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=04t1P000000ElXB
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 <<<
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 Revenue Grid article or this Salesforce Help article 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, 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
7. 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.
8. 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¶
After the managed package has been installed, you can proceed to configuring the Revenue Grid 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
1. Click on the Gear âš™ icon and select Setup
2. In the left-hand sidebar go to Custom Code > Custom Settings. On the list, find the Namespace Prefix value REVGRD and click on the Manage button next to the CanvasAppSettings label. Once it opens, click Edit
3. 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 <<<
4. Next, to setup user authorization policies go to Platform Tools > Apps > App Manager (1). Choose Revenue Inbox for Salesforce (2) from app list and click Manage (3)
5. On the newly opened page, click Edit Policies button, then 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 <<<
6. Down on the Connected App page, click Manage Profiles, then 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. 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, you can dock Revenue Grid panes (widgets) in Salesforce User Interface.
See the video guide below to learn how to do that:
How to configure Revenue Grid widgets for an invividual user¶
Refer to this article for a step-by-step instruction on configuring Revenue Grid widgets for an individual user.
How to 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 widgetsfor other users in their Org
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 article’s 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, click the Done button, 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
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
Package Contents¶
Specific fields, classes, and components the Revenue Grid package adds to your Salesforce configuration:
|
Field |
Parent object |
Type |
API name |
Description |
|---|---|---|---|---|
|
Last Activity Date |
Lead |
Custom Field |
REVGRD__Last_Activity_Date__c |
Field shows the last activity date for the Lead object. This field stores information about the date of the last activity in Email or Event. |
|
Last Activity Date |
Opportunity |
Custom Field |
REVGRD__Last_Activity_Date__c |
Field shows the last activity date for the Opportunity object. This field stores information about the date of the last activity in Email or Event. |
|
Last Activity Date |
Contact |
Custom Field |
REVGRD__Last_Activity_Date__c |
Field shows the last activity date for the Contact object. This field stores information about the date of the last activity in Email or Event. |
|
Last Activity Date |
Account |
Custom Field |
REVGRD__Last_Activity_Date__c |
Field shows the last activity date for the Account object. This field stores information about the date of the last activity in Email or Event. |
|
Last Inbound Email Date |
Lead |
Custom Field |
REVGRD__Last_Inbound_Email_Date__c |
Field shows the last inbound Email date for the Lead object |
|
Last Inbound Email Date |
Opportunity |
Custom Field |
REVGRD__Last_Inbound_Email_Date__c |
Field shows the last inbound Email date for the Opportunity object |
|
Last Inbound Email Date |
Contact |
Custom Field |
REVGRD__Last_Inbound_Email_Date__c |
Field shows the last inbound Email date for the Contact object |
|
Last Inbound Email Date |
Account |
Custom Field |
REVGRD__Last_Inbound_Email_Date__c |
Field shows the last inbound Email date for the Account object |
|
Last Outbound Email Date |
Lead |
Custom Field |
REVGRD__Last_Outbound_Email_Date__c |
Field shows the last outbound Email date for the Lead object |
|
Last Outbound Email Date |
Opportunity |
Custom Field |
REVGRD__Last_Outbound_Email_Date__c |
Field shows the last outbound Email date for the Opportunity object |
|
Last Outbound Email Date |
Contact |
Custom Field |
REVGRD__Last_Outbound_Email_Date__c |
Field shows the last outbound Email date for the Contact object |
|
Last Outbound Email Date |
Account |
Custom Field |
REVGRD__Last_Outbound_Email_Date__c |
Field shows the last outbound Email date for the Account object |
|
Needs Reply |
Opportunity |
Custom Field |
REVGRD__Needs_Reply__c |
Indicates Opportunities with an Inbound email as the last touch which was not replied |
|
Leed Needs Reply |
Lead |
Custom Field |
REVGRD__Leed_Needs_Reply__c |
This field indicates Leads with Inbound email as the last touch without an answer |
|
Created By SCC |
Lead |
Custom Field |
REVGRD__CreatedBySCC__c |
Field-indicator on the Lead object which mark created by RevenurGrid objects |
|
Created By SCC |
Opportunity |
Custom Field |
REVGRD__CreatedBySCC__c |
Field-indicator on the Opportunity object which mark created by RevenurGrid objects |
|
Created By SCC |
Contact |
Custom Field |
REVGRD__CreatedBySCC__c |
Field-indicator on the Contact object which mark created by RevenurGrid objects |
|
Created By SCC |
Account |
Custom Field |
REVGRD__CreatedBySCC__c |
Field-indicator on the Account object which mark created by RevenurGrid objects |
|
Created By SCC |
Case |
Custom Field |
REVGRD__CreatedBySCC__c |
Field-indicator on the Case object which mark created by RevenurGrid objects |
|
Created By SCC |
Activity |
Custom Field |
REVGRD__CreatedBySCC__c |
Field-indicator on the Activity object which mark created by RevenurGrid objects |
|
RG Status |
Opportunity |
Custom Field |
REVGRD__Status__c |
Revenue Guide Status text field for the Opportunity |
|
Booking Link |
User |
Custom Field |
REVGRD__BookingLink__c |
Static link for booking a meeting with a specific user |
|
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 |
|
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 AddIn |
Activity |
Custom Field |
REVGRD__SavedManuallyAddIn__c |
Indicates whether this activity was logged manually via the Sidebar |
|
Inbound Emails Count |
Lead |
Custom Field |
REVGRD__Inbound_Emails_Count__c |
Indicates the number of inbound Emails for the Lead object |
|
Inbound Emails Count |
Opportunity |
Custom Field |
REVGRD__Inbound_Emails_Count__c |
Indicates the number of inbound Emails for the Opportunity object |
|
Inbound Emails Count |
Contact |
Custom Field |
REVGRD__Inbound_Emails_Count__c |
Indicates the number of inbound Emails for the Contact object |
|
Inbound Emails Count |
Account |
Custom Field |
REVGRD__Inbound_Emails_Count__c |
Indicates the number of inbound Emails for the Account object |
|
Outbound Emails Count |
Opportunity |
Custom Field |
REVGRD__Outbound_Emails_Count__c |
Indicates the number of outbound Emails for the Opportunity object |
|
Outbound Emails Count |
Contact |
Custom Field |
REVGRD__Outbound_Emails_Count__c |
Indicates the number of outbound Emails for the Contact object |
|
Outbound Emails Count |
Account |
Custom Field |
REVGRD__Outbound_Emails_Count__c |
