VivunOne

Enhancements

Deactivated Users

• Permission Sets and Managed Package Licenses are automatically removed from deactivated users in both Vivun and Salesforce.

PreSales Operations

Enhancements

Journeys Beta Updates

• Receive alerts when Opportunities no longer align with their current Journey.
• Unassigned Opportunities now appear in an Unassigned Journey with default PreSales Stages.
• Hide and reorder Journeys on the funnel.
• Search hidden Journeys to find Opportunities matching specific criteria.

Deliverables Updates

• New ‘Mark as Complete’ button for Deliverables.
• Updated layout on th Deliverable slide-out to include Deliverable Type, Account, Owner, Opportunity, Hours, and Status.

Hero Score Updates

• Enhanced details on the Hero Score summary breakdown.

Calendar Improvements

• Pop-out for Events on Month View: View all events in a pop-out box when clicking +More.
• Removal of Day for Calendar View: Choose from Week, Work Week, or Month.
• Legend on Calendar View: Understand event statuses with a legend.
• Set Preferences for Deliverable: Filter, sort, or date preferences for Deliverables.

Product-Field Alignment

Features

Chrome Extension: LLM Powered Suggestions

• Creating Account and Opportunity Gaps on the Chrome Extension now leverages our LLM-powered Product Gap suggestions.

Enhancements

Filter Product Gap Suggestions

• Filter suggestions by Product Line and/or Product Area when creating Account or Opportunity Gaps.

Productboard: Leverage Integration User

• Use the Vivun Integration User for automatic connection between Productboard and Vivun.

Creating Jira Issue Includes PGap Summary & Description

• When creating a Development Item for a Jira Issue, the Product Gap’s Summary & Description pre-populates.

Xpert Analytics

Features

New Dashboard: Credit Consumption

• Track your organization’s quarterly credit consumption on the Credit Consumption Dashboard.

Enhancements

Sigma Update: View Underlying Data

• You can view underlying data for visualizations and metrics on Xpert Analytics Dashboards.

Bug Fixes

Vivun is always working to improve the user experience; these releases also include various bug fixes. Login to the Support Portal for more details.

PreSales Operations

Enhancements

Journeys Beta

• The Journeys beta is now open and available to all customers, and includes significant updates! Reach out to your Vivun TAM if you are interested in enabling Journeys in your organization.

Calendar Improvements

• Ability to select or deselect all Activity Types.
• Toggle on/off your Account, Opportunity, and Activity Type filters in the Events dropdown.

Product-Field Alignment

Features

Aha! Integration Generally Available

• The Vivun and Aha! integration is now generally available!

Xpert Analytics

Enhancements

Updated Navigation

• Dashboards are now grouped into three categories: People, Process, and Product.
• The navigation you know and love from other Vivun modules is now available in Xpert Analytics.

Vivun Managed Package

Vivun Hero Managed Package 2.19 is now available for upgrade! The latest managed package includes bug fixes, performance enhancements, and additional Team Member Request (TMR) capabilities. Reach out to your Vivun TAM to upgrade!

Bug Fixes

Vivun is always working to improve the user experience; these releases also include various bug fixes. Login to the Support Portal for more details.

VivunOne

Enhancements

User Experience Updates

• VivunOne Admins can edit a user’s role from the user profile under Settings > Users by clicking Modify.
• Licenses page is updated in Settings under Organization > Licenses. Each module now has a tab with license types and counts.

PreSales Operations

Enhancements

Journey Funnel Improvements

• Account Name Search on Journeys/Funnel: Search results now include both Account and Opportunity Names.

User Interface Updates

• Team Member Request Configuration sections under Setup > Configuration are renamed.
• Navigation and Action Menu Items moved to the upper-right across the PSO and PFA modules: Notes, Alerts, Help, User menu. 

Calendar Improvements

• Preferences for Activity Type can now be set and saved.

Demo Automation

Enhancements

Drag and Drop Steps

• Reorder captured screens and overlays in the film strip by dragging and dropping.

