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Revenue Grid Managed Package Components

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Specific triggers, fields, pages, and other components the Revenue Grid package adds to your Salesforce configuration:

Component name

Parent object

Type

API name

Description

T012_Event

Event

Apex Trigger

 

The trigger is in the after insert context.

The trigger can be disabled by the REVGRD__Trigger_Settings__c custom setting.

Trigger actions (methods):

  1. UpdateEventDetails() – updates the Last_Event_Date__c field in related Opportunity, Contact, and Lead records.

  2. Calls the CreateEventInOutlook() – creates events in an external system (e.g. Outlook) based on the Event records.

T013_Task

Task

Apex Trigger

 

The trigger is in the after insert context.

The trigger can be disabled by the REVGRD__Trigger_Settings__c custom setting.

Trigger actions (methods):

  1. UpdateTaskDetails() – updates the Last_Activity_Date__c, Last_Event_Date__c, Last_Inbound_Email_Date__c, Last_Outbound_Email_Date__c fields in related Opportunity, Contact, and Lead records.

T014_Opportunity

Opportunity

Apex Trigger

 

The trigger is in the after update context.

The trigger can be disabled by the REVGRD__Trigger_Settings__c custom setting.

Trigger actions (methods):

  1. Calls the UpdateOpportunityForecast method from the OpportunityTriggerHandler class to handle the Opportunity forecast update.

Invisible_Suite

 

App

 

REVGRD

 

App

 

Custom Salesforce app that contains tabs for Revenue Grid widgets

DynamicCanvasApp

 

Aura Component Bundle

 

Dynamic Canvas App allows customizing widgets so that they can work with any sObject (custom or standard).

InvisibleSuite

 

Connected App

 

App to be configured after managed package installation.

App controls user access to the managed package.

Account

Signals Report

Custom Field

REVGRD__Account__c

 

AI Score

Account

Custom Field

REVGRD__AI_Score__c

 

AI Score

Opportunity

Custom Field

REVGRD__AI_Score__c

 

Authorization

CallOut

Custom Field

REVGRD__Authorization__c

Used to save Callout Authorization

Booking Link

User

Custom Field

REVGRD__BookingLink__c

Static link for booking a meeting with a specific user

CanvasApp

CanvasAppSettings

Custom Field

REVGRD__CanvasApp__c

Used for CanvasApp name

CanvasAppNameSpace

CanvasAppSettings

Custom Field

REVGRD__CanvasAppNameSpace__c

Used for CanvasAppNameSpace name

ClientId

ClientId Config

Custom Field

REVGRD__ClientId__c

Used to save ClientId in custom setting

Contact

Signals Report

Custom Field

REVGRD__Contact__c

 

Contexts

Signals Report

Custom Field

REVGRD__Contexts__c

 

Created By RG

Account

Custom Field

REVGRD__CreatedBySCC__c

Field-indicator on the Account object which mark created by Revenue Grid objects

Created By RG

Activity

Custom Field

REVGRD__CreatedBySCC__c

Field-indicator on the Activity object which mark created by Revenue Grid objects

Created By RG

Case

Custom Field

REVGRD__CreatedBySCC__c

Field-indicator on the Case object which mark created by Revenue Grid objects

Created By RG

Contact

Custom Field

REVGRD__CreatedBySCC__c

Field-indicator on the Contact object which mark created by Revenue Grid objects

Created By RG

Lead

Custom Field

REVGRD__CreatedBySCC__c

Field-indicator on the Lead object which mark created by Revenue Grid objects

Created By RG

Opportunity

Custom Field

REVGRD__CreatedBySCC__c

Field-indicator on the Opportunity object which mark created by Revenue Grid objects

Days Since Created

Opportunity

Custom Field

REVGRD__Days_Since_Created__c

The number of days since the Opportunity has been created.

