RGA Installation Guide for Salesforce

Last Updated: November 2, 2025
Estimated Time: ~60 minutes
Audience: Salesforce Administrators

📋 Table of Contents

1. Overview
2. Prerequisites
3. Installation Steps
   • Step 1: Create Custom Fields
   • Step 2: Install Canvas App
   • Step 3: Configure User Permissions
   • Step 4: Test Your Integration
4. Troubleshooting
5. Getting Help

Overview

Revenue Growth Agent integrates seamlessly with Salesforce through a Canvas app, bringing AI-powered meeting preparation directly into your Contact and Lead record pages and access to RGA's Discovery and Solution Proposal Generation functionality.

What You'll Get

• 🕵️‍♀️ 2-Minute Meeting Prep - Comprehensive strategic prospect intelligence generated instantly
• 📄 Google Docs Integration - Meeting prep documents delivered as editable Google Docs
• 🔄 Automatic Salesforce Updates - Prep status and document links stored in Salesforce fields
• 🔒 Secure Authentication - Salesforce signed request ensures secure, automatic login
• 🔎 Discovery and Solution Proposals - Available in RGA webapp (coming to salesforce opportunities soon!)

How It Works (once Salesforce integration and RGA signup/onboarding are complete)

1. Upload Your Sales Materials - PDFs, case studies, value propositions, and webpage links are securely stored in your RGA knowledge base
2. Generate Strategic Intelligence - The 🕵️‍♀️ Meeting Prepper Agent analyzes your prospect's company, industry, recent news, pain points, etc
3. Deliver Customized Insights - AI combines your unique value propositions with prospect research to create strategic talking points

New to Revenue Growth Agent? Learn more and sign up or contact our team for enterprise pricing.

Prerequisites

Before you begin, ensure you have:

• ✅ Salesforce Administrator access
• ✅ Active RGA Subscription (Sign up if you haven't already)
• ✅ Permission to create:
  • Custom fields on Contact and Lead objects
  • Connected Apps
  • Canvas apps
  • Modify page layouts
• ✅ 30-60 minutes of uninterrupted time

Installation Steps

Step 1: Create Custom Fields

Revenue Growth Agent stores meeting preparation data directly in Salesforce using custom fields. You'll create 5 fields on both Contact and Lead objects.

Contact Object Fields

1. Navigate to Object Manager

   • Setup → Quick Find: "Object Manager"
   • Click Contact
   • Click Fields & Relationships
   • Click New

2. Create Field 1: RGA Last Prep Date

   Data Type: Date/Time
   Field Label: RGA Last Prep Date
   Field Name: RGA_Last_Prep_Date
   Description: Timestamp of the most recent meeting prep generated
   

   • Click Next → Next
   • Set Field-Level Security: Visible for relevant profiles
   • Click Next
   • Do NOT add to any page layouts yet (we'll do this later)
   • Click Save

3. Create Field 2: RGA Prep Document URL

   Data Type: URL
   Field Label: RGA Prep Document URL
   Field Name: RGA_Prep_Doc_URL
   Description: Direct link to the Google Doc meeting prep document
   

   • Click Next → Next
   • Set Field-Level Security: Visible for relevant profiles
   • Click Next
   • Do NOT add to page layouts
   • Click Save

4. Create Field 3: RGA Prep Status

   Data Type: Text (255)
   Field Label: RGA Prep Status
   Field Name: RGA_Prep_Status
   Description: Current status of the meeting prep (Ready, Generating, Error)
   

   • Click Next → Next
   • Set Field-Level Security: Visible for relevant profiles
   • Click Next
   • Do NOT add to page layouts
   • Click Save

5. Create Field 4: RGA Prep Session ID

   Data Type: Text (255)
   Field Label: RGA Prep Session ID
   Field Name: RGA_Prep_SessionID
   Description: The unique ID for the Meeting Prep Session as stored in RGA. 
   Default Value: 0
   

   • Click Next → Next
   • Set Field-Level Security: Visible for relevant profiles
   • Click Next
   • Do NOT add to page layouts
   • Click Save

Lead Object Fields

7. Repeat for Lead Object
   • Navigate to Object Manager → Lead → Fields & Relationships → New
   • Create the exact same 5 fields using the same API names and settings
   • Important: Use identical API names so RGA can access both objects consistently

💡 Pro Tip: These fields are managed by the Canvas app automatically. Users don't need to edit them manually.