Indicates the number of outbound Emails for the Account object |
|
Last Meeting Date |
Lead |
Custom Field |
REVGRD__Last_Event_Date__c |
Date of the latest Event for the Lead object |
|
Last Meeting Date |
Opportunity |
Custom Field |
REVGRD__Last_Event_Date__c |
Date of the latest Event for the Opportunity object |
|
Last Meeting Date |
Contact |
Custom Field |
REVGRD__Last_Event_Date__c |
Date of the latest Event for the Contact object |
|
Last Meeting Date |
Account |
Custom Field |
REVGRD__Last_Event_Date__c |
Date of the latest Event for the Account object |
|
Last Analytics Sync Date |
Lead |
Custom Field |
REVGRD__Analytics_Last_Sync_Date__c |
Date of the latest Analytics Sync for the Lead object |
|
Last Analytics Sync Date |
Opportunity |
Custom Field |
REVGRD__Analytics_Last_Sync_Date__c |
Date of the latest Analytics Sync for the Opportunity object |
|
Last Analytics Sync Date |
Contact |
Custom Field |
REVGRD__Analytics_Last_Sync_Date__c |
Date of the latest Analytics Sync for the Contact object |
|
Last Analytics Sync Date |
Account |
Custom Field |
REVGRD__Analytics_Last_Sync_Date__c |
Date of the latest Analytics Sync for the Account object |
|
Meetings Count |
Lead |
Custom Field |
REVGRD__Events_Count__c |
Number of Events for the Lead object |
|
Meetings Count |
Opportunity |
Custom Field |
REVGRD__Events_Count__c |
Number of Events for the Opportunity object |
|
Meetings Count |
Contact |
Custom Field |
REVGRD__Events_Count__c |
Number of Events for the Contact object |
|
Total Meetings Count |
Account |
Custom Field |
Total number of Events for the Account object |
|
|
Employees Engaged Count |
Lead |
Custom Field |
REVGRD__Internal_Contacts_Count__c |
Number of internal employees engaged in communication with this Lead |
|
Employees Engaged Count |
Opportunity |
Custom Field |
REVGRD__Internal_Contacts_Count__c |
Number of internal employees engaged in communication with this Opportunity |
|
Employees Engaged Count |
Contact |
Custom Field |
REVGRD__Internal_Contacts_Count__c |
Number of internal employees engaged in communication with this Contact |
|
Employees Engaged Count |
Account |
Custom Field |
REVGRD__Internal_Contacts_Count__c |
Number of internal employees engaged with this Account |
|
External Engaged Contacts Count |
Opportunity |
Custom Field |
REVGRD__External_Contacts_Count__c |
External people engaged in this Opportunity communication |
|
Engaged Contacts |
Account |
Custom Field |
REVGRD__External_Contacts_Count__c |
Number of engaged Contacts |
|
First Opened |
Activity |
Custom Field |
REVGRD__First_Opened__c |
Date/Time the email was first opened |
|
Last Opened |
Activity |
Custom Field |
REVGRD__Last_Opened__c |
Date/Time the Email was last opened |
|
Inbound Emails Effort |
Lead |
Custom Field |
REVGRD__Inbound_Emails_Effort__c |
|
|
Inbound Emails Effort |
Opportunity |
Custom Field |
REVGRD__Inbound_Emails_Effort__c |
|
|
Inbound Emails Effort |
Contact |
Custom Field |
REVGRD__Inbound_Emails_Effort__c |
|
|
Inbound Emails Effort |
Account |
Custom Field |
REVGRD__Inbound_Emails_Effort__c |
|
|
Outbound Emails Effort |
Lead |
Custom Field |
REVGRD__Outbound_Emails_Effort__c |
|
|
Outbound Emails Effort |
Opportunity |
Custom Field |
REVGRD__Outbound_Emails_Effort__c |
|
|
Outbound Emails Effort |
Contact |
Custom Field |
REVGRD__Outbound_Emails_Effort__c |
|
|
Outbound Emails Effort |
Account |
Custom Field |
REVGRD__Outbound_Emails_Effort__c |
|
|
Events Effort |
Lead |
Custom Field |
REVGRD__Events_Effort__c |
|
|
Events Effort |
Opportunity |
Custom Field |
