Revenue Intelligence Package Changelog

In this article, you will see a full change log of the public versions of the Revenue Intelligence package by Revenue.io. The structure of this change log is to highlight when components were introduced into the package. Each version of the package will include what was previously introduced in earlier packages.

1.120 (10/06/2025) - Latest Package

Added additional fields to the Account which links to app Account record pages.

Account Object

Custom Fields

• Revenue Account

1.119 (08/26/2025)

Added additional fields for Opportunity reporting.

Opportunity Object

Custom Fields

• Deal Health
• Revenue Opportunity

1.116 (07/1/2025)

RingDNA Agent Permission Set

Added necessary “Call Flow” Object and “Call Flow Step” Object permissions to the RingDNA Agent Permission Set, which were missing from previous package versions.

1.115 (06/16/2025)

Added additional fields to expand on email logging to the Conversation object. This version is a dependency for upgrading to Guided Selling V11+

Conversation Object

Custom Fields

• Email Opened Date
• Email Opened
• Email Replied Date
• Email Replied
• Email Sent Date
• Email Sent
• Undeliverable
• Subject
• Coaching Feedback
• Conversation Summary

1.110 (07/15/2024)

Added additional fields to capture email outcomes from Guided Selling to the Conversation object.

Conversation Object

Custom Fields

• Automatic Reply
• Email Links Clicked
• Email Replies
• Email Message ID
• Email Thread ID
• Follow-Up Email

1.103 (11/20/2023)

Added additional fields to capture meeting summaries, follow-up emails, and coaching data created by our Generative AI features.

Conversation Object

Custom Fields

• Coaching Feedback
• Transferred From Name
• Transferred From Type
• Conversation Summary
• Follow-Up Email

1.101 (5/26/2023)

Custom Report Types

The Conversation object was removed from Contacts with Conversations report type to allow organizations with Shared Activities enabled to upgrade.

1.99 (2/17/2023)

Conversation Object

Custom Fields

• Transfer Destination - A picklist field that designates if a transfer is being made to a user, a call flow, a call queue, a favorite, or a phone number.
• Transfer Type - A field used to designate the type of transfer that occurred. The field will designate if a call was transferred using a cold or warm transfer.
• Transferred From - If the call was the result of a cold or warm transferred call, the lookup is populated with the reference of the conversation that preceded it.
• Transferred To - If the call was transferred then the lookup is populated with the conversation record of the call that was associated with the transferred event (either through cold or warm transfer).
• Transferred To Name - The field sets the text value of the transfer destination that is selected by the user. (IE a call transferred to the “Support Team” Call Queue will have the text value of “Support Team” set)

Apex Classes

• Optimizations made to LegacyCallConversionBatch to allow for it to run more efficiently in very large Salesforce orgs with lots of records.

1.87 (9/29/2022)

Conversation Object

Custom Fields

• Call Routing Duration
• Campaign
• Case
• Comments
• Contact
• Due Date
• Hold Duration
• Internal Meeting - A checkbox that is set to true if a meeting is attended by only internal participants (as designated by users of the same Revenue account).
• Lead
• Meeting ID
• Meeting Status - A text field that designates if a meeting has been scheduled, has started, has ended, or has been analyzed.
• Meeting Type
• Meeting UUID
• Number of Holds
• Number of Participants
• Opportunity
• Participants
• Roleplay
• Subject
• Task Subtype
• Total Queue Hold Time
• Type
• Wrap-up Duration

Custom Report Types

• Campaigns with Conversations
• Cases with Conversations
• Conversations
• Leads with Conversations
• Opportunities with Conversations

Dashboards

• Revenue.io | Opportunity Activity on Open Opportunities
• Reveneue.io | Meetings on Calendar
• Revenue.io | Data Hygiene Overview
• Revenue.io | Inbound Call Routing
• Revenue.io | Individual Phone Conversation Metrics
• Revenue.io | Individual Video Conversation Metrics
• Revenue.io | Lead Phone Conversation Metrics
• Revenue.io | Lead Prospecting Activity
• Revenue.io | Lead Video Conversation Metrics
• Revenue.io | Marketing Campaign Activities
• Revenue.io | Opportunity Activities on Won Deals
• Revenue.io | Opportunity Pipeline
• Revenue.io | Opportunity Red Flags
• Revenue.io | Outbound Team Calls
• Revenue.io | Phone Conversation Metrics on Won Deals
• Revenue.io | Recordings
• Revenue.io | Sales Call Dashboard
• Revenue.io | Summary Phone Conversation Metrics
• Revenue.io | Video Conversation Metrics on Won Deals

