Velocify Pulse 21.2 Release Notes

Velocify Pulse 21.2 Release

These are the release notes for the Velocify Pulse 21.2 Release. They include a high-level overview of new features, enhancements, and fixed issues, followed by more detailed information and instructions where appropriate.

Refer to the online help and the Guides & Documents and Videos pages for additional information and related documents.

Additional Resources:

View the Velocify Pulse: How to Refresh and Reset a Sandbox Instance Feature Overview

  View the Velocify Pulse: Application Details

  View the Velocify Pulse: Technical Overview

  View the Velocify Pulse: What's New in 21.2 Release Webinar Slide Deck

Watch the What's New video for this release

What's in This Release

  • Sales Manager Home Page:

    • Ability to view information for each object configured for use with Velocify Pulse

    • Opportunities Created metric renamed to Records Created displaying data for the selected object

    • Lead Throughput renamed to Milestone Metrics to support all objects

  • Accessibility: Ongoing accessibility updates in support of WCAG Compliance
  • License: 
    • Automatic assignment of existing synced records to new Licensed Users
    • Warning message for non-licensed users
  • Take Action Comments: Increased to 5000 characters
  • Domain Update: New email address for Velocify notifications
  • List View: Ability to display only Priority View in List View
  • Salesforce Platform: View Agent Status changes in the Streaming Monitor

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Sandbox Testing Reminder

Test all key business processes associated with Velocify Pulse. Review with Users, Sales Manager, and Velocify Admin Profiles and Permission Sets. If you have customizations, such as Custom Permission Sets, Process Builders on Velocify configured objects, custom code or jobs, they should all be tested with this release during the 4 week Sandbox window. If you have questions on suggested Test Cases, reach out to your Velocify Project Team Lead or Laurie Waddell.

System Requirements for Velocify Pulse

Have you reviewed the latest System Requirements?

Before downloading or applying this new Velocify Pulse release, it is important to verify the latest system requirements for Velocify Pulse client machines. Review the System Requirements for Velocify Pulse to ensure your environment meets the requirements needed to operate Velocify Pulse successfully.

 

 

Next Section: Feature Enhancements