REVGRD__Events_Effort__c |
|
|
Events Effort |
Contact |
Custom Field |
REVGRD__Events_Effort__c |
|
|
Events Effort |
Account |
Custom Field |
REVGRD__Events_Effort__c |
|
|
Effort Total Time |
Lead |
Custom Field |
REVGRD__Total_Effort__c |
|
|
Effort Total Time |
Opportunity |
Custom Field |
REVGRD__Total_Effort__c |
|
|
Effort Total Time |
Contact |
Custom Field |
REVGRD__Total_Effort__c |
|
|
Effort Total Time |
Account |
Custom Field |
REVGRD__Total_Effort__c |
|
|
Email Opens Tracker ID |
Activity |
Custom Field |
REVGRD__Email_Opens_Tracker_ID__c |
|
|
From |
Activity |
Custom Field |
REVGRD__From_del__c |
|
|
RG Score |
Opportunity |
Custom Field |
REVGRD__RG_Score__c |
|
|
CanvasApp |
CanvasAppSettings |
Custom Field |
REVGRD__CanvasApp__c |
Used for CanvasApp name |
|
CanvasAppNameSpace |
CanvasAppSettings |
Custom Field |
REVGRD__CanvasAppNameSpace__c |
Used for CanvasAppNameSpace name |
|
ServerSyncTenantUrl |
CanvasAppSettings |
Custom Field |
REVGRD__ServerSyncTenantUrl__c |
Used for Server Sync Tenant URL |
|
RevenueGridTenantUrl |
CanvasAppSettings |
Custom Field |
REVGRD__RevenueGridTenantUrl__c |
Used for Revenue Grid Tenant URL |
|
Lead_Activity |
Visualforce Page |
REVGRD__Lead_Activity |
Revenue Engage Lead Activity Widget |
|
|
Lead_Activity_Trends |
Visualforce Page |
REVGRD__Lead_Activity_Trends |
Revenue Engage Lead Activity Trends Widget |
|
|
Lead_Overview |
Visualforce Page |
REVGRD__Lead_Overview |
Revenue Engage Lead Overview Widget |
|
|
Lead_Sequences |
Visualforce Page |
REVGRD__Lead_Sequences |
Revenue Engage Lead Sequences Widget |
|
|
Lead_Signals |
Visualforce Page |
REVGRD__Lead_Signals |
Revenue Engage Signals for Leads |
|
|
Lead_Connections |
Visualforce Page |
REVGRD__Lead_Connections |
Revenue Engage Lead Connections Widget |
|
|
Contact_Activity |
Visualforce Page |
REVGRD__Contact_Activity |
Revenue Engage Contact Activity Widget |
|
|
Contact_Activity_Trends |
Visualforce Page |
REVGRD__Contact_Activity_Trends |
Revenue Engage Contact Activity Trends 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 |
|
|
Contact_Signals |
Visualforce Page |
REVGRD__Contact_Signals |
Revenue Engage Signals for Contacts |
|
|
Contact_Connections |
Visualforce Page |
REVGRD__Contact_Connections |
Revenue Engage Contact Connections Widget |
|
|
Contact_Engagement |
Visualforce Page |
REVGRD__Contact_Engagement |
Revenue Engage Contact Engagement Widget |
|
|
Account_Activity |
Visualforce Page |
REVGRD__Account_Activity |
Revenue Engage Account Activity Widget |
|
|
Account_Connections |
Visualforce Page |
REVGRD__Account_Connections |
Revenue Engage Account Connections Widget |
|
|
Account_Engagement |
Visualforce Page |
REVGRD__Account_Engagement |
Revenue Engage Account Engagement Widget |
|
|
Account_Signals |
Visualforce Page |
REVGRD__Account_Signals |
Revenue Engage Signals for Accounts |
|
|
Opty_RG_Activity |
Visualforce Page |
REVGRD__Opty_RG_Activity |
Revenue Guide Activity Trends Widget for Opportunities |
|
|
Opty_RG_Connections |
Visualforce Page |
REVGRD__Opty_RG_Connections |
Opportunity Connections: People involved in communication, Sankey chart |
|
|
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_RevenueGrid |
Visualforce Page |
REVGRD__Opty_RevenueGrid |
Opportunity created using RG Email Sidebar |
|
|
UserUI |
Visualforce Page |
REVGRD__UserUI |
Visualforce page that allows opening RG Email Sidebar in Salesforce |
|
|
AdminUI |
Visualforce Page |
REVGRD__AdminUI |
Visualforce page that allows opening Revenue Grid Admin Page in Salesforce |
|
|