Description

Signals Report

Custom Field

REVGRD__Description__c

 

Disable EventTrigger

Trigger Settings

Custom Field

REVGRD__Disable_EventTrigger__c

Used to disable T012_Event Trigger

Disable InstantSyncTrigger

Trigger Settings

Custom Field

REVGRD__Disable_InstantSynkTrigger__c

Used to disable InstantSyncTrigger

Disable OpportunityTrigger

Trigger Settings

Custom Field

REVGRD__Disable_OpportunityTrigger__c

Used to disable T014_Opportunity Trigger

Disable TaskTrigger

Trigger Settings

Custom Field

REVGRD__Disable_TaskTrigger__c

Used to disable T013_Task Trigger

Dismiss Date/Time

Signals Report

Custom Field

REVGRD__Dismiss_DateTime__c

The date and time when the signal was dismissed.

Due Date/Time

Signals Report

Custom Field

REVGRD__Due_DateTime__c

The date and time when the signal should appear in the Signals Feed and other communication channels.

Duration

CallOut

Custom Field

REVGRD__Duration__c

Used to save Callout Duration

Effort Total Time

Account

Custom Field

REVGRD__Total_Effort__c

The number of minutes spent on nurturing deals with the Account. It’s used for generating some types of signals.

Effort Total Time

Contact

Custom Field

REVGRD__Total_Effort__c

The number of minutes spent on nurturing the Contact. It’s used for generating some types of signals.

Effort Total Time

Lead

Custom Field

REVGRD__Total_Effort__c

The number of minutes spent on nurturing deals with the Lead. It’s used for generating some types of signals.

Effort Total Time

Opportunity

Custom Field

REVGRD__Total_Effort__c

The number of minutes spent on the Opportunity. It’s used for generating some types of signals.

Email Opens Tracker ID

Activity

Custom Field

 REVGRD__Email_Opens_Tracker_ID__c

The field used for specifying whether an email was opened.

Employees Engaged Count

Account

Custom Field

REVGRD__Internal_Contacts_Count__c

Number of internal employees engaged with this Account.

Employees Engaged Count

Contact

Custom Field

REVGRD__Internal_Contacts_Count__c

Number of internal employees engaged in communication with this Contact.

Employees Engaged Count

Lead

Custom Field

REVGRD__Internal_Contacts_Count__c

Number of internal employees engaged in communication with this Lead.

Employees Engaged Count

Opportunity

Custom Field

REVGRD__Internal_Contacts_Count__c

Number of internal employees engaged in communication with this Opportunity.

EndTime

CallOut

Custom Field

REVGRD__EndTime__c

Used to save Callout EndTime

Engaged Contacts

Account

Custom Field

REVGRD__External_Contacts_Count__c

Number of engaged Contacts

ErrorMessage

CallOut

Custom Field

REVGRD__ErrorMessage__c

Used to save Callout Error Message

Events Effort

Account

Custom Field

REVGRD__Events_Effort__c

The number of minutes spent in meetings with the Account. It’s used for generating some types of signals.

Events Effort

Contact

Custom Field

REVGRD__Events_Effort__c

The number of minutes spent in meetings with the Contact. It’s used for generating some types of signals.

Events Effort

Lead

Custom Field

REVGRD__Events_Effort__c

The number of minutes spent in meetings with the Lead. It’s used for generating some types of signals.

Events Effort

Opportunity

Custom Field

REVGRD__Events_Effort__c

The number of minutes spent in meetings with the Opportunity. It’s used for generating some types of signals.

External Engaged Contacts Count

Opportunity

Custom Field

REVGRD__External_Contacts_Count__c

External people engaged in this Opportunity communication

Favorite

Account

Custom Field

REVGRD__Favorite__c

 

Favorite

Opportunity

Custom Field

REVGRD__Favorite__c

 

First Opened

Activity

Custom Field

REVGRD__First_Opened__c

Date/Time the Email was first opened

Forecast Update

Opportunity

Custom Field

REVGRD__Forecast_Update__c

Text field. When this field is updated, that starts Opportunity trigger and updates Forecast Category standard field.

From

Activity

Custom Field

REVGRD__From_del__c

Inbound Emails Count

Account

Custom Field

REVGRD__Inbound_Emails_Count__c

Indicates the number of inbound Emails for the Account object.

