velocify pulse application details: version 1 · 2021. 5. 14. · velocify pulse is a sales...
Post on 17-May-2021
11 Views
Preview:
TRANSCRIPT
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 1
Velocify Pulse Overview
Velocify Pulse is a sales acceleration platform to help organization execute effective Engagement Strategies for their Prospects. Velocify Pulse in a Managed Package available via AppExchange for use with Salesforce Sales Cloud. The application is a full featured sales solution that optimizes every stage of the sales cycle–from prospecting to conversion.
Velocify Pulse Application Details
This document defines all items that are included as part of the Velocify Pulse Managed Package
deployment.
• Items in Blue text were ADDED to the package
• Items in Red text have been removed from the package.
• The ‘Components Removed from Velocify Pulse’ sections lists unused components that have
been removed from use within our Managed Package. These components may still appear in
your org, and can be safely deleted using the ‘Delete’ option for that item.
*Velocify Pulse 21.2 (version 1.272)
Leads
Fields:
Field Label API Name Data Type Apex Context Velo__Apex_Context__c Checkbox
Is Synced with Velocify
Velo__Is_Synced_with_Velocify__c Formula(Checkbox)
Salesforce Owner Name Velo__Salesforce_Owner_Name__c Formula(Text) Salesforce Owner Profile Name
Velo__Salesforce_Owner_ProfileName__c Formula(Text)
Salesforce Owner Role Name Velo__Salesforce_Owner_Role_Name__c Formula(Text) Time Zone Velo__Time_Zone__c Picklist Transfer History To Velo__Transfer_History_To__c
Text(12)
Velocify Email Domain Velo__Email_Domain__c Text(32)
Velocify ID Velo__Lead360RecordId__c Text(18) (External ID) Velocify Lead Bridge External ID
Velo__Velocify_Lead_Import_External_ID__c Text(255) (Unique Case Sensitive)
Velocify Milestone ID Velo__Leads360_MileStoneId__c Number(4, 0)
Velocify Record History Velo__Record_History__c Lookup(Velocify Record History)
Velocify Resync Velocify_Resync__c Text(20) *Needs to be
manually created
Validation Rule:
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 2
Rule Name Error Location Error Message
Velocify_Lead_Status_Read_Only
Lead Status You do not have permission to change the Lead Status for this record. Velocify will automatically update the Lead Status once an action is taken on the lead.
Workflow:
Turn Lead Apex Context Off Remove Lead validation bypass
Page Layout:
Velocify Lead Layout
Trigger:
Name Parent Object Apex Trigger LeadDelete Lead Apex Trigger
LeadInsert Lead Apex Trigger LeadTrigger Lead Apex Trigger
LeadUpdate Lead Apex Trigger
Opportunities
Fields:
Field Label API Name Data Type Apex Context Velo__Apex_Context__c Checkbox
Is Synced with Velocify
Velo__Is_Synced_with_Velocify__c Formula(Checkbox)
Override Owner Flag Velo__Overide_Owner_Flag__c Checkbox Phone Velo__Velocify_Phone__c Phone
Salesforce Owner Name Velo__Salesforce_Owner_Name__c Formula(Text) Salesforce Owner Profile Name
Velo__Salesforce_Owner_ProfileName__c Formula(Text)
Salesforce Owner Role Name Velo__Salesforce_Owner_Role_Name__c Formula(Text)
Time Zone Velo__Time_Zone__c Picklist Transfer History To Velo__Transfer_History_To__c
Text(12) Velocify Email Domain Velo__Email_Domain__c
Text(32) Velocify ID Velo__Lead360RecordId__c Text(18) (External
ID)
Velocify Lead Bridge External ID
Velo__Velocify_Lead_Import_External_ID__c Text(255) (Unique Case Sensitive)
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 3
Velocify Milestone ID Velo__Leads360_MileStoneId__c Number(4, 0)
Velocify Record History Velo__Record_History__c Lookup(Velocify Record History)
Velocify Resync Velocify_Resync__c Text(20) *Needs to be
manually created
Validation Rule:
Rule Name Error Location Error Message Velocify_Opportunity_Stage_Read_Only
Stage You do not have permission to change the Opportunity Stage for this record. Velocify will automatically update the Opportunity Stage once an action is taken on the opportunity.
Workflow:
Turn Lead Apex Context Off Remove Lead validation bypass
Page Layout:
Velocify Opportunity Layout
Trigger:
Name Parent Object Apex Trigger
OpportunityUpdate Opportunity Apex Trigger OpportunityDelete Opportunity Apex Trigger
OpportunityInsert Opportunity Apex Trigger OpportunityTrigger Opportunity Apex Trigger
Accounts
Fields:
Field Label API Name Data Type Apex Context Velo__Apex_Context__c Checkbox
Is Synced with Velocify
Velo__Is_Synced_with_Velocify__c Formula(Checkbox)
Salesforce Owner Name Velo__Salesforce_Owner_Name__c Formula(Text) Salesforce Owner Profile Name
Velo__Salesforce_Owner_ProfileName__c Formula(Text)
Salesforce Owner Role Name
Velo__Salesforce_Owner_Role_Name__c Formula(Text)
Time Zone Velo__Time_Zone__c Picklist
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 4
Transfer History To Velo__Transfer_History_To__c Text(12)
Velocify Email Domain Velo__Email_Domain__c Text(32)
Velocify ID Velo__Lead360RecordId__c Text(18) (External ID) Velocify Lead Bridge External ID
Velo__Velocify_Lead_Import_External_ID__c Text(255) (Unique Case Sensitive)
Velocify Milestone ID Velo__Leads360_MileStoneId__c Number(4, 0)
Velocify Record History Velo__Record_History__c Lookup(Velocify Record History)
Velocify Resync Velocify_Resync__c Text(20) *Needs to be
manually created Velocify Status Velocify_Status__c Picklist
Validation Rule:
Rule Name Error Location Error Message
Velocify_Status_Read_Only
Velocify Status You do not have permission to change the Status for this record. Velocify will automatically update the Status once an action is taken on the Account.
Workflow:
Turn Lead Apex Context Off Remove Lead validation bypass
Page Layout:
Velocify Account Layout
Trigger:
Name Parent Object Apex Trigger AccountDelete Account Apex Trigger
AccountInsert Account Apex Trigger AccountTrigger Account Apex Trigger
AccountUpdate Account Apex Trigger
Contacts
Fields:
Field Label API Name Data Type Apex Context Velo__Apex_Context__c Checkbox Is Synced with Velocify
Velo__Is_Synced_with_Velocify__c Formula(Checkbox)
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 5
Salesforce Owner Name Velo__Salesforce_Owner_Name__c Formula(Text)
Salesforce Owner Profile Name Velo__Salesforce_Owner_ProfileName__c Formula(Text) Salesforce Owner Role Name Velo__Salesforce_Owner_Role_Name__c Formula(Text)
Time Zone Velo__Time_Zone__c Picklist Velocify Email Domain Velo__Email_Domain__c
Text(32) Velocify ID Velo__Lead360RecordId__c Text(18) (External ID)
Velocify Lead Bridge External ID
Velo__Velocify_Lead_Import_External_ID__c Text(255) (Unique Case Sensitive)
Velocify Milestone ID Velo__Leads360_MileStoneId__c Number(4, 0) Velocify Record History Velo__Record_History__c Lookup(Velocify
Record History) Velocify Resync Velocify_Resync__c Text(20) *Needs to be
manually created Velocify Status Velocify_Status__c Picklist
Validation Rule:
Rule Name Error Location Error Message Velocify_Status_Read_Only
Velocify Status You do not have permission to change the Status for this record. Velocify will automatically update the Status once an action is taken on the Contact.
Workflow:
Turn Lead Apex Context Off Remove Lead validation bypass
Page Layout:
Velocify Contact Layout
Trigger:
Name Parent Object Apex Trigger ContactInsert Contact Apex Trigger ContactTrigger Contact Apex Trigger
ContactUpdate Contact Apex Trigger ContactDelete Contact Apex Trigger
*Please Note: If you are managing additional Salesforce Objects within Pulse, expect the same fields,
Page Layout, Workflow, Validation Rule, and Triggers to be created on those Objects.
