velocify pulse overview · velo__salesforce_owner_profilename__c formula(text) salesforce owner...

7/16/2020

© 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.

*Velocify Pulse 20.2 (version 1.246)

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:

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.

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


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

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

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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














manually created




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Validation Rule:


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:


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)






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manually created Velocify Status Velocify_Status__c Picklist

Validation Rule:


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:


AccountDelete Account Apex Trigger

AccountInsert Account Apex Trigger

AccountTrigger Account Apex Trigger

AccountUpdate Account Apex Trigger

Contacts

Fields:






Salesforce Owner Profile Name Velo__Salesforce_Owner_ProfileName__c Formula(Text)







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manually created Velocify Status Velocify_Status__c Picklist

Validation Rule:


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:


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:


Close Date Close_Date__c Date/Time

IsVelocifyAction IsVelocifyAction__c Checkbox

Velocify Action Action_Name__c Text(255)





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Velocify ID Lead360RecordId__c Text(20)

User

Fields:


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

Custom Velocify Objects

Custom Object Name

Assignment Log Velocify Field Configuration *New in 19.3

Available Velocify Action Velocify Field Mapping *New in 19.3

Call List Velocify Lead Import

Filter Criteria Velocify Lead Stub

Filter Criteria Item Velocify Leaderboard

Invalid Phone Number Velocify Leaderboard Assignment

SyncElement Velocify Milestone

Transaction Id (Deprecated) Velocify Notification

Velocify Action Velocify Object Configuration (No longer used)

Velocify Async Task Velocify Preview Layout

Velocify Async Worker Tracker Velocify Preview Layout Container

Velocify Call Detail Velocify Preview Layout Tab

Velocify Carousel Velocify Priority Rule

Velocify Carousel Element Velocify Process

Velocify Combined View Velocify Process Step

Velocify Combined View Assignment Velocify Record History

Velocify Configuration Assignment Velocify Record History Item

Velocify Conversation Velocify Resource Cache Item

Velocify Conversation Detail Velocify Status

Velocify Custom View Velocify Template

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Velocify Distribution Rule Velocify Voicemail

Velocify Email VelocifyLayoutView

Velocify Email Verification VelocifyWidget

Triggers

Name Parent Object

ActionTrigger Velocify Action

AvailableActionTrigger Available Velocify Action

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 Profiler Test_Util_DependentPicklists

ActionHelper PullDistributionRemoting Test_Utils

ActionIntegration PulseWidgetController Test_VACleanup

ActionTaskHelper QueryUtil Test_VAHandlers

ActivityWidgetController RecordFinderRemoting Test_VAService

AdminController RecordHistoryConfiguration Test_VATaskStorage

AdminDataAccess RecordInfo Test_VelocifyConfigMigrationRest

AdminHelper RecordInfoRemoting Test_VelocifyConversationRest

AdminNavigationHelper RecordSearchClient Test_VelocifyCustomSettings

AdminRemoting RemoteMessagesHandler Test_VelocifyEmailOpenRest

AdminScripts RemotingUserSettings Test_VelocifyEventSyncHandler

AdminViewController ReportHubController Test_VelocifyExportScheduler

AdvancedAccess ReportHubRemoting Test_VelocifyLeadSyncSystem

API_LeadManagerCRUD Requests Test_VelocifyViewHelper

API_LMFields ResetSandboxController Test_VoicemailRemoting

API_Response ResourceCache Test_WelcomeController

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API_ResultItem Rest_TakeActionRequest TestAPI_LeadManagerCRUD

