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Revenue Grid Managed Package & Salesforce Visual Components Setup

 

To enable the full scope of Revenue Grid features after installing the product, 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 Inbox managed package.

You can get the latest version of the managed package here:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1P000000gOrM

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

 


 

The extra features provided by the package

1. The possibility to dock Revenue Inbox 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 Revenue Inbox 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 Revenue Inbox 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 <<<

 


 

I. Install Revenue Grid managed package

      1. Make sure that you have set up My Domain name for your Salesforce Org and Deployed it to Users. Please follow the instructions in this Salesforce Help video (00:55 - 02:05) to learn how to do that

      2. Open package installation link:

      3. Log in to your Salesforce account (it must have Admin permissions in your Org)    

        4. Indicate if you want to install the package for:

  • All users in your Org
  • (recommended) Install for specific Profiles: which will be using Revenue Grid components
  • Only for the Admins

 

      5. If you chose Install for specific Profiles, define your preferred profiles scope using the controls underneath

Note

Also see the relevant Salesforce guide for details

 

>>> Click to see the controls' screenshots <<<







 

      6. Click the button Install under “Install for specific Profiles” to start installation

Next, you will see the following notification and soon you will receive an email message from Salesforce confirming that the package was installed.

>>> Click to see a screenshot <<<

 


 

II. Configure the app in Salesforce

After the managed package has been installed, you can proceed to configuring the Revenue Grid app in Salesforce.

See the video guide below to learn how to do that

 


 

III. Add Revenue Grid components to Salesforce user interface

After you set up the Managed Package and configure the app in Salesforce, you can dock Revenue Grid panes (widgets) in Salesforce User Interface.
See the video guide below to learn how to do that

 


 

Package Contents

Specific fields, classes, and components the Revenue Grid package adds to your Salesforce configuration:

 

