Industries Common Resources

Certain feature sets are shared across industries. This guide contains developer documentation to help you put those features to work.

AI Accelerator and Scoring Framework
Use the Scoring Framework developer resources to build and deploy generic propensity models for multiple Industries cloud use cases. Also, use the AI Accelerator developer resources to configure and deploy Einstein Discovery models.
Action Launcher
Add actions in the Action Launcher Lightning web component so that your users can search for and launch an action easily. So your users can now resolve customer requests and issues quickly and deliver better customer service. For example, users can initiate a fee-reversal flow or launch a service-order action from Action Launcher.
Actionable List Members
Help list creators view actionable list members or prospects, including the existing customers. Enable list creators to set up and assign actionable lists to sales agents or service agents. The agents can then engage with and build trusted relationships with the prospects.
Actionable Segmentation
The Actionable Segmentation data model helps segment similar client profiles and curate them to design timely and personalized client outreach programs. By using this data model, you can create actionable list definitions and actionable lists.
Business Rules Engine
Business Rules Engine is a suite of services, components, and objects that can be used to create business rules that perform complex lookups and calculations. The key components of Business Rules Engine are expression sets, decision matrices, and decision tables.
Collections and Recovery
Use Collections data model to streamline the collection process. Create prioritized lists of collection plans. Create and manage promise to pay agreements for better management of overdue amounts.
Context Service
Simplify the sharing and consumption of business application data using Context Service. Acting as a generic module, Context Service forms a layer between applications and procedures, enabling easy retrieval and use of data across various industry clouds at every step of the process.
Criteria-Based Search and Filter
Configure a search based on a single searchable object that combines data that’s spread across multiple objects and fields.
Data Processing Engine, Batch Management, and Monitor Workflow Services
Data Processing Engine and Batch Management help automate your business processes. Use objects, APIs, Platform Events, and invocable actions to define, run, and review Data Processing Engine definitions and Batch Management jobs.
Digital Lending
Digital Lending supports the end-to-end lending lifecycle across all retail loan products and channels in a unified lending platform. Create a loan application process that suits the needs of your clients, both self-service application intake and assisted application intake. Digital Lending harnesses the power of Financial Services Cloud and common Industry features to offer a platform that serves as both the point-of-sale and loan origination system.
Discovery Framework
The Discovery Framework data model helps manage every aspect of questionnaire-driven information collection use cases. By using this data model, your users can collect and validate their customers’ information in a compliant manner. For example, financial needs analysis, digital onboarding, and more.
Decision Explainer
Decision Explainer is an audit-like service that can be used by applications to store their application data to explain past events. The stored data can be retrieved later for reporting through custom-built user interfaces.
Einstein Relationship Insights
Explore interconnected relationships between people and companies on the web. Einstein Relationship Insights helps discover critical relationships by exploring disparate data sources, from unstructured web pages, and structured information like Salesforce records.
Einstein Standard Invocable Actions
Integrate custom deep-learning models into CRM workflows with Einstein Invocable Actions.
Engagement
Use the engagement objects to store details about an engagement between a customer and a customer service representative.
Group Membership and Households
Create and define groups of individuals, such as households. Connect individuals and organizations to each other and track their relationships.
Identity Verification
The Identity Verification feature gives you the ability to verify the identity of a customer before you share any sensitive information with them. Organizations across the world are required to comply with regulations that help to ascertain the customer’s identity and provide protection from losses and fraud. Failure to follow these regulations has legal consequences. Organizations must ensure that any person who seeks confidential information must first prove their identity and access.
Intelligent Document Reader
Intelligent Document Reader provides optical character recognition to automatically extract data from external documents.
Intelligent Form Reader
Intelligent Form Reader provides optical character recognition to automatically extract data from external documents.
Interest Tagging
Tags are words or short phrases that users can associate with Salesforce records to capture customer needs, interests, and opportunities.
Omnistudio
Omnistudio provides a suite of services, components, and data model objects that combine to create Industry Cloud applications. Use Omnistudio to create guided interactions using data from your Salesforce org and external sources. Create Omniscripts to guide users through sales and service processes with fast, personalized responses. Get and post data with Omnistudio Data Mappers and Integration Procedures.
Outcome Management Developer Guide
Use Outcome Management to define, measure, and evaluate an organization’s outcome strategy. Set time-bound targets and baseline values and track results. Consistently measure the same indicators across different outcomes or programs. Organize outcomes into groups to reflect an organizational strategy, like a logic model or a set of outcomes that external stakeholders care about.
Outreach List
Help your sales or service agents get the most out of their prospect engagements with Outreach List in the split view. Agents can effortlessly and efficiently cross-sell products, collect outstanding dues, and provide advisory services to prospects, including existing customers.
Process Compliance Navigator
Use the Process Compliance Navigator management solution to make sure your organization meets regulatory requirements, internal policies, and industry standards. Create validation procedures with controls that help your organization avoid non-compliance and achieve ongoing regulatory compliance. Prevent compliance violations through compliance checks, deadline alerts, and compliant execution features.
Record Alerts
The Record Alerts system continuously monitors activities on Salesforce object records. As alerts generate, you can perform an action to snooze the alerts for a specified time or dismiss them.
Record Rollup Definitions
Use Record Rollup Definitions to streamline the aggregation of records from various objects or groups. They also give a consolidated view of data so that your business executives can make accurate decisions swiftly and effortlessly.
Scheduled Reminders
Create automatic email reminders to remind users about important events. You can send reminders regularly or just once to keep people informed and prepared for completed actions.
Sentiment Insights
Analyze the sentiment of your customers and get actionable insights to improve it. Sentiment Insights uses the Amazon Comprehend BatchDetectSentiment API with your AWS account to get insights about your customers’ sentiment based on their feedback.
Service Process Studio
Build enhanced customer service experiences through real-time integration with core banking functions and transactional data.
Stage Management
Stage Management enables you to automate and manage business process stages and gain control over the record stage progress. You can get details of business process stages, transitions, and the fulfillment criteria for each stage of a complex business process.
Timeline
The Timeline component shows key events relating to a person or a resource in one place, so your users can see information from a single source of truth.
Unified Catalog
The Unified Catalog provides a centralized, consistent framework for managing and accessing product and service definitions across business processes. It serves as a single source of truth for catalog data that can be reused by downstream systems and applications, ensuring uniformity in how offerings are defined, discovered, and consumed.
Virtual Calls
Virtual calls enable communication from anywhere by using video calls to connect customer service agents to their customers.
Associated Objects
This section provides a list of objects associated to Industries standard objects and their standard fields.
IndustriesSettings
Represents settings for industries verticals such as Financial Services Cloud, Consumer Goods Cloud, Public Sector Solutions, Education Cloud, Salesforce Scheduler, Life Sciences Cloud, and Health Cloud.
Industries Object Access by Community License
A community license determines the baseline set of object access available to an Experience Cloud user. This page lists the levels of object access you can grant to Experience site users in Industries clouds under each of these licenses: Customer Community, Customer Community Plus, Partner Community, and External Apps.
Access Industries Features Deployed Using Managed Packages
Some of the features of Industries are deployed in your org using managed packages. To access records of features that are deployed using managed packages, you must use Apex REST methods.

Industries Common Resources Developer Guide

Industries Common Resources