AppCfg RestUtils

TestAPI_Response_and_ResultItem

AppEnv RQBaseCalls TestCalendarEventTrigger

Assert RQCall TestCommonDataAccess

AssertConfig RQException TestFilterControllerRemoting

AssertSchema RQHandler TestL360Session

AssignLicensesRemoting SalesManagerController TestL360SessionProxy

AssignLicenseSyncSystem

SalesManagerCustomReportController TestLMAuthorizedController

AssignmentManager SalesManagerDataControl TestOAuth_TokenRefresher

AssignmentRemoting SalesManagerRemoting TestObjectDetailController

AssignmentRemotingQuery SalesManagerReportController TestPermUtil

AsyncApexJobCollection SandboxRemoting TestUserTrigger

BaseHttpCalloutMock SchemaUtil TestUtil

BatchApexUtils SearchLayoutManager TestUtil_Account

BatchDialerReportingRefresh SimpleTemplates TestUtil_Contact

BatchExportVelocifyObjects SimpleTemplatesService TestUtil_DataGenerator

BatchRefreshSandbox SMSRemoting TestUtil_DataLoader

BatchSyncElementCleanup SObjectMapping TestUtil_HttpResponse

BatchSyncVelocifyObjects SObjectMappingUtil TestUtil_Lead

BatchVRHCleanup SoftphoneController TestUtil_Mock

BinaryFile

SOMAbstractCachingFieldStorageHandler TestUtil_MockMockFactory

BinaryFiles SOMCompositeFieldHandlers TestUtil_Opportunity

CalendarInfos SOMConfigDatabase TestUtil_OpResult

CallFlowHelper SOMConfigurations TestUtil_Settings

CallList2 SOMConfigurationsLegacyAdapter TestUtil_SFObjects

CallList2LegacyAdapter SOMCustomViews TestUtil_User

CallListRemoting SOMFieldHandlerContext TestUtil_VeloObjects

CallQualityRemoting SOMFieldHandlers TestUtil2

CallReportsController SOMFields TestVelocifyClientSettingsRest

CallUtil SOMFieldSourceTypes TestVelocifyDiagnosticsJob

CaptureEventHistory SOMI TestVelocifyDiagnosticsSyncElement

CollectionsUtil SOMLegacyConfigMigrator TestVelocifyInboundSearch

ColumnInfo

SOMStandardFieldStorageHandlers TestVelocifyLeadImport

CombinedViewManager SOMUtils TestVelocifyLeadImport2

CombinedViewRemoting StaticResources TestVelocifyOwner2Rest

CommonDataAccess StaticResourcesController

TestVelocifySupportScheduledJobsRest

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Constants StatusHelper TestVelocifySupportSyncRest

ConversationRetentionManager StringsUtil TestVelocifySyncRest

Conversations SupportedMappingTypeManager TimeLineActionsController

ConversionManager SupportedObjectManager TimezoneHelper

Convo SyncElement TimeZoneProtectRemoting

CopyStatusController SyncElementCollection TimeZoneProtectWizard

CopyStatusHelper SyncFieldsController TLocks

CryptoUtil SyncFieldsHelper Trigger_CombinedView

CustomConversionRemoting SyncManager

Trigger_ConfigObjectNameHandler

CustomRelatedRecords SyncStatusController Trigger_HistoryOwnershipHandler

CustomUI SyncStatusHelper

Trigger_LeadImportToLeadHandler

DataFilter SysField Trigger_LoadVeloIdFromLeadStub

DeleteRecordHistoryHandler TakeActionSyncSystem Trigger_LogDistribution

Diagnostics TakeActionSyncTaskHandler Trigger_LogManualStatusChange

DiagnosticsRemoting Test_AccessManager

Trigger_PreventManualHistoryChange

DialerController Test_ActionHelper Trigger_RecalculationRequest

DialerDashboardRemoting Test_ActivityWidgetController Trigger_ReconcileActionsTaken

DialerReportingImport Test_AdminNavigationHelper Trigger_RecordHistoryHandler

DialerReportingRemoting Test_AdminRemoting Trigger_ResetMilestone

DialIQAPI Test_AdminViewController Trigger_TrackCloseAsAction

DialIQControlRouter Test_AssignLicensesRemoting Trigger_TrackConversionAsAction

DialIQHelper Test_AssignLicenseSyncSystem Trigger_TrackCreationHistory

DialIQIntegrationAPI Test_AssignmentManager

Trigger_TrackManualOwnerChange

DialIQRemoting Test_BaseHttpCalloutMock

Trigger_UpdateRecordHistoryLinks

DialIQRest_Config Test_BatchVRHCleanup

Trigger_UpdateRecordHistoryOwner

DTO Test_BinaryFiles

Trigger_UserBeforeUpdateHandler

EmailActionsController Test_CallList2 Trigger_UserSyncHandler

EmailTemplateHelper Test_CallListRemoting

Trigger_ValidateFieldConfiguration

EmailVerifyRemoting Test_CallUtil Trigger_ValidateObjectConfiguration

ErrorNormalizer Test_CombinedViewManager Trigger_VelocifyEventSyncHandler

ErrorNotifier Test_ConversionManager Trigger_VelocifyLeadSyncHandler

ErrorResult Test_Convo Trigger_Voicemail

EventBeforeInsertHandler Test_CopyStatusHelper Triggers

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EventRemoting Test_CryptoUtil TriggerWarningController

