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.
Sequences related reports in SFDC:¶
Number of Opportunities generated per SequenceThis report shows you Opportunities created based on Sequences activity.
Sales generated per SequenceThis report shows you the total amount generated based on Sequences.
Number of meetings generated per SequenceThis report shows you the total number of meetings generated by each Sequences.
Lead Sequence Activities TotalsThe report displays total number of steps logged by each Sales rep across all Sequences ran on leads.
Lead Sequence ActivitiesThe report displays total number of steps logged by each Sales rep grouped by Sequences ran on leads.
Lead Sequence Activities per Step TypeThe report displays total number of steps logged by each Sales rep grouped by types of steps ran on leads.
Contact Sequence Activities TotalsThe report displays total number of steps logged by each Sales rep across all Sequences ran on contacts.
Contact Sequence ActivitiesThe report displays total number of steps logged by each Sales rep grouped by Sequences ran on contacts.
Contact Sequence Activity per Step TypeThe report displays total number of steps logged by each Sales rep grouped by types of steps ran on contacts.
New engaged leadsThis 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 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.
|Component Name||Parent Object||Type|
|Sequence Name||Activity||Custom Field|
|Sequence Step Type||Activity||Custom Field|
|Sequence Step Number||Activity||Custom Field|
|Fail Rate||Campaign||Custom Field|
|Click Rate||Campaign||Custom Field|
|Opt Out Rate||Campaign||Custom Field|
|Open Rate||Campaign||Custom Field|
|Success Rate||Campaign||Custom Field|
|Reply Rate||Campaign||Custom Field|
|Num Of Sequences||Contact||Custom Field|
|Num Of Active Sequences||Contact||Custom Field|
|Last Completed Sequence Name||Contact||Custom Field|
|Last Completed Sequence Date||Contact||Custom Field|
|Last Completed Step Number||Contact||Custom Field|
|Last Completed Step Date||Contact||Custom Field|
|Next Step Number||Contact||Custom Field|
|Next Step Date||Contact||Custom Field|
|Last Active Sequence Name||Contact||Custom Field|
|Is in Active Sequence||Contact||Custom Field|
|Last Completed Sequence Name||Lead||Custom Field|
|Last Completed Sequence Date||Lead||Custom Field|
|Last Completed Step Number||Lead||Custom Field|
|Last Completed Step Date||Lead||Custom Field|
|Next Step Number||Lead||Custom Field|
|Next Step Date||Lead||Custom Field|
|Num Of Sequences||Lead||Custom Field|
|Num Of Active Sequences||Lead||Custom Field|
|Last Active Sequence Name||Lead||Custom Field|
|Is in Active Sequence||Lead||Custom Field|
|Last Completed Sequence Name||Opportunity||Custom Field|
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