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Welcome to Revenue Inbox for Salesforce Knowledge Base



Revenue Inbox is the CRM integration component of our premium guided selling package Revenue Grid. Navigate to the Help center for more details.


The Knowledge Base has the following sections:

  ❓ PRODUCT FAQs Revenue Inbox Frequently Asked Questions; the article gets regular updates based on popular customer enquiries about the product

  📺 VIDEO GUIDES Revenue Inbox Video tutorials; view specific video instructions demonstrating various RI functions and features

  ✅ RI ONBOARDING; this section contains collections of links which describe various aspects of user interaction with Revenue Inbox

  📖 RELEASE NOTES, KB UPDATES; information on the latest product updates: new features, improvements, notable bugfixes and Knowledge Base articles updates

  ✜ GETTING STARTED the section consists of two sub-sections:

        ✚ ESSENTIALS: general Revenue Inbox specifications and supported environments

        ✚ FIRST STEPS: step-by-step guides on installing and running the product followed by overviews of the key Revenue Inbox features and its user interfaces

  ✜ USING THE PRODUCT the section contains articles providing in-detail descriptions of various nuances of product functioning, subcategorized as

        ✚ HOW TO-S - practical use guides covering user interactions with Salesforce granted by the product. Further subcategorized into articles covering Email handling, Event handling, Salesforce records handling, and Miscellaneous articles

        ✚ HOW IT WORKS - explanations of underlying mechanics and the small nuances of RI work patterns, for advanced RI users

  ✜ SETUP & CONFIGURATION this section contains descriptions of advanced settings

        ✚ USER SETTINGS Customization, Synchronization and other settings available to users having corresponding permissions

        ✚ ADMIN SETUP & ACTIONS detailed Administrator’s guides on product deployment and fine-tuning, as well as user management

  ✜ TROUBLESHOOTING section contains step-by-step solutions to known issues which may occur with RI running in different system configurations

  ✜ RI CHROME EXTENSION FOR GMAIL contains guides on setting up and using Revenue Inbox implementation for Gmail / G Suite available as a Chrome browser extension

    Each article is marked with a or Office 365 or Google icon to indicate whether its content concerns Revenue Inbox implementation for Office 365 mailboxes, MS Exchange on-premises mailboxes, or the Chrome Extension for Gmail / G Suite, either two or all of them.

NB: for readability considerations, in Knowledge Base articles Revenue Inbox is referred to as RI.




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