Xpert Analytics

Enhancements

Product Gap Deal Risk Dashboards

• Click on Product Gap in the graph or select it from the dropdown to filter and view associated Opportunities.

Activity Trends Dashboard

• New visualization: Activity Attach Rate by Month, showing the top 10 most common Hero Activities and the percentage of open Opportunities with an Activity attached each month.

Team Member Effort Dashboard

• New Team Member Effort Drill Down to provide detailed insights into specific Activities your team is working on.

Vivun Features in Beta

The following features and enhancements are currently in open beta. Interested? Reach out to your Vivun TAM to learn more.

• Opportunity Journeys – Create multiple funnels that represent your different teams’ PreSales process.

Bug Fixes

Vivun is always working to improve the user experience; these releases also include various bug fixes. Login to the Support Portal for more details.

VivunOne

Enhancements

Users and Teams – The following improvements to the User and Team Management interface in Vivun Settings are available, including:

• Filtering on the User table shows the filter criteria as dropdowns.
• The ability to add multiple users at once to a team under Teams.

Third-Party Cookies for Login – You no longer need to enable third-party cookies for login to VivunOne.

PreSales Operations

Enhancements

Hero Activity Status – To provide a more streamlined experience, the ‘Status’ for a Hero Activity is removed from all Hero Activity slide-outs.

Team Member Request Exception – You now have the ability to mark a Team Member Request in Vivun as an exception and submit it.

Hero Score Now Includes Gaps – The Hero Score model and associated visualization now includes Opportunity Gaps on the timeline.

Calendar Improvements – The following improvements to Vivun Calendar are now available:

• Filters for Account and Opportunity in the Calendar Event Table are moved to Set Preferences dropdown.
• Event Details now include Attendee Status for every attendee.

Product-Field Alignment

Enhancements

Account & Opportunity Gap Slideout: Product Gap Suggestions – When you open an existing Account or Opportunity Gap in the slideout, LLM powered suggestions are available when you click ‘Get Suggestions.’

Cross-Object Filtering on Lookup Fields – Cross-object filtering on lookup fields is now supported.

Vivun-Jira Cloud Integration Improvements – There are now additional details included in Jira Cloud from Vivun Product, Account, and Opportunity Gaps, along with an updated UI for a better user experience.

Demo Automation

Enhancements

Overlays on Image Steps – You can now add overlays on image steps, with a similar experience to adding an overlay to a captured screen.

My Library – All Guides and Collections created by you are now located under one menu, My Library. You can add new Guides, Collections, or Folders and add Guides and Collections into Folders. You can also search My Library to find Guides, Collections, or Folders created by you or shared with you.

Share Collections With Your Organization – You can now share and unshare Collections with your organization.

Rename Media Steps – You can rename Media Steps in a Guide.

Extension Screenshots – The ability to take a screenshot is now available from the extension; the experience is similar to capturing a screen.

Xpert Analytics

Features

New Dashboards – Xpert Analytics introduces two brand-new Dashboards:

• Team Adoption, and
• Deliverable Trends

Vivun Features in Beta

The following features and enhancements are currently in open beta. Interested? Reach out to your Vivun TAM to learn more.

Vivun is always working to improve the user experience; these releases also include various bug fixes. Login to the Support Portal for more details.

Managed Package 2.16 – Managed Package 2.16 introduces the ability to create a Team Member Request for an Account without an Opportunity.

Opportunity Journeys – Create multiple funnels that represent your different teams’ PreSales process.

VivunOne

Enhancements

• User Interface Updates – Various improvements to the User Management interface in Vivun Settings include are now available, including: 
  • When adding users by CSV,
  • When adding users by email, and 
  • When modifying users or bulk adding.

• Third-Party Cookies for Login – You no longer need to enable third-party cookies for login to VivunOne. 

PreSales Operations 

Enhancements

• Calendar Improvements – The following improvements to the Calendar experience are now available:
  • You can now sort your events in the Events table by Smart Suggestion or Date. 
  • Your hide/show preferences for the Events table are saved in your local browser, and remembered when you navigate away.

• [Beta] Journeys – Updates to the Journeys beta include: 
  • Your Journeys tabs now appear below the Search and Filter settings.
  • The stages in the Hero Score visualization reflect the configured Stage Display Name used in the Journey.
  • Opportunities not assigned a stage in a Journey appear in the ‘No Stage’ column.

Interested in the Journeys Beta? Reach out to your Vivun TAM!

Product-Field Alignment

Enhancements

• Enhanced Gap Capture – Now generally available! Enhanced gap capture leverages a Large Language Model (LLM) to provide intelligent suggestions to gap creators, and improves the Account and Opportunity Gap capture experience.
• [Beta] Aha! Connection Updates – The Vivun-Aha! integration now allows you to have all users automatically connected to Aha! by using the Integration User.
  Interested in the Aha! Integration Beta? Reach out to your Vivun TAM!
• [Beta] Productboard Insights – The Vivun-Productobard integration now supports Insights.
  Interested in the Productboard Integration Beta? Reach out to your Vivun TAM!

Demo Automation

Various bug fixes.

Xpert Analytics

Features

• New Dashboards – Xpert Analytics introduces three brand-new Dashboards:
  • Technical Forecast,
  • Team Pairing Performance, and 
  • Product Gap Deal Risk

Vivun Features in Beta

The following features and enhancements are currently in open beta. Interested? Reach out to your Vivun TAM to learn more.

• Vivun Integrations – Aha! and Productobard integrations are available.
• Managed Package 2.16 – Managed Package 2.16 introduces the ability to create a Team Member Request for an Account without an Opportunity.
• Opportunity Journeys – Create multiple funnels that represent your different teams’ PreSales process.

Bug Fixes

Vivun is always working to improve the user experience; these releases also include various bug fixes. Login to the Support Portal for more details.

PreSales Operations 

Enhancements

• Recurring Events in Calendar – When you link an entire event series from your calendar, if you select ‘All Events,’ Vivun sets the number of days to recur to 7. Previously, the calendar set the recurring event to 90 days.

Product-Field Alignment

Enhancements

• [Beta] Enhanced Gap Capture Improvements – Various improvements to the enhanced Gap Capture experience are available to beta participants, including gap match indicators and UI adjustments.
  Interested in the beta? Reach out to your Vivun TAM!

Demo Automation

Features

• Theming – You now have the ability to universally theme your Demo Automation Guides at the user level. This includes creating, editing, deleting, reusing, and setting default  themes.
• Image Step Display Options – Guide editors now have the ability to customize how images fill the viewport, including behavior, size, and alignment. 

Xpert Analytics

Enhancements

• Team Member Metrics Updates – The Team Member Metrics dashboard now includes:
  • A filter for Opportunity Type,
  • Drill-downs for each Team Member Metric KPI on the page, and
  • Detailed side-by-side comparisons of KPIs by team member.

Vivun Features in Beta

The following features and enhancements are currently in open beta. Interested? Reach out to your Vivun TAM to learn more.

• Vivun Integrations – Aha! and Productobard integrations are available.
  
• Enhanced Gap Capture – Enhanced gap capture leverages a Large Language Model (LLM) to provide intelligent suggestions to gap creators.
  
• Managed Package 2.16 – Managed Package 2.16 introduces the ability to create a Team Member Request for an Account without an Opportunity.
• Opportunity Journeys – Create multiple funnels that represent your different teams’ PreSales process.

Bug Fixes

Vivun is always working to improve the user experience; these releases also include various bug fixes. Login to the Support Portal for more details.

Vivun Platform Release 1.4

VivunOne

Enhancements

• Login Updates:
  • If your organization only uses Salesforce for authentication, you cannot disable the connection once configured.
  • Access to Vivun is only available with the Salesforce account associated with Vivun.
  • To confirm you are logging into the correct organization, you are prompted to login when switching to a different Vivun organization.

• Users and Teams Improvements – Various updates to improve the experience when adding, updating, and uploading users and teams.

PreSales Operations and Product-Field Alignment

Features

• Customize Opportunity Layout Configuration – You can now customize the Opportunity Layout for your organization.