Step 2: Install Canvas App

The Canvas app embeds the Revenue Growth Agent interface directly into your Salesforce pages.

A. Create Connected App

1. Navigate to App Manager
   • Setup → Quick Find: "App Manager"
   • Click New Connected App

Verify your Connected App appears in the App Manager after installation

2. Fill Out Basic Information

   Connected App Name: Revenue Growth Agent
   API Name: Revenue_Growth_Agent
   Contact Email: support@revenuegrowthagent.com
   Description: AI-powered meeting preparation with strategic prospect intelligence
   

3. Enable OAuth Settings

   • ☑ Enable OAuth Settings
   • Callback URL: https://www.revenuegrowthagent.com/api/salesforce/oauth/callback
   • Selected OAuth Scopes (move from Available to Selected):
     • ✓ Access the identity URL service (id, profile, email, address, phone)
     • ✓ Manage user data via APIs (api)
     • ✓ Access custom permissions (custom_permissions)

   ⚠️ Important: Do NOT select "Perform requests at any time (refresh_token, offline_access)" for Canvas apps using signed request authentication. This is a security best practice for AppExchange compliance.

4. Configure OAuth Policies

   • Permitted Users: Admin approved users are pre-authorized
   • IP Relaxation: Relax IP restrictions
   • Refresh Token Policy: Immediately expire refresh token

5. Enable Canvas App

   • ☑ Force.com Canvas (scroll down to find this section)
   • Canvas App URL: https://www.revenuegrowthagent.com/api/salesforce/canvas
   • Access Method: Signed Request (POST)
   • Locations (select both):
     • ☑ Visualforce Page
     • ☑ Layouts and Mobile Cards
   • Canvas Lifecycle: Default

6. Save and Complete

   • Click Save
   • Click Continue (if prompted)
   • Your Connected App is now created!

OAuth settings configuration for the Connected App

🔒 Security Note: Your Consumer Key and Secret stay securely in your Salesforce org and are never transmitted to Revenue Growth Agent. The app uses Salesforce's signed request authentication, which provides secure, automatic authentication without requiring users to manually authorize the app.

B. Add Canvas to Contact Pages

Now add the Canvas app to your Contact page layouts.

1. Navigate to Contact Page Layouts

   • Setup → Quick Find: "Object Manager"
   • Click Contact
   • Click Page Layouts
   • Click Contact Layout (or your custom layout)

2. Add Canvas App Component

   • In the layout editor, scroll down to find Canvas Apps in the left sidebar
   • Drag "Revenue Growth Agent" onto the layout
   • Recommended location: Right sidebar, above Related Lists
   • Height: 600 pixels (or adjust to your preference)
   • Width: Fill sidebar

3. Position RGA Custom Fields (Optional)

   • If you want users to see the prep status/history, add the RGA fields to the layout
   • Recommended section: Create a collapsed section called "Meeting Prep Details"
   • Add these fields:
     • RGA Last Prep Date
     • RGA Prep Document URL
     • RGA Prep Status
     • RGA Prep Count
   • Leave "RGA Prep History" off the layout (it's JSON data for system use)

4. Save Layout

   • Click Save

Adding the Revenue Growth Agent Canvas app to your Contact page layout

Positioning the Canvas app and custom fields in the page layout

5. Repeat for Lead Object
   • Navigate to Lead → Page Layouts → Lead Layout
   • Add the same Canvas app component
   • Position the same custom fields (if desired)
   • Click Save

Step 3: Configure User Permissions

Ensure your sales team has the right permissions to access the Revenue Growth Agent Canvas app.