Activity
Fields:
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 6
Field Label API Name Data Type
Close Date Close_Date__c Date/Time IsVelocifyAction IsVelocifyAction__c Checkbox
Velocify Action Action_Name__c Text(255) Velocify ID Lead360RecordId__c Text(20)
User
Fields:
Field Label API Name Data Type
Dial-IQ Caller Id DialIQCallerId__c Phone Dial-IQ Caller ID Source DialIQCallerIDSource__c Number(2, 0) Dial-IQ Phone DialIQPhone__c Phone
Dial-IQ SIP Address DialIQSipAddress__c Text(255) Dial-IQ User IsDialIQUser__c Checkbox
RecordInSync RecordInSync__c Checkbox Velocify History Warning Period
History_Warning_Period__c
Number(18, 0)
Velocify License Velocify_License__c Checkbox
Page Layout:
Velocify User Layout
Trigger:
UserTrigger
Velocify Record History (VRH)
Fields:
Section Field Label API Name Data Type Description
Actions Detail
Actions Velo__Actions__c Number(18, 0) Total number of Actions Taken on this record
Actions Detail
Last Action Velo__Last_Action__c Lookup(Velocify Action)
Previous Velocify Action taken
Actions Detail
Last Action (Days)
Velo__Last_Action_Days__c
Formula (Number) Time in days since the last action was taken
Actions Detail
Last Action (Hours)
Velo__Last_Action_Hours__c
Formula (Number) Time in hours since the last action was taken
Actions Detail
Last Action Date
Velo__Last_Action_Date__c
Date/Time Date and Time the last action was taken
Actions Detail
Last Action User
Velo__Last_Action_User__c
Lookup(User) User who took the most recent action
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 7
Activities Detail
Last Velocify Activity
Velo__Last_Velocify_Activity__c
Text(255) Most recent activity on this record
Activities Detail
Last Velocify Activity (Days)
Velo__Last_Velocify_Activity_Days__c
Formula (Number) Time in days of the last activity
Activities Detail
Last Velocify Activity (Hours)
Velo__Last_Velocify_Activity_Hours__c
Formula (Number) Time in hours of the last activity
Activities Detail
Last Velocify Activity Date
Velo__Last_Velocify_Activity_Date__c
Date/Time Dat and time for the most recent activity
Close Close Date Velo__Close_Date__c Formula (Date) Date that the Opportunity was closed in Salesforce
Close Closing Owner Velo__Closing_User__c Lookup(User) Name of the user that closed the Opportunity
Close Speed to Close (Days)
Velo__Speed_to_Close_Days__c
Formula (Number) Time in days to close the Opportunity
Contact Activities in Milestone: Contact
Velo__Activities_in_Milestone_Contact__c
Number(18, 0) Total activities within this milestone
Contact Contacting Owner
Velo__Contacting_User__c
Lookup(User)
The name of the owner when activity that progressed the record to the Milestone associated with contact was initiated.
Contact
Contact Attempts in Milestone: Contact
Velo__Contact_Attempts_in_Milestone_Contact__c
Number(18, 0)
Total number of contact attempts made in this milestone
Contact Contacts in Milestone: Contact
Velo__Contacts_in_Milestone_Contact__c
Number(18, 0)
Total number of times the record was contacted in this milestone
Contact Distributions in Milestone: Contact
Velo__Distributions_in_Milestone_Contact__c
Number(18, 0)
Total number of distributions that occurred in this milestone
Contact Milestone: Contact Date
Velo__Milestone_Contact_Date__c
Date/Time Date and Time the record was assigned this milestone
Contact
Milestone: Contact Duration (Days)
Velo__Milestone_Contact_Duration_Days__c
Formula (Number) Time in Days the record was in this milestone
Contact Milestone: Contact
Velo__Milestone_Contact_Duration_Hours__c
Formula (Number) Time in Hours the record was in this milestone
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 8
Duration (Hours)
Contact Speed to Contact (Days)
Velo__Speed_to_Contact_Days__c
Formula (Number)
Time in Days it took the record to achieve this milestone
Contact Speed to Contact: User (Hours)
Velo__Speed_to_Contact_User_Hours__c
Number(10, 2)
Time in Hourss it took the record to achieve this milestone
Contact Speed to Contact: User (Hours)
Velo__Speed_to_Contact_User_Hours__c
Number(10, 2)
Time in Hours it took the user to make contact from Distribution
Contact
Status Changes in Milestone: Contact
Velo__Status_Changes_in_Milestone_Contact__c
Number(18, 0)
Total number of status changes that occurred in this milestone
Contact Actions in Milestone: Contact
Velo__Actions_in_Milestone_Contact__c
Number(18, 0) Count of Actions taken with a Contact Milestone
Contact Strategy
Contact Attempt 1 Date
Velo__First_Contact_Attempt_Date__c
Date/Time Date and Time of Contact Attempt 1
Contact Strategy
Contact Attempt 1 Interval (Days)
Velo__Contact_Attempt_1_Interval_Days__c
Formula (Number) Time in days that record was in Contact Attempt 1
Contact Strategy
Contact Attempt 1 Interval (Hours)
Velo__Contact_Attempt_1_Interval_Hours__c
Formula (Number) Time in hours that record was in Contact Attempt 1
Contact Strategy
Contact Attempt 2 Date
Velo__Contact_Attempt_2_Date__c
Date/Time Date and Time of Contact Attempt 2
Contact Strategy
Contact Attempt 2 Interval (Days)
Velo__Contact_Attempt_2_Interval_Days__c
Formula (Number) Time in days that record was in Contact Attempt 2
Contact Strategy
Contact Attempt 2 Interval (Hours)
Velo__Contact_Attempt_2_Interval_Hours__c
Formula (Number) Time in hours that record was in Contact Attempt 2
Contact Strategy
Contact Attempt 3 Date
Velo__Contact_Attempt_3_Date__c
Date/Time Date and Time of Contact Attempt 3
Contact Strategy
Contact Attempt 3 Interval (Days)
Velo__Contact_Attempt_3_Interval_Days__c
Formula (Number) Time in days that record was in Contact Attempt 3
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 9
Contact Strategy
Contact Attempt 3 Interval (Hours)
Velo__Contact_Attempt_3_Interval_Hours__c
Formula (Number) Time in hours that record was in Contact Attempt 3
Contact Strategy
Contact Attempt 4 Date
Velo__Contact_Attempt_4_Date__c
Date/Time Date and Time of Contact Attempt 4
Contact Strategy
Contact Attempt 4 Interval (Days)
Velo__Contact_Attempt_4_Interval_Days__c
Formula (Number) Time in days that record was in Contact Attempt 4
Contact Strategy
Contact Attempt 4 Interval (Hours)
Velo__Contact_Attempt_4_Interval_Hours__c
Formula (Number) Time in hours that record was in Contact Attempt 4
Contact Strategy
Contact Attempt 5 Date
Velo__Contact_Attempt_5_Date__c
Date/Time Date and Time of Contact Attempt 5
Contact Strategy
Contact Attempt 5 Interval (Days)
Velo__Contact_Attempt_5_Interval_Days__c
Formula (Number) Time in days that record was in Contact Attempt 5
Contact Strategy
Contact Attempt 5 Interval (Hours)
Velo__Contact_Attempt_5_Interval_Hours__c
Formula (Number) Time in hours that record was in Contact Attempt 5
Contact Strategy
Contact Attempt 6 Date
Velo__Contact_Attempt_6_Date__c
Date/Time Date and Time of Contact Attempt 6
Contact Strategy
Contact Attempt 6 Interval (Days)
Velo__Contact_Attempt_6_Interval_Days__c
Formula (Number) Time in days that record was in Contact Attempt 6
Contact Strategy
Contact Attempt 6 Interval (Hours)
Velo__Contact_Attempt_6_Interval_Hours__c
Formula (Number) Time in hours that record was in Contact Attempt 6
