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Replace the old Revenue Grid app in Salesforce with the new one

1 min read


Starting from version 1.87 of the Revenue Grid managed package, Revenue Grid has released a new, faster version of its Salesforce app to improve performance and user experience. The old version, will be supported for a limited time, but it’s scheduled for removal soon.

If you upgraded from version 1.83 or earlier to version 1.87 or later of the managed package, switch to the new app as soon as possible to ensure continued functionality. Here’s how to do it.

Important

Starting from version 1.87, Revenue Grid widgets are implemented using Lightning Web Components and Named Credentials. As a result, these widgets—and the updated Revenue Grid app—are available only in Salesforce Lightning Experience.

If you’re using Salesforce Classic, we recommend switching to Lightning Experience to access all insights and functionality provided by the updated widgets.

How to open the new Revenue Grid app

  1. Click the App Launcher (grid icon in the upper-left corner of Salesforce).

  2. Type Revenue Grid into the search bar.

  3. Select Revenue Grid (with the R icon) from the results.

See also