Ex Test_CustomRelatedRecords TypesUtil

ExportCriteriaHelper Test_DataFilter UITestUtil

FeatureAccessController Test_Diagnostics UnsyncService

Features Test_DialerDashboardRemoting UnsyncTaskHandler

FutureCompat Test_DialerReportingRefresh UserLicenses

FutureCompat_201603 Test_DialIQIntegrationAPI UserPermissions

GenerateUserData Test_DialIQRemoting UserSyncSystem

GroupsController Test_EmailActionsController UserSyncTaskHandler

GSell_ActionHistory Test_EmailTemplateHelper Util

GSell_ActionLogger Test_EmailVerifyRemoting Util_ArgParser

GSell_ActionNormalizer Test_ErrorNormalizer Util_DependentPicklists

GSell_ActionSerializer Test_ErrorNotifier Util_OpResult

GSell_ActionTaken Test_Ex Util2

GSell_Config Test_GSell_ActionHistory VAAllocator

GSell_DTOConvert Test_GSell_ActionTaken VABatchAllocator

GSell_HistoryRecalculation Test_GSell_DTOConvert VAHandler

GSell_MilestoneHelper Test_GSell_StatusHelper VAHandlerExecutable

GSell_RawHistory

Test_HierarchicalAssignmentManager VAHandlerIds

GSell_SpecialActionHelper Test_HistoryEvent VAHandlers

GSell_StatusHelper Test_IdTracker VAJobCleanup

HierarchicalAssignmentManager Test_Integration VAJobDefinition

HistoryLogSyncSystem Test_L360DTO VAJobTracker

HistoryRecalcTaskHandler Test_L360RequestHandler VAPlumber

HUD_LicenseExtension Test_L360ResponseHandler VAQueueIds

HUD_NextCallControllerRemoting Test_LeaderboardRemoting VARetryService

IdTracker Test_LeadImportRemoting VAService

IHasMessage Test_LegacySyncSystems VAStatusService

Integration Test_ListViewController VATask

IntegrationComponentController Test_ListViewRemoting VATaskQueue

IntegrationJSRemotingFunction Test_ManualBatchSync VATaskResult

JSRemoting Test_Mock VATaskResults

JSRemotingCacheableFunction Test_MockMockFactory VATasks

JSRemotingFunction Test_NotificationsRemoting VATaskStorage

L360Conversion Test_NylasRemoting VATaskUtil

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L360DTO

Test_OAuth_ForceMasheryRefresh VAWorker

L360Exceptions Test_ObjectConfigurationManager VAWorkerBatch

L360PostInstall Test_ObjectConfigurationRemoting VAWorkerQueueable

L360RequestHandler Test_ObjectPermissions VelocifyAsyncPlumberScheduler

L360ResponseHandler Test_Other VelocifyClientSettingsRest

L360Rest

Test_ParentClass_AdminViewController VelocifyConfigMigrationRest

L360Session Test_PCache VelocifyConversationRest

L360SessionProxy Test_PostInstall VelocifyCustomSettings

LeadBeforeInsertHandler Test_PreviewLayoutController VelocifyDiagnosticsJob

LeadBeforeUpdateHandler Test_ProcessConfig VelocifyDiagnosticsSyncElement

LeaderboardController Test_ProcessFormController

VelocifyDiagnosticsSyncElementObjectType

LeaderboardManager Test_ProcessManager

VelocifyDuplicateManagementRest

LeaderboardRemoting Test_PullDistributionRemoting VelocifyEmailOpenRest

LeadImportRemoting Test_PulseWidgetController VelocifyEmailReplyRest

LicenseSyncTaskHandler Test_QueryUtil VelocifyEventDeleteTaskHandler

ListViewController Test_ResourceCache VelocifyEventSyncSystem

