Revenue Grid Managed Package & Salesforce Visual Components Setup¶
For users of the Email Sidebar on:
10 min read
To enable the full scope of Revenue Grid features after installing the Solution, the local Salesforce Admin should install a special Revenue Grid Salesforce managed package that includes a number of auxiliary custom fields, classes, and other components. The package was previously known as the Revenue Grid managed package.
You can get the latest version of the managed package here:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKW000000cCuz
Managed package for Professional Salesforce edition: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1P0000006KNH
The Publisher name of the package InvisibleCRM is an old brand name of Revenue Grid.
Besides providing the auxiliary elements, the managed package enables Revenue Grid controls integration into Salesforce user account interface, using a custom Salesforce Canvas app mechanism. This possibility is available for both Salesforce Classic UI and Salesforce Lightning Experience.
Note
The managed package is guaranteed to be secure, confidential, and free of any malicious content, under Revenue Grid Privacy & Security policies
Note
If the error “This package can’t be installed” occurred on the managed package installation to the Salesforce Professional Edition, refer to this article to learn how to handle the issue
The extra features provided by the package¶
1. The possibility to dock RG Email Sidebar into a user’s Salesforce page, this way enabling various scenarios of convenient emails and calendar data handling directly from users’ Salesforce accounts. It is implemented as a Salesforce Canvas pane; such panes are used to add various visual pages to Salesforce user interface
Tip
Another use for the Salesforce Canvas component is to make RG Email Sidebar Admin Panel settings faster to access and manage for the local Admin users, by docking the Admin panel as a Canvas pane onto their Salesforce pages
2. The package includes an extended set of custom object fields required for using the complete revenue intelligence package Revenue Grid as well as for advanced RG Email Sidebar features, e.g. Engagement logging in Salesforce. That also covers some of the fields and components added by the older Invisible Suite managed package
3. Direct and handy Salesforce reports access and use. With this component installed, the end users will be able to use a pre-configured set of Salesforce reports or customize reports to be used for their specific needs
4. For Revenue Engage revenue intelligence platform users, the package allows to dock Revenue Engage tabs straight into their Salesforce user interface, as Visualforce components
>>> Click to see a screenshot <<<
Prerequisites for the managed package installation¶
Using Revenue Grid for Salesforce requires setting up My Domain name for your Salesforce Org and deploying it for the users. Follow the instructions in this Revenue Grid article to learn how to do that
I. Install Revenue Grid managed package¶
1. Open package installation link:
Package for regular use both in Salesforce Production and Sandbox
Learn more about the specifics of installing packages in a Sandbox in this Salesforce help article article
2. Log in to your Salesforce account (it must have Admin permissions in your Org)
3. Indicate if you want to install the package for:
- All users in your Org
- (recommended) Only for specific users who will be using Lightning Scheduler integration
- Only for the Admins
4. If you chose Install for specific Profiles, set the needed profiles scope using the controls underneath. Also see the relevant Salesforce guide for details
>>> Click to see the controls' screenshots <<<
5. Click Install underneath
6. Next, you will see the following notification, click the Done button, and soon you will receive an email message from Salesforce confirming that the package was installed
7. After Revenue Grid Salesforce managed package is successfully installed, you can access it in the Salesforce Navigation panel: Platform tools > Apps > Packaging > Installed Packages
II. Configure the app in Salesforce¶
Important
For completing Revenue Grid app configuration, you will need to generate tenant URLs. Learn how to generate RevenueGridTenantUrl and ServerSyncTenantUrl in this Revenue Grid article or contact our Support team
After the managed package has been installed, you can proceed to configuring the Revenue Grid app in Salesforce.
1. Click on the Gear ⚙ icon and select Setup
2. In the Quick Search field, enter “Custom Settings” to quickly find and open the necessary setting
3. Click on Manage next to the CanvasAppSettings label with the Namespace Prefix REVGRD
4. Click Edit
5. On the newly opened CanvasAppSettings Edit page, enter the tenant URLs RevenueGridTenantUrl and ServerSyncTenantUrl value fields. Make sure the URLs start with https. After entering the URLs into the relevant fields, click Save
>>> Click to see an animation <<<
6. Next, to set up user authorization policies, go to Platform Tools > Apps > App Manager (1).
7. Click on the down arrow on Revenue Inbox for Salesforce (2) app and select Manage (3)
8. On the newly opened page, click the Edit Policies button
9. In Permitted Users field choose Admin approved users are pre-authorized and confirm it in the pop-up window. Click Save button to apply the changes
>>> Click to see an animation <<<
After you click the Save button, you will automatically return to the Connected App page.
10. On the Connected App page, click Manage Profiles
11. Choose User Profiles for which the application will be installed. Normally, standard users would be the targeted profiles among other profiles. It’s recommended to choose system administrators as well.
12. Save changes after selecting relevant User Profiles
>>> Click to see an animation <<<
III. Add Revenue Grid components to Salesforce user interface¶
After you set up the Managed Package and configure the app in Salesforce, users will be able to access the Revenue Grid app using the App Launcher.
Additionally, you can dock RG widgets to Salesforce objects’ layout and User Interface as described in these help articles:
Configure Revenue Grid widgets for an individual user¶
Refer to this article for a step-by-step instruction on configuring Revenue Grid widgets for an individual user.
Setup Revenue Grid dashboard widgets for other users in your Org¶
Refer to this article for configuration instructions for Salesforce Admins intending to set up Revenue Grid widgets for other users in their Org
Updating the managed package¶
To catch up with the latest Salesforce and ensure RGES new features functioning, we regularly release Revenue Grid managed package updates.
Refer to this article for instructions on updating the managed package.
Package Contents¶
All specific components the Revenue Grid adds to your Salesforce configuration are listed on this page.
Spring 2023 package updates¶
>>> Click to see components added with spring 2023 update <<<
|
Component Name |
Type |
Description |
|---|---|---|
|
Calendars |
Visualforce Page |
This is a brand new component. |
|
ConfigApp |
Aura Component Bundle |
This is an upgraded component. It will be updated to the new version. |
|
Home |
Lightning Page |
This is an upgraded component. It will be updated to the new version. |
|
DynamicCanvasApp |
Aura Component Bundle |
This is an upgraded component. It will be updated to the new version. |
|
ConfigCmp |
Aura Component Bundle |
This is an upgraded component. It will be updated to the new version. |
|
All CallOuts |
List View |
This is a brand new component. |
|
Disable InstantSyncTrigger |
Custom Field |
This is an upgraded component. It will be updated to the new version. |
|
Next Step Updated |
Custom Field |
This is a brand new component. |
|
Disable EventTrigger |
Custom Field |
This is a brand new component. |
|
Disable TaskTrigger |
Custom Field |
This is a brand new component. |
|
Disable OpportunityTrigger |
Custom Field |
This is a brand new component. |
|
Update NextStepUpdated |
Flow Version |
This is a brand new component. |
|
CallOut |
Custom Object |
This is an upgraded component. It will be updated to the new version. |
|
ClientId Config |
Custom Object |
This is an upgraded component. It will be updated to the new version. |
|
Signals Report |
Custom Object |
This is an upgraded component. It will be updated to the new version. |
|
Trigger Settings |
Custom Object |
This is an upgraded component. It will be updated to the new version. |
|
Calendars |
Tab |
This is a brand new component. |
|
Revenue Inbox for Salesforce |
Connected App |
This is an upgraded component. It will be updated to the new version. |
|
SM003_Http |
Apex Class |
This is an upgraded component. It will be updated to the new version. |
|
TaskTriggerHandler |
Apex Class |
This is an upgraded component. It will be updated to the new version. |
|
OpportunityTriggerHandler |
Apex Class |
This is an upgraded component. It will be updated to the new version. |
|
EventTriggerHandler |
Apex Class |
This is an upgraded component. It will be updated to the new version. |
|
T013_TaskTest |
Apex Class |
This is an upgraded component. It will be updated to the new version. |
|
T012_Event |
Apex Trigger |
This is an upgraded component. It will be updated to the new version. |
|
T012_EventTest |
Apex Class |
This is an upgraded component. It will be updated to the new version. |
|
T014_Opportunity |
Apex Trigger |
This is an upgraded component. It will be updated to the new version. |
|
T013_Task |
Apex Trigger |
This is an upgraded component. It will be updated to the new version. |
|
Config |
Apex Class |
This is an upgraded component. It will be updated to the new version. |
|
SM007_postEvent |
Apex Class |
This is an upgraded component. It will be updated to the new version. |