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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.
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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:
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)
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
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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
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)
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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)
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
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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:
Field Label API Name Data Type
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:
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
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
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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