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Get the Revenue Grid Managed Package up and running

10 min read · For users on:


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’s publisher, InvisibleCRM, is an old Revenue Grid brand.

The managed package is guaranteed to be secure, confidential, and free of 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 Revenue Grid 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.
  2. The package includes an extended set of custom object fields required for using the complete Revenue Grid Revenue Intelligence package  as well as for advanced RG Email Sidebar features, e.g. Engagement logging in Salesforce.
  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 the Revenue Engagement users, the package allows to dock Revenue Engagement tabs straight into their Salesforce user interface.

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 the package installation link:

    Note

    If you are using a Salesforce Sandbox, see this Salesforce help article to learn more about installing packages in a Sandbox.

  2. Log in to your Salesforce account (you must have Admin permissions in your org).

  3. Choose the installation scope:

    • Admins Only
    • All Users
    • Specific Profiles (recommended) – limits access to selected users who need the Salesforce Scheduler integration.

  4. If you select Specific Profiles, set access for the required profiles using the provided controls. For detailed instructions, refer to this Salesforce guide.

  5. Click Install. The Approve Third-Party Access dialogue will appear.

  6. Select Yes, grant access to these third-party websites, and click Continue.

  7. When you see the message “This app is taking a long time to install,” click Done. After the installation is complete, you will receive an email confirming the successful installation or detailing any issues.

  8. After the Revenue Grid Salesforce managed package is successfully installed, you can access it in Salesforce by navigating to Platform Tools > Apps > Packaging > Installed Packages.

II. Configure the app in Salesforce

Important

To complete the Revenue Grid app configuration, contact your Customer Success Manager (CSM) or our Support team to obtain all required details, including:

  • RevenueGridTenantUrl
  • ServerSyncTenantUrl
  • client_id
  • client_secret

After installing the managed package, you can proceed to configure the Revenue Grid app in Salesforce.

Edit the Revenue Grid named credentials

  1. Open the Salesforce Setup Menu.
  2. In the Quick Search field, enter Named Credentials and select Named Credentials from the search results.

  3. Find Revenue Grid Named Credentials in the list and, in the Actions menu next to it, click Edit.

  4. Replace the URL with the value of your RevenueGridTenantURL provided by your CSM, and click Save.

    Important

    Depending on your Revenue Grid hosting environment, your CSM may ask you to enter the value of your ServerSyncTenantURL instead of RevenueGridTenantURL. If so, after editing the Revenue Grid named credentials, complete the steps in the Configure custom settings section below.

  5. Open Revenue Grid External Credentials.

  6. Under the Principals section, click Edit next to the REVGRDPrincipal.

  7. In the Edit Principal dialogue, click the Add button two times to add two parameters. 

  8. For the first parameter:

    • In the Name field, enter client_secret.
    • In the Value field, enter the value of the client secret provided by our support team.

  9. For the second parameter:

    • In the Name field, enter client_id.

    • In the Value field, enter the value of the client ID provided by our support team.

  10. Click Save.

Assign the permission sets to users

  1. In the Quick Search field, enter Permission Sets and select Permission Sets from the search results.

  2. Open Revenue Grid Named Credentials Access.

  3. Click Manage Assignments.

  4. Click Add Assignment.

  5. Select the users you want to assign the Revenue Grid Named Credentials Access permissions sets to and click Next.

  6. Click Assign.

  7. After the assignments are successful, click Done.

(If required) Configure custom settings

In some environments Salesforce admins must configure additional custom settings to ensure the correct rendering of Revenue Grid widgets. Your CSM will notify you if this step is required when providing the tenant URLs, client_id, and client_secret.

  1. In the Quick Search field, enter Custom Settings, then select Custom Settings from the search results.

  2. Next to CanvasAppSettings with the namespace prefix REVGRD, click Manage.

  3. Click Edit.

  4. In the RevenueGridTenantUrl field, enter the value of the RevenueGridTenantUrl provided by your CSM.

  5. Click Save.

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 Revenue Grid widgets to Salesforce object layouts and user interface as described in these help articles:

Updating the managed package

To stay compatible with the latest Salesforce updates and ensure new Revenue Grid features work as expected, we regularly release updates to the Revenue Grid managed package.

See this article for instructions on how to update the managed package.

Package Contents

All specific components the Revenue Grid adds to your Salesforce configuration are listed on this page.