Enhancements

• [Beta] Productboard Improvements:
  • Search of Productboard when creating a Development Item in Vivun now includes Title and Description of the Productboard Feature.
  • More context in search results.
  • Links to the Feature in Productboard to see the full description before linking a Development Item in Vivun to a Productboard Feature.
  • Link and Description are now included from the Create modal.

Vivun Features in Beta

The following features and enhancements are currently in open beta. Interested? Reach out to your Vivun TAM to learn more.

• Vivun Integrations – Aha! and Productobard integrations are available.
  
• Enhanced Gap Capture – Enhanced gap capture leverages a Large Language Model (LLM) to provide intelligent suggestions to gap creators.
  
• Managed Package 2.16 – Managed Package 2.16 introduces the ability to create a Team Member Request for an Account without an Opportunity.
  
• Opportunity Journeys – Create multiple funnels that represent your different teams’ PreSales process.

Demo Automation

Features

• Media Overlays – Media Tooltips can be added to captured screens; this includes both video and image files.
• Edit Bulk Text – You can now bulk edit text across all screens in a Guide. 

Bug Fixes

Vivun is always working to improve the user experience; these releases also include various bug fixes. Login to the Support Portal for more details.

Vivun Platform Release 1.3

PreSales Operations and Product-Field Alignment

Features

• Filters on Lookup Fields – Vivun now respects filters added to user lookup fields in Salesforce on Deliverables, Hero Activities, Accounts, and Opportunities.
• List Views Asynchronous Export – You now have the ability to export up to 100,000 records from Vivun asynchronously to avoid API Gateway timeouts and execution time limits. The export continues in the background, and you receive a notification when complete; do not close the window while the export is in progress.
• Optimistic Opportunity Updates – As part of continuous improvements to the Vivun user experience, now when you update an Opportunity from the Funnel or slide-out, those updates are reflected in Vivun immediately. If updates to the Opportunity do not sync, you receive an error and a Hero Alert with the option to retry or view your unsynced edits. Additionally, if another user makes changes to the same Opportunity before your changes sync, you receive a message with the ability to review before syncing.

Enhancements

• Hero Score Settings – Manual input of PreSales Stages and Primary Competitor are no longer relevant to the score calculation, as we automatically calculate and track the historical win rates for PreSales Stages against certain competitors.
• Funnel Saved Views – In PreSales Operations, if a user is no longer licensed, their public saved views on the Funnel are excluded and cannot be selected by others.
• Filters on Lookup Fields – Vivun now respects filters added to user lookup fields in Salesforce on Deliverables, Hero Activities, Accounts, and Opportunities.
• Account Fields on Opportunity Filters – The Funnel and Opportunity List Views now provide the ability to pull Account Fields into the Opportunity Filter, allowing you to search Opportunities by related Account information.
• List View Column Totals – All List Views now include totals for columns with formula currency values.
• Jira App Authentication Change – The Jira Integration’s authentication is updated to provide a backwards compatible connection, and ensures a more stable connection.
• User Experience Improvements:
  • The Hero logo is replaced with an App Switcher in anticipation of VivunOne and our move to one platform. You can navigate between the modules you have access to. Workspace opens Funnel View and Product Alignment opens List View. If you are not a  Demo Automation or Xpert Analytics customer, you are redirected to Vivun’s website. 
  • The browser favicon is updated from an H to a V.
  • The navigation paths for Settings and the Integration user are updated. 
• Permission Sets – To better align with the action performed under Permission Sets in Settings, the text above the buttons to create permission sets, schedule a sync, and manually run a sync are updated.
• Improved Saved Views on the Funnel: 
  • An indicator bar to show your current selection.
  • Hot keys for Search, Views, and Filters using the tab key on your keyboard.

• Clear Dependent Fields When Parent Field Clears – When a new Hero Activity is created and the parent field is cleared, the dependent children field(s) also clear. Similarly when you select a child field, the parent field automatically populates.

Features in Beta

The following features and enhancements are currently in open beta. Interested? Reach out to your Vivun TAM to learn more.

