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Revenue Grid Managed Package & Salesforce Visual Components Setup

 

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 Inbox managed package.

You can get the latest version of the managed package here:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1P000000gP0y

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 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 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 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 <<<

 


 

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)    

>>> Click to see a screenshot <<<

 

        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, set the needed 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 underneath

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

 


 

Updating the Revenue Grid managed package

To catch up with the latest Salesforce updates and ensure RGES new features functioning, we regularly release Revenue Grid managed package updates. The updated links are published in this articles topmost section.

To upgrade to the latest Managed Package version:

1. Open the new managed package link in your web browser

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

>>> Click to see a screenshot <<<

 

3. Indicate if you want to upgrade the package for:

  • All users in your Org
  • (recommended) Install for specific Profiles: which will be using Revenue Grid components
  • Only for the Admins
>>> Click to see a screenshot <<<

 

4. If you chose Install for specific Profiles, set the needed 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 Upgrade underneath

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

>>> Click to see a screenshot <<<

 


 

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

>>> Click to see a screenshot <<<

 

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

>>> Click to see a screenshot <<<

 


 

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 RGES Opportunity Custom Field REVGRD__CreatedBySCC__c Indicates Opportunities created by Revenue Grid
Created By RGES 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 RGES 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 RGES 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 RGES Account Custom Field REVGRD__CreatedBySCC__c Indicates Accounts created by Revenue Grid
Created By RGES 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 Email 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

 

Fall 2021 package updates

 

