Supported Salesforce Editions¶
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Revenue Grid supports Sales Cloud, Service Cloud, Health Cloud, Financial Services, Experience Cloud platforms. See below for more information on the supported editions.
Data Access and Visibility¶
We take our customers’ data privacy and security very seriously. Revenue Grid products respect all access and visibility permissions configured in Salesforce. This means that in the Revenue Grid system, users can view, access, and modify only the record and data they are authorized to view, access, or modify in Salesforce. In no way can a user with limited rights access the information available only to users with qualified rights.
Salesforce Components Used by Revenue Grid¶
Each Revenue Grid product utilizes a specific set of Salesforce components. Below are provided the lists of Salesforce Components necessary for the correct and reliable functioning of each product package.
|
RG Sync Engine
|
RG Email Sidebar
|
Sequences
|
Revenue intelligence
|
If your Salesforce Edition does not support any of the enlisted core components or they are not enabled/configured, you won’t be able to use any features related to the missing component.
For example, if your Salesforce edition does not feature Opportunity management, you won’t be able to save Opportunities, sync activities to Opportunities, or benefit from signals. If you don’t have Collaborative Forecasts enabled in Salesforce or they are not supported in your Salesforce edition, you won’t be able to use forecasts, reports, analytics, signals, and other features included in revenue intelligence package.
Sales Cloud Editions¶
Revenue Grid is compatible with the majority of Salesforce Sales Cloud editions:
|
Activity Capture Engine |
RG Email Sidebar |
Sequences |
Revenue intelligence |
|
|---|---|---|---|---|
|
Essentials |
No |
No |
No |
No |
|
Professional* |
Yes |
Yes |
Yes |
Yes |
|
Productivity |
Yes |
Yes |
Yes |
Yes |
|
Unlimited |
Yes |
Yes |
Yes |
Yes |
* Note that if your Salesforce edition does not support any of the core components enlisted above, or they are not enabled/configured, you won’t be able to use any features related to the missing component. Learn more…
Service Cloud Editions¶
Revenue Grid is compatible with the majority of Salesforce Service Cloud editions:
|
RG Sync Engine |
RG Email Sidebar |
Sequences |
Revenue intelligence |
|
|---|---|---|---|---|
|
Essentials |
No |
No |
No |
No |
|
Professional* |
Yes |
Yes |
Yes |
No |
|
Productivity |
Yes |
Yes |
Yes |
No |
|
Unlimited |
Yes |
Yes |
Yes |
No |
* Note that if your Salesforce edition does not support any of the core components enlisted above, or they are not enabled/configured, you won’t be able to use any features related to the missing component. Learn more…
** Revenue intelligence functionality is available for Service Cloud editions with Sales Cloud.
Sales and Service Cloud Editions¶
Revenue Grid is compatible with the majority of Salesforce Sales and Service Cloud editions:
|
RG Sync Engine |
RG Email Sidebar |
Sequences |
Revenue intelligence |
|
|---|---|---|---|---|
|
Essentials |
No |
No |
No |
No |
|
Professional* |
Yes |
Yes |
Yes |
Yes |
|
Productivity |
Yes |
Yes |
Yes |
Yes |
|
Unlimited |
Yes |
Yes |
Yes |
Yes |
* Note that if your Salesforce edition does not support any of the core components enlisted above, or they are not enabled/configured, you won’t be able to use any features related to the missing component. Learn more…
Financial Services Editions¶
Revenue Grid is compatible with the majority of Salesforce Financial Services editions:
|
RG Sync Engine |
RG Email Sidebar |
Sequences |
Revenue intelligence |
|
|---|---|---|---|---|
|
Starter – Enterprise |
No |
No |
No |
No |
|
Starter – Unlimited |
Yes |
Yes |
Yes |
Yes |
|
Growth – Productivity |
Yes |
Yes |
Yes |
Yes |
|
Growth – Unlimited |
Yes |
Yes |
Yes |
Yes |
* Note that if your Salesforce edition does not support any of the core components enlisted above, or they are not enabled/configured, you won’t be able to use any features related to the missing component. Learn more…
Health Cloud Editions¶
Revenue Grid is compatible with the majority of Salesforce Health Cloud editions:
|
RG Sync Engine |
RG Email Sidebar |
Sequences |
Revenue intelligence |
|
|---|---|---|---|---|
|
Enterprise* |
No |
No |
No |
No |
|
Unlimited* |
Yes |
Yes |
Yes |
No |
|
Health Cloud for Life Sciences Enterprise* |
Yes |
Yes |
Yes |
No |
|
Health Cloud for Life Sciences Unlimited* |
Yes |
Yes |
Yes |
No |
* Note that if your Salesforce edition does not support any of the core components enlisted above, or they are not enabled/configured, you won’t be able to use any features related to the missing component. Learn more…
** Revenue intelligence functionality is available for Health Cloud editions with Sales Cloud.
Experience Cloud Editions (force.com, salesforce.com, siteforce.com, my.site.com)¶
Revenue Grid is compatible with the majority of Salesforce Experience Cloud editions:
|
RG Sync Engine |
RG Email Sidebar |
Sequences |
Revenue intelligence |
|
|---|---|---|---|---|
|
Customer Community |
No |
No |
No |
No |
|
Customer Community Plus |
Yes |
Yes |
Yes |
No |
|
Partner Community |
Yes |
Yes |
Yes |
Yes |
* Note that if your Salesforce edition does not support any of the core components enlisted above, or they are not enabled/configured, you won’t be able to use any features related to the missing component. Learn more…
Other Salesforce Editions¶
Revenue Grid is compatible with some Salesforce editions that are not sold anymore:
|
RG Sync Engine |
RG Email Sidebar |
Sequences |
Revenue intelligence |
|
|---|---|---|---|---|
|
Personal |
No |
No |
No |
No |
|
Contact Manager |
No |
No |
No |
No |
|
Group* |
Yes |
Yes |
Yes |
Yes |
|
Performance |
Yes |
Yes |
Yes |
Yes |
* Note that if your Salesforce edition does not support any of the core components enlisted above, or they are not enabled/configured, you won’t be able to use any features related to the missing component. Learn more…
