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Installing the Revenue.io Guided Selling Package
Guided Selling Package Components

Guided Selling Package Components

Guided Selling Package Components

The following outlines the management controls and features of the Sequence managed package for both admins and end-users.

Please reference the guides as centralized knowledge to be mirrored on our external customer-facing support site.

For the sequence-managed package to operate, several proprietary functions need to execute including triggers, batches, and components built to run and execute the logic maintained in the package. Each component is outlined within this branch of the documentation.

Objects

The objects impacted with this package include default SFDC objects along with the newly introduced package objects:

Standard Objects

  • Leads
  • Contacts
  • Activities

New Custom Objects

  • Sequences
  • Participant Actions
  • Participant Sequence History
  • Sequence Actions
  • Actions
  • Sequence Email Actions
  • Core Flow Test Result
  • Guided Selling Email Template
  • Snippet

Standard Objects

Leads

The leads object introduces custom fields for the mapping of sequences and actions to an individual lead record. Here we provide a lookup relationship for leads to sequences along with detail around their current state within the sequence.

Custom Fields

  • isActivated
  • EntranceCriteria Matched Date
  • Priority
  • SequenceID

Contacts

The contacts object introduces custom fields for the mapping of sequences and actions to an individual lead record. Here similar to leads we provide a lookup relationship for contacts to sequences along with detail around their current state within the sequence.

Custom Fields

  • isActivated
  • EntranceCriteria Matched Date
  • Priority
  • SequenceID

Activities

Within the default activities object, we are introducing a sequence action lookup field to associate the corresponding sequence action to a performed activity.

Custom Fields

  • Sequence Action

Custom Objects

Sequences (Cadence__c)

Sequences manage the orchestration of our lead and contact sequences. They hold entrance and exit criteria which is evaluated against a participant at runtime to enter or exit the participant to/from a Sequence.

Participant Sequence History (Participant_Sequence_History__c)

Inserted when a Participant leaves a Sequence for any reason (email reply, sequence completion, automatic disassociation, manual disassociation). Participants may not reenter Sequences that they’ve previously exited.

Action (Action__c)

Actions are individual tasks, sms, emails or calls that are always a parent of a Sequence Action.

Sequence Action (CadenceAction__c)

Sequence Actions are junction objects between the Sequence and Action objects. They associate a specific Action with a specific Sequence, thus making that Action available to be used when configuring the parent Sequence.

Participant Action (Sequence_Action__c)

A Participant Action is a unique instance of an Action that is associated with a Lead or Contact and a Sequence.

Sequence Email Actions (Sequence_Email_Actions__c)

Sequence Email Actions records are stateful representations of email interactions like “sent”, “replied”, “opened” and “link click”. They’re children of the Participant Action table.

Core Flow Test Result (Core_Flow_Test_Result__c)

Stateful representation of the core flow test run which Guided Selling executes out of box for new installs and upgrades. This core flow test is also executable from the Sequence Settings page.

Guided Selling Email Template (Email_Template__c)

Email templates built in Guided Selling’s Action Builder which facilitate Email type Actions. They’re bound to an Action__c record via the Action__c.Template_Id__c String field.

Snippet (Snippet__c)

Reusable blobs of html content for use in Guided Selling’s Engage view and Action Builder, to enable easy reuse of common content.

Custom Settings

Automated Core Flow Test Execution

Tracks whether or not a core flow test has been executed for this package version. Is automatically set to via post-install script, and then false set back to after the core flow test is executed via the next job.true CadenceScheduler

Automatic Email Recovery Date Threshold

The date from which the application will recover Tasks for automatic emails which were successfully sent, but are missing Tasks (due to Row Lock, CPU time, or some other issue that broke Task creation via email-send confirmation).

Custom Call Enabled

true if the client is using Revenue.io’s Custom Call solution, which works around the Task field limit issue sometimes incurred by larger organizations when installing RingDNA for Salesforce. This setting changes how Guided Selling handles incoming calls from the RingDNA for Salesforce dialer.

Disassociate Participants on Completion

Set via the Sequence Settings page, if the application will disassociate participants from Sequences once they complete their Sequence.true

Email Reply Exit Participant Setting

Set via the Sequence Settings page, if the application will disassociate participants from Sequences once they reply to an email.true

Native Email Daily Limit

Set via the Sequence Settings page, the application will delay any email action executions exceeding this number on the current day. Actions will be reattempted the following business day.

Participant Action Deletion Validation

Allows non-Guided Selling processes to delete active or performed Participant Actions. In the absence of this setting, Apex validation will block such deletions.

Participants Max Modified Date

The Last Modified Date from which the Participant Delegation scheduler will evaluate participants owned by a Guided Selling user for entry into a Sequence.

RingDNA Credentials

Protected settings where Revenue.io server api key and secret are held for the host Salesforce organization.

RingDNAEnvironment

This setting tracks the current installed SFDC version between classic and lightning to control the sequence experience and supported integration.

RingDNALocalEnvironment

Internal setting to allow our off-Salesforce platform developers to point their instance of the Sequence managed package to a local port.

Sequence Email Fallback Setting

Dictates whether a failed automatic email is sent via Salesforce, or converted to a manual email action.

Sequence Email Reply To Setting

Dictates whether an email response is included in a thread which includes previous messages sent to the same participant.

Sequence From Email Address

The email address from which Sequence-specific alerts are sent to Salesforce users. An example of such a message would be a request from a non-sequence user for a Sequence license sent to the Administrator.

SequenceBatchSettings

Drives backend batch behavior to enable end users to cancel or initiate a particular batch via the Settings tab.

