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Configure and update presets

3 min read


Presets in Revenue Grid let you centrally manage Sync and Sidebar settings for users and profiles. When updating a preset, you have full control over when and how to apply changes—whether immediately or after testing. You can also choose whether to override user-level customizations or preserve them where possible. This article explains how to configure a preset’s settings and choose how to save changes, so you can roll out updates confidently and efficiently.

Preset configuration requirements

  • Only platform admins can edit settings in a preset.
  • Profile admins can only view preset settings, but can manage them at the individual user level.
  • Some settings—such as contact synchronization and Sidebar configurations—depend on Salesforce visibility. The platform admin or reference user (when importing settings) must have equal or broader visibility than the users the preset is assigned to.

Settings available in a preset

Each preset includes configuration options grouped into three tabs:

Configure settings in a preset

To update the configuration in an existing preset:

  1. Go to Administration → Presets.

  2. Click the preset you want to edit.

  3. Select the tab you want to modify:

    • Sync settings
    • Sidebar objects
    • Sidebar advanced settings

  4. Make the necessary changes.

  5. Click Save.

Important

You must save changes on each tab individually. Saving only applies to the currently open tab.

Save preset changes and choose how to apply them

When you click Save after changing preset settings, Revenue Grid checks whether the preset is assigned to users and gives you options accordingly:

  • If the preset is not assigned to any users, your only option is to save the changes. No settings are applied to users.
  • If the preset is assigned to one or more users, three options are available:
    • Save as new preset copy: Save your changes in a new preset. The original preset and its assigned users are not affected. This is recommended when you want to test changes before rolling them out.
    • Save and reapply – override: Save the changes and apply all preset settings to all users currently assigned to this preset. This replaces any user-level customizations.
    • Save and reapply – merge: Save the changes and apply only the updated settings. Other settings—including those changed by users—remain unchanged.

Save changes without applying to users (test first)

Use this option to validate your changes before applying them to production users. Revenue Grid will save the modified configuration as a copy of the original preset, and the original preset—and its users—remain unaffected.

To test your changes safely:

  1. Go to Administration → Presets.

  2. Open the preset you want to edit.

  3. Update settings on one or more tabs.

  4. Click Save (on each tab individually).

  5. In the Save preset changes dialog, select Save as new preset copy.

  6. Click Save.

The copied preset opens automatically with a name based on the original, followed by “Copy (Preset name)”. You can assign this copy to a test user or profile to validate the changes.

Save changes and apply them to users

If the preset is assigned to users and you want to push the updates right away, you can apply the changes immediately using one of two modes:

  • Save and reapply – override: Applies all preset settings to the users, replacing any user-modified values.
  • Save and reapply – merge: Applies only the settings you changed. User-modified values are preserved unless affected.

To push updates to users:

  1. Go to Administration → Presets.

  2. Open the preset you want to update.

  3. Make changes to the settings on one or more tabs.

  4. Click Save (on each tab individually).

  5. In the Save preset changes dialog, choose one of the following:

    • Save and reapply – override
    • Save and reapply – merge

  6. Click Save.

The preset will be updated, and settings will be pushed to users assigned to it according to the selected mode.

This feature gives administrators flexible, low-risk control over how configuration changes are introduced. You can experiment with updates in isolation, preserve valuable user customizations, and confidently manage standardization across teams—all from one centralized place.

See also