Velocify Pulse 26.1 Sandbox Release Notes

Velocify Pulse 26.1 Major Release

These are the release notes for the Velocify Pulse 26.1 Sandbox Release. They include a high-level overview of new features, enhancements, and fixed issues, followed by more detailed information and instructions where appropriate.

What's in This Release

Highlights of this release include the following:

  • Sales Manager: New Leads and Calls On/Off report

  • Call Transcription: Use this new feature to view a transcript of any Call Recording

  • UI Updates

    • Distribution Rules Pages: All Distribution Rules pages fully redesigned to meet WCAG 2.1 accessibility standards

    • Adjustable Column Widths in Admin Tables: Admins can now adjust column widths in specific data tables

Take me there...

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