ListViewMeta Test_RQ VelocifyEventUpsertTaskHandler

ListViewRemoting Test_SalesManagerController VelocifyExportScheduler

LMAuthorizedController

Test_SalesManagerCustomReportController VelocifyHighPriorityBatchSync

ManageNumbersHelper Test_SalesManagerDataControl VelocifyHighPrioritySync

ManualBatchSync

Test_SalesManagerDataControl_OutOfCont VelocifyHistoryRetentionPolicy

MappingType

Test_SalesManagerReportController VelocifyInboundSearch

MappingTypesCache Test_SandboxRemoting VelocifyLeadDeleteTaskHandler

MappingTypeUtils Test_SchemaUtil VelocifyLeadImport

MetadataService Test_SimpleTemplates VelocifyLeadImport2

Mock Test_SMSRemoting VelocifyLeadResetTaskHandler

NewSelectSyncFieldsCmpController Test_SObjectMapping VelocifyLeadSyncSystem

NotificationsRemoting Test_SOMCompositeFieldHandlers VelocifyLeadUpsertTaskHandler

NpsSurveySyncSystem Test_SOMConfigurations VelocifyLowPriorityBatchSync

NylasRemoting Test_SOMLegacyConfigMigrator VelocifyLowPrioritySync

OAuth_ForceMasheryRefresh Test_StaticResources VelocifyManualBatchSyncRest

OAuth_TokenRefresher Test_StaticResourcesController VelocifyOwner2Rest

OAuth_Tokens Test_StatusHelper VelocifyOwnerRest

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ObjectConfigurationManager Test_SupportedObjectManager VelocifyRecalcPriorityBatchSync

ObjectConfigurationRemoting Test_SyncFieldsHelper VelocifyRecalcPrioritySync

ObjectDetailController Test_SyncManager VelocifyRQCall

ObjectPermissions Test_SyncStatusController VelocifySecondarySyncRest

OpportunityBeforeInsertHandler Test_SyncStatusHelper

VelocifySupportScheduledJobsRest

OpportunityBeforeUpdateHandler Test_TestUtilDataLoader VelocifySupportSyncRest

OpportunityContactHelper Test_TimeLineActionsController VelocifySyncRest

OptionalTasks Test_TimeZone VelocifyTokensManager

OverrideRedirectExtension Test_TimeZoneProtectWizard VelocifyTokensService

PCache Test_TLocks VelocifyViewHelper

Perm_Util Test_Trigger_ConfigObjectNameHandler VelocifyWorkflowRest

PersonAccountUtils

Test_Trigger_LeadImportToLeadHandler VoicemailHelper

PreviewLayoutController

Test_Trigger_TrackConversionAsAction VoicemailRemoting

ProcessConfig Test_TriggerWarningController WebAPIService

ProcessFormController Test_TypesUtil WelcomeController

ProcessManager Test_UserLicenses WidgetDashboardController

ProcessRemoting Test_UserPermissions WorkflowValidator

ProcessSteps Test_Util_ArgParser ComponentService (New)

Test_ComponentService (New)

Visualforce Pages / Components

Visualforce Pages

AccountDetailPage LeadProvider

AccountSyncStatus LeadsDetailPage

Actions LeadSummaryReport

ActivityWidget LeadSyncStatus

Admin ListView

AdminWizard LMAuthorized

AdminWizard2 LocalPresence

AgentSummaryReport ManageCallFlows

AssignLicenses NylasAuth

BatchExportStatus OauthRedirect

CallActivitySummaryReport Object_Configuration

CallReports ObjectCriteriaStats

ConfigureTableLayout OpportunitiesDatailPage

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ContactDetailPage OpportunityDetailOverride