Contact Strategy
Contact Attempting Owner
Velo__Contact_Attempting_User__c
Lookup(User) Name of owner that made the first contact attempt
Contact Strategy
Contact Attempts
Velo__Contact_Attempts__c
Formula (Number)
Total number of all contact attempts for this engagement strategy
Contact Strategy
Contacts Velo__Contacts__c Formula (Number) Number of Contacts made for this record
Contact Strategy
First Contact Date
Velo__First_Contact_Date__c
Date/Time
Date and Time that the record reached the Contact Milestone
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 10
Contact Strategy
Last Contact Attempt Date
Velo__Last_Contact_Attempt_Date__c
Date/Time
Date and Time on which the most recent Contact Attempt was made
Contact Strategy
Last Contact Attempt User
Velo__Last_Contact_Attempt_User__c
Lookup(User) User who made the most recent Contact Attempt
Contact Strategy
Last Contact Date
Velo__Last_Contact_Date__c
Date/Time
Date and Time on which the most recent Contact was made
Contact Strategy
Last Contact User
Velo__Last_Contact_User__c
Lookup(User) User who made the most recent Contact
Contact Strategy
Speed to Contact (Hours)
Velo__Speed_to_Contact_Hours__c
Formula (Number) Time in hours before the first Contact was made
Contact Strategy
Speed to Contact Attempt (Days)
Velo__Speed_to_Contact_Attempt_Days__c
Formula (Number) Time in days before the first Contact was made
Contact Strategy
Speed to Contact Attempt (Hours)
Velo__Speed_to_Contact_Attempt_Hours__c
Formula (Number)
Time in hours before the first Contact Attempt was made
Contact Strategy
Speed to Contact Attempt: User (Days)
Velo__Speed_to_Contact_Attempt_User_Days__c
Formula (Number) Time in days before the first Contact Attempt was made
Contract Strategy
Total Account Contact Attempts
Velo__Account_Contact_Attempts__c
Number(18, 0)
Total number of contact attempts made for this record when it was an Account
Contract Strategy
Total Account Contacts
Velo__Account_Contacts__c
Number(18, 0)
Total number of contacts made for this record when it was an Account
Contract Strategy
Total Contact Contact Attempts
Velo__Contact_Contact_Attempts__c
Number(18, 0)
Total number of contact attempts made for this record when it was a Contact
Contract Strategy
Total Contact Contacts
Velo__Contact_Contacts__c
Number(18, 0)
Total number of contacts made for this record when it was a Contact
Contract Strategy
Total Lead Contact Attempts
Velo__Lead_Contact_Attempts__c
Number(18, 0)
Total number of contact attempts made for this record when it was a Lead
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 11
Contract Strategy
Total Lead Contacts
Velo__Lead_Contacts__c
Number(18, 0)
Total number of contacts made for this record when it was a Lead
Contract Strategy
Total Opportunity Contact Attempts
Velo__Oppt_Contact_Attempts__c
Number(18, 0)
Total number of contact attempts made for this record when it was an Opportunity
Contract Strategy
Total Opportunity Contacts
Velo__Oppt_Contacts__c
Number(18, 0)
Total number of contacts made for this record when it was an Opportunity
Conversion Actions in Milestone: Converted
Velo__Actions_in_Milestone_Converted__c
Number(18, 0) Count of Actions taken with a Converted Milestone
Conversion Activities in Milestone: Converted
Velo__Activities_in_Milestone_Converted__c
Number(18, 0) Total activities within this milestone
Conversion
Contact Attempts in Milestone: Converted
Velo__Contact_Attempts_in_Milestone_Converted__c
Number(18, 0)
Total number of contact attempts made in this milestone
Conversion Contacts in Milestone: Converted
Velo__Contacts_in_Milestone_Converted__c
Number(18, 0)
Total number of times the record was contacted in this milestone
Conversion Distributions in Milestone: Converted
Velo__Distributions_in_Milestone_Converted__c
Number(18, 0)
Total number of distributions that occurred in this milestone
Conversion Milestone: Converted Date
Velo__Milestone_Converted_Date__c
Date/Time Date and Time the record was assigned this milestone
Conversion
Milestone: Converted Duration (Days)
Velo__Milestone_Converted_Duration_Days__c
Formula (Number) Time in Days the record was in this milestone
Conversion
Milestone: Converted Duration (Hours)
Velo__Milestone_Converted_Duration_Hours__c
Formula (Number) Time in Hours the record was in this milestone
Conversion Conversion Date
Velo__Conversion_Date__c
Date/Time
Date and Time this record reached the Qualified Milestone
Conversion Converting Owner
Velo__Converting_User__c
Lookup(User)
User that took the last action that resulted in achieving this milestone
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 12
Conversion Speed to Conversion (Days)
Velo__Speed_to_Conversion_Days__c
Formula (Number)
Time in Hours it took the record to achieve this milestone
Conversion Speed to Conversion (Hours)
Velo__Speed_to_Conversion_Hours__c
Formula (Number)
Time in Hours it took the user to to make contact from Distribution
Conversion
Status Changes in Milestone: Converted
Velo__Status_Changes_in_Milestone_Converted__c
Number(18, 0)
Total number of status changes that occurred in this milestone
Distribution Detail
Days Since Last Distribution
Velo__Days_Since_Last_Distribution__c
Formula (Number)
Time in days since the most recent distribution on this record
Distribution Detail
Distributions Velo__Distributions__c Number(18, 0)
Total number of distributions that have been made on this record
Distribution Detail
Hours Since Last Distribution
Velo__Hours_Since_Last_Distribution__c
Formula (Number)
Time in hours since the most recent distribution on this record
Distribution Detail
Last Distribution Date
Velo__Last_Distribution_Date__c
Date/Time
Date and Time of the last distribution made on this record
General Archived Velo__Archived__c Checkbox
Indicates if this VRH has been archived. This is used to stop an engagement strategy and allow a new one to start
General Contacted Velo__Contacted__c Formula (Checkbox) Indicates if this record has been contacted
General Current Milestone
Velo__Current_Milestone__c
Lookup(Velocify Milestone)
Current Milestone this record has reached
General Current Status Velo__Current_Status__c
Lookup(Velocify Status)
Current Status of this record
General Object Type Velo__Object_Type__c Formula (Text)
This field indicates the current object type assocaited with this history
General Owner OwnerId Lookup(User,Group) Record Owner
General Current Owner Id
Velo__Current_Owner_Id__c
Formula (Text) Salesforce User ID that currently owners record
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 13
General Is Converted Velo__IsConverted__c Formula (Checkbox)
Displays if this is a Lead record that has been converted
General Most Recent Item
Velo__Most_Recent_Item__c
Lookup(Velocify Record History Item)
Links to the most recent activity (Record History Item) associated with this history.
General Primary Object Type
Velo__Primary_Object_Type__c
Text(80) The object type of the record.
General Start Date Velo__Milestone_None_Date__c
Formula (Date/Time)
The date and time on which the record was assigned to this Milestone.
