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Revenue Grid knowledge base

Replace old RG app

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

1 min read

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.

To keep things running smoothly, switch to the new app as soon as possible. Here’s how to do it.

How to open the new Revenue Grid app¶

Click the App Launcher (waffle icon in the upper-left corner of Salesforce).
Type Revenue Grid into the search bar.
Select Revenue Grid (with the R icon) from the results.

After switching¶

You don’t need to migrate any data—everything carries over. But if your layouts still use old widgets, be sure to update those too. See How to replace the old Revenue Grid widgets with the new ones in Salesforce for guidance.