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Revenue Grid Docs Revenue Grid setup video tutorials

Setup videos

Add-in Installation • 6 videos

For MS Exchange mailboxes on MacOs • 2:59 min
For MS Exchange mailboxes on Windows • 2:56 min
For Office365 mailboxes on MacOs • 2:23 min
For Office365 mailboxes on Windows • 2:23 min
Desktop (.msi) Add-In Installation • 1:48 min
Extension to your Google Chrome • 1:40 min

Managed Package • 4 videos

Installation • 2:54 min
Adding Sales Engagement widgets to Salesforce interface • 3:56 min
Adding Revenue Inbox tabs to Salesforce interface • 2:00 min
Adding the Revenue Guide widgets and tabs to Salesforce interface • 3:33 min

Set up an Exchange impersonation account and configure Revenue Inbox • 3:24 min
Google Service Account setup for Revenue Inbox • 3:19 min
Mass-authorize Salesforce access to Revenue Grid • 1:17 min

Add-in Installation¶

For MS Exchange mailbox on MacOs¶

For MS Exchange mailbox on Windows¶

For Office365 account on MacOs¶

Revenue Inbox installation for Office365 account on Windows¶

Revenue Inbox Desktop (.msi) Add-In Installation¶

Adding the Revenue Inbox for Salesforce Extension to your Google Chrome¶

Managed Package¶

Refer to this article for Managed Package latest version URL and setup instructions.

Revenue Inbox Managed Package Installation¶

Adding the Sales Engagement widgets to Salesforce interface¶

How to add Revenue Inbox tabs to Salesforce interface¶

Adding the Revenue Guide widgets and tabs to Salesforce interface¶

Set up MS Exchange impersonation account and configure Revenue Inbox¶

Google Service Account set up for Revenue Grid¶

Mass-authorize Salesforce access to Revenue Grid¶

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