General Velocify Record History
Name Text(80) Velocify Record History Name
Miletones Detail
Current Milestone Duration (Days)
Velo__Current_Milestone_Duration_Days__c
Formula (Number) Time in days that the record has been in this Milestone
Miletones Detail
Current Milestone Duration (Hours)
Velo__Current_Milestone_Duration_Hours__c
Formula (Number) Time in days that the record has been in this Milestone
Miletones Detail
Last Milestone Change Date
Velo__Last_Milestone_Change_Date__c
Date/Time
Date and Time that the previous milestone change to the current milestone
Miletones Detail
Last Milestone Change User
Velo__Last_Milestone_Change_User__c
Lookup(User)
User who took the action that resulted in the Milestone change
Miletones Detail
Previous Milestone
Velo__Previous_Milestone__c
Lookup(Velocify Milestone)
Milsetone of the record prior to current milsetone
N/A Email (Deprecated)
Velo__Email__c Email
N/A Phone (Deprecated)
Velo__Phone__c Phone
N/A
Raw Comment History (Deprecated)
Velo__Raw_Comment_History__c
Long Text Area(131000)
N/A Raw History (Deprecated)
Velo__Raw_History__c Long Text Area(131000)
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 14
Ownership Detail
Last Ownership Change Date
Velo__Last_Ownership_Change_Date__c
Date/Time Date of the most recent ownership change
Ownership Detail
Manual Ownership Changes
Velo__Manual_Ownership_Changes__c
Number(18, 0) Total number of ownership changes on this record
Ownership Detail
Total Ownership Changes
Velo__Total_Ownership_Changes__c
Formula (Number)
Total number of times ownership has changed on this record
Pre-Contact
Actions in Milestone: None
Velo__Actions_in_Milestone_None__c
Number(18, 0) Count of Actions taken with no assigned Milestone
Pre-Contact
Activities in Milestone: None
Velo__Activities_in_Milestone_None__c
Number(18, 0) Total activities within this milestone
Pre-Contact
Contact Attempts in Milestone: None
Velo__Contact_Attempts_in_Milestone_None__c
Number(18, 0)
Total number of contact attempts made in this milestone
Pre-Contact
Contacts in Milestone: None
Velo__Contacts_in_Milestone_None__c
Number(18, 0)
Total number of times the record was contacted in this milestone
Pre-Contact
Distributions in Milestone: None
Velo__Distributions_in_Milestone_None__c
Number(18, 0)
Total number of distributions that occurred in this milestone
Pre-Contact
Milestone: None Duration (Days)
Velo__Milestone_None_Duration_Days__c
Formula (Number) Time in Days the record was in this milestone
Pre-Contact
Milestone: None Duration (Hours)
Velo__Milestone_None_Duration_Hours__c
Formula (Number) Time in Hours the record was in this milestone
Pre-Contact
Status Changes in Milestone: None
Velo__Status_Changes_in_Milestone_None__c
Number(18, 0)
Total number of status changes that occurred in this milestone
Qualification
Actions in Milestone: Qualified
Velo__Actions_in_Milestone_Qualified__c
Number(18, 0) Count of Actions taken with a Qualified Milestone
Qualification
Activities in Milestone: Qualified
Velo__Activities_in_Milestone_Qualified__c
Number(18, 0) Total activities within this milestone
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 15
Qualification
Contact Attempts in Milestone: Qualified
Velo__Contact_Attempts_in_Milestone_Qualified__c
Number(18, 0)
Total number of contact attempts made in this milestone
Qualification
Contacts in Milestone: Qualified
Velo__Contacts_in_Milestone_Qualified__c
Number(18, 0)
Total number of times the record was contacted in this milestone
Qualification
Distributions in Milestone: Qualified
Velo__Distributions_in_Milestone_Qualified__c
Number(18, 0)
Total number of distributions that occurred in this milestone
Qualification
Milestone: Qualified Date
Velo__Milestone_Qualified_Date__c
Date/Time Date and Time the record was assigned this milestone
Qualification
Milestone: Qualified Duration (Days)
Velo__Milestone_Qualified_Duration_Days__c
Formula (Number) Time in Days the record was in this milestone
Qualification
Milestone: Qualified Duration (Hours)
Velo__Milestone_Qualified_Duration_Hours__c
Formula (Number) Time in Hours the record was in this milestone
Qualification
Speed to Qualified (Days)
Velo__Speed_to_Qualified_Days__c
Formula (Number)
Qualification
Speed to Qualified (Days)
Velo__Speed_to_Qualified_Days__c
Formula (Number)
Qualification
Speed to Qualified (Hours)
Velo__Speed_to_Qualified_Hours__c
Formula (Number)
Qualification
Speed to Qualified (Hours)
Velo__Speed_to_Qualified_Hours__c
Formula (Number)
Qualification
Status Changes in Milestone: Qualified
Velo__Status_Changes_in_Milestone_Qualified__c
Number(18, 0)
Total number of status changes that occurred in this milestone
Qualification
Qualified Date Velo__Qualified_Date__c Date/Time
Date and Time this record reached the Qualified Milestone
Qualification
Qualifying Owner
Velo__Qualifying_User__c
Lookup(User)
The name of the owner when activity that progressed the record to this Milestone was initiated.
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 16
Related Object
Account Velo__Account__c Lookup(Account) Link to associated Account
Related Object
Contact Velo__Contact__c Lookup(Contact) Link to associated Contact
Related Object
Lead Velo__Lead__c Lookup(Lead) Link to associated Lead
Related Object
Opportunity Velo__Opportunity__c Lookup(Opportunity) Link to associated Opportunity
Status Detail
Avg Time Between Status Changes (Days)
Velo__Avg_Time_Between_Status_Changes_Days__c
Number(16, 2) Average time in days of this records status
Status Detail
Avg Time Between Status Changes (Hours)
Velo__Avg_Time_Between_Status_Changes_Hours__c
Number(16, 2) Average time in hours of this records status
Status Detail
Current Status Duration (Days)
Velo__Current_Status_Duration_Days__c
Formula (Number) Time in days that the record has been in this status
Status Detail
Current Status Duration (Hours)
Velo__Current_Status_Duration_Hours__c
Formula (Number)
Time in hours that the record has been in this status
Status Detail
Last Status Change Date
Velo__Last_Status_Change_Date__c
Date/Time
Date and Time the previous status was changed to the status
Status Detail
Last Status Change User
Velo__Last_Status_Change_User__c
Lookup(User)
User that took the last action that resulted in a status change
Status Detail
Manual Status Changes
Velo__Manual_Status_Changes__c
Number(18, 0) Number of manual status changes made on the record
Status Detail
Previous Status
Velo__Previous_Status__c
Lookup(Velocify Status)
Status of the record prior to a status change caused by Cvelocify Take Action
Status Detail
Status Changes via Actions
Velo__Status_Changes_via_Actions__c
Number(18, 0) Number of status changes made by Taking Action
Status Detail
Status Changes via Distribution
Velo__Status_Changes_via_Distribution__c
Number(18, 0) Number of status changes made by distribution
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 17
Status Detail
Total Actions and Status Changes
Velo__Total_Actions_and_Status_Changes__c
Formula (Number)
Sum of all Take actions and status changes for this record
Status Detail
Total Status Changes
Velo__Total_Status_Changes__c
Formula (Number) Sum of all status changes for this record
Status Detail
Total Velocify Status Changes
Velo__Total_Velocify_Status_Changes__c
Formula (Number)
Sum of all actions taken and status changes for this record
System Info
Last Modified By
LastModifiedById Lookup(User)
System Info
Recalculate and Merge
Velo__Recalculate__c Checkbox
Velocify only field that recalculates and saves record history
System Info
Recalculate Only
Velo__Recalculate_Only__c
Checkbox
Velocify only field that recalculates summary data on Save
System Info
Base History Velo__Base_History__c Long Text Area(131000)
SYSTEM USE: Do not modify
System Info
Created By CreatedById Lookup(User)
System Info
Created Date Velo__Created_Date__c Date/Time
Date and Time that the Velocify Record History Record was created
System Info
Previous Statuses Held
Velo__Previous_Statuses_Held__c
Long Text Area(2000)
A comma-separated list of the statuses that this record has held.