ContactSyncStatus OpportunityDetailPage

ConversionSettings OpportunitySyncStatus

CopyStatus Prioritization

DialerTutorial Reconciliation

DialIQ_Fields ResetSandbox

DialIQ2 SalesManager

DialIQ3 SalesManagerCustomDetailReport

Distribution SalesManagerCustomDetailReportExport

Duplicates SalesManagerDetailReport

ExportCriteria SalesManagerDetailReportExport

ExportCriteriaStats Softphone

FinalWizardStep Status

FormProcessStep StatusConfig

GenericDetailPage SyncFields

GenericSyncStatus TriggerWarning

Groups Users

HUD_NextCall Velocify_License

L360LeadView VerifyEmail

LeadDetailsOverride Voicemail

LeadDialerProductivityReport Welcome

Leaderboard WidgetDashboard

Visualforce Components

AdminHeaderCmp L360Styles

AdminManagement NewSelectSyncFieldsCmp

AdminMenu NoDialIQUser

AdminObjectTabCmp NonVelocifyUser

AdminSetUp ObjectCriteriaCmp

AdminStyles ObjectCriteriaStatsCmp

AdminWorkflow ObjectDetail

BatchExportStatusCmp PulseWidgetJavascript

ConversionSettings RequestAuthenticationCmp

CopyStatusesCmp ScriptsCmp

FeatureAccessCmp SelectFieldsCmp

FinishWizard SetupDescriptionCmp

HUD_NextCall StaticResourcesCmp

IncludeResource SyncStatus

Integration_ObjectDetail UserMappingsCmp

Integration_SyncStatus VerifyEmail

L360ButtonStyles Welcome

L360Filter Wizardbuttons

L360ListViewCmp WizardStyles

L360ProgressBar Wizbuttons

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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

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

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:

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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 DialIQ_User

Admin_Diagnostics_CreateCase DIQ_Cold_Enter_Number_Transfer

Admin_Dialer DIQ_Cold_Select_User_Transfer

Admin_Dialer_DataManagement DIQ_Cold_Transfer

Admin_Dialer_DialerReports DIQ_Edit_Already_Called_Cool_Down

Admin_Dialer_InboundCallFlows DIQ_Local_Presence

Admin_Dialer_InboundNumbers DIQ_Next_Call

Admin_Disconnect DIQ_No_Hold_Distribution_Transfer

Admin_Distribution DIQ_No_Hold_Enter_Number_Transfer

Admin_Distribution_DistributionRules 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

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

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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

Lightning Web Component Bundle

Name Type

attributesRenderer

syncStatusView

helloWorldLtng timeline

jsonStringify timelineFilters

lightningFlowsSelect timelineItem

ngErrorCallback timelineRetrieverService

popover timelineWidgetRemotingService

pulseRPC utils

selectLightningComponent velocifyLogo

Additional Components

Name Parent Object Type

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

Velocify Detail Override Settings Custom Setting

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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 Import 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

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 Layout Filter Criteria Page Layout

Filter Criteria Item Layout Filter Criteria Item Page Layout

Invalid Phone Number Layout Invalid Phone Number Page Layout

SyncElement Layout SyncElement Page Layout

Sync Element Layout SyncElement Page Layout

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Transaction Id Layout Transaction Id (Deprecated) Page Layout

Velocify User Layout User 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 Layout Velocify Carousel Page Layout

Velocify Carousel Element Layout Velocify Carousel Element Page Layout

Velocify Combined View Layout Velocify Combined View Page Layout

Velocify Combined View Assignment Layout

Velocify Combined View Assignment Page Layout

Velocify Config Assignment Layout Velocify Configuration Assignment Page Layout

Velocify Conversation Layout Velocify Conversation Page Layout

Velocify Conversation Detail Layout Velocify Conversation Detail 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

Lead Import Layout Velocify Lead Import Page Layout

Velocify Lead Stub Layout Velocify Lead Stub Page Layout

Velocify Leaderboard Layout Velocify Leaderboard Page Layout

Velocify Leaderboard Assignment Layout

Velocify Leaderboard Assignment Page Layout

Velocify Milestone Layout Velocify Milestone Page Layout

Velocify Notification Layout Velocify Notification Page Layout

Velocify Object Configuration Layout Velocify Object Configuration Page Layout

Velocify Preview Layout Layout Velocify Preview Layout Page Layout

Velocify Preview Layout Container Layout

Velocify Preview Layout Container 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

Record History Summary Velocify Record History Page Layout

Record History Details Velocify Record History Page Layout

Record History Item Layout Velocify Record History Item 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 Voicemail Layout Velocify Voicemail Page Layout

VelocifyLayoutView Layout VelocifyLayoutView Page Layout

VelocifyWidget Layout VelocifyWidget Page Layout

Velocify_API Remote Site

Velocify_API_Gateway Remote Site

Nylas Remote Site

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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

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

7/16/2020


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_lib_angular Static Resource

vlfy_lib_jquery Static Resource

vlfy_lib_plugin Static Resource

velocify pulse overview · velo__salesforce_owner_profilename__c formula(text) salesforce owner...

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