Dashboard Folders

• Revenue.io Dashboards

Reports

• Lead Prospecting Text Messages
• Open Opportunity Activities
• Open Opportunity Calls
• Open Opportunity Emails
• Open Opportunity Meetings
• Open Opportunity Text Messages
• Text Messages With Opps and No Contact
• Video Calls Without a Lead or Contact
• Calls
• Calls By Direction
• Calls By Role
• Calls with Opportunities and No Contact
• Calls With Ratings
• Calls Without Dispositions
• Campaign Activities by Day
• Campaign Calls
• Campaign Conversations By Day
• Campaign Conversations By Type
• Campaign Emails
• Campaign Tasks
• Closed Opp Phone Conversation Metrics
• Closed Opp Phone Conversation Sentiment
• Closed Opp Video Conversation Metrics
• Closed Opp Video Conversation Sentiment
• Closed Won Opportunity Activities
• Closed Won Opportunity Activities 2
• Closed Won Opportunity Calls
• Closed Won Opportunity Emails
• Closed Won Opportunity Meetings
• Closed Won Opportunity Text Messages
• Events With Opps and Without a Contact
• Events Without Opportunities or Contacts
• Inbound Calls By Hold and Abandoned Rate
• Inbound Calls to Call Flows
• Inbound Calls to Call Flows Abandoned
• Inbound Calls to Call Flows By Call Flow
• Inbound Calls to Call Flows By Queue
• Individual Phone Conversation Metrics
• Individual Phone Conversation Sentiment
• Individual Video Conversation Metrics
• Individual Video Conversation Sentiment
• Lead Activities and Conversion
• Lead Phone Conversation Metrics
• Lead Phone Conversation Sentiment
• Lead Prospecting Calls
• Lead Prospecting Calls By Direction
• Lead Prospecting Emails
• Lead Prospecting Meetings
• Lead Prospecting Tasks
• Lead Video Conversation Metrics
• Lead Video Conversation Sentiment
• Meetings Upcoming (new)
• My Team’s Outbound Calls
• My Team’s Outbound Calls With LP
• My Team’s Outbound Calls with VM Drop
• My Team’s Outbound Connected Calls
• Open Opportunities
• Open Opportunities By Booking Source
• Open Opportunities By Lead Source
• Open Opportunities By Stage
• Open Opportunities Past Due Close Date
• Opportunities No Activity Last 60 Days
• Opportunities Pulled In
• Opportunities Pushed Out
• Opportunities With Meetings Upcoming
• Opportunity Calls Without a Disposition
• Outbound Calls By Hour Of Day
• Outbound Calls with Local Presence
• Outbound Calls with Voicemail Drop
• Phone Conversation Metrics on Won Deals
• Recorded Conversations
• Recorded Conversations With Opps
• Recorded Video Conversations
• Stuck Opportunities - Early Funnel
• Stuck Opportunities - Mid Funnel
• Summary Phone Conversation Metrics
• Summary Phone Conversation Sentiment
• Untouched Opportunities Closing Soon
• Video Conversation Metrics on Won Deals
• Video Meetings Upcoming (new)

Report Folders

• Revenue.io Reports (Conversation)
• Revenue.io | Activity Reports
• Revenue.io | Conversation AI Reports
• Revenue.io | Data Hygiene
• Revenue.io | Lead Qualification Reports
• Revenue.io | Marketing Reports
• Revenue.io | Opportunity Reports
• Revenue.io | Support Reports

1.60 (3/15/2022)

We are introducing a new ringDNA for Salesforce package that allows us to record more data and insights to Salesforce while decreasing our footprint on the Activity object. Being that Salesforce limits the Activity Object to 100 Custom Fields, we have deprecated 32 fields and introduced a single lookup on the Activity Object to a new Custom Object which stores all of the related activity’s call data.