System Info
Raw History Velo__Raw_History2__c Long Text Area(131000)
SYSTEM USE: Do not modify
System Info
Raw History Index
Velo__Raw_History2_Index__c
Long Text Area(131000)
SYSTEM USE: Do not modify
Velocify Record History Items (VRHI)
Fields:
Field Label API Name Data Type Description
Action Velo__Action__c Lookup(Velocify Action)
Link to Velocify Action object
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 18
Call Detail Velo__Call_Detail__c
Lookup(Velocify Call Detail)
Link to Velocify Call Details object
Call Id Velo__Call_Id__c Text(36) (External ID)
Velocify assigned CallID to associated Twilio record
Comment Velo__Comment__c Long Text Area(5000)
User Comments from take Action modal
Contact Velo__Is_Contact__c Checkbox
This is checked if the action take has a ‘Contact’ milestone
Contact Attempt
Velo__Is_Contact_Attempt__c Checkbox
This is checked if the action take has a ‘Contact Attempt’ milestone
Created By CreatedById Lookup(User)
User that took the action on the record
Date Velo__Date__c Date/Time
Date and Time the Record History Item was created
Date Detail Velo__Date_Detail__c Number(16, 0) System use only
Distribution Rule
Velo__Distribution_Rule__c Lookup(Velocify Distribution Rule)
Provides the name of the Distribution program this record was distributed by
Last Modified By LastModifiedById Lookup(User)
Next Velo__Next__c
Lookup(Velocify Record History Item)
Next Velocify Action or Activity
Previous Velo__Previous__c
Lookup(Velocify Record History Item)
Previous Velocify Action or Activity
Priority Rule
Velo__Priority_Rule__c Lookup(Velocify Priority Rule)
Priority Rule that Velocify Action or Activity was initiated from
Resulting Milestone Velo__Resulting_Milestone__c
Lookup(Velocify Milestone)
Milestone achieved based on Action Taken
Resulting Owner Id
Velo__Resulting_Owner_Id__c Text(36)
User that is assigned the record based on Velocify Action or Activity
Resulting Status Velo__Resulting_Status__c Lookup(Velocify Status)
Status based on Action taken
Source Velo__Source__c Text(100) System use only
Target Id Velo__Target_Id__c Text(36) (External ID)
System use only
User Velo__User__c Lookup(User)
User associated with this Action or Activity
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 19
Velocify Email Velo__Email__c Lookup(Velocify Email)
Email of user associated with this Action or Activity
Velocify Record History Velo__Record_History__c
Master-Detail(Velocify Record History)
Link to Velocify Record History
Velocify Record History Item Name
Name Text(80) Name of the Velocify Action or Activity
Custom Velocify Objects
Custom Object Name Assignment Log Velocify Email Verification
Available Velocify Action Velocify Field Configuration Call List Velocify Field Mapping
Filter Criteria Velocify Lead Import Filter Criteria Item Velocify Lead Stub Invalid Phone Number Velocify Leaderboard
Pulse Agent Status Update (*added in 21.2) Velocify Leaderboard Assignment Pulse Record Update Velocify Milestone
SyncElement Velocify Notification Transaction Id (Deprecated) Velocify Object Configuration (No longer used) Velocify Action Velocify Preview Layout
Velocify Async Task Velocify Preview Layout Container Velocify Async Worker Tracker Velocify Preview Layout Tab
Velocify Call Detail Velocify Priority Rule Velocify Carousel Velocify Process Velocify Carousel Element Velocify Process Step
Velocify Combined View Velocify Record History Velocify Combined View Assignment Velocify Record History Item
Velocify Configuration Assignment Velocify Resource Cache Item Velocify Conversation Velocify Status
Velocify Conversation Detail Velocify Template Velocify Custom View Velocify Voicemail Velocify Distribution Rule VelocifyLayoutView
Velocify Email VelocifyWidget
Triggers
Name Parent Object ActionTrigger Velocify Action
AvailableActionTrigger Available Velocify Action
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 20
CombinedViewTrigger Velocify Combined View
ConversationDetailTrigger Velocify Conversation Detail EventTrigger Event
FieldConfigurationTrigger Velocify Field Configuration HierarchicalAssignment Velocify Configuration Assignment LeadImportTrigger Velocify Lead Import
MilestoneTrigger Velocify Milestone ObjectConfigurationTrigger Velocify Object Configuration
RecordHistoryItemTrigger Velocify Record History Item RecordHistoryTrigger Velocify Record History
SimpleTemplateTrigger Velocify Template StatusTrigger Velocify Status TaskTrigger Task
UserTrigger User VoicemailTrigger Velocify Voicemail
Apex Classes
AccessManager RecordHistoryConfiguration Test_VAService
ActionHelper RecordInfo Test_VATaskStorage
ActionIntegration RecordInfoRemoting Test_VelocifyConfigMigrationRest
ActionTaskHelper RecordSearchClient Test_VelocifyConversationRest
ActivityWidgetController RemoteCallFactory Test_VelocifyCustomSettings
AdminController RemoteMessagesHandler Test_VelocifyEmailOpenRest
AdminHelper RemotingUserSettings Test_VelocifyEventSyncHandler
AdminNavigationHelper ReportHubController Test_VelocifyExportScheduler
AdminRemoting ReportingRemoting Test_VelocifyLeadSyncSystem
AdminScripts ResetSandboxController
Test_VelocifyRecordChangePublisher
AdminViewController ResourceCache Test_VelocifyTokensManager
AdvancedAccess Rest_TakeActionRequest Test_VelocifyTokenValidationRest
API_LeadManagerCRUD RestUtils Test_VelocifyViewHelper
API_LMFields RQBaseCalls Test_VoicemailRemoting
API_Response RQCall Test_WelcomeController
API_ResultItem RQException TestAPI_LeadManagerCRUD
AppCfg RQHandler
TestAPI_Response_and_ResultItem
AppEnv SalesManagerController TestCalendarEventTrigger
Assert
SalesManagerCustomReportController TestCommonDataAccess
AssertConfig SalesManagerDataControl TestFilterControllerRemoting
AssertSchema SalesManagerRemoting TestL360Session
AssignLicensesRemoting SalesManagerReportController TestL360SessionProxy
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 21
AssignmentRemoting SandboxRemoting TestLMAuthorizedController
AssignmentRemotingQuery SchemaUtil TestOAuth_TokenRefresher
AsyncApexJobCollection SimpleTemplates TestObjectDetailController
AuditReportsSvc SimpleTemplatesService TestPermUtil
BaseHttpCalloutMock SMSRemoting TestUserTrigger
BatchApexUtils SObjectMapping TestUtil
BatchDialerReportingRefresh SObjectMappingUtil TestUtil_Account
BatchExportVelocifyObjects SoftphoneController TestUtil_Contact
BatchRefreshSandbox
SOMAbstractCachingFieldStorageHandler TestUtil_DataGenerator
BatchSyncElementCleanup SOMCompositeFieldHandlers TestUtil_DataLoader
BatchSyncVelocifyObjects SOMConfigDatabase TestUtil_HttpResponse
BatchVRHCleanup SOMConfigurations TestUtil_Lead
BinaryFile SOMConfigurationsLegacyAdapter TestUtil_Mock
BinaryFiles SOMCustomViews TestUtil_MockMockFactory
CalendarInfos SOMFieldHandlerContext TestUtil_Opportunity
CallFlowHelper SOMFieldHandlers TestUtil_OpResult
CallList2 SOMFields TestUtil_Settings
CallList2LegacyAdapter SOMFieldSourceTypes TestUtil_SFObjects
CallListRemoting SOMI TestUtil_User
CallQualityRemoting
SOMStandardFieldStorageHandlers TestUtil_VeloObjects
CallReportsController SOMUtils TestUtil2
CallUtil StaticResources TestVelocifyClientSettingsRest
CaptureEventHistory StaticResourcesController TestVelocifyDiagnosticsJob
CollectionsUtil StringsUtil TestVelocifyInboundSearch
ColumnInfo SupportedMappingTypeManager TestVelocifyLeadImport
CombinedViewRemoting SupportedObjectManager TestVelocifyLeadImport2
CommonDataAccess SyncElement TestVelocifyOwner2Rest
ComponentService SyncElementCollection
TestVelocifySupportScheduledJobsRest
ConfigManagementSvc SyncFieldsController TimeLineActionsController
Constants SyncFieldsHelper TimezoneHelper
ConversationRetentionManager SyncStatusController TimeZoneProtectRemoting