Option A: Update Standard Profiles (Recommended for Most Orgs)

1. Navigate to Profiles

   • Setup → Quick Find: "Profiles"
   • Click Standard User (or the profile your sales team uses)

2. Enable Connected App Access

   • Scroll to Connected App Access section
   • Click Edit
   • Check ☑ Revenue Growth Agent
   • Click Save

3. Verify Object Permissions

   • Ensure the profile has:
     • Read/Write access to Contact and Lead objects
     • Read/Write access to the RGA custom fields you created

Assigning the Revenue Growth Agent Connected App to user profiles

Option B: Use Permission Sets (Recommended for Complex Orgs)

If your organization uses Permission Sets instead of modifying Standard Profiles:

1. Create Permission Set

   • Setup → Quick Find: "Permission Sets"
   • Click New
   • Label: RGA Meeting Prepper Access
   • API Name: RGA_Meeting_Prepper_Access
   • Click Save

2. Enable Connected App

   • Click Assigned Connected Apps
   • Click Edit
   • Add Revenue Growth Agent
   • Click Save

3. Assign to Users

   • Click Manage Assignments
   • Click Add Assignments
   • Select users who should have access
   • Click Assign → Done

Activating the Canvas app and assigning users through Permission Sets

💡 Note: Permission requirements vary by Salesforce edition and your org's security model. The key requirement is that users can access the Connected App "Revenue Growth Agent." Consult your Salesforce administrator or Salesforce documentation for org-specific guidance. Reach out to us for help.

Step 4: Test Your Integration

Once your Canvas app is installed, test the integration to ensure everything works.

Test Checklist

1. Open a Contact Record

   • Navigate to any Contact in Salesforce
   • Look for the "🕵️‍♀️ Meeting Prepper Agent" Canvas app in the sidebar

2. Verify Data Loads

   • The form should auto-populate with Contact information:
     • ✓ First Name, Last Name
     • ✓ Email, Phone
     • ✓ Company Name, Title
     • ✓ Website, Industry
   • If fields are empty: Fill them in manually

The Meeting Prepper Canvas app successfully loaded in a Contact record

The form automatically populated with data from the Salesforce Contact record

3. Generate a Meeting Prep

   • Review the pre-filled information
   • Click "Generate Meeting Prep"
   • Expected behavior:
     • Loading spinner appears
     • Process takes 45 seconds
     • Success message displays

4. Verify Document Creation

   • Click "View Prepper Document"
   • Expected behavior:
     • Google Doc opens in a new tab
     • Document contains:
       • Company overview and background
       • Recent news and developments
       • Industry analysis
       • Strategic talking points
       • Discovery questions tailored to your value propositions

Success screen after generating a meeting prep document

5. Check Salesforce Fields Updated

   • Return to the Contact record and refresh the webpage if needed
   • Verify these fields are populated:
     • RGA Last Prep Date: Shows current date/time
     • RGA Prep Document URL: Contains Google Doc link

6. Test Lead Record (repeat steps 1-5 with a Lead)

Expected Results

✅ Success: Canvas app loads, form populates, document generates, Salesforce updates
✅ Document Quality: Meeting prep includes strategic insights relevant to your company's value propositions
✅ Data Accuracy: Salesforce fields update automatically with correct information

Troubleshooting

Issue 1: Canvas App Doesn't Load

Symptoms:

• Blank white box where Canvas app should be
• Error message: "App must be invoked via a signed request"

Solutions:

1. Verify Connected App Settings:

   • Setup → App Manager → Revenue Growth Agent → Edit Policies
   • Ensure Access Method is set to "Signed Request (POST)"
   • Ensure Permitted Users is set to "Admin approved users are pre-authorized"

2. Check User Permissions:

   • Ensure the user's profile or permission set has access to the Connected App
   • Setup → Profiles → [User's Profile] → Connected App Access → Revenue Growth Agent should be enabled

3. Clear Browser Cache:

   • Log out of Salesforce
   • Clear browser cache and cookies
   • Log back in and try again

Issue 2: Form Fields Don't Populate

Symptoms:

• Canvas app loads but all fields are empty
• Fields show "null" or placeholder text

Solutions:

1. Check Contact/Lead Data:

   • Ensure the Contact or Lead record has data in standard Salesforce fields
   • Required fields: First Name, Last Name, Company (Account Name for Contacts)

2. Verify Field Mappings:

   • The Canvas app reads standard Salesforce fields
   • Custom field mappings are not currently supported
   • Ensure your org uses standard field API names

Issue 3: Document Generation Fails

Symptoms:

• Clicking "Generate Meeting Prep" shows an error
• Error message: "Failed to generate prep" or "Subscription required"

Solutions:

1. Verify RGA Subscription:

   • Log in to www.revenuegrowthagent.com
   • Check that your subscription is active
   • Ensure your Salesforce org is connected to your RGA account

2. Check Knowledge Base:

   • Ensure you've uploaded sales materials to your RGA knowledge base
   • The Meeting Prepper Agent needs content to reference for strategic insights
   • Upload PDFs, case studies, value propositions, and product information

3. Contact Support:

   • If your subscription is active but errors persist, contact support@revenuegrowthagent.com
   • Include:
     • Your Salesforce Org ID
     • Screenshot of the error
     • Contact/Lead record ID where error occurred

Issue 4: Salesforce Fields Don't Update

Symptoms:

• Document generates successfully
• RGA custom fields remain empty

Solutions:

1. Check Field Permissions:

   • Setup → Object Manager → Contact → Fields & Relationships
   • For each RGA field, click Set Field-Level Security
   • Ensure the user's profile has Visible and Read/Write access

2. Verify API Field Names:

   • Ensure custom fields were created with exact API names:
     • RGA_Last_Prep_Date__c
     • RGA_Prep_Document_URL__c
     • RGA_Prep_Status__c
     • RGA_Prep_Count__c
     • RGA_Prep_History__c
   • API names are case-sensitive

Issue 5: "Insufficient Privileges" Error

Symptoms:

• Error when trying to generate meeting prep
• Message: "Insufficient privileges" or "You do not have access"

Solutions:

1. Check Object Permissions:

   • User must have Read and Edit access to Contact or Lead object
   • Setup → Profiles → [User's Profile] → Object Settings → Contact/Lead

2. Verify Custom Field Access:

   • User must have Read/Write access to all 5 RGA custom fields
   • Setup → Object Manager → Contact → Fields → [Field Name] → Set Field-Level Security

3. Confirm Connected App Assignment:

   • Setup → Profiles or Permission Sets
   • Verify "Revenue Growth Agent" is in Connected App Access

Getting Help

Documentation

• Quick Start Guide - Fast 3-step setup
• Security & Compliance - Data protection and privacy information
• Product Overview - How RGA transforms B2B sales

Support Options

• 📧 Email Support: support@revenuegrowthagent.com
• 📞 Schedule a Call: Book time with our team
• 💬 Live Chat: Available at www.revenuegrowthagent.com
• 📚 Knowledge Base: help.revenuegrowthagent.com (coming soon)

What to Include in Support Requests

When contacting support, please provide:

1. Your Salesforce Org ID

   • Setup → Company Information → Salesforce.com Organization ID

2. Screenshot of the Issue

   • Include any error messages

3. Record ID (if applicable)

   • Contact or Lead record where the issue occurred

4. User Profile

   • The profile name of the user experiencing the issue

5. Steps to Reproduce

   • What you were doing when the error occurred

Next Steps

Expand Your Usage

Once the Meeting Prepper is working:

1. 🎓 Train Your Team

   • Share the Quick Start Guide with your sales team
   • Schedule a team demo to show the Meeting Prepper in action
   • Set expectations: 2 minutes per prospect, comprehensive strategic insights

2. 📊 Monitor Adoption

   • Create a Salesforce report showing Meeting Prep usage by user
   • Celebrate early adopters and share their success stories

3. 🚀 Explore Advanced Features

   • Discovery Sessions - Capture detailed discovery call insights
   • Solution Proposals - Generate customized proposals during prospect conversations
   • Additional Integrations - Connect to HubSpot, email, and more (See integrations)

Stay Updated

• