Revenue Inbox Managed Package & Salesforce Visual Components Setup

Office 365 Google

Note

This managed package is complementary with the older Invisible Suite package, the two packages can be installed and used simultaneously.

For Org configuration management convenience, Revenue Inbox allows the local Admins to integrate Revenue Inbox controls into their Salesforce user interface, that is implemented as a custom Salesforce Canvas app. It is available for both Salesforce Classic UI and Salesforce Lightning Experience.

You can get the Revenue Inbox managed package here: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1P00000027fp&isdtp=p1

Note

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

 


The extra features provided by the package

1. The possibility to dock Revenue Inbox Sidebar into a user’s Salesforce page, this way enabling various scenarios of convenient emails and calendar data handling directly from users’ Salesforce accounts. It is implemented as a Salesforce Canvas pane; such panes are used to add various visual pages to Salesforce user interface.

Tip

Another use for the Salesforce Canvas component is to make Revenue Inbox Admin Panel settings faster to access and manage for the local Admin users, by docking the Admin panel as a Canvas pane onto their Salesforce pages.

 

2. The package includes and extended set of custom object fields required for advanced RI features functioning. That also covers some of the fields and components added by the older Invisible Suite managed package

3. Direct and handy Salesforce reports access and use. With this component installed, the end users will be able to use a pre-configured set of Salesforce reports or customize reports to be used for their specific needs.

4. For Revenue Engage Sales engagement platform users, the package allows to dock Revenue Engage tabs straight into their Salesforce user interface, as Visualforce components

>>> Click to see a screenshot <<<

 


 

To install the Revenue Inbox package

      1. Make sure that you have set up My Domain name for your Salesforce Org and Deployed it to Users. Please follow the instructions in this Salesforce Help video (00:55 - 02:05) to learn how to do that.

      2. Open the package installation link:

      3. Log in to your Salesforce account (it must have Admin permissions in your Org)         4. Select the checkbox I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program to permit installation.         5. Indicate if you want to install the package for all users in your org, for specific user profiles, or for only for the Admins         6. Click the Install button in the lower right corner of the page

Note

Please note that both RI Add-In and Chrome Extension as well as Synchronization work without installing this Suite (or setting up the necessary custom fields manually) – but in this case some useful features will be unavailable.

 


 

Uninstalling the Revenue Inbox package

Follow the steps below if you need to uninstall the Revenue Inbox package from your Salesforce org:

1. Log in to your Salesforce account (it must have Admin permissions in your org)

2. Open Setup menu in Salesforce

3. Enter installed packages in the Quick find field in the upper left corner of the page and select Installed Packages

4. Find Revenue Inbox in the list of installed packages and click the Uninstall button next to it

  5. Scroll down to the bottom of the page that appears and select the checkbox Yes, I want to uninstall this package and permanently delete all associated components, then click Uninstall

 


 

Package Contents

Specific fields, classes, and components the Revenue Inbox package adds to your Salesforce configuration:

 

Component name / function Parent object Component type
RG_Signals Visualforce Page (SFDC Canvas pane)
Opty_RG_Connections Visualforce Page (SFDC Canvas pane)
Opty_RG_Signals Visualforce Page (SFDC Canvas pane)
Opty_RG_Engagement Visualforce Page (SFDC Canvas pane)
Opty_RG_Activity Visualforce Page (SFDC Canvas pane)
Opty_RevenueGrid Visualforce Page (SFDC Canvas pane)
UserUI Visualforce Page (SFDC Canvas pane)
RevenueGrid Visualforce Page (SFDC Canvas pane)
AdminUI Visualforce Page (SFDC Canvas pane)
RG_Pipeline Visualforce Page (SFDC Canvas pane)
RG Signals Tab
Revenue Grid Tab
Admin UI Tab
User UI Tab
RG Pipeline Tab
Invisible Suite Connected App
Invisible Suite App
Opps closing next 90d w/o activity 30d Report
Activities per Sales Rep Report
VB_Demo_Reports Report Folder
Opportunities w/o planned Activity Report
Opps closing next 30d w/o activity 7d Report
Opportunities that need reply Report
Revenue Inbox reports Report Folder
Opportunity Last touch Report
Revenue Inbox: Stalled opportunities Dashboard
Inbound Emails Last Week Report
Revenue Inbox: Sales Activity report Dashboard
Completed Events: Last Week with Invitees Report
Opps older than 150d w/o activity 60d Report
Revenue Inbox reports Dashboard Folder
Sent Activity Custom Field
Last Activity Date Contact Custom Field
Last Inbound Email Date Lead Custom Field
Last Event Date Opportunity Custom Field
Last Inbound Email Date Contact Custom Field
Last Activity Date Lead Custom Field
Last Event Date Contact Custom Field
Last Event Date Lead Custom Field
Needs Reply Opportunity Custom Field
Last Activity Date Opportunity Custom Field
Last Outbound Email Date Lead Custom Field
Last Inbound Email Date Opportunity Custom Field
Last Outbound Email Date Contact Custom Field
Last Outbound Email Date Opportunity Custom Field
Value Values__c Custom Field
SM000_PostInstall Apex Class
T013_Task Task Apex Trigger
T012_Event Event Apex Trigger
T013_TaskTest Apex Class
SM000_PostInstallTest Apex Class
T012_EventTest Apex Class
VFC002_Canvas Apex Class
SM001_SettingsTest Apex Class
VFC001_CanvasExt Apex Class
SM001_Settings Apex Class
VFC001_CanvasExtTest Apex Class
VFC002_CanvasTest Apex Class

 


 

Set up the Revenue Inbox app in Salesforce

After the managed package has been installed, you can proceed to setting up the Revenue Inbox app in Salesforce.

Follow the video guide below to learn how to do that.

 


 

Adding Revenue Inbox components to Salesforce user interface

After you set up the Managed Package and configure the app in Salesforce, you can dock Revenue Inbox panes (widgets) in Salesforce User Interface. Follow the video guide below to learn how to do that.