Revenue Growth Agent - Salesforce Installation Guide

Purpose: Step-by-step guide for installing the Meeting Prepper Agent AppExchange package in Salesforce
Audience: Salesforce administrators
Duration: 30-60 minutes
Last Updated: November 8, 2025

Table of Contents

1. Pre-Installation Requirements
2. Package Installation
3. Post-Installation Configuration
4. Testing & Validation
5. User Training
6. Troubleshooting

Pre-Installation Requirements

Salesforce Edition Requirements

Minimum Edition: Professional
Recommended: Enterprise or Unlimited

Why?

• Professional: Has Canvas Apps, but limited API calls (15,000/day)
• Enterprise: Full Canvas Apps support, more API calls (100,000/day)
• Unlimited: Best for high-volume usage

Administrator Permissions Required

You must be a System Administrator or have these permissions:

• Install AppExchange Packages
• Customize Application (create/edit page layouts)
• Manage Users (assign permission sets)

Before You Begin

• Ensure you have System Administrator access
• Verify your Salesforce edition supports Canvas Apps
• Have 30-60 minutes of uninterrupted time
• Test with sample Contact/Lead records ready

Package Installation

Step 1: Install from AppExchange

1. Get the Installation URL from Revenue Growth Agent team or AppExchange listing

   • https://login.salesforce.com/packaging/installPackage.apexp?p0=04tg50000000f6V

2. Click the installation URL or paste it into your browser

3. Log in to Salesforce with your admin credentials

4. Choose Installation Type:

   • Recommended: "Install for All Users"
   • Alternative: "Install for Admins Only" (for testing first)

5. Click "Install"

6. Wait for installation to complete (usually 1-2 minutes)

Step 2: Verify Installation

1. Go to Setup → Installed Packages
2. Confirm "Revenue Growth Agent" appears in the list
3. Click on it to see installed components:
   • Connected App: Revenue Growth Agent
   • Custom Fields (Contact): 5 fields with rgaapp__ prefix
   • Custom Fields (Lead): 5 fields with rgaapp__ prefix
   • Visualforce Pages: 2 pages (Contact and Lead)

Screenshot: Installed Packages view with Revenue Growth Agent listed

What Gets Installed:

Post-Installation Configuration

Step 3: Authorize the Connected App

The Connected App must be authorized before users can access the Canvas app.

Option A: Pre-Authorize for All Users (Recommended)

1. Go to Setup → Apps → Connected Apps → Manage Connected Apps

2. Find "rgaapp__Revenue_Growth_Agent" (namespaced name)

3. Click on it

4. Scroll to "OAuth Policies" section

5. Click "Edit Policies"

6. Change "Permitted Users" to: "Admin approved users are pre-authorized"

7. Click "Save"

8. Scroll to "Profiles" section

9. Click "Manage Profiles"

10. Check the profiles that should have access to Revenue Growth Agent:

    • System Administrator ✓
    • Standard User ✓ (or your custom sales profile)
    • Any other relevant profiles

11. Click "Save"

Screenshot: OAuth Policies set to "Admin approved users are pre-authorized"

Screenshot: Profile assignment for the Connected App

Option B: Users Authorize Individually

If you prefer users to authorize the app themselves on first use:

1. Skip the above steps
2. Users will see an authorization prompt the first time they load the Canvas app
3. They'll need to click "Allow" to grant access

Step 4: Add Canvas App to Page Layouts

The package installs the Canvas app but does NOT automatically add it to your page layouts. You must do this manually.

For Contact Records:

1. Navigate to any Contact record

2. Click the gear icon (⚙️) in the top right

3. Click "Edit Page" (opens Lightning App Builder)

4. Add Visualforce Component:

   • From the left "Components" panel, search for "Visualforce"
   • Drag "Visualforce" component to your desired location:
     • Recommended: Right sidebar (for side-by-side view)
     • Alternative: Bottom of page (full width)

5. Configure the Component (right panel):

   Visualforce Page Name: rgaapp__RGA_Meeting_Prepper_Canvas_Contact
   Label: Revenue Growth Agent
   Height: 900
   

Screenshot: Dragging Visualforce component to the sidebar in Lightning App Builder

6. Save the Page:

   • Click "Save" button (top right)

7. Activate the Page:

   • Click "Activation..." button
   • Choose "Org Default" (makes it default for everyone)
   • OR choose "App, Record Type, and Profile" (assign to specific users)
   • Click "Save"

Screenshot: Setting the page as Org Default

For Lead Records:

1. Navigate to any Lead record
2. Click gear icon → "Edit Page"
3. Add Visualforce component
4. Configure:

   Visualforce Page Name: rgaapp__RGA_MeetingPrepper_Canvas_Lead
   Label: Revenue Growth Agent
   Height: 900
   

5. Save and Activate

Step 5: Add Custom Fields to Page Layouts (Optional but Recommended)

So users can see meeting prep tracking fields (date, status, doc link) on the Contact/Lead record.

For Contact Records:

1. Go to Setup → Object Manager → Contact → Page Layouts

2. Click "Contact Layout" (or your default layout)

3. Look for the RGA fields in the top section (they'll have rgaapp__ prefix):

   • LinkedIn Profile
   • RGA Last Prep Date
   • RGA Prep Doc URL
   • RGA Prep Session ID
   • RGA Prep Status

4. Create a new section (recommended):

   • Drag "Section" from the top palette into the layout
   • Name it: "Meeting Prep Tracking" or "RGA Fields"
   • Choose 2-Column layout

5. Drag the RGA fields into the new section:

   • Suggested fields to show: RGA Prep Doc URL, RGA Last Prep Date, RGA Prep Status
   • Optional fields: LinkedIn Profile, RGA Prep Session ID

6. Click "Save"

Screenshot: Page Layout editor showing RGA fields being added to a custom section

For Lead Records:

1. Go to Setup → Object Manager → Lead → Page Layouts
2. Repeat the same process as Contact
3. Add the same RGA fields to the Lead layout

Step 6: Set Field-Level Security (If Needed)

By default, installed fields should be visible. If users can't see them:

1. Go to Setup → Object Manager → Contact → Fields & Relationships
2. Click on any RGA field (e.g., rgaapp__RGA_Prep_Doc_URL__c)
3. Click "Set Field-Level Security"
4. Check "Visible" for all relevant profiles
5. Click "Save"
6. Repeat for all RGA fields
7. Repeat for Lead object

Testing & Validation

Test 1: Canvas App Loads

1. Navigate to a Contact record
2. Look for the "Revenue Growth Agent" section (where you added the Visualforce component)
3. Expected: You should see:
   • Header: "Revenue Growth Agent"
   • Meeting Prepper form
   • Fields auto-populated from Contact data

Screenshot: Revenue Growth Agent Canvas app successfully loaded on Contact record

Troubleshooting:

• If you see "The Canvas app is being initialized...": The Connected App needs authorization (see Step 3)
• If blank/error: Check browser console (F12) for errors
• If "Insufficient Privileges": Check Connected App authorization and profile permissions

Test 2: Form Pre-Population

1. On the same Contact record, observe the form
2. Expected: Fields should auto-fill with:
   • First Name, Last Name, Email, Phone, Title
   • Company Name, Website, Industry (from Account)
   • LinkedIn (if exists)

Screenshot: Meeting Prepper form with Contact data auto-filled

If fields are empty: Check field-level security and Account relationship

Test 3: Generate Meeting Prep

1. Ensure all required fields are filled (yellow warning should disappear)
2. Click "Generate Meeting Prep" button
3. Expected:
   • Loading message appears
   • After 3-5 seconds, success screen shows
   • "View Prepper Document" button appears
4. Click "View Prepper Document"
5. Expected: Google Doc opens with meeting prep content
6. Go back to the Contact record Details tab
7. Expected: RGA fields should be updated:
   • RGA Last Prep Date: Today's date
   • RGA Prep Doc URL: Link to Google Doc
   • RGA Prep Status: "Completed"

Screenshot: Success screen after generating meeting prep with "View Prepper Document" button

Test 4: Update Existing Prep

1. On the same Contact, click "Update Prep" button
2. Expected: Form reappears with existing data
3. Make a small change (e.g., update phone number)
4. Click "Generate Meeting Prep" again
5. Expected: New prep generates, fields update

