The second Managed Package for complete integration Sales Engagement component with SFDC

3 min read - updated few hours ago


Package name: Revenue Engage managed package.
Link to the managed package: Here

With this managed package installed, you integrate data generated within Sequences workflow into corresponding SFDC screen and gain access to valuable reports.



Lead Sequence Activities Totals

The report displays total number of steps logged by each Sales rep across all Sequences ran on leads.






Lead Sequence Activities

The report displays total number of steps logged by each Sales rep grouped by Sequences ran on leads.






Lead Sequence Activities per Step Type

The report displays total number of steps logged by each Sales rep grouped by types of steps ran on leads.






Contact Sequence Activities Totals

The report displays total number of steps logged by each Sales rep across all Sequences ran on contacts.






Contact Sequence Activities

The report displays total number of steps logged by each Sales rep grouped by Sequences ran on contacts.





Contact Sequence Activity per Step Type

The report displays total number of steps logged by each Sales rep grouped by types of steps ran on contacts.





New engaged leads

This report displays how many total leads have been engaged for the first time during the recent week (change period in filters.)






These reports are placed into a REVGRD folder in SFDC.

By default the reports grab data for the recent week, but you can change it in filters.








Custom Fields:

Custom field are not placed on SFDC canvases by default. In order to add them, go to Setup and add preferred custom fields onto respective canvas.






Here is the list of available fields that come within the managed package.

Custom field SFDC object Released
Sequence Step Number Activity Yes
Sequence Name Activity Yes
Success Rate Campaign Yes
Reply Rate Campaign Yes
Sequence Step Type Activity Yes
Opt Out Rate Campaign
Open Rate Campaign
Fail Rate Campaign
Click Rate Campaign
Is In Active Sequence Contact
Last Completed Step Number Contact
Last Completed Step Date Contact
Last Completed Sequence Date Contact
Num Of Sequences Contact
Num Of Active Sequences Contact
Next Step Number Contact
Next Step Date Contact
Last Completed Step Number Lead
Last Completed Step Date Lead
Last Completed Sequence Date Lead
Is In Active Sequence Lead
Num Of Sequences Lead
Num Of Active Sequences Lead
Next Step Number Lead
Next Step Date Lead
Sequence Name Opportunity



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