Revenue Intelligence & Signals Rollout¶

[admin-level article]

1 min read

This article describes the step-by-step rollout of revenue intelligence and signals. It includes the steps that should be performed by the org’s admins (e.g., Salesforce and corporate firewall configuration, Managed package installation, assignment of Signals Managers and signals configuration) and by the solution’s end users (e.g., installation of RG Email Sidebar, signing in to Revenue Grid). All described steps are mandatory to ensure the correct functioning of the solution.

Important

Revenue intelligence and signals must be rolled out by users with admin rights in Salesforce and Revenue Grid. The first user who signs up with the solution automatically acquires admin rights in Revenue Grid.

Revenue intelligence rollout comprises the following steps:

Step 1. Configure your Salesforce

Step 2. Install Revenue Grid Salesforce managed package

Step 3. Configure the corporate firewall

Step 4. Install RG Email Sidebar

Step 5. Sign in to Revenue Grid

Step 6. Configure Signals

Step 1. Configure your Salesforce¶

Note

The Salesforce configuration described below is not obligatory. Out-of-the-box, revenue intelligence and signals can function without them. However, it’s recommended to finetune your Salesforce space as described because these prerequisites contribute to better data visualization and visibility in reports, forecasts, and charts.

Revenue Grid uses Salesforce data for analytics, forecasts, reports, and other revenue intelligence functionality. Correct configuration and setup of your Salesforce org are crucial to ensure that the whole range of the functionality offered by the solution is available to users.

1.1. Configure customized My Domain in Salesforce

1.2. Enable Collaborative Forecasts

1.3. Set up the Role Hierarchy

1.4. Enable users in Collaborative Forecasts and assign forecast managers in Forecast Hierarchy

1.5. Assign Quotas to Users

1.6. Check your org’s Forecast Categories configuration and if necessary adjust the mapping between Opportunity Stages and Forecast Categories

1.7. Create a new Salesforce list view to filter the Opportunities to be displayed in Revenue Grid

Step 2. Install Revenue Grid Salesforce managed package¶

Revenue Grid Salesforce managed package is a part of the solution that should be installed to enable the additional features like the auxiliary custom fields, classes, widgets, forecasts, reports, and other components.

Installation of Revenue Grid Salesforce managed package consists of several steps:

2.1. Install Revenue Grid managed package

2.2. Configure the Revenue Grid app in Salesforce

2.3. Configure RG Widgets in Salesforce

Updating managed package

Revenue Grid managed package gets updated regularly. Each update includes functionality improvements and bugfixes. Thus, to ensure that your company can take the most of using Revenue Grid, it’s crucial to have the latest version of Revenue Grid managed package installed.

You can find the link to the latest version of the package in the topmost section of this article

Step 3. Configure the corporate firewall¶

Configure your corporate firewall to work with Revenue Grid as described in this article.

Step 4. Install RG Email Sidebar¶

Next, end users must install RG Email Sidebar and activate the sync by connecting their Salesforce account and mailbox.

Refer to this article for the list of articles describing how users can install and run RG Email Sidebar on different operating systems, mail servers, and devices.

Tip

If your company requires other deployment scenarios other than the independent installation of the solution by end users, refer to the Frequently asked questions section below to learn more about mass deployment and impersonation options

Step 5. Sign in to Revenue Grid¶

Next, the end users must sign in to Revenue Grid as described in this article using the same mailbox and Salesforce account they specified on signing in with RG Email Sidebar.

Step 6. Configure Signals¶

Besides the signals that are enabled by default and manually created by the end users, Revenue Grid also offers configurable signals that are created and managed by admins and Signals Managers, i.e., users with signals configuration management rights.

In this step, admins should appoint users who can manage signals in Revenue Grid and configure the signals in the Signals Builder to ensure that users get the required notifications.

6.1. Allow signals configuration management for specific users

6.2. Configure the necessary signals in Signals Builder

Important

A prerequisite for using all signals is the sync activation by connecting with the Salesforce account and mailbox and signing in to Revenue Grid. It means that only the users with active sync, who signed in to Revenue Grid at least once, will receive all relevant signal notifications. If the sync is not active, Revenue Grid is not able to detect any inbound/outbound emails and events in user’s mailbox. Thus, no signals based on this data are generated.

Frequently asked questions¶

This section provides the answers to the most frequently asked questions about revenue intelligence rollout.

1. How to provision the end users if my company won’t use RG Email Sidebar with the revenue intelligence?¶

If your company will not use RG Email Sidebar, the end users should be provisioned with the user Registration Wizard as described in this help article. Our Support team will provide you with the Registration Wizard link tailored specially for your company.

2. Are there any options for mass deployment of RG Email Sidebar?¶

Yes, mass deployment scenarios are available for all compatible mail servers:

3. Can my company use Impersonation for easier management of the connection?¶

If necessary, you can use the Impersonation to ensure the for easier management of the users’ connection. Refer to the relevant help article to learn how to configure it:

4. With what Salesforce editions is revenue intelligence compatible?¶

Revenue intelligence and signals are compatible with all Salesforce editions that include Collaborative Forecasts, including Sales Cloud, Sales & Service Cloud, Financial Services, Experience Cloud editions.

Refer to this article for more specific information on supported Salesforce editions.

5. Can revenue intelligence be used with Partner Community licenses?¶

Revenue intelligence is compatible with Salesforce Partner Community licenses. Your partner portal user’s opportunities roll up to the forecast of the account owner, who is this user’s forecast manager in the role-based forecasts hierarchy.

Refer to this Salesforce guide to learn how partner portal users can work with Collaborative Forecasts.

Important

Revenue Grid supports only the following Salesforce Experience Cloud subdomains: force.com, salesforce.com, siteforce.com, my.site.com