User Training

How to Use the Meeting Prepper

For End Users (Sales Reps):

1. Open a Contact or Lead in Salesforce
2. Find the "Revenue Growth Agent" section (on the page you configured)
3. Review the form - most fields auto-fill from Salesforce
4. Fill in any missing required fields (you'll see a yellow warning if any are missing)
5. Click "Generate Meeting Prep"
6. Wait 3-5 seconds for the AI to generate research and insights
7. Click "View Prepper Document" to open the Google Doc
8. Review the document before your meeting - it contains:
   • Company overview
   • Industry insights
   • Recent news
   • Strategic talking points
   • Questions to ask

Best Practices

Do's:

• ✅ Keep Contact/Lead data current (company, title, email, etc.)
• ✅ Add LinkedIn profiles for better research
• ✅ Generate new prep before important meetings
• ✅ Review the Google Doc - don't just generate and forget
• ✅ Edit the Google Doc if you have additional notes

Don'ts:

• ❌ Don't skip required fields - validation will stop you
• ❌ Don't generate multiple preps in rapid succession (wait for completion)
• ❌ Don't expect magic if Contact data is incomplete

Troubleshooting

Issue: "Canvas app not showing on Contact page"

Cause: You haven't added the Visualforce component to the page layout yet

Solution: Follow Step 4 above to add the Canvas app to your Lightning pages

Issue: "The Canvas app is being initialized... Note: If you see this message, the app may need to be authorized by your Salesforce administrator."

Cause: Connected App needs authorization

Solution:

1. Go to Setup → Apps → Connected Apps → Manage Connected Apps
2. Find rgaapp__Revenue_Growth_Agent
3. Set "Permitted Users" to "Admin approved users are pre-authorized"
4. Assign to profiles (see Step 3 above)

Issue: "Insufficient Privileges" error

Cause: User doesn't have access to the Connected App

Solution:

1. Go to Setup → Apps → Connected Apps → Manage Connected Apps
2. Click rgaapp__Revenue_Growth_Agent
3. Click "Manage Profiles" or "Manage Permission Sets"
4. Assign the user's profile or create a permission set

Issue: "Custom fields not visible on Contact record"

Cause: Fields not added to page layout or field-level security

Solution: Follow Step 5 to add RGA fields to page layouts

Issue: "Meeting prep generation fails"

Possible Causes:

• Missing required fields
• Backend service issue
• Network connectivity

Solution:

1. Ensure all required fields are filled
2. Check browser console for error details
3. Contact Revenue Growth Agent support if issue persists

Issue: "Google Doc link doesn't work (404 error)"

Cause: Document generation failed or was deleted

Solution:

1. Click "Update Prep" and generate a new one
2. If issue persists, contact support

Support

Need Help?

Revenue Growth Agent Support:

• Email: support@revenuegrowthagent.com
• Documentation: https://docs.revenuegrowthagent.com/salesforce
• Status Page: (check for known issues)

AppExchange Listing

Rate and review the app on AppExchange to help other users!

Success Checklist

Before rolling out to your team:

• Package installed successfully
• Connected App authorized
• Canvas app added to Contact page
• Canvas app added to Lead page
• RGA custom fields added to Contact layout
• RGA custom fields added to Lead layout
• Field-level security verified
• Tested with sample Contact (generation works)
• Tested with sample Lead (generation works)
• Google Doc link opens successfully
• Salesforce fields update after generation
• User guide/training prepared
• Support process established

What's Next?

1. Announce to your team - Share the new tool with sales reps
2. Monitor usage - Track adoption and gather feedback
3. Optimize - Adjust page layouts based on user preferences
4. Train - Provide ongoing training and support
5. Scale - Roll out to additional users/teams

Congratulations! 🎉

You've successfully installed the Revenue Growth Agent Meeting Prepper for Salesforce!

Questions? Contact support@revenuegrowthagent.com

Document Version: 2.0 (AppExchange Package Installation)
Last Updated: November 8, 2025
Prepared by: Revenue Growth Agent Team