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Configure and update settings 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 administrators can edit the settings in a preset.
  • Profile administrators can view the preset settings but can only manage them at the level of individual users.
  • Platform administrator must have an active Salesforce connection to configure the Sidebar settings; without it, the settings are available in read-only mode.
  • 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:

All Revenue Grid presets include the same set of settings; only the values differ. When you apply a preset, you apply a specific configuration of those values.

Update a settings preset

When you update a preset and click Save, Revenue Grid checks whether the preset is assigned to users and offers different saving options:

  • If the preset is not assigned to any users, your only option is to save the changes.
  • If the preset is assigned to users, you can choose:
    • Save the changes as a new preset to test them first
    • Reapply the changes to users—using your preferred application mode.

Select the scenario below to follow the relevant instructions.

Use this option to test your changes safely before applying them to production users. Revenue Grid will create a copy of the original preset with your updates. The original preset and its users will not be affected.

  1. Go to Administration → Presets.

  2. Open the preset you want to update.

  3. Select the tab you want to modify:

    • Sync settings
    • Sidebar objects
    • Sidebar advanced settings

    Important

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

  4. Make your changes and click Save.

  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 Test)”. You can assign this copy to a test user or profile to validate the changes.

Use this option when you are confident in your changes and want to immediately apply them to all users assigned to the preset. Choose the application mode that best fits your needs.

  1. Go to Administration → Presets.

  2. Open the preset you want to update.

  3. Select the tab you want to modify:

    • Sync settings
    • Sidebar objects
    • Sidebar advanced settings

    Important

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

  4. Make your changes and click Save.

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

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

    To learn more about override and merge modes, see Understanding preset application modes.

  6. Click Save.

Revenue Grid will update the preset and apply the changes to all assigned users according to the selected application mode.

Settings presets give 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