacing data data from/to Build
for mobile device + from Salesforce Salesforce. no-code/low-code
service. and/or other Transform business logic.
Think more systems. payloads. Think more
powerful Screen Think declarative Think declarative powerful
Flow. LWC. SOQL/DML. Autolaunched Flow.
OMNISTUDIO GA, unlimited usage ✅
GA, base allocation + add-on allocations ☑
Not available ❌
Licensing is either unlimited usage, or a base allocation of calls per month with additional allocation via add-on license
*Safe Harbor: I may be wrong and licensing does change regularly - check with your Salesforce AE for the latest!

✅ ✅ ✅ ✅ ✅? ✅? ✅?

Energy & Health & Life

Communications Nonprofit
Utilities Sciences Financial
Media Public Sector
Services

☑ ☑ ☑ ☑ ❌ ❌ ❓
Consumer
Automotive Education Government
Net Zero / Travel Goods Web3 (NFT) /
Manufacturing
& Hospitality Technology
COMMUNICATIONS INDUSTRY DATA MODEL
FUNCTIONAL MODULES SUCH AS INDUSTRIES CPQ
ENTERPRISE B2B SELF-SERVICE PORTAL (EXP CLOUD)
CME - COMMUNICATIONS CLOUD (COMMS)
B2B & B2C Portals Einstein Discovery
CRM Analytics Template
(Experience Cloud) Templates

Enterprise Sales Management Multiplay Subscription Management

Enterprise Industries Digital Industries Contract

Product Catalog CPQ Commerce OM Lifecycle Mgmt

Communications, Media, Energy Data Model

OmniStudio

Salesforce Platform + vlocity_cmt Managed Package

CME - MEDIA CLOUD (MEDIA)
Subscriber Portal Salesforce CDP + Billing
CRM Analytics Template
(Experience Cloud) Integration

Advertising Sales Management Subscriber Lifecycle Management

Enterprise Industries Digital Industries Contract

Product Catalog CPQ Commerce OM Lifecycle Mgmt

Communications, Media, Energy Data Model

OmniStudio

Salesforce Platform + vlocity_cmt Managed Package

CME - ENERGY & UTILITIES CLOUD (E&U)
E&U Contact Center Utility Self-Service Portal
Clean Energy Programs
Console App (Experience Cloud)

Customer Acquisition Management Large Account Sales Management

Enterprise Industries Digital Industries Contract

Product Catalog CPQ Commerce OM Lifecycle Mgmt

Communications, Media, Energy Data Model

OmniStudio

Salesforce Platform + vlocity_cmt Managed Package

PUBLIC SECTOR SOLUTIONS (PSS)
Public Portal (Experience
Employee Experience CRM Analytics Template
Cloud)

Benefit Case Constituent Provider

Service Toolkit
Grantmaking
Management Proceedings Mgmt

Document Applications Licensing & Inspections & Program &

Management & Approvals Permitting Assessments Case Mgmt

Public Sector Data Model (in Standard Objects)

OmniStudio

Salesforce Platform (RIP vlocity_ps)

 OmniStudio may be usage based licensing
HEALTH CLOUD (HEALTH) check with your Salesforce AE

Patient Experience Care Coordination for

CRM Analytics Template
Cloud Sites Slack

Health Cloud for Life Sciences (Access to • Medtech

Health Cloud for Insurance

Sub-Verticals
Therapy, Provider Engagement, Commercial Excellent)
• Payer
Care Electronic Appointment Provider Utilization
Health Records Network Mgmt • Pharma &
Management Management Management
Life Sciences

Health Data Model • Provider

• Insurance
OmniStudio (May be Usage Based Licensing)

Salesforce Platform + Health Managed Package + 9 Additional Managed Packages

 OmniStudio may be usage based licensing
FINANCIAL SERVICES CLOUD (FSC) check with your Salesforce AE

Partner & Client Portals Shield, Scheduler,

CRM Analytics Template
(Experience Cloud) Marketing Cloud, etc
• Retail
Branch Compliant Compliant Document Financial Banking

Sub-Verticals
Management Management Data Sharing Checklist Account Details
• Wealth
Financial Know Your
Need-based
Service Processes Tear Sheet Management
Referrals &
Deal Mgmt Customers (KYC) for FSC Generation
Scoring
• Insurance

Financial Services Data Model (Partially in Standard Objects) • Mortgage

• Commercial
Banking
OmniStudio (May be Usage Based Licensing)

Salesforce Platform + FSC Managed Package

 OmniStudio may be usage based licensing
NONPROFIT CLOUD (NGO) check with your Salesforce AE

Case Management Documentation Program Management

Benefit Benefit
Case
Care Plans Complaints Schedules & Disbursement
Referrals Participants Tracking

Nonprofit Data Model

OmniStudio (May be Usage Based Licensing)

Salesforce Platform (RIP NPSP)

AUTOMOTIVE CLOUD (AUTO)
Public Portal (Experience
Employee Experience CRM Analytics Template
Cloud)

Appointment Brands, Products, Dealer Leads & Search & Filter

Scheduling Vehicles Performance Opportunities Vehicle Inventory

Stakeholder Test Drive Vehicle Inventory Vehicle Service Warranties &

Relationships Appointments Search Appointments Claims

Automotive Data Model (in Standard Objects)

OmniStudio (Usage Based Licensing)

Salesforce Platform
MANUFACTURING CLOUD (MFG)
Partner Portal CRM Analytics for Data Processing Engine
(Experience Cloud) Manufacturing Prebuilt App

Sales Business Program Based Organizational Partner

Agreements Forecast Business Targets Visits

Actionable Service Product Pre-Work Rebate

Segmentation Lifecycle Warranties Estimates Management

Manufacturing Data Model (in Standard Objects)

OmniStudio (Usage Based Licensing)

Salesforce Platform
EDUCATION CLOUD (EDU)
Learner Portal (Experience Cloud) Scheduler for Education Cloud

Recruitment Student Courses & Academic Program

& Admissions Success Curricula Calendar Offerings

Suspects & Learner Care Student Application

K12
Prospects Plan Success App Management

Education Data Model (in Standard Objects)

OmniStudio (Usage Based Licensing)

Salesforce Platform (RIP EDA)

 Travel and Hospitality isn’t a full-fledged Industry Cloud and uses Sales, Service,
NET ZERO CRM Analytics, and Net Zero Cloud (+ Marketing Cloud, Mulesoft)

Net Zero Analytics (CRM Predictions for Carbon Data Processing Engine
Analytics) Emissions (CRM Analytics) Job Template

Emissions Forecasting Disclosure & Compliance Hub

GRI Standards Reports CDP Standards Reports Net Zero Marketplace

Net Zero Data Model (in Standard Objects)

OmniStudio (Usage Based Licensing)

Salesforce Platform
CONSUMER GOODS CLOUD (RCG)
CRM Analytics for Einstein Object Einstein Visit
Consumer Goods Detection Recommendations

Retail Execution Trade Promotion Management

Promotion Customer Trade Funds

Offline App
Management Business Plan Calendar Management

Consumer Goods Data Model

OmniStudio Not Available

Salesforce Platform + cgcloud Managed Package

WEB3 (formerly NFT CLOUD)

Smart Contract
Collection Monitoring Wallet Risk Scoring
Template & Deployment

NFT Metadata General & Exclusive NFT Management

Management Sales Contract Types Security

Web3 Data Model

OmniStudio Not Available

Salesforce Platform + Managed Package?

 Reference
GOVERNMENT CLOUD (GOV) US Only

US Government Certifications

Education Cloud Energy & Utilities Cloud Financial Services Cloud

Health Cloud Manufacturing Cloud Net Zero Cloud

Nonprofit Cloud Public Sector Cloud

OmniStudio Add On?

Salesforce Platform
ENABLEMENT &
RESOURCES
OMNISTUDIO ENABLEMENT

Trailhead OmniStudio OmniStudio Apex Hours

Consultant Developer
Check out the Check out the free
following Trails 18-part OmniStudio
Design solutions Develop OmniStudio
series
using OmniStudio solutions using
tools to meet declarative
customer business development tools
requirements
INDUSTRY CLOUD CREDENTIALS

Missing: Automotive, Manufacturing, Web3 (NFT), Government

INDUSTRY CLOUD ENABLEMENT

Trailhead Partner Salesforce Help Community

Detailed (10+ Learning Camp
Comms Cloud
Modules): Consumer (PLC)
Goods, Education, Starter Pack
Financial Services, For Industry Clouds
Health, Net Zero, with Accredited Generally good, but Apex Hours
Nonprofit, Public Professionals, check not as engaging as Industries CPQ
Sector the Exam Guide and Trailhead or PLC. Industries OM
the linked courses. Does not cover much Health Cloud
Basic/Overview (1-3
Modules): details on Web3 or Financial Services
For other Industry Government Clouds. Manufacturing
Communications,
Media, Energy, Clouds, generally Education Cloud
Manufacturing, Web3 PLC has good
material, except: dineshyadav.com
Not Covered: Automotive, Web3,
Automotive, Gov and Government.
 Q&A

#YD23 Brussels