Component Name Parent Object Type API Name Used for Description
Accounts Visualforce Page
Account_Signals Visualforce Page
Config Visualforce Page
Account_Connections Visualforce Page
Account_RevenueGrid Visualforce Page
Account_Engagement Visualforce Page
Account_Activity Visualforce Page
Lead_Signals Visualforce Page
Lead_Connections Visualforce Page
Contact_Connections Visualforce Page
RI_User_Additional_Config Visualforce Page
RG_Team_Performance Visualforce Page
RI_User_Salesforce_Config Visualforce Page
RI_User_Mailbox_Config Visualforce Page
RG_Send_Email_Contact Visualforce Page
RG_Pipeline_Waterfall Visualforce Page
RG_Send_Email_Lead Visualforce Page
RG_Forecast_Tracker Visualforce Page
RG_Forecast Visualforce Page
RG_Pipeline_Flow Visualforce Page
Opty_RevenueGrid Visualforce Page
T013_TaskTest Apex Class
TaskTriggerHandler Apex Class
VFC001_CanvasExt Apex Class
APIException Apex Class
Config Apex Class
ConfigCtrl Apex Class
ConfigTest Apex Class
EventTriggerHandler Apex Class
MyException Apex Class
SM000_PostInstall Apex Class
SM000_PostInstallTest Apex Class
SM001_Settings Apex Class
SM001_SettingsTest Apex Class
SM002_DomainAPI Apex Class
SM002_DomainAPIMock Apex Class
SM003_Http Apex Class
SM005_Logs Apex Class
SM007_postEvent Apex Class
T012_EventTest Apex Class
CallOut Custom Object
Trigger Settings Custom Setting
Revenue Grid Values Custom Setting
VFC001_CanvasExtTest Apex Class
VFC002_Canvas Apex Class
VFC002_CanvasTest Apex Class
checkRecursive Apex Class
SamrtCloudConnectreports Report Folder
VB_Demo_Reports Report Folder
Opportunity_Record_Page_RG Lightning Page
SmartCloudConnectreports Dashboard Folder
InvisibleSuite Connected App
Lead_Record_Page_RG Lightning Page
Contact_Record_Page_RG Lightning Page
Account_Record_Page_RG Lightning Page
REVGRD App
Invisible_Suite App
RevenueInbox: Sales Activity report Dashboard
RevenueInbox: Stalled opportunities Dashboard
RevenueGridColor55 Asset File
RevenueGrid_Color_square_128 Asset File
T013_Task Task Apex Trigger
T012_Event Event Apex Trigger
CanvasAppSettings Custom Setting
Last Analytics Sync Date Opportunity Custom Field
Events Effort Opportunity Custom Field
Meetings Count Opportunity Custom Field
Opportunities w/o planned Activity Report
Outbound Emails Count Lead Custom Field
REVGRD_UtilityBar Lightning Page
RG_Log_Call_Lead Visualforce Page
RG_Log_Call_Contact Visualforce Page
Effort Total Time Lead Custom Field
Outbound Emails Effort Lead Custom Field
Contact_Engagement Visualforce Page
Last Meeting Date Lead Custom Field
Contact_Activity_Trends Visualforce Page
Lead_Activity_Trends Visualforce Page
Contact_Signals Visualforce Page
Inbound Emails Count Lead Custom Field
Events Effort Lead Custom Field
Employees Engaged Count Lead Custom Field
Inbound Emails Effort Lead Custom Field
Disable InstantSynkTrigger Trigger Settings Custom Field
Inbound Emails Count Opportunity Custom Field
External Engaged Contacts Count Opportunity Custom Field
Employees Engaged Count Opportunity Custom Field
Revenue Grid Value Revenue Grid Values Custom Field
Inbound Emails Effort Opportunity Custom Field
Opportunity Last touch Report
Completed Events Last Week with Invitees Report
Planned Events with Invitees Report
Opportunities that need reply Report
Inbound Emails Last Week Report
Opps closing next 30d w/o activity 7d Report
Opps closing next 90d w/o activity 30d Report
Opps older than 150d w/o activity 60d Report
Activities per Sales Rep Report
MockHttpResponseGenerator Apex Class
ServerSyncTenantUrl CanvasAppSettings Custom Field
CanvasAppNameSpace CanvasAppSettings Custom Field
RevenueGridTenantUrl CanvasAppSettings Custom Field
CanvasApp CanvasAppSettings Custom Field
tenantDomainMapping Named Credential
CallOut Layout CallOut Page Layout
All CallOut List View
All CallOut List View
DubaiAMCase CallOut List View
EXTRACTA CallOut List View
OCR CallOut List View
Success CallOut List View
Config Tab
RG Forecast Tab
RG Pipeline Waterfall Tab
Signals Tab
RG Team Performance Tab
RI Admin UI Tab
Inbound Emails Effort Contact Custom Field
Outbound Emails Count Opportunity Custom Field
Employees Engaged Count Account Custom Field
Inbound Emails Count Contact Custom Field
Employees Engaged Count (Deprecated) Contact Custom Field
RG Score Opportunity Custom Field
Employees Engaged Count Contact Custom Field
Last Meeting Date Account Custom Field
Outbound Emails Effort Opportunity Custom Field
Engaged Contacts Account Custom Field
Last Meeting Date Opportunity Custom Field
Events Effort Account Custom Field
Last Analytics Sync Date Contact Custom Field
Events Effort Contact Custom Field
Inbound Emails Effort Account Custom Field
Inbound Emails Count Account Custom Field
Meetings Count Contact Custom Field
Last Analytics Sync Date Account Custom Field
Type CallOut Custom Field
Status CallOut Custom Field
Total Meetings Count Account Custom Field
URL CallOut Custom Field
Request CallOut Custom Field
UserUI Visualforce Page
Record Id CallOut Custom Field
RevenueGrid Visualforce Page
StartTime CallOut Custom Field
Response CallOut Custom Field
Last Analytics Sync Date Lead Custom Field
Effort Total Time Contact Custom Field
Meetings Count Lead Custom Field
Outbound Emails Effort Contact Custom Field
Email Opens Tracker ID Activity Custom Field
Outbound Emails Count Contact Custom Field
Effort Total Time Opportunity Custom Field
Last Meeting Date Contact Custom Field
Outbound Emails Count Account Custom Field
Effort Total Time Account Custom Field
Outbound Emails Effort Account Custom Field
From Activity Custom Field
ConfigCmp Aura Component Bundle
ConfigApp Aura Component Bundle
jquery Static Resource
EndTime CallOut Custom Field
Duration CallOut Custom Field
Method CallOut Custom Field
ErrorMessage CallOut Custom Field
Authorization CallOut Custom Field

   


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