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Update Revenue Grid Managed Package in Salesforce

3 min read · For users on:


To stay compatible with the latest Salesforce updates and ensure new Revenue Grid features work as expected, we regularly release updates to the Revenue Grid managed package. The updates include auxiliary custom fields, classes, and other components.

Upgrade to the latest managed package version

  1. Open the new managed package link in your web browser. The package’s publisher, InvisibleCRM, is an old Revenue Grid brand.

    Note

    The managed package is guaranteed to be secure, confidential, and free of any malicious content, under Revenue Grid Privacy & Security policies.

  2. Log in to your Salesforce account (you must have Admin permissions in your org).

  3. Indicate if you want to upgrade the package for:

    • Admins Only
    • All Users
    • Specific Profiles (recommended) – limits access to selected users who need the Salesforce Scheduler integration.

  4. If you select Specific Profiles, set access for the required profiles using the provided controls. For detailed instructions, refer to this Salesforce guide.

  5. Click Upgrade.

  6. (for 1.87 version) Select Yes, grant access to these third-party web sites, and click Continue.

    6. Click Done.

You will receive an email message from Salesforce confirming that the package was upgraded.

Note

If the error This package can't be installed occurred on the managed package installation to the Salesforce Professional Edition, refer to this article to learn how to handle the issue.

Additional configuration after upgrading to version 1.87

After upgrading the managed package to version 1.87, you must complete additional configuration steps for the Revenue Grid app in Salesforce.

Important

To complete the Revenue Grid app configuration, contact your Customer Success Manager (CSM) or our Support team to obtain all required details, including:

  • RevenueGridTenantUrl
  • ServerSyncTenantUrl
  • client_id
  • client_secret

Edit the Revenue Grid named credentials

  1. Open the Salesforce Setup Menu.
  2. In the Quick Search field, enter Named Credentials and select Named Credentials from the search results.

  3. Find Revenue Grid Named Credentials in the list and, in the Actions menu next to it, click Edit.

  4. Replace the URL with the value of your RevenueGridTenantURL provided by your CSM, and click Save.

    Important

    Depending on your Revenue Grid hosting environment, your CSM may ask you to enter the value of your ServerSyncTenantURL instead of RevenueGridTenantURL. If so, after editing the Revenue Grid named credentials, complete the steps in the Configure custom settings section below.

  5. Open Revenue Grid External Credentials.

  6. Under the Principals section, click Edit next to the REVGRDPrincipal.

  7. In the Edit Principal dialogue, click the Add button two times to add two parameters. 

  8. For the first parameter:

    • In the Name field, enter client_secret.
    • In the Value field, enter the client secret provided by our support team.

  9. For the second parameter:

    • In the Name field, enter client_id.

    • In the Value field, enter the client ID provided by our support team.

  10. Click Save.

Assign the permission sets to users

  1. In the Quick Search field, enter Permission Sets and select Permission Sets from the search results.

  2. Open Revenue Grid Named Credentials Access.

  3. Click Manage Assignments.

  4. Click Add Assignment.

  5. Select the users you want to assign the Revenue Grid Named Credentials Access permissions sets to and click Next.

  6. Click Assign.

  7. After the assignments are successful, click Done.

(If required) Configure custom settings

In some environments Salesforce admins must configure additional custom settings to ensure the correct rendering of the new Revenue Grid widgets. Your CSM will notify you if this step is required when providing the tenant URLs, client_id, and client_secret.

  1. In the Quick Search field, enter Custom Settings, then select Custom Settings from the search results.

  2. Next to CanvasAppSettings with the namespace prefix REVGRD, click Manage.

  3. Click Edit.

  4. In the RevenueGridTenantUrl field, enter the value of the RevenueGridTenantUrl provided by your CSM.

  5. Click Save.

Next steps

After you update the Revenue Grid managed package to version 1.87, help your users switch to the new Revenue Grid app and replace old Revenue Grid widgets with the new ones by following these instructions: