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Velocify Pulse Summer 16 Step-By-Step Guide

Step 1 – Accept the terms of service for Automated Test Suite

 

Step 2 – Select Run test as Admin and Log in as Velocify Admin (You only need to log in and run tests as Velocify Admin when first setting up the account). If you can not retrieve your login credentials, please reach back to us for help.

Step 3 – Confirm the information displayed. If the org isn’t connected to Velocify, you will see the message asking you to connect first. 

Step 4 – Select Sample Record Representative for each of the following: 

  • Account
  • Contact
  • Lead
  • Opportunity

Step 5 – You will be prompted to select records based on your search criteria. Please choose a record that passes any validation field or workflow rule (can not be newly created record). The records need to satisfy the export criteria and get synced with LM.

Step 6 - Submit for Validation

Step 7 – Receive validation that the sign up is completed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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