High Velocity Sales issues


Note: This article applies to PureCloud for Salesforce.

The PureCloud for Salesforce integration can automate your progress through the steps of a sales cadence in Salesforce, including a sales cadence that contains branch steps. However, the integration may be unable to track progress through a sales cadence correctly or at all for several reasons:

  • Administrators did not select Enable High Velocity Sales in the call center settings.
  • The names of call results in the sales cadence and the wrap-up codes on a queue in PureCloud do not match.
  • Administrators added the call results in the sales cadences as wrap-up codes in PureCloud, but not as wrap-up codes on a queue.
  • Agents did not initiate the call flow in the sales cadence by clicking the Click to Dial button. 
  • Agents did not configure the Queue settings in the client. 
  • Agents did not type the name of the queue in the On Behalf of Queue text box before they made calls in the client.
  • Agents did not select a wrap-up code that is mapped to call results in Salesforce.

For more information, see Configure PureCloud for Salesforce and PureCloud for High Velocity Sales, Make a call with High Velocity Sales, and High Velocity Sales with PureCloud for Salesforce.

For more information about the integration, see About PureCloud for Salesforce.