velocify pulse application details: version 1 · 2021. 5. 14. · velocify pulse is a sales...

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:

https://na34.salesforce.com/00N610000080dtO?setupid=LeadFields


https://na34.salesforce.com/00N610000080dtK?setupid=LeadFields

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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:




Override Owner Flag Velo__Overide_Owner_Flag__c Checkbox Phone Velo__Velocify_Phone__c Phone



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


https://na34.salesforce.com/03d61000000A3mR?setupid=LeadValidations



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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:


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:






Salesforce Owner Role Name

Velo__Salesforce_Owner_Role_Name__c Formula(Text)

Time Zone Velo__Time_Zone__c Picklist



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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





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:


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






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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


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:


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:





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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

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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

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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


Velo__Contact_Attempt_2_Date__c


Contact Strategy




Contact Strategy




Contact Strategy




Contact Strategy




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Contact Strategy




Contact Strategy




Contact Strategy




Contact Strategy




Contact Strategy




Contact Strategy




Contact Strategy




Contact Strategy




Contact Strategy




Contact Strategy




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

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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

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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


Conversion

Contact Attempts in Milestone: Converted

Velo__Contact_Attempts_in_Milestone_Converted__c

Number(18, 0)


Conversion Contacts in Milestone: Converted

Velo__Contacts_in_Milestone_Converted__c

Number(18, 0)


Conversion Distributions in Milestone: Converted

Velo__Distributions_in_Milestone_Converted__c

Number(18, 0)


Conversion Milestone: Converted Date

Velo__Milestone_Converted_Date__c


Conversion

Milestone: Converted Duration (Days)

Velo__Milestone_Converted_Duration_Days__c


Conversion

Milestone: Converted Duration (Hours)

Velo__Milestone_Converted_Duration_Hours__c


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

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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)


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

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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


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)

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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


Pre-Contact

Contact Attempts in Milestone: None

Velo__Contact_Attempts_in_Milestone_None__c

Number(18, 0)


Pre-Contact

Contacts in Milestone: None

Velo__Contacts_in_Milestone_None__c

Number(18, 0)


Pre-Contact

Distributions in Milestone: None

Velo__Distributions_in_Milestone_None__c

Number(18, 0)


Pre-Contact

Milestone: None Duration (Days)

Velo__Milestone_None_Duration_Days__c


Pre-Contact

Milestone: None Duration (Hours)

Velo__Milestone_None_Duration_Hours__c


Pre-Contact

Status Changes in Milestone: None

Velo__Status_Changes_in_Milestone_None__c

Number(18, 0)


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


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Qualification

Contact Attempts in Milestone: Qualified

Velo__Contact_Attempts_in_Milestone_Qualified__c

Number(18, 0)


Qualification

Contacts in Milestone: Qualified

Velo__Contacts_in_Milestone_Qualified__c

Number(18, 0)


Qualification

Distributions in Milestone: Qualified

Velo__Distributions_in_Milestone_Qualified__c

Number(18, 0)


Qualification

Milestone: Qualified Date

Velo__Milestone_Qualified_Date__c


Qualification

Milestone: Qualified Duration (Days)

Velo__Milestone_Qualified_Duration_Days__c


Qualification

Milestone: Qualified Duration (Hours)

Velo__Milestone_Qualified_Duration_Hours__c


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)


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.

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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

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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


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 Info

Raw History Index

Velo__Raw_History2_Index__c



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

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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


Next Velocify Action or Activity

Previous Velo__Previous__c


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


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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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)

velocify pulse application details: version 1 · 2021. 5. 14. · velocify pulse is a sales...

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