Custom Object

• Conversation

Tab

• Conversation

Page Layout

• Conversation Layout

List View

• All Conversations

Activity Object

Custom Fields

• Conversation

Conversation Object

Custom Fields

• Abandoned Call - A checkbox indicating if a call was abandoned. An abandoned call is a call that is hung up by the caller before it is answered.
• Agent Average Streak - The average length of time an agent was speaking at any given moment in a conversation in seconds.
• Agent Backchannel Moments - The unique number of moments during a conversation where the agent was actively listening to the caller.
• Agent Interruptions - The total number of moments in a conversation where the agent interrupted the caller. An interruption is defined as when a conversation participant starts to speak while another call participant is actively talking, to the point that the other participant stops talking and the new speaker talks for more than 2 seconds.
• Agent Longest Streak - The longest uninterrupted talk streak within a conversation by an agent in seconds.
• Agent Median Streak - The talk streak that represents the 50th percentile for an agent within a conversation.
• Agent Sentiment - A calculation of an Agent’s sentiment based on a sentiment score computed by Revenue.io and returned in its raw data form. Data ranges from -1 (negative) to 1 (positive).(Percent).
• Agent Sentiment Analysis - A calculation of an Agent’s sentiment based on a sentiment score computed by Revenue.io presented in a range of very positive, positive, neutral, negative, and very negative.
• Agent Sentiment Change - A calculation of an Agent’s sentiment as it changes from the beginning of a conversation to the end of the conversation based on a sentiment score computed by Revenue.io and returned in its raw data form. Data ranges from -1 (negative improvement) to 1 (positive improvement).
• Agent Sentiment Change Analysis - A calculation of an Agent’s sentiment as it changes from the beginning of a conversation to the end of the conversation based on a sentiment score computed by Revenue.io. Presented as text options of “Greatly Decreased”, “Slight Decrease”, “Minimal Change”, “Slight Improvement”, and “Greatly Improved”.
• Agent Speech Rate - A calculation of an Agent’s rate of speech based on an agent’s word per minute rate as computed by Revenue.io.
• Agent Vocabulary - The unique number of words used per minute by an agent as a representation of the complexity of their speech.
• Agent Backchannel Ratio - The percentage of time in a conversation that the agent was engaged in active listening to the caller. This is defined as a quick few words to show a participant is listening such as “uh huh” or “yeah I get that”; specifically fewer than 5 words and less than 2 full seconds of total talk time.
• Agent Interruption Ratio - The percentage of time during the conversation that the agent interrupted the caller.
• Agent Talk Rate - The speed at which an agent spoke in a conversation is represented as words per minute presented as a numeric value.
• Agent Talk Ratio - The percentage of time within a conversation that an agent was actively speaking.
• Automated Voicemail Link - A URL to the recording used in an automated voicemail drop.
• Automated Voicemail Used - The name of the voicemail drop used on the outbound call
• Automated Voicemail? - A checkbox that indicates if a voicemail drop was left during an outbound call.
• Backchannel Moments - The unique number of moments during a conversation where the agent or caller was actively listening to each other.
• Backchannel Ratio - The percentage of time during the call when active listening was present on a call.
• Call Connected? - A formula that returns a checkbox value and designates if a call is over 90 seconds in duration or contains a disposition that includes “connected.”
• Call Flow - A lookup to a call flow record ID that represents a unique call flow experience by an inbound caller.
• Call Hour Of Day (Agent) - The local time of the agent who placed the call is based on their default phone number area code. Represented as a numeric 24-hour time value.
• Call Object Identifier - A unique inbound or outbound call identifier.
• Call Status - A picklist that indicates the status of the call as either Connected, Failed, Busy, No answer, or Missed.
• Called Back? - A checkbox indicating if an agent called a number back after missing a call from it.
• Caller Average Streak - The average length of time a caller was speaking at any given moment in a conversation in seconds.
• Caller Backchannel Moments - The unique number of moments during a conversation where the caller was actively listening to the agent.
• Caller Backchannel Ratio - The percentage of time in a conversation that the caller was engaged in active listening to the agent.
• Caller Interruption Ratio - The percentage of time during the conversation that the caller interrupted the agent.
• Caller Interruptions - The total number of moments in a conversation where the caller interrupted the agent.
• Caller Longest Streak - The longest uninterrupted talk streak within a conversation by a caller in seconds.
• Caller Median Streak - The caller median talk streak represents the 50th percentile uninterrupted talk streak for a caller within a conversation.
• Caller Sentiment - A calculation of a caller’s sentiment based on a sentiment score computed by Revenue.io and returned in its raw data form. Data ranges from
• Caller Sentiment Analysis - Caller Sentiment - A calculation of a Caller’s sentiment based on a sentiment score computed by Revenue.io presented in a range of “very positive”, “positive”, “neutral”, “negative”, and “very negative”.
