You are here:
Vlocity Layouts (Managed Package)
For the managed package runtime, Vlocity layouts consist of rectangular canvases that act as containers for cards. Cards display information and clickable actions to support efficient navigation through complex CRM interactions.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
For example, in a Salesforce Console for an insurance call center, you could use a layout to display all of a customer's Account insurance policies. Each card represents an individual policy. A card representing a Variable Annuity Policy could have information related to and an action for, for example, a loan request.
In addition to cards, you can add flyouts, that is, child objects that offer supplemental information inherited from a parent card or layout. The flyout shares the context of its parent, including variable names and data.
Other examples of card layouts that contain sets of cards that appear in a given context are:
-
A call center agent opens an account record and a card layout appears containing cards with account information all its associated assets.
-
An insurance agent views a card layout for an account including every policy the account holds.
-
A case manager views a card layout displaying every benefit case that a case worker manages.
You can quickly change a page's content regions by switching to a different layout. For example, if your current layout is has one full-width column, you can quickly change it to another layout, such as a 3-column, 1:1:2 ratio layout.
