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 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.

Activity Capture Engine

Contacts
Leads
Accounts
Opportunities
Events
Tasks
EmailMessages
Cases
Activities
Documents
Data Storage
File Storage
API Calls

Productivity Package

Contacts
Leads
Accounts
Opportunities
Events
Tasks
EmailMessages
Cases
Activities
Documents
Data Storage
File Storage
API Calls

Engagement Package

Contacts
Leads
Activities
Data storage
API Calls

Intelligence Package

Contacts
Leads
Activities
Opportunities
Collaborative Forecasting
Roles and Profiles
API Calls

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 Intelligence Package.

Sales Cloud Editions¶

Revenue Grid is compatible with the majority of Salesforce Sales Cloud editions:

	Activity Capture Engine	Productivity Package	Engagement Package	Intelligence Package
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:

	Activity Capture Engine	Productivity Package	Engagement Package	Intelligence Package
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…
** Intelligence Package 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:

	Activity Capture Engine	Productivity Package	Engagement Package	Intelligence Package
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:

	Activity Capture Engine	Productivity Package	Engagement Package	Intelligence Package
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:

	Activity Capture Engine	Productivity Package	Engagement Package	Intelligence Package
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…
** Intelligence Package 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:

	Activity Capture Engine	Productivity Package	Engagement Package	Intelligence Package
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:

	Activity Capture Engine	Productivity Package	Engagement Package	Intelligence Package
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…

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