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Supported Salesforce Editions

1 min read

 

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 

  • Contacts 

  • Leads 

  • Accounts 

  • Opportunities 

  • Events 

  • Tasks 

  • EmailMessages 

  • Cases 

  • Activities 

  • Documents 

  • Data Storage 

  • File Storage 

  • API Calls 

RG Email Sidebar 

  • Contacts 

  • Leads 

  • Accounts 

  • Opportunities 

  • Events 

  • Tasks 

  • EmailMessages 

  • Cases 

  • Activities 

  • Documents 

  • Data Storage 

  • File Storage 

  • API Calls 

 

Sequences 

  • Contacts 

  • Leads 

  • Activities 

  • Data storage 

  • API Calls 

Revenue intelligence 

  • 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 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…



 



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