Inbound Emails Count

Contact

Custom Field

REVGRD__Inbound_Emails_Count__c

Indicates the number of inbound Emails for the Contact object.

Inbound Emails Count

Lead

Custom Field

REVGRD__Inbound_Emails_Count__c

Indicates the number of inbound Emails for the Lead object.

Inbound Emails Count

Opportunity

Custom Field

REVGRD__Inbound_Emails_Count__c

Indicates the number of inbound Emails for the Opportunity object.

Inbound Emails Effort

Account

Custom Field

REVGRD__Inbound_Emails_Effort__c

The number of minutes spent on inbound emails from the Account. It’s used for generating some types of signals.

Inbound Emails Effort

Contact

Custom Field

REVGRD__Inbound_Emails_Effort__c

The number of minutes spent on inbound emails from the Contact. It’s used for generating some types of signals.

Inbound Emails Effort

Lead

Custom Field

REVGRD__Inbound_Emails_Effort__c

The number of minutes spent on inbound emails from the Lead. It’s used for generating some types of signals. 

Inbound Emails Effort

Opportunity

Custom Field

REVGRD__Inbound_Emails_Effort__c

The number of minutes spent on inbound emails from the Opportunity. It’s used for generating some types of signals. 

Internet Message Id

Activity

Custom Field

REVGRD__InternetMessageId__c

Email Internet Message-ID. Added to ensure there are no duplicates saved. Is also used to verify that the email was already sent or received, by matching this value with Mailbox analytics / Exchange or Gmail data

Is Internal

Activity

Custom Field

REVGRD__IsInternal__c

Indicates if an Activity is Internal (in-Org) or External (outside contacts)

Is Outbound

Activity

Custom Field

REVGRD__IsOutbound__c

Indicates if an Activity is Outbound or Inbound

Last Activity Date

Account

Custom Field

REVGRD__Last_Activity_Date__c

Field shows the last activity date for the Account object. This field stores information about the date of the last activity in Email or Event.

Last Activity Date

Contact

Custom Field

REVGRD__Last_Activity_Date__c

Field shows the last activity date for the Contact object. This field stores information about the date of the last activity in Email or Event.

Last Activity Date

Lead

Custom Field

REVGRD__Last_Activity_Date__c

Field shows the last activity date for the Lead object. This field stores information about the date of the last activity in Email or Event.

Last Activity Date

Opportunity

Custom Field

REVGRD__Last_Activity_Date__c

Field shows the last activity date for the Opportunity object. This field stores information about the date of the last activity in Email or Event.