Conversations SyncStatusHelper TimeZoneProtectWizard
ConversionManager SysField TLocks
Convo TakeActionSyncTaskHandler Trigger_CombinedView
CopyStatusHelper Test_AccessManager
Trigger_ConfigObjectNameHandler
CryptoUtil Test_ActionHelper Trigger_HistoryOwnershipHandler
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 22
CustomConversionRemoting Test_ActivityWidgetController
Trigger_LeadImportToLeadHandler
CustomRelatedRecords Test_AdminController Trigger_LoadVeloIdFromLeadStub
CustomUI Test_AdminNavigationHelper Trigger_LogDistribution
DataFilter Test_AdminRemoting Trigger_LogManualStatusChange
DeleteRecordHistoryHandler Test_AdminViewController
Trigger_PreventManualHistoryChange
Diagnostics Test_AssignLicensesRemoting Trigger_RecalculationRequest
DiagnosticsRemoting Test_AuditReportsSvc Trigger_RecordHistoryHandler
DialerController Test_BaseHttpCalloutMock Trigger_ResetMilestone
DialerDashboardRemoting Test_BatchVRHCleanup Trigger_TrackCloseAsAction
DialerReportingImport Test_BinaryFiles Trigger_TrackConversionAsAction
DialerReportingRemoting Test_CallList2 Trigger_TrackCreationHistory
DialIQAPI Test_CallListRemoting
Trigger_TrackManualOwnerChange
DialIQControlRouter Test_CallQualityRemoting
Trigger_UpdateRecordHistoryLinks
DialIQHelper Test_CallUtil Trigger_UpdateRecordHistoryOwner
DialIQIntegrationAPI Test_CollectionsUtil Trigger_UserBeforeUpdateHandler
DialIQRemoting Test_CombinedViewManager Trigger_UserSyncHandler
DialIQRest_Config Test_ComponentService
Trigger_ValidateObjectConfiguration
DTO Test_ConfigManagementSvc Trigger_VelocifyEventSyncHandler
EmailActionsController Test_ConversionManager Trigger_VelocifyLeadSyncHandler
EmailTemplateHelper Test_Convo Trigger_Voicemail
EmailVerifyRemoting Test_CopyStatusHelper Triggers
ErrorNormalizer Test_CryptoUtil TriggerWarningController
ErrorNotifier Test_CustomRelatedRecords TypesUtil
ErrorResult Test_CustomUI UITestUtil
EventBeforeInsertHandler Test_DataFilter UnsyncService
EventRemoting Test_Diagnostics UnsyncTaskHandler
Ex Test_DialerDashboardRemoting UserLicenseCleanup
ExportConfigController Test_DialerReportingRefresh UserLicenses
ExportCriteriaHelper Test_DialIQIntegrationAPI UserPermissions
FeatureAccessController Test_DialIQRemoting UserPreference
Features Test_EmailActionsController UserSyncTaskHandler
FutureCompat Test_EmailTemplateHelper Util
FutureCompat_201603 Test_EmailVerifyRemoting Util_ArgParser
GroupsController Test_ErrorNormalizer Util_DependentPicklists
GSell_ActionHistory Test_ErrorNotifier Util_OpResult
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 23
GSell_ActionNormalizer Test_Ex Util2
GSell_ActionSerializer Test_ExportConfigController VAAllocator
GSell_ActionTaken Test_GroupsController VABatchAllocator
GSell_Config Test_GSell_ActionHistory VAHandler
GSell_DTOConvert Test_GSell_ActionTaken VAHandlerExecutable
GSell_HistoryRecalculation Test_GSell_Config VAHandlerIds
GSell_MilestoneHelper Test_GSell_DTOConvert VAHandlers
GSell_RawHistory Test_GSell_StatusHelper VAJobCleanup
GSell_SpecialActionHelper
Test_HierarchicalAssignmentManager VAJobDefinition
GSell_StatusHelper Test_HistoryEvent VAJobTracker
HierarchicalAssignmentManager Test_IdTracker VAPlumber
HistoryRecalcTaskHandler Test_Integration VAQueueIds
HUD_NextCallControllerRemoting Test_L360DTO VARetryService
IdTracker Test_L360RequestHandler VAService
IHasMessage Test_L360ResponseHandler VAStatusService
Integration Test_LeaderboardRemoting VATask
IntegrationComponentController Test_LeadImportRemoting VATaskQueue
IntegrationJSRemotingFunction Test_ListViewController VATaskResult
IRemoteCallProxy Test_ListViewRemoting VATaskResults
JSRemoting Test_ManualBatchSync VATasks
JSRemotingCacheableFunction Test_Mock VATaskStorage
JSRemotingFunction Test_NotificationsRemoting VATaskUtil
L360Conversion Test_NylasRemoting VAWorker
L360DTO
Test_OAuth_ForceMasheryMigration VAWorkerBatch
L360Exceptions
Test_OAuth_ForceMasheryRefresh VAWorkerQueueable
L360PostInstall Test_ObjectConfigurationRemoting VCFGMilestonesSvc
L360RequestHandler Test_ObjectPermissions VelocifyAgentsAPIProxy
L360ResponseHandler Test_Other VelocifyAPIProxy
L360Rest
Test_ParentClass_AdminViewController VelocifyAsyncPlumberScheduler
L360Session Test_PCache
VelocifyAsyncTaskCleanupScheduler
L360SessionProxy Test_PostInstall VelocifyClientSettingsRest
LeadBeforeInsertHandler Test_PreviewLayoutController VelocifyConfigMigrationRest
LeadBeforeUpdateHandler Test_ProcessConfig VelocifyConversationRest
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 24
LeaderboardController Test_ProcessFormController VelocifyCustomSettings
LeaderboardManager Test_ProcessManager VelocifyDiagnosticsJob
LeaderboardRemoting Test_PullDistributionRemoting VelocifyDiagnosticsSyncElement
LeadImportRemoting Test_PulseWidgetController
VelocifyDiagnosticsSyncElementObjectType
LicenseSyncTaskHandler Test_QueryUtil VelocifyDialIQProxy
LightningRemotingRequest Test_ReportingRemoting
VelocifyDuplicateManagementRest
ListViewController Test_ResourceCache VelocifyEmailOpenRest
ListViewMeta Test_RQ VelocifyEmailReplyRest
ListViewRemoting Test_SalesManagerController VelocifyEventDeleteTaskHandler
LMAuthorizedController
Test_SalesManagerCustomReportController VelocifyEventUpsertTaskHandler
ManageNumbersHelper Test_SalesManagerDataControl VelocifyExportScheduler
ManualBatchSync
Test_SalesManagerDataControl_OutOfCont VelocifyHistoryRetentionPolicy
MappingType Test_SalesManagerRemoting VelocifyInboundSearch
MappingTypesCache
Test_SalesManagerReportController VelocifyIntegrationsProxy
MappingTypeUtils Test_SandboxRemoting VelocifyLeadDeleteTaskHandler
MetadataService Test_SchemaUtil VelocifyLeadImport
Mock Test_SimpleTemplates VelocifyLeadImport2
NewSelectSyncFieldsCmpController Test_SMSRemoting VelocifyLeadResetTaskHandler
NylasRemoting Test_SOMCompositeFieldHandlers VelocifyLeadUpsertTaskHandler
OAuth_ForceMasheryMigration Test_SOMConfigurations VelocifyLMAPIProxy
OAuth_ForceMasheryRefresh Test_StaticResources VelocifyManualBatchSyncRest
OAuth_TokenRefresher Test_StaticResourcesController VelocifyOwner2Rest
OAuth_Tokens Test_SupportedObjectManager VelocifyOwnerRest
ObjectConfigurationRemoting Test_SyncFieldsHelper VelocifyRecordChangePublisher
ObjectDetailController Test_SyncStatusController VelocifyRQCall
ObjectPermissions Test_SyncStatusHelper VelocifySecondarySyncRest
OpportunityBeforeInsertHandler Test_TestUtilDataLoader
VelocifySecurityServiceTokenRefresher
OpportunityBeforeUpdateHandler Test_TimeLineActionsController VelocifyServiceLayerProxy
OpportunityContactHelper Test_TimeZone
VelocifySupportScheduledJobsRest
OptionalTasks Test_TimeZoneProtectWizard VelocifySupportSyncRest
PCache Test_TLocks VelocifySyncRest
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 25
Perm_Util Test_Trigger_ConfigObjectNameHandler VelocifyTokensManager
PersonAccountUtils
Test_Trigger_LeadImportToLeadHandler VelocifyTokensService
PreviewLayoutController
Test_Trigger_TrackConversionAsAction VelocifyTokenValidationRest
ProcessConfig Test_TriggerWarningController VelocifyV4SFAPIProxy
ProcessFormController Test_TypesUtil VelocifyViewHelper
ProcessManager Test_UserLicenseCleanup VelocifyWorkflowRest
ProcessRemoting Test_UserLicenses VoicemailHelper
ProcessSteps Test_Util_ArgParser VoicemailRemoting
Profiler Test_Util_DependentPicklists WebAPIService
PullDistributionRemoting Test_Utils WelcomeController
PulseWidgetController Test_VACleanup WidgetDashboardController
QueryUtil Test_VAHandlers WorkflowValidator
RecordFinderRemoting
Visualforce Pages / Components
Visualforce Pages
AccountDetailPage NylasAuth AccountSyncStatus OpportunitiesDatailPage