SequenceSettings

Holds the API key and secret which authorizes Salesforce users of the subscriber org to use our managed package.

SequenceTriggerSettings

Drives backend trigger behavior to enable users to disable any Sequence trigger.

Stop Duplicate Email Association

When this setting blocks Participants with the same email address from being associated with any other sequences.

Custom Metadata

Call Denormalization Fields

Backend specific field to drive targeted data denormalization from Activity to Participant Action table.

MetadataSetting

General purpose custom metadata. Each record holds static JSON which holds some immutable configuration data.

API Definition

Standardized format for new API calls to be introduced into the application. At runtime Guided Selling requires a custom metadata-representation of an API call to execute it.

Async Definition

Standardized format for new batch jobs to be introduced into the application. At runtime Guided Selling requires a custom metadata-representation of a batch job to execute it.

Reporting, Visualization, Input Variables, and Triggers

The following are components associated with the package that maintains all of the reporting, visualization of content, input variables, triggers and schedules along with branded experience within the managed package

Report Types

With the following report type, we are able to effectively report on all details associated with the sequence actions object which is our bridge between the association of actions to sequences to participants along with the resulting activities of those actions.

  • Sequence: Leads > Actions > Activities
  • Sequence: Actions
  • Sequence Participant Actions
  • Sequence: Actions > Activities
  • Sequence: Opps > Roles > Actions
  • Participant Sequence History with Details
  • Sequence Action Metrics
  • Leads With Sequence Actions
  • Opportunities with ContactRole And Sequence Action
  • Sequence Actions with or without Activities
  • Contact With Sequence Details
  • Contacts With Sequence Actions
  • Campaign with Contact Sequence Action And Activity
  • Campaign with Lead Sequence Action And Activities
  • Leads With Converted details
  • Leads With Sequence Action Details
  • Contacts With Sequence and Action Details
  • Lead with Sequence Details
  • Campaign with Campaign Member and sequence Details

Reports

  • Upcoming Actions by Day by User
  • Total Meetings Booked With Sequence
  • Emails Sent - Response / SEQ Part 2
  • First Meeting Booked w/ Sequence
  • Sequence Leads by Sequence by Status
  • Sequence Leads Conversion Rate
  • Sequence Email Templates Edited
  • Opportunity Revenue by Sequence
  • Emails Sent - Response / SEQ Action
  • Email Open/ Reply Rate by Sequence
  • Email Open/ Reply Rate
  • Call Actions by Hour and Connect
  • Call Actions by Hour
  • All Sequence Email Open/Replies (byType)
  • Actions Overdue by Rep by Type
  • Actions Due Today by Sequence and Action
  • Actions Due Today by Rep by Type
  • Actions - Deferred by Rep by Sequence
  • Sequence Number of Touch Points-Lead
  • Sequence Number of Touch Points-Contact
  • Sequence Number of Touch Points-Campaign
  • Sequence Lead Converted Metrics
  • Sequence Exit Participants-Lead
  • Sequence Exit Participants-Contact
  • Sequence Exit Participants-Campaign
  • Sequence Completed Participants-Contact
  • Sequence Completed Participants-Lead
  • My Actions Completed Today
  • Sequence Participants-Lead
  • Sequence Participants-Contact
  • Sequence Participants-Campaign
  • Unique Touches Today
  • My Opened Emails Today
  • My Leads Converted Today
  • Active Lead Sequence Actions
  • Active Contact Sequence Actions

Dashboard

**RingDNA Guided Selling Dashboard–a comprehensive overview of user activity, SLAs, and Opportunity success rates.

Lightning Pages

To provide compatibility to the SFDC lightning experience the following page provides the ability to use the sequence platform in lightning.

  • RingDNA Cadence Engine UtilityBar
  • Lead Record Page

Visualforce Pages

We wrap React in Visualforce wrappers. Each of these pages have corresponding static resources of the same name which contain minified React code.

  • ActionBuilder
  • ActionsView
  • EngageView
  • ParticipantActionsOverview_Contact
  • ParticipantActionsOverview_Lead
  • ParticipantAddToSequence_Lead
  • ParticipantAddToSequence_Contact
  • ParticipantSequenceAssociation_Lead
  • ParticipantSequenceAssociation_Contact
  • SequenceBuilder
  • SequencesView
  • Settings
  • SnippetBuilder
  • SnippetsView

Applications

The sequence package includes two versions of the sequence application that are utilized based on the version of SFDC being used by and end user.

  • RingDNA_Cadence_Engine
  • RingDNA_Cadence_Engine_Classic

Remote Sites

We make API calls to facilitate the completion of Participant Actions (i.e. send payload to Revenue.io server to attempt to send an email via ESP), and for bug snagging.

  • RingDNA_QA
  • RingDNA_DEV
  • Developement_PROD
  • Developement_QA
  • Developement_DEV
  • Sentry

Static Resources

Static resources within Guided Selling are used for custom branding and UI within the package, as well as the React applications powering our front end.

  • cadence_icons
  • LogicalFontRegular
  • StreamingAPI
  • actionBuilder
  • actionsView
  • assets
  • engageView
  • LogcialFontRegular
  • participantActionsOverview
  • participantSequenceAssociation
  • runtime
  • sequenceBuilder
  • sequencesView
  • settings
  • snippetBuilder
  • snippetsView
  • vendors

Asset Files

Creative assets that provide the ringDNA branding experience.

  • rdnalogo1
  • LEXTHEMINGringDNA
  • ringDNA1

Themes

Optional to the use of our sequence package, users can use a Salesforce site-wide theme to optimize the visual user experience.

  • ringDNA
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