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.







Number of Opportunities generated per Sequence

This report shows you Opportunities created based on Sequences activity.




Sales generated per Sequence

This report shows you the total amount generated based on Sequences.




Number of meetings generated per Sequence

This report shows you the total number of meetings generated by each Sequences.






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.

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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