What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Fetch industry-specific CRM data from Vlocity (Salesforce Industries).
Example
When a telecom order is placed, retrieve account’s subscription history from Vlocity.
Memory Recall
Retrieve customer interaction logs, service entitlement changes, and order flows in Vlocity.
Example
"Show policyholder records and update logs in Vlocity."
Instant Reaction
Alert billing when Vlocity quote-to-cash status mismatches.
Example
"Notify if order status differs between Salesforce and Vlocity."
Autonomous Routine
Monitor CPQ data consistency, order processing, and pricing logic.
Example
"Generate weekly report of pricing overrides and mismatches."
Agent-Initiated Action
Auto-correct mismatched records or trigger sync.
Example
"Update Vlocity order if CPQ status = 'Closed Won'."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync policyholder activity
Slack
Alert team on case status
Google Sheets
Track claims interactions
Try It with Your Agent
Example Prompt:
"Alert account execs when Vlocity case priority is marked 'Urgent'."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Vlocity in Fastn UCL: Select the Vlocity connector to begin setup.
2
Authenticate using Salesforce credentials with Vlocity add-ons.
3
Enable "vlocity.create_policy" and "vlocity.sync_product".
4
Use AI Agent to manage insurance or telecom business logic.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