ActivityWidget OpportunityDetailOverride Admin OpportunityDetailPage ContactDetailPage OpportunitySyncStatus
ContactSyncStatus ResetSandbox DialerTutorial SalesManager
DialIQ_Fields SalesManagerCustomDetailReport DialIQ3 SalesManagerCustomDetailReportExport Export Config SalesManagerDetailReport
FormProcessStep SalesManagerDetailReportExport GenericDetailPage Softphone
GenericSyncStatus TriggerWarning Leaderboard Velocify_License
LeadsDetailPage VerifyEmail LeadSyncStatus Voicemail ListView Welcome
LMAuthorized WidgetDashboard ManageCallFlows
Visualforce Components
FeatureAccessCmp NoDialIQUser
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 26
IncludeResource ObjectDetail
Integration_ObjectDetail PulseWidgetJavascript Integration_SyncStatus StaticResourcesCmp
L360Styles SyncStatus NewSelectSyncFieldsCmp VerifyEmail
Reports & Dashboards
Custom Report Type
Calls with Velocify History Velocify Email Verifications Lead with Velocify Record History Velocify Emails with Details Leads with Activities Velocify History with Call Details
Velocify Call Details Velocify Record History with Lead and Opportunity
Velocify Async Tasks
Report Folder
Velocify Report Templates
Reports: Velocify Report Templates (Installed Package: Velocify for Salesforce)
Reports Call Details - All Inbound Calls Conversion Rate - Leads, Opportunities Call Details - All Transfer Calls Last Week's Velocify Activity
Call Details - Call Activity by Agent Last Week's Velocify Activity by Account Call Details - Call Activity for Account Last Week's Velocify Activity by Cont
Call Details - Call Activity for Contact Last Week's Velocify Activity by Lead Call Details - Call Activity for Lead Last Week's Velocify Activity by Oppty Call Details - Call Activity for Oppty Needs Attention - Accounts, Contacts
Call Details - Inbound Calls by Account Needs Attention - Leads, Opportunities Call Details - Inbound Calls by Contact Records by Status / Stage
Call Details - Inbound Calls by Lead Results from Calls Last Week Call Details - Inbound Calls by Lead Results from Calls Last Week by User Call Details - Inbound Calls by Oppty Speed-to-Call - Accounts, Contacts
Call Details - Inbound Contacted Percent Speed-to-Call - Leads, Opportunities Call Details - Transfer Calls by Account Speed-to-Contact - Accounts, Contacts
Call Details - Transfer Calls by Contact Speed-to-Contact - Leads, Opportunities Call Details - Transfer Calls by Oppty Speed-to-Conversion - Accounts, Contacts
Contact Attempts - Accounts, Contacts Speed-to-Conversion - Leads, Oppts Contact Attempts - Leads, Opportunities Velocify Email Verification Contacted Rate Snapshot - Accts, Conts Velocify Emails
Contacted Rate Snapshot - Leads, Oppts Velocify Emails By Agent
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 27
Conversion Rate - Accounts Velocify Emails By Lead
Conversion Rate - Contacts Velocify Lead Bridge Log (Obsolete) Velocify Async Tasks Report
Dashboard Folder:
Velocify Dashboard Templates folder
Dashboards:
Velocify Performance Dashboard – Leads, Opportunities Velocify Performance Dashboard - Accounts, Contacts
Permission Sets
Velocify Admin Velocify Sales Manager Velocify DialIQ Transfers Velocify User
Velocify Read Only Velocify Business Admin
Custom Permissions
Admin_CustomizeUI Admin_UserManagement_Users Admin_Diagnostics Admin_ViewAuditLogs
Admin_Diagnostics_CreateCase DialIQ_User Admin_Dialer DIQ_Cold_Enter_Number_Transfer
Admin_Dialer_DataManagement DIQ_Cold_Select_User_Transfer Admin_Dialer_DialerReports DIQ_Cold_Transfer
Admin_Dialer_InboundCallFlows DIQ_Edit_Already_Called_Cool_Down Admin_Dialer_InboundNumbers DIQ_Local_Presence Admin_Disconnect DIQ_Next_Call
Admin_Distribution DIQ_No_Hold_Distribution_Transfer Admin_Distribution_DistributionRules DIQ_No_Hold_Enter_Number_Transfer
Admin_Distribution_Reports DIQ_No_Hold_Select_User_Transfer Admin_Enabled DIQ_No_Hold_Transfer Admin_Integrations DIQ_Receive_Inbound
Admin_Integrations_DrawLoop DIQ_Receive_Shotgun Admin_Integrations_LeadBridge DIQ_SIP_Enabled
Admin_Motivation DIQ_Softphone_Edit Admin_Motivation_Carousel DIQ_Softphone_View Admin_Motivation_Leaderboard DIQ_Take_Action_In_HUD
Admin_Motivation_Reports DIQ_Transfer Admin_SalesFlow DIQ_User_Caller_ID_Selection
Admin_SalesFlow_Actions DIQ_Voicemail Admin_SalesFlow_Milestones DIQ_Warm_Distribution_Transfer Admin_SalesFlow_Processes DIQ_Warm_Enter_Number_Transfer
Admin_SalesFlow_Status DIQ_Warm_Select_User_Transfer Admin_SalesOptimization DIQ_Warm_Transfer
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 28
Admin_SalesOptimization_PriorityRules Email_Composer
Admin_SalesOptimization_PriorityViews Email_Patterns Admin_SalesOptimization_TimeZoneProtect Email_Verify
Admin_SalesOptimization_WidgetLayouts SalesManager_DialerReports Admin_SalesOptimization_Widgets SalesManager_LiveView Admin_Settings SMS_User
Admin_Settings_CopyStatus UserSettings_Dialer Admin_Settings_ExportCriteria UserSettings_Email
Admin_Settings_ObjectConfiguration UserSettings_Enabled Admin_Settings_SyncFields UserSettings_Leaderboards
Admin_SMS_ManageTemplates VIEW_Combined_Enabled Admin_UserManagement VIEW_List_Enabled Admin_UserManagement_Groups VIEW_Priority_Enabled
Admin_UserManagement_Licenses VIEW_Top_Enabled
Aura Component Bundle
Name Type createEventAura Utility Item
ListenShowToastEvent LightningOutContainerApp
flowWrapper LightningOutContainerAppUnstyled
Lightning Web Component Bundle
Name Type attributesRenderer thunderBox
cometd thunderNgApp helloWorldLtng thunderNgAttr
jsonStringify thunderUserPreference libComet thunderUtils lightningFlowsSelect timeline
milestones timelineFilters
ngErrorCallback timelineItem
path timelineRetrieverService pathStep timelineWidgetRemotingService popover utils
pulseRPC velocifyLogo selectLightningComponent vlfyAsync
skipLink vlfyBlt syncStatusView vlfyUtils
Additional Components
Name Parent Object Type
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 29
Velocify App
Velocify_for_Salesforce Connected App
Velocify Tab
Velocify Admin Tab
Sales Manager Tab
Resubmit Velocify Lead Import Button or Link
Velocify Call Center Adapter Call Center
Velocify Admin Icon Document
Velocify Logo Document
Velocify Logo Document
Velocify Tab Icon Document
Velocify Document Folder
Pulse Enabled Features Custom Setting
Status Permissions Custom Setting
All Call List List View
All Call List List View
All Filter Criteria List View
All Invalid Phone Number List View
All SyncElement List View
Priority View SyncElement List View
All SyncElement List View
All Velocify Action List View
All Velocify Action List View
All Velocify Async Task List View
All Velocify Async Worker Tracker List View
All Velocify Call Detail List View
Call Activity Velocify Call Detail List View
Inbound Velocify Call Detail List View
All Velocify Combined View List View
All Velocify Combined View Assignment List View
All Velocify Configuration Assignment List View
All Velocify Conversation List View
All Velocify Conversation Detail List View
All Velocify Custom View List View
All Velocify Distribution Rule List View
All Velocify Email List View
All Velocify Email Verification List View
All Velocify Field Mapping List View
All Velocify Lead Stub List View
All Velocify Lead Stub List View
All Velocify Leaderboard List View
All Velocify Milestone List View
All Velocify Notification List View
All Velocify Object Configuration List View
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 30
All Velocify Priority Rule List View
All Velocify Record History List View
All Velocify Resource Cache Item List View
All Velocify Status List View
All Velocify Template List View
Assignment Log Layout Assignment Log Page Layout