• Configurable Opportunity Layout Beta – Customize your Opportunity Card Layout with the ability to add, remove, and reorder sections and custom fields.
• Vivun Integrations – Aha! and Productobard integrations are available.
• Enhanced Gap Capture – Enhanced gap capture leverages a Large Language Model (LLM) to provide intelligent suggestions to gap creators.
• Managed Package 2.16 – Managed Package 2.16 introduces the ability to create a Team Member Request for an Account without an Opportunity.

Demo Automation

Features

• Links in Tooltips – You can now add links in tooltips that take your Guide viewers to an external website.
• Guide Collections – You now have the ability to create, edit, and share a curated selection of Guides as a Collection. 
• Media Steps – Add images or videos as a separate step to your Guide. The images and videos are sized to maintain a proper aspect ratio, and include a default cover page if the first step in a Guide. The following file types are supported: 
  • Image – JPEG, GIF, or PNG up to 1GB
  • Video – WEBM or MP4 up to 1GB
• Guide Details – See views and viewer data on each Guide. Guide Details allows you to see total Guide views, total unique Guide viewers, average Guide view duration. Additionally, you can see  the user(s) that viewed the Guide, how many steps they saw and their Guide completion rate, and how long they spent on the Guide. You also have access to insights for each individual Guide step, including the step type, screen it appears on, and the average duration and exit rate for the step. 
• Viewer Insights – Drill-down to see specific insights related to viewers of your Guides.
• Share and Unshare Guides – The ability to share and unshare Guides, as well as view Guides shared with you is now available. Once you share a Guide, a people icon appears to let you know that guide is shared. By default, Organization Access is set to Restricted. You can change the sharing setting from Restricted to ‘Anyone in your organization,’ which allows anyone part of your organization to view your Guide. The Guide then appears for users in your organization under their ‘Shared With Me’ page. You can revoke access to shared Guides at any time.
• Duplicate Guides – You can now duplicate Guides from My Guides. Duplicated Guides include ‘copy’ at the end of the Guide name, with each additional copy including a number; for example, ‘My Cool Guide,’ ‘My Cool Guide copy,’ ‘My Cool Guide Copy 2,’ and so on.
• Add Hotspot Overlay – In addition to tooltips and editing text, you can now add, delete, and reorder hotspots as an overlay on captured screens. The hotspot adds a border around the element, and a pulsing dot.

Enhancements

• Viewer Identification – For Guides or Collections that are shared externally, you can now require viewers to enter their email address to access a Guide or Collection.
• Navigation Improvements
  • When you click to edit a Guide, the Guide opens in edit mode in a new tab. This is available by clicking the pencil icon to edit a Guide from either My Guides List or Grid views. 
  • The File menu in edit mode of a Guide is updated to include Add To Collection, Duplicate, Rename, and Delete.

• Guide Editing Updates
  • Now in edit mode of a Guide, when you add a text Overlay without heading or body text, the placeholder text “Heading” and “Body” is not visible to guide viewers. Instead, the Overlay’s Heading and Body fields are optional.
  • The keyboard shortcut to capture a screen is updated to CTRL + SHIFT + S so it can be used on both Mac and Windows.
  • Embedding Guides in iFrames is now supported. 
• Film Strip Updates 
  • Click the thumbnail of a captured screen to go to the first step on the selected thumbnail.
  • Expand and collapse the film strip by clicking on the arrow while in edit mode.
  • A video icon appears to denote a video step.
• Tooltip Improvements – You can now click the pulsing dot from a tooltip or hotspot and go to the next step in the Guide. Additionally, entered text autosaves when adding or editing tooltip text.
• Overlay Settings – You can now adjust your overlay’s orientation and alignment, turn a hotspot on or off, and show or hide the navigation buttons. 
• Guide Preview – You now have the ability to preview a Guide from the step you are currently on while in edit mode as well as from the beginning of the title page. You can also ‘‘Restart Guide’ once you reach the last step.

Bug Fixes

Vivun is always working to improve the user experience; these releases also include various bug fixes. Login to the Support Portal for more details.