Last Analytics Sync Date

Account

Custom Field

REVGRD__Analytics_Last_Sync_Date__c

Date of the latest Analytics Sync for the Account object

Last Analytics Sync Date

Contact

Custom Field

REVGRD__Analytics_Last_Sync_Date__c

Date of the latest Analytics Sync for the Contact object

Last Analytics Sync Date

Lead

Custom Field

REVGRD__Analytics_Last_Sync_Date__c

Date of the latest Analytics Sync for the Lead object

Last Analytics Sync Date

Opportunity

Custom Field

REVGRD__Analytics_Last_Sync_Date__c

Date of the latest Analytics Sync for the Opportunity object

Last Inbound Email Date

Account

Custom Field

REVGRD__Last_Inbound_Email_Date__c

Field shows the last inbound Email date for the Account object

Last Inbound Email Date

Contact

Custom Field

REVGRD__Last_Inbound_Email_Date__c

Field shows the last inbound Email date for the Contact object

Last Inbound Email Date

Lead

Custom Field

REVGRD__Last_Inbound_Email_Date__c

Field shows the last inbound Email date for the Lead object

Last Inbound Email Date

Opportunity

Custom Field

REVGRD__Last_Inbound_Email_Date__c

Field shows the last inbound Email date for the Opportunity object

Last Meeting Date

Account

Custom Field

REVGRD__Last_Event_Date__c

Date of the latest Event for the Account object

Last Meeting Date

Contact

Custom Field

REVGRD__Last_Event_Date__c

Date of the latest Event for the Contact object

Last Meeting Date

Lead

Custom Field

REVGRD__Last_Event_Date__c

Date of the latest Event for the Lead object

Last Meeting Date

Opportunity

Custom Field

REVGRD__Last_Event_Date__c

Date of the latest Event for the Opportunity object

Last Opened

Activity

Custom Field

REVGRD__Last_Opened__c

Date/Time the Email was last opened

Last Outbound Email Date

Account

Custom Field

REVGRD__Last_Outbound_Email_Date__c

Field shows the last outbound Email date for the Account object

Last Outbound Email Date

Contact

Custom Field

REVGRD__Last_Outbound_Email_Date__c

Field shows the last outbound Email date for the Contact object

Last Outbound Email Date

Lead

Custom Field

REVGRD__Last_Outbound_Email_Date__c

Field shows the last outbound Email date for the Lead object

Last Outbound Email Date

Opportunity

Custom Field

REVGRD__Last_Outbound_Email_Date__c

Field shows the last outbound Email date for the Opportunity object

Lead

Signals Report

Custom Field

REVGRD__Lead__c

 

Leed Needs Reply

Lead

Custom Field

REVGRD__Leed_Needs_Reply__c

This field indicates Leads with Inbound email as the last touch without an answer

Meetings Count

Contact

Custom Field

REVGRD__Events_Count__c

Number of Events for the Contact object

Meetings Count

Lead

Custom Field

REVGRD__Events_Count__c

Number of Events for the Lead object

Meetings Count

Opportunity

Custom Field

REVGRD__Events_Count__c

Number of Events for the Opportunity object

Method

CallOut

Custom Field

REVGRD__Method__c

Used to save Callout Method

Name (Subject)

Signals Report

Custom Field

REVGRD__Name_Subject__c

 

Needs Reply

Opportunity

Custom Field

REVGRD__Needs_Reply__c

Indicates Opportunities with an Inbound email as the last touch which was not replied

Next Step Updated

Opportunity

Custom Field

REVGRD__Next_Step_Updated__c

The date and time when a Sales Rep updated the next step for an Opportunity.

Opportunity

Signals Report

Custom Field

REVGRD__Opportunity__c

 

Outbound Emails Count

Account

Custom Field

REVGRD__Outbound_Emails_Count__c

Indicates the number of outbound Emails for the Account object.

Outbound Emails Count

Contact

Custom Field

REVGRD__Outbound_Emails_Count__c

Indicates the number of outbound Emails for the Contact object.

Outbound Emails Count

Lead

Custom Field

REVGRD__Outbound_Emails_Count__c

Indicates the number of outbound Emails for the Lead object.

Outbound Emails Count

Opportunity

Custom Field

REVGRD__Outbound_Emails_Count__c

Indicates the number of outbound Emails for the Opportunity object.

Outbound Emails Effort

Account

Custom Field

REVGRD__Outbound_Emails_Effort__c

The number of minutes spent on outbound emails to the Account. It’s used for generating some types of signals. 

Outbound Emails Effort

Contact

Custom Field

REVGRD__Outbound_Emails_Effort__c

The number of minutes spent on outbound emails to the Contact. It’s used for generating some types of signals. 

Outbound Emails Effort

Lead

Custom Field

REVGRD__Outbound_Emails_Effort__c

The number of minutes spent on outbound emails to the Lead. It’s used for generating some types of signals.

Outbound Emails Effort

Opportunity

Custom Field

REVGRD__Outbound_Emails_Effort__c

The number of minutes spent on outbound emails to the Opportunity. It’s used for generating some types of signals. 

Record Id

CallOut

Custom Field

REVGRD__Record_Id__c

Used to save Callout Record ID.

Request

CallOut

Custom Field

REVGRD__Request__c

Used to save Callout Request

Response

CallOut

Custom Field

REVGRD__Response__c

Used to save Callout Response

Revenue Grid Value

Revenue Grid Values

Custom Field

REVGRD__Value__c

RevenueGridTenantUrl

CanvasAppSettings

Custom Field

REVGRD__RevenueGridTenantUrl__c

Used for Revenue Grid Tenant URL

RG Score

Opportunity

Custom Field

REVGRD__RG_Score__c

The score assigned to the Opportunity in Revenue Grid.

RG Status

Opportunity

Custom Field

REVGRD__Status__c

Revenue Guide Status field for the Opportunity (i.e., green, yellow, red).
By default, when an Opportunity is just created or there are no related signals, its status is set to Green (healthy). Learn more about Opportunity statuses...

Saved Manually AddIn

Activity

Custom Field

REVGRD__SavedManuallyAddIn__c

Indicates whether this activity was logged manually via the Sidebar.

Send Date

Activity

Custom Field

REVGRD__SendDate__c

The actual date when an Email or Event invite was sent or received.

Sent

Activity

Custom Field

REVGRD__Sent__c

Indicates outbound Activities.

ServerSyncTenantUrl

CanvasAppSettings

Custom Field

REVGRD__ServerSyncTenantUrl__c

Used for Server Sync Tenant URL.

Signal ID

Signals Report

Custom Field

REVGRD__Signal_ID__c

Signal Score

Signals Report

Custom Field

REVGRD__Signal_Score__c

The score of the signal.

Signal URL

Signals Report

Custom Field

REVGRD__Signal_URL__c

 

Starred

Account

Custom Field

REVGRD__Starred__c

Starred

Opportunity

Custom Field

REVGRD__Starred__c

StartTime

CallOut

Custom Field

REVGRD__StartTime__c

Used to save Callout Start Time

Status

CallOut

Custom Field

REVGRD__Status__c

Used to save Callout Status

Status

Signals Report

Custom Field

REVGRD__Status__c

Thread Id

Activity

Custom Field

REVGRD__ThreadId__c

Email Thread ID. It is added to perform auto-saving of emails in a thread

Total Meetings Count

Account

Custom Field

REVGRD__Events_Count__c

Total number of Events for the Account object

Type

CallOut

Custom Field

REVGRD__Type__c

Used to save Callout Type

Type

Signals Report

Custom Field

REVGRD__Type__c

URL

CallOut

Custom Field

REVGRD__URL__c

Used to save Callout URL

CallOut

 

Custom Object

REVGRD__CallOut__c

Use this object to save callout info

Signals Report

 

Custom Object

REVGRD__Signals_Report__c

 

CanvasAppSettings

 

Custom Setting

REVGRD__CanvasAppSettings__c

This Custom Setting contains the configurations for Revenue Grid Widgets

ClientId Config

 

Custom Setting

REVGRD__CliendId_Config__c

This Custom Setting contains the configurations for Revenue Grid clientID

Revenue Grid Values

 

Custom Setting

REVGRD__Values__c

 

Trigger Settings

 

Custom Setting

REVGRD__Trigger_Settings__c

This Custom Setting contains the configurations for Revenue Grid Triggers (allows you to disable triggers)

RevenueInbox: Sales Activity report

 

Dashboard

 

RevenueInbox: Sales Activity report enables the managers to see the activity statistics per each Sales Representative

RevenueInbox: Stalled opportunities

 

Dashboard

 

RevenueInbox: Stalled opportunities report enables the managers to see the statistics on stalled opportunities

SmartCloudConnectreports

 

Dashboard Folder

 

 

Update_Custom_Setting

 

Flow Definition

Update_Custom_Setting

Update_NextStepUpdated

 

Flow Definition

Update_NextStepUpdated

Saves the current date in the Next_Step_Updated__c (date) field when the Next Step field in opportunity is updated

Account_Record_Page_RG

 

Lightning Page

 

Contact_Record_Page_RG

 

Lightning Page

 

 

Home

 

Lightning Page

 

 

Lead_Record_Page_RG

 

Lightning Page

 

 

Opportunity_Record_Page_RG

 

Lightning Page

 

 

REVGRD_UtilityBar

 

Lightning Page

 

 

All

CallOut

List View

 

List view showing all Callout records

All

Signals Report

List View

 

List view showing all Signals Report records

Activities per Sales Rep

 

Report

 

Activity statistics per each Sales Representative

Completed Events Last Week with Invitees

 

Report

 

The number of meetings per Sales Representative held in the last 7 days

Inbound Emails Last Week

 

Report

 

The number of inbound Emails for each Sales Representative received in the last 7 days

Opportunities that need reply

 

Report

 

The list of Opportunities with an Inbound email as last touch and that lack answer

Opportunities w/o planned Activity

 

Report

 

Opportunities without any planned Activity

Opportunity Last touch

 

Report

 

 

Opps closing next 30d w/o activity 7d

 

Report

 

Opportunities that are to be closed within next 30 days without any activity in the last 7 days

Opps closing next 90d w/o activity 30d

 

Report

 

Opportunities that are to be closed within next 90 days without any activity in the last 30 days

Opps older than 150d w/o activity 60d

 

Report

 

Opportunities created more than 150 days ago without any activity in the last 60 days

Planned Events with Invitees

 

Report

 

The number of meetings per Sales Representative planned for the next 7 days

Signals by Owner

 

Report

 

 

Signals by Status

 

Report

 

 

RG Reports

 

Report Folder

 

 

SamrtCloudConnectreports

 

Report Folder

 

 

VB_Demo_Reports

 

Report Folder

 

 

Calendars

 

Tab

 

Tab that contains Calendars widget

Connect RG to Salesforce Config

 

Tab

 

Tab that allows establishing the connection to External Tenant

Revenue Grid

 

Tab

 

Tab that contains Revenue Grid widget

RG Accounts

 

Tab

 

Tab that contains RG Accounts widget

RG Forecast

 

Tab

 

Tab that contains RG Forecast widget

RG Pipeline

 

Tab

 

Tab that contains RG Pipeline widget

RG Pipeline Evolution

 

Tab

 

Tab that contains Pipeline Evolution widget

RG Pipeline Waterfall

 

Tab

 

Tab that contains Pipeline Waterfall widget

RG Team Performance

 

Tab

 

Tab that contains Team Performance widget

RI Admin UI

 

Tab

 

Tab that contains Admin UI widget

Signals

 

Tab

 

Tab that contains Signals widget

Signals Report

 

Tab

 

Tab that contains Signals Report widget

User UI

 

Tab

 

Tab that contains User UI widget

Account_Activity

 

Visualforce Page

REVGRD__Account_Activity

Revenue Engage Account Activity Widget

Account_Connections

 

Visualforce Page

REVGRD__Account_Connections

Revenue Engage Account Connections Widget

Account_Engagement

 

Visualforce Page

REVGRD__Account_Engagement

Revenue Engage Account Engagement Widget

Account_RevenueGrid

 

Visualforce Page

REVGRD__Account_RevenueGrid

 

Account_Signals

 

Visualforce Page

REVGRD__Account_Signals

Revenue Engage Signals for Accounts

Accounts

 

Visualforce Page

REVGRD__Accounts

 

AdminUI

 

Visualforce Page

REVGRD__AdminUI

Visualforce page that allows opening Revenue Grid Admin Page in Salesforce

Calendars

 

Visualforce Page

REVGRD__Calendars

Config

 

Visualforce Page

REVGRD__Config

Contact_Activity

 

Visualforce Page

REVGRD__Contact_Activity

Revenue Engage Contact Activity Widget

Contact_Activity_Trends

 

Visualforce Page

REVGRD__Contact_Activity_Trends

Revenue Engage Contact Activity Trends Widget

Contact_Connections

 

Visualforce Page

REVGRD__Contact_Connections

Revenue Engage Contact Connections Widget

Contact_Engagement

 

Visualforce Page

REVGRD__Contact_Engagement

Revenue Engage Contact Engagement Widget

Contact_Overview

 

Visualforce Page

REVGRD__Contact_Overview

Revenue Engage Contact Overview Widget

Contact_Sequences

 

Visualforce Page

REVGRD__Contact_Sequences

Revenue Engage Contact Sequences Widget

Contact_Signals

 

Visualforce Page

REVGRD__Contact_Signals

Revenue Engage Signals for Contacts

Lead_Activity

 

Visualforce Page

REVGRD__Lead_Activity

Revenue Engage Lead Activity Widget

Lead_Activity_Trends

 

Visualforce Page

REVGRD__Lead_Activity_Trends

Revenue Engage Lead Activity Trends Widget

Lead_Connections

 

Visualforce Page

REVGRD__Lead_Connections

Revenue Engage Lead Connections Widget

Lead_Overview

 

Visualforce Page

REVGRD__Lead_Overview

Revenue Engage Lead Overview Widget

Lead_Sequences

 

Visualforce Page

REVGRD__Lead_Sequences

Revenue Engage Lead Sequences Widget

Lead_Signals

 

Visualforce Page

REVGRD__Lead_Signals

Revenue Engage Signals for Leads

Opty_RevenueGrid

 

Visualforce Page

REVGRD__Opty_RevenueGrid

Opportunity created using RG Email Sidebar

Opty_RG_Activity

 

Visualforce Page

REVGRD__Opty_RG_Activity

Revenue Guide Activity Trends Widget for Opportunities

Opty_RG_Connections

 

Visualforce Page

REVGRD__Opty_RG_Connections

Opportunity Connections: People involved in communication, Sankey chart

Opty_RG_Engagement

 

Visualforce Page

REVGRD__Opty_RG_Engagement

Revenue Guide Engagement Widget for Opportunities: last touch, documents, roles, etc.

Opty_RG_Signals

 

Visualforce Page

REVGRD__Opty_RG_Signals

Revenue Guide Signals for Opportunities

RevenueGrid

 

Visualforce Page

REVGRD__RevenueGrid

General Revenue Grid widget designed to be used as a general tab in Sales app in Salesforce. Is actually the whole RG web app, is opened on RE Planner.

RG_Forecast

 

Visualforce Page

REVGRD__RG_Forecast

 

RG_Forecast_Tracker

 

Visualforce Page

REVGRD__RG_Forecast_Tracker

 

RG_Log_Call_Contact

 

Visualforce Page

REVGRD__RG_Log_Call_Contact

 

RG_Log_Call_Lead

 

Visualforce Page

REVGRD__RG_Log_Call_Lead

 

RG_Pipeline

 

Visualforce Page

REVGRD__RG_Pipeline

General Revenue Guide Pipeline (Opportunities) widget implemented as a general tab in the Sales app in Salesforce

RG_Pipeline_evolution

 

Visualforce Page

REVGRD__RG_Pipeline_evolution

RG_Pipeline_Flow

 

Visualforce Page

REVGRD__RG_Pipeline_Flow

General Revenue Guide Pipeline Flow widget implemented as a general tab in the Sales app in Salesforce

RG_Pipeline_Waterfall

 

Visualforce Page

REVGRD__RG_Pipeline_Waterfall

General Revenue Guide Pipeline Waterfall widget implemented as a general tab in the Sales app in Salesforce

RG_Send_Email_Contact

 

Visualforce Page

REVGRD__RG_Send_Email_Contact

 

RG_Send_Email_Lead

 

Visualforce Page

REVGRD__RG_Send_Email_Lead

 

RG_Send_Email_Opportunity

 

Visualforce Page

REVGRD__RG_Send_Email_Opportunity

 

RG_Signals

 

Visualforce Page

REVGRD__RG_Signals

General Revenue Guide Signals widget, implemented as a general tab in the Sales app in Salesforce

RG_SMS_Contact

 

Visualforce Page

REVGRD__RG_SMS_Contact

RG_SMS_Lead

 

Visualforce Page

REVGRD__RG_SMS_Lead

RG_Team_Performance

 

Visualforce Page

REVGRD__RG_Team_Performance

 

RI_User_Additional_Config

 

Visualforce Page

REVGRD__RI_User_Additional_Config

 

RI_User_Mailbox_Config

 

Visualforce Page

REVGRD__RI_User_Mailbox_Config

 

RI_User_Salesforce_Config

 

Visualforce Page

REVGRD__RI_User_Salesforce_Config

 

UserUI

 

Visualforce Page

REVGRD__UserUI

Visualforce page that allows opening RG Email Sidebar in Salesforce

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