Available Velocify Action Layout Available Velocify Action Page Layout Call List Layout Call List Page Layout
Filter Criteria Item Layout Filter Criteria Item Page Layout Filter Criteria Layout Filter Criteria Page Layout
Invalid Phone Number Layout Invalid Phone Number Page Layout Lead Import Layout Velocify Lead Import Page Layout Record History Details Velocify Record History Page Layout
Record History Item Layout Velocify Record History Item Page Layout Record History Summary Velocify Record History Page Layout
Sync Element Layout SyncElement Page Layout SyncElement Layout SyncElement Page Layout Transaction Id Layout Transaction Id (Deprecated) Page Layout
Velocify Account Layout Account Page Layout Velocify Action Layout Velocify Action Page Layout
Velocify Async Task Layout Velocify Async Task Page Layout Velocify Async Worker Tracker Layout Velocify Async Worker Tracker Page Layout Velocify Call Detail Layout Velocify Call Detail Page Layout
Velocify Carousel Element Layout Velocify Carousel Element Page Layout Velocify Carousel Layout Velocify Carousel Page Layout
Velocify Combined View Assignment Layout
Velocify Combined View Assignment
Page Layout
Velocify Combined View Layout Velocify Combined View Page Layout
Velocify Config Assignment Layout Velocify Configuration Assignment
Page Layout
Velocify Contact Layout Contact Page Layout
Velocify Conversation Detail Layout Velocify Conversation Detail Page Layout Velocify Conversation Layout Velocify Conversation Page Layout
Velocify Custom View Layout Velocify Custom View Page Layout Velocify Distribution Rule Layout Velocify Distribution Rule Page Layout Velocify Email Layout Velocify Email Page Layout
Velocify Email Verification Layout Velocify Email Verification Page Layout Velocify Field Configuration Layout Velocify Field Configuration Page Layout
Velocify Field Mapping Layout Velocify Field Mapping Page Layout Velocify Lead Layout Lead Page Layout
Velocify Lead Stub Layout Velocify Lead Stub Page Layout Velocify Leaderboard Assignment Layout
Velocify Leaderboard Assignment
Page Layout
Velocify Leaderboard Layout Velocify Leaderboard Page Layout
Velocify Milestone Layout Velocify Milestone Page Layout Velocify Notification Layout Velocify Notification Page Layout
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 31
Velocify Object Configuration Layout Velocify Object Configuration Page Layout
Velocify Opportunity Layout Opportunity Page Layout Velocify Preview Layout Container Layout
Velocify Preview Layout Container
Page Layout
Velocify Preview Layout Layout Velocify Preview Layout Page Layout
Velocify Preview Layout Tab Layout Velocify Preview Layout Tab Page Layout Velocify Priority Rule Layout Velocify Priority Rule Page Layout
Velocify Process Layout Velocify Process Page Layout Velocify Process Step Layout Velocify Process Step Page Layout Velocify Resource Cache Item Layout Velocify Resource Cache Item Page Layout
Velocify Status Layout Velocify Status Page Layout Velocify Template Layout Velocify Template Page Layout
Velocify User Layout User Page Layout Velocify Voicemail Layout Velocify Voicemail Page Layout
VelocifyLayoutView Layout VelocifyLayoutView Page Layout VelocifyWidget Layout VelocifyWidget Page Layout LeadManager_Web Remote Site
Nylas Remote Site
Velocify_API Remote Site
Velocify_API_Gateway Remote Site
Velocify_Router_API Remote Site
Velocify_Security_API Remote Site
WebAPI Remote Site
BootStrapZIP Static Resource
ButtonSprite Static Resource
Cometd Static Resource
Detailpagegrid Static Resource
DetailPageUtil_js Static Resource
Dialer_DialerHudUi_js Static Resource
Dialer_DialerUserActions_js Static Resource
Dialer_HudState_js Static Resource
Dialer_SFDCIntegration_js Static Resource
Dialer_SignalRClient_js Static Resource
Dialer_SignalRConnSprite_gif Static Resource
Dialer_Strings_js Static Resource
Dialer_Util_js Static Resource
DialIQSignalR Static Resource
FrameCommunicator_js Static Resource
HUDActionsSpritePNG Static Resource
jqGridZIP Static Resource
jquery_cookie_min_js Static Resource
jQueryPluginDebounce Static Resource
jQueryPluginSimplyCountable Static Resource
jQueryPluginVLFYSimpleTable Static Resource
jQueryPluginVLFYTextboxCounter Static Resource
L360CommonJS Static Resource
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 32
L360Images Static Resource
L360ImagesZIP Static Resource
L360JSZIP Static Resource
L360MainCSS Static Resource
L360ObjectsJS Static Resource
L360TabPointerJPG Static Resource
L360WizardHeaderJPG Static Resource
ListViewTableCSS Static Resource
Miscellaneous Static Resource
MomentJS Static Resource
NewOptionsSprite2PNG Static Resource
OptionsSpritePNG Static Resource
PageAssignLicensesCSS Static Resource
ProgressBarImages Static Resource
Resize Static Resource
TempLeadFilterJS Static Resource
TestGetActionTypesResponse Static Resource
TestGetAgentsResponse Static Resource
TestGetLeadWithActivity Static Resource
TestGetLicenseInfo Static Resource
TestGetListStatusResponse Static Resource
TestGetPrioritizedLeads Static Resource
TestPostCalendarEvents Static Resource
TestResponseListAvaliableActionTypes Static Resource
TestTakeLeadActionsWithResults Static Resource
TestTransferPrioritizedLeads Static Resource
TestUpdatedLeadRequest Static Resource
Velocify_Custom_Timezones Static Resource
VelocifyCSSZIP Static Resource
VelocifyStylesImages Static Resource
VideoPlayer Static Resource
Vlfy Static Resource
vlfy_assets Static Resource
vlfy_lib_angular Static Resource
vlfy_lib_jquery Static Resource
vlfy_lib_plugin Static Resource
Address_Configuration_Is_Related Velocify Object Configuration Validation Rule
Company_Configuration_Is_Related Velocify Object Configuration Validation Rule Email_Configuration_Is_Related Velocify Object Configuration Validation Rule Name_Configuration_Is_Related Velocify Object Configuration Validation Rule
Phone_Configuration_Is_Related Velocify Object Configuration Validation Rule Status_Configuration_Is_Related Velocify Object Configuration Validation Rule
Velocify_Id_Configuration_Is_Related Velocify Object Configuration Validation Rule Remove Opportunity validation bypass
Opportunity Workflow Rule
Remove Account validation bypass Account Workflow Rule
5/14/2021
© 2020 Ellie Mae, Inc. Ellie Mae®, Velocify®, and Velocify Pulse® are the property of Ellie Mae, Inc. All rights reserved. 33
Remove Lead validation bypass Lead Workflow Rule Remove Contact validation bypass Contact Workflow Rule
Items Removed from the Velocify Pulse Managed Package
The following unused components were removed from the Pulse 21.1 package. These may still exist
in your org if Pulse was installed prior to the 21.1 release. The below pages can be deleted from your
org.
Apex Pages (Visualforce) Removed:
Actions (Deprecated) Groups (Deprecated)
AdminWizard (Deprecated) HUD_NextCall (Deprecated)
AdminWizard2 (Deprecated) L360LeadView (Deprecated)
AgentSummaryReport (Deprecated) LeadDialerProductivityReport (Deprecated)
AssignLicenses (Deprecated) LeadProvider (Deprecated)
BatchExportStatus (Deprecated) LeadSummaryReport (Deprecated)
CallActivitySummaryReport (Deprecated) LocalPresence (Deprecated)
CallReports (Deprecated) OauthRedirect (Deprecated)
ConfigureTableLayout (Deprecated) ObjectCriteriaStats (Deprecated)
ConversionSettings (Deprecated) Object_Configuration (Deprecated)
CopyStatus (Deprecated) Prioritization (Deprecated)
CopyStatus_Old (Deprecated) Reconciliation (Deprecated)
DialIQ2 (Deprecated) Status (Deprecated)
Distribution (Deprecated) StatusConfig (Deprecated)
Duplicates (Deprecated) SyncFields (Deprecated)
ExportCriteria (Deprecated) SyncFields_Old (Deprecated)
ExportCriteriaStats (Deprecated) Users (Deprecated)
FinalWizardStep (Deprecated)
top related