Widget Library September 2016

Transcription

1 Widget Library September 2016

2 Widget Library The new Velcify Pulse Widget Library is a highly extensible and flexible framewrk t make each f yur users mre prductive. Widget Library builds n existing functinality in fur ways: 1. Allws fr greater persnalizatin each user/rle can see a different set f widgets fr each Salesfrce Object (Leads, Accunts, Cntacts, and Opprtunities) 2. Expands Widget Layut ptins as well as lcatin widgets f where widgets can be lcated (Pririty View, Detail Page, and nw the dialer HUD) 3. Defines which Related Objects and fields t display in the Related Recrds widgets 4. Prvides additinal ut-f-the-bx default widgets Release Ntes: Access Widget Library Navigate t Velcify Admin tab > Sales Optimizatin > Widgets Types f Widgets There are three different widget types: 1. Velcify (default) 2. Related Recrds 3. Custm 1. Velcify Widgets Widgets with type Velcify are default widgets, which are included in the library The layut clumn indicates the number f layuts the widget has been applied Velcify (default) widgets cannt be mdified 1

3 Velcify Widget Name Velcify Widget Descriptin Prgress Quick visual indicatr f the prgress made in qualifying a recrd Will shw Created Date, Last Distributin, Last Cntact Attempt, Last Cntact, and when Qualified based ff Velcify Actins Taken Timeline Displays all Velcify Activity (distributin, actins), Salesfrce Tasks, and Field updates (if field histry is enabled). Entries are shwn with mst recent activity at the tp Upcming Displays any future Salesfrce Events scheduled fr the assciated recrd Lcal Displays a Ggle Map based ff the address assciated with the recrd. Lcal time and weather are available as cnversatin starters. Verify Used t help supprt prspecting activities verify will suggest patterns based and prbability f crrectness based n ther cntacts within that rganizatin and cmmn practices This allws yu t test that validity f the pattern Dialer Displays which recrd is being dialed Prir t September 2016 release, the Dialer nly appeared in the Left Navigatin pane, nw admins can chse t add this widget t the Detail pages r Pririty View Call Histry Displays the last 10 calls made by the user Call Recrdings Displays the Date / Time/ Duratin f calls made, alng with a link t play the call recrding Take Actin Allws admins t place the Velcify Actin Pane n Detail pages (default) r n the Pririty View 2

4 2. Related Recrds Widget T create a new Related Recrds Widget, select +New Widget buttn Enter; Name f Widget Enter: Descriptin f Widget Chse Type: Related Recrds frm drp-dwn list Custmize Widget Select Object Type that applies t the new widget frm drp-dwn list Leads, Accunts, Cntacts, r Opprtunities Select Related Object frm drp-dwn list Add Fields t Table Type in field t search fr field name 3

5 As fields are added, field will display in the Related Recrds bx (t the right) s it is easy t view the fields that have been selected Click Save Can Edit r Delete Related Recrds Imprtant Nte: The Related Recrd Widget allws fr a maximum f six fields t be displaye 3. Custm Widget Select +New Widget buttn Enter: Name f new Widget Enter: Descriptin Chse Type: Custm frm drp-dwn list Enter URL fr Visual Frce page that will link the custm widget Use the settings icn t pass parameters t the Visual Frce page 4

6 Click Submit t save changes and see preview f widget Example f preview: Can Edit r Delete Custm Widget Widget Administratin Multiple widgets can be created based n specific needs Widget Lcatins Widgets can be used in three different lcatins Pririty View Expanded Pririty View Detail Page Lead, Accunt, Cntact, Opprtunity) Dial IQ Heads-Up Display (HUD) If using Dial IQ Navigate t Velcify Admin tab > Sales Optimizatin > Widget Layuts 5

7 1. Create a New Pririty View Layut Navigate t Velcify Admin tab > Sales Optimizatin > Widget Layuts Click +New Widget Layut buttn The Edit Widget Layut Cnfiguratin screen appears: Enter: Cnfiguratin Name Enter: Descriptin Default Layut Check this bx t Set this cnfigured layut as a default Select Users/Prfile fr wh will see this widget Check bx next t user s name 6

8 Select Lcatin: Pririty View frm drp-dwn bx Select Object : Lead, Opprtunity, Accunt, r Cntact Click Radi Buttn t select Pririty Preview Layut Custmize Widgets fr Pririty View Click Add a tab Chse widget frm drp-dwn list Click Add Click Save Cnfiguratin buttn Example f Lcal Widget 7

9 2. Detail View Layut Create a Detail View Layut Navigate t Velcify Admin tab > Sales Optimizatin> Widget Layuts Click +New Widget Layut buttn The Edit Widget Layut Cnfiguratin screen appears: Enter: Cnfiguratin Name Enter: Descriptin Default Layut Check this bx fr Set this cnfigured layut as a default Select users/prfile wh will see this widget Check bx next t user s name 8

10 Select Lcatin: Detail frm drp-dwn bx Select Object : Lead, Opprtunity, Accunt, Cntact Click Radi Buttn t select Detail (nly ne layut per bject fr Detail) Custmize Detail Widgets Click Add a tab Chse widget frm drp-dwn list Click Add buttn Click Save Cnfiguratin Imprtant Nte: The Detail Layut allws fr a maximum f five widgets t be added 9

11 3. Widget Layut fr Dial IQ Heads-Up Display (HUD) Navigate t Velcify Admin tab > Sales Optimizatin> Widget Layuts Click +New Widget Layut buttn The Edit Widget Layut Cnfiguratin screen appears: Enter: Cnfiguratin Name Enter: Descriptin Check bx if want t select as Default Layut Select Users/Prfile wh will see the widget Check bx next t user name 10

12 Chse lcatin: HUD Select Layut (there is nly ne layut fr HUD) Custmize HUD Widgets Click +Widget Chse Dialer r Call Histry frm drp-dwn list Click Add buttn Click Save Cnfiguratin buttn Dialer will display the standard dialer Call Histry will display last 10 calls made by user (all calls made and nt the last 10 calls fr selected recrd) 11

13 Widgets User Experience Expanded Pririty View Will display the specific widgets per the defined Pririty View Widget Layut assigned t user Detail Widgets Will appear in Velcify sectin n Accunt, Cntact, Lead, and/r pprtunity (as applicable) 12

14 Dial IQ HUD Dialer HUD (nt n a call) Dialer HUD (in a call) Call Histry Tab 13