Velocify Pulse 23.3 Major Release Notes

Velocify Pulse 23.3 Major Release

These are the release notes for the Velocify Pulse 23.3 Major Release. They include a high-level overview of new features and enhancements 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.

What's in This Release

Highlights of this release include the following:

• UI/UX Updates:

  • Redesigned admin pages

  • Dial-IQ HUD UI updates

• Licenses: Filtering support

• Object Configuration: Field unmapping support

• Sales Manager Home Metrics: Updated error message

• Date/Time Sync Fields: Time Zone update

• Salesforce: API version support

• Dial-IQ:

  • New user-level Settings page

  • Upcoming updates to the internal service that controls Dial-IQ HUD features

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.

Production Deployment Reminder

Prior to the scheduled Velocify Pulse deployment to Production, verify that there are no deleted fields in your org that are yet to be erased.

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.