Field Parent object Type API name Used for Description
Last Activity Date Lead Custom Field REVGRD__Last_Activity_Date__c T013_Task
T012_Event
Date of the latest Activity date for a Lead object, an Email or Event
Last Activity Date Opportunity Custom Field REVGRD__Last_Activity_Date__c T013_Task
T012_Event
Date of the latest Activity date for an Opportunity object, an Email or Event
Last Activity Date Contact Custom Field REVGRD__Last_Activity_Date__c T013_Task
T012_Event
Date of the latest Activity date for a Contact object, an Email or Event
Last Event Date Opportunity Custom Field REVGRD__Last_Event_Date__c T013_Task
T012_Event
Date of the latest Event for an Opportunity object
Last Event Date Contact Custom Field REVGRD__Last_Event_Date__c T013_Task
T012_Event
Date of the latest Event for a Contact object
Last Event Date Lead Custom Field REVGRD__Last_Event_Date__c T013_Task
T012_Event
Date of the latest Event for a Lead object
Last Inbound Email Date Opportunity Custom Field REVGRD__Last_Inbound_Email_Date__c Opportunities that need reply
T013_Task
Opportunity. Needs Reply
Opportunity. Last touch
T012_Event
Date of the latest inbound Email for an Opportunity object
Last Inbound Email Date Contact Custom Field REVGRD__Last_Inbound_Email_Date__c T013_Task
T012_Event
Date of the latest inbound Email for a Contact object
Last Inbound Email Date Lead Custom Field REVGRD__Last_Inbound_Email_Date__c T013_Task
T012_Event
Date of the latest inbound Email for a Lead object
Last Outbound Email Date Opportunity Custom Field REVGRD__Last_Outbound_Email_Date__c T013_Task
Opportunity. Needs Reply
Opportunity. Last touch
T012_Event
Date of the latest outbound Email for an Opportunity object
Last Outbound Email Date Contact Custom Field REVGRD__Last_Outbound_Email_Date__c T013_Task
T012_Event
Date of the latest outbound Email for a Contact object
Last Outbound Email Date Lead Custom Field REVGRD__Last_Outbound_Email_Date__c T013_Task
T012_Event
Date of the latest outbound Email for a Lead object
Needs Reply Opportunity Custom Field REVGRD__Needs_Reply__c Opportunities that need a reply Indicates Opportunities with an Inbound email as the last touch which was not replied
Lead Needs Reply Lead Custom Field REVGRD__Leed_Needs_Reply__c Indicates Leads with an Inbound email as the last touch which was not replied
Created By RI Opportunity Custom Field REVGRD__CreatedBySCC__c Indicates Opportunities created by Revenue Grid
Created By RI Lead Custom Field REVGRD__CreatedBySCC__c Indicates Leads created by Revenue Grid
RG Status Opportunity Custom Field REVGRD__Status__c Revenue Guide Status text field for Opportunity objects
Booking Link User Custom Field REVGRD__BookingLink__c Static link for booking a meeting with a specific user
Created By RI Contact Custom Field REVGRD__CreatedBySCC__c Indicates Contacts created by Revenue Grid
Send Date Activity Custom Field REVGRD__SendDate__c The actual date when an Email or Event invite was sent or received
Sent Activity Custom Field REVGRD__Sent__c Indicates outbound Activities
Thread Id Activity Custom Field REVGRD__ThreadId__c Email Thread ID. It is added to perform auto-saving of emails in a thread
Created By RI Case Custom Field REVGRD__CreatedBySCC__c Indicates Cases created by Revenue Grid
Internet Message Id Activity Custom Field REVGRD__InternetMessageId__c Email Internet Message-ID. Added to ensure there are no duplicates saved. Is also used to verify that the email was already sent or received, by matching this value with Mailbox analytics / Exchange or Gmail data
Is Internal Activity Custom Field REVGRD__IsInternal__c Indicates if an Activity is Internal (in-Org) or External (outside contacts)
Is Outbound Activity Custom Field REVGRD__IsOutbound__c Indicates if an Activity is Outbound or Inbound
Saved Manually by AddIn Activity Custom Field REVGRD__SavedManuallyAddIn__c Indicates Activities which were saved using the Sidebar’s Save button
Created By RI Account Custom Field REVGRD__CreatedBySCC__c Indicates Accounts created by Revenue Grid
Created By RI Activity Custom Field REVGRD__CreatedBySCC__c Indicates Activities created by Revenue Grid
Lead_Activity Visualforce Page REVGRD__Lead_Activity Revenue Engage Lead Activity Widget
Lead_Overview Visualforce Page REVGRD__Lead_Overview Revenue Engage Lead Overview Widget
Contact_Overview Visualforce Page REVGRD__Contact_Overview Revenue Engage Contact Overview Widget
Contact_Sequences Visualforce Page REVGRD__Contact_Sequences Revenue Engage Contact Sequences Widget
Lead_Sequences Visualforce Page REVGRD__Lead_Sequences Revenue Engage Lead Sequences Widget
Opty_RG_Activity Visualforce Page REVGRD__Opty_RG_Activity Revenue Guide Activity Trends Widget for Opportunities
AdminUI Visualforce Page REVGRD__AdminUI Visualforce page that allows opening Revenue Inbox Admin Page in Salesforce
Contact_Activity Visualforce Page REVGRD__Contact_Activity Revenue Engage Contact Activity Widget
RG_Signals Visualforce Page REVGRD__RG_Signals General Revenue Guide Signals widget, implemented as a general tab in the Sales app in Salesforce
Revenue Grid Visualforce Page REVGRD__RevenueGrid General Revenue Grid widget, implemented as a general tab in the Sales app in Salesforce. A whole RG web app opened from RE Planner
RG_Pipeline Visualforce Page REVGRD__RG_Pipeline General Revenue Guide Pipeline (Opportunities) widget implemented as a general tab in the Sales app in Salesforce
UserUI Visualforce Page REVGRD__UserUI Visualforce page that allows opening Revenue Inbox Sidebar in Salesforce
Opty_RG_Engagement Visualforce Page REVGRD__Opty_RG_Engagement Revenue Guide Engagement Widget for Opportunities: last touch, documents, roles, etc.
Opty_RG_Signals Visualforce Page REVGRD__Opty_RG_Signals Revenue Guide Signals for Opportunities
Opty_RG_Connections Visualforce Page REVGRD__Opty_RG_Connections Opportunity Connections: People involved in communication, Sankey chart
REVGRD__First_Opened_c Task or EmailMessage Custom field Engagement logging in Salesforce, first open date
REVGRD__Last_Opened_c Task or EmailMessage Custom field Engagement logging in Salesforce, last open date

 


 

Uninstalling the Revenue Grid managed package

Follow the steps below if you need to uninstall the Revenue Grid managed package from your Salesforce configuration:

1. Log in to your Salesforce account (it must have Admin permissions in your org)

2. Open Setup menu in Salesforce

3. Enter installed packages in the Quick find field in the upper left corner of the page and select Installed Packages

4. Find Revenue Grid on the list of installed packages and click the Uninstall button next to it

 

5. Scroll down to the bottom of the page that appears and select the checkbox Yes, I want to uninstall this package and permanently delete all associated components, then click Uninstall

   


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