• Caller Sentiment Change - A calculation of a Caller’s sentiment as it changes from the beginning of a conversation to the end of the conversation based on a sentiment score computed by Revenue.io and returned in its raw data form. Data ranges from
• Caller Sentiment Change Analysis - A calculation of a Caller’s sentiment as it changes from the beginning of a conversation to the end of the conversation based on a sentiment score computed by Revenue.io. Presented as text options of “Greatly Decreased”, “Slight Decrease”, “Minimal Change”, “Slight Improvement”, and “Greatly Improved”.
• Caller Speech Rate - A calculation of a Caller’s rate of speech based on a caller’s word per minute rate as computed by Revenue.io.
• Caller Talk Rate - The speed at which a caller spoke in a conversation is represented as words per minute.
• Caller Talk Ratio - The percentage of time within a conversation that the caller was actively speaking.
• Caller Vocabulary - The unique words used per minute by a caller is a representation of the complexity of their speech.
• Conversation Balance - A calculation of a conversation and who was the dominant speaker within the conversation.
• Conversation Silence - A calculation of the total silence in a conversation as calculated by the silent moments and overall conversation silence ratio by revenue.io presented as a percentage of the conversation.
• Direction - A picklist that indicates whether the call was inbound or outbound.
• Disposition - Customizable picklist of values to describe the outcome of a call. For example, “Busy,” “Contacted,” or “Appointment set.”
• Duration (Minutes) - The calculated duration of a call in minutes.
• Duration (Seconds) - The total duration of the call in seconds.
• Ended by Agent - A checkbox that designates if the agent hung up first on a call.
• From Number - Tracks the outbound number used by the agent from their array of smart numbers or a local presence number.
• Hour Of Day (Local) - Calculates the hour of the day for the caller based on their local time on the basis of area code and presented in military time by the hour of the call.
• Initiating Record ID - Tracks the Salesforce record that the call was started from based on a click-to-call event.
• Interruption Ratio - The percentage of time during the call when either the caller or agent was interrupting the other party.
• Interruptions - The total number of moments in a conversation where the agent or the caller interrupted the other.
• Keywords - The top custom keywords that were mentioned in a conversation.
• Keywords (Competitors) - The top competitor keywords mentioned in a conversation by any conversation participant.
• Keywords (Discovery) - The top discovery keywords mentioned in a conversation by any conversation participant.
• Keywords (Pricing) - The top pricing keywords mentioned in a conversation by any conversation participant.
• Keywords (Value Drivers) - The top value driver keywords mentioned in a conversation by any conversation participant.
• Local Presence Number - This shows the Local Presence number the RingDNA Dialer used to make the call. Requires an account to have purchased Local Presence to populate.
• Local Presence? - A checkbox that indicates that an outbound call was made using Local Presence. Requires an account to have purchased Local Presence to populate.
• Longest Monologue Speaker - Designates if the agent or the caller contributed the longest uninterrupted talk streak within the conversation.
• Legacy Call Id - An reference ID used when migrating from a version of the Revenue Intelligence Package that predates the use of the conversation object (1.31 or prior)
• No Answer Number Used - A checkbox that indicates if the rep took the call on their No Answer Number. A No Answer number is a number a user can designate RingDNA to forward their missed calls to.
• Participant Action Id
• Questions - The total number of questions asked in the conversation by any participant in the conversation.
• Queue - The name of the call queue that the call was routed to.
• Queue Hold Time - The amount of time a call was on hold in the last call queue prior to reaching an agent or being abandoned.
• Rating - Shows the call rating as indicated by the sales rep, ranging from 1
• Recording - A link to the call recording associated with the conversation.
• Recording Type - A picklist that designates the type of recording generated for the conversation. Options include Agent Only, Dual Channel, or Video.
• Recording URL - The raw URL where the call recording can be found – useful for sending to colleagues.
• Sentiment - The combined sentiment of an agent and a caller on a range from
• Sentiment Analysis - The combined sentiment of an agent and a caller on a range from -1 (most negative) to 1 (most positive).
• Sentiment Change - A calculation of the overall conversation’s sentiment as it changes from the beginning of a conversation to the end of the conversation based on a sentiment score computed by Revenue.io and returned in its raw data form. Data ranges from -1 (Negative Improvement) to 1 (positive improvement).
• Sentiment Change Analysis - The combined sentiment change of an agent and a caller. Presented as text options of “Greatly Decreased”, “Slight Decrease”, “Minimal Change”, “Slight Improvement”, and “Greatly Improved”.
• Silence Ratio - - The percentage of a conversation where no participants were speaking for more than 3 seconds.
• Start Time - The timestamp of the beginning of the call.
• Status -
• Supervisor Notes - Text feedback from a supervisor listening to the live call or recording. A long text input box allows supervisors to provide feedback on the call to agents.
• To Number - Tracks the number dialed by the agent for outbound calls, and the agent’s number dialed on inbound calls.
• Voicemail - A checkbox that designates if the call reached the agent’s voicemail on inbound calls.

