Salesforce and Email & Calendar integration for Financial Services

Revenue Grid is the leading enterprise-level integration between Salesforce Financial and Sales Cloud and your Outlook or Gmail. Customizable, secure, flexible, and developed specifically for the Financial sector

The most customizable integration for the Financial Sector

Got specific requirements like on-prem deployment or Salesforce Community licenses? You are at the right place.
Revenue Grid offers the most flexible solution designed specifically to meet any need of financial enterprises

  • Secure On-premises deployment

    On-premises and private cloud deployment available

  • Enterprise

    Scale up to 100K users with stable performance

  • Multi-geo support for Office 365

    Multi-geo tenant Microsoft Exchange supported

  • Lightning scheduler adapter

    Full support of Lightning Scheduler functionality

  • Full support of community licenses

    All Salesforce Community licenses supported

  • Financial Cloud

    Specifically designed for Salesforce Financial Services Cloud

  • Best-in-class
    customer support

    Speedy resolutions to any request

  • Security

    SOC 2, ISO 27001, and GDPR certified or compliant

Everything your financial institution needs

Automatically capture data to Salesforce, access and manage it directly from your Inbox, sync your Salesforce and
Outlook or Google Calendars. The best part? You can customize everything to the way you run it at your organization

Auto-capture every customer interaction your way

Automatically log all data from customer communication channels to
Salesforce. No missing data, no inaccuracies, no duplicates

  • Capture data on-prem or use our cloud solution
  • Capture email threads, sync historical data, multi-match data
  • Automatically create Leads and Accounts in Salesforce
100% customizable



Manage complete Salesforce data in
your Email Sidebar

Access complete Salesforce Financial and Sales Cloud data directly from your Inbox. Create, link, and edit any standard or custom object on the go

  • Choose objects and fields to display in the Sidebar
  • Manually save emails to the right Salesforce records
  • Fully customize Lightning UI
24% more CRM usage enterprise-wide


Revenue Grid is the best solution to connect Salesforce Financial
and Sales Cloud with your Email and Calendar on-premises

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