How to Work with Salesforce Reports from Revenue Inbox

You can quickly access your Salesforce Reports from Revenue Inbox Sidebar.

Tip

To expand Salesforce Reports integration with Revenue Inbox, ask your local Salesforce admin to set up RI managed Salesforce package in your Org. See this article for complete information about the package.

To open a relevant Report in Salesforce: 1. Click the Reports icon in RI Sidebar’s bottom toolbar (it is hidden under More…)

2. Select a Report you want to view in the dialog window that appears

The report will be opened directly in Salesforce.