Custom Report Type

• Revenue.io Conversations
• Conversation records
• Campaigns with Conversations (deprecated)
• Cases with Conversations (deprecated)
• Contacts with Conversations (deprecated)
• Leads with Conversations (deprecated)

Apex Classes

• CallConversionHelper
• CallConversionHelperTests
• LegacyCallConversionBatch
• CustomCallConversionBatch
• CustomCallConversionBatchTest
• CustomCallConversionWebService

1.31 (11/6/2020)

Opportunity Object

Custom Fields

• SMS Opt Out

Account Object

Custom Fields

• SMS Opt Out

Call Flow Step

Introduced support for additional Call Flow Step types.

Custom Fields

• Time Stamp

1.23 (5/28/2019)

Contact Object

Custom Fields

• SMS Opt Out

Lead Object

Custom Fields

• SMS Opt Out

Call Flow Object

Custom Fields

• Number of Steps

Call Flow Step

• Audio Filename
• Audio Text
• Call Flow
• Dial Destination
• Dial Type
• Input
• Order
• Speech Confidence
• Speech Result
• Type
• Valid Response

1.21 (8/15/2018)

Activity Object

Custom Fields

• Call Start Time
• Keywords
• To Number
• From Number
• Voicemail Drop
• Call Hour of Day - Agent
• Call Status
• Initiating Record ID

1.14 (8/20/2015)

App

• RingDNA

Tabs

• RingDNA

Activity Object

Custom Fields

• Abandoned Call
• Automated Voicemail Used
• Automated Voicemail?
• Call Connected?
• Call Direction
• Call Disposition
• Call Duration
• Call Duration (min)
• Call Hour Of Day (Local)
• Call Rating
• Call Recording
• Call Recording URL
• Called Back?
• Created by RingDNA
• Local Presence #
• Local Presence?
• Queue
• Queue Hold Time
• Supervisor Notes
• Voicemail

Dashboards

• RingDNA Rep Performance Dashboard
• RingDNA Sales Dashboard
• RingDNA ROI Dashboard

Dashboard Folders

• RingDNA Dashboards

Reports

• All RingDNA Calls
• Answer Rate for Local Presence
• Avg Call Duration by Rep
• Avg Call Rating
• Call Disposition by Rep
• Call Report by Direction by Rep
• Calls With & Without RingDNA
• Closed Won from Inbound Calls
• Inbound Calls by Campaign
• Number of Calls by Rep
• Number of Calls Last 7 Days
• Opportunities from Inbound Calls
• Outbound Call By Time of Day
• Rep Call Duration
• Rep Outbound Calls by Time of Day
• Talk Time by Rep
• Total Calls Inbound vs. Outbound

Report Folders

• RingDNA Reports

Permission Sets

• RingDNA Agent Permission Set