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Add Revenue Grid widgets in Salesforce (user guide)

3 min read


User-level article

This article is for Salesforce users who have permission to customize their own Lightning app navigation and page layouts. If you’re a Salesforce admin, see Add Revenue Grid widgets in Salesforce (admin guide).

Revenue Grid sales widgets are visual components embedded in Salesforce that display real-time CRM and business communication insights. They help you stay on top of active deals, prioritize your pipeline, and monitor your performance—all without leaving Salesforce.

This article explains how to open the Revenue Grid app, add widgets to app navigation, and place widgets on record pages—based on the tools available to individual users.

What Revenue Grid widgets offer

Revenue Grid widgets deliver at-a-glance sales data, including:

  • Engagement insights: Spot accounts or deals that need immediate attention.
  • Activity tracking: View recent communications with leads, contacts, or accounts.
  • Pipeline performance: Track your win rates, deal size, and quota progress.
  • Personal insights: Understand how your activity aligns with sales goals.

Explore the full list of widgets at Revenue Grid widgets in your SFDC environment.

Know your environment before starting

To use Revenue Grid widgets, your organization must have the Revenue Grid managed package installed. The way you access and interact with widgets depends on the version installed and the Salesforce interface you use.

  • If your organization uses version 1.83 or earlier, widgets are built using Salesforce Canvas App technology, a framework for embedding external web applications in Salesforce. These widgets run inside Visualforce frames and are compatible with both Salesforce Classic and Lightning Experience.
  • If your organization uses version 1.87 or later, widgets are built using Lightning Web Components and Named Credentials. This modern architecture improves performance, ensures better security, and provides deeper integration with Salesforce features. These widgets are only available in Lightning Experience.

If you’re unsure which version you’re using or whether Lightning Experience is enabled, contact your Salesforce admin.

Ways to access Revenue Grid widgets

You can access Revenue Grid widgets in three flexible ways:

  • Open the Revenue Grid app in Salesforce to view all widgets in one place.
  • Add Revenue Grid tabs to the Lightning apps you use most often.
  • Embed widgets on record page layouts to see insights in context.

Open the Revenue Grid Salesforce app

Select the steps below that match your managed package version.

  1. Click the App Launcher (grid icon in the top-left corner).

  2. Type Revenue Grid in the search bar.

  3. Select the app with the R icon labeled Revenue Grid.

  1. Click the App Launcher (grid icon in the top-left corner).

  2. Type Revenue Grid in the search bar.

  3. Select Revenue Grid from the list.

Once open, you can access all dashboards and insights. For an overview of available widgets, see Revenue Grid widgets in your SFDC environment.

Add Revenue Grid tabs to app navigation

To avoid switching apps, you can add Revenue Grid tabs—like RG Pipeline and RG Forecast—to your Lightning app navigation:

  1. Open the Salesforce app where you want to add tabs.

  2. Click the dropdown on the navigation menu, then click Edit.

  3. Click Add More Items.

  4. Search for Revenue Grid tabs (e.g., RG Pipeline) and click the Add icon (+).

  5. Click Add Nav Items. Use drag-and-drop to reorder tabs if needed.

  6. Click Save.

The tabs you add will appear in your app navigation going forward. You can remove or rearrange them at any time.

Add Revenue Grid widgets to Salesforce layouts

You can embed widgets directly on record pages—such as leads, contacts, accounts, or opportunities—for immediate access to sales insights.

Select the procedure that matches your managed package version.

  1. Navigate to the record page you want to edit. For example, open the detail page of a specific account, lead, contact, or opportunity.

  2. Click the setup gear icon and select Edit Page.

  3. In the left panel, scroll to Custom - Managed and drag the RG Widget component to the layout.

  4. In the Widget Path menu, select the widget you need.

  5. Click Save.

  6. Click the back icon to return to the page.

  1. Navigate to the record page you want to edit. For example, open the detail page of a specific account, lead, contact, or opportunity.

  2. Click the setup gear icon and select Edit Page.

  3. From the left panel, drag the Visualforce component onto the layout.

  4. In the right panel, select a widget in the Visualforce Page Name menu (1). The selected widget will appear in the Visualforce component on the page (2).

  5. Repeat to add multiple widgets if needed.

  6. Click Save to apply the changes.

  7. Click the back icon to return to the page.

Your selected widgets will now display directly on the record pages, showing context-aware insights relevant to each record.

Summary

Revenue Grid sales widgets let you visualize the state of your pipeline, improve response times, and stay focused on what matters—right from your Salesforce workspace. Once added to your apps and record pages, the widgets work in the background to keep your data current and accessible.

See also