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:
-
Package for Salesforce Sandbox use. Learn more about the specifics of installing packages in a Sandbox in this Salesforce help article
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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