RG_Pipeline |
Visualforce Page |
REVGRD__RG_Pipeline |
General Revenue Guide Pipeline (Opportunities) widget implemented as a general tab in the Sales app in Salesforce |
|
|
RG_Pipeline_Waterfall |
Visualforce Page |
REVGRD__RG_Pipeline_Waterfall |
General Revenue Guide Pipeline Waterfall widget implemented as a general tab in the Sales app in Salesforce |
|
|
RG_Pipeline_Flow |
Visualforce Page |
REVGRD__RG_Pipeline_Flow |
General Revenue Guide Pipeline Flow widget implemented as a general tab in the Sales app in Salesforce |
|
|
RG_Send_Email_Lead |
Visualforce Page |
REVGRD__RG_Send_Email_Lead |
||
|
RG_Send_Email_Opportunity |
Visualforce Page |
REVGRD__RG_Send_Email_Opportunity |
||
|
RG_Send_Email_Contact |
Visualforce Page |
REVGRD__RG_Send_Email_Contact |
||
|
RI_User_Mailbox_Config |
Visualforce Page |
REVGRD__RI_User_Mailbox_Config |
||
|
RI_User_Salesforce_Config |
Visualforce Page |
REVGRD__RI_User_Salesforce_Config |
||
|
RI_User_Additional_Config |
Visualforce Page |
REVGRD__RI_User_Additional_Config |
||
|
RG_Log_Call_Lead |
Visualforce Page |
REVGRD__RG_Log_Call_Lead |
||
|
RG_Log_Call_Contact |
Visualforce Page |
REVGRD__RG_Log_Call_Contact |
||
|
RG_Signals |
Visualforce Page |
REVGRD__RG_Signals |
General Revenue Guide Signals widget, implemented as a general tab in the Sales app in Salesforce |
|
|
RG_Forecast_Tracker |
Visualforce Page |
REVGRD__Opty_RG_Engagement |
||
|
RG_Forecast |
Visualforce Page |
REVGRD__RG_Forecast |
||
|
RG_Team_Performance |
Visualforce Page |
REVGRD__RG_Team_Performance |
||
|
RevenueGrid |
Visualforce Page |
REVGRD__RevenueGrid |
General Revenue Grid widget designed to be used as a general tab in Sales app in Salesforce. Is actually the whole RG web app, is opened on RE Planner. |
|
|
Account_RevenueGrid |
Visualforce Page |
REVGRD__Account_RevenueGrid |
||
|
Accounts |
Visualforce Page |
REVGRD__Accounts |
||
|
RevenueInbox: Sales Activity report |
Dashboard |
RevenueInbox: Sales Activity report enables the managers to see the activity statistics per each Sales Representative |
||
|
RevenueInbox: Stalled opportunities |
Dashboard |
RevenueInbox: Stalled opportunities report enables the managers to see the statistics on stalled opportunities |
||
|
Opportunity Last touch |
Report |
|||
|
Completed Events Last Week with Invitees |
Report |
The number of meetings per Sales Representative held in the last 7 days |
||
|
Planned Events with Invitees |
Report |
The number of meetings per Sales Representative planned for the next 7 days |
||
|
Opportunities that need reply |
Report |
The list of Opportunities with an Inbound email as last touch and that lack answer |
||
|
Inbound Emails Last Week |
Report |
The number of inbound Emails for each Sales Representative received in the last 7 days |
||
|
Activities per Sales Rep |
Report |
Activity statistics per each Sales Representative |
||
|
Opps older than 150d w/o activity 60d |
Report |
Opportunities created more than 150 days ago without any activity in the last 60 days |
||
|
Opportunities w/o planned Activity |
Report |
Opportunities without any planned Activity |
||
|
Opps closing next 30d w/o activity 7d |
Report |
Opportunities that are to be closed within next 30 days without any activity in the last 7 days |
||
|
Opps closing next 90d w/o activity 30d |
Report |
Opportunities that are to be closed within next 90 days without any activity in the last 30 days |
Spring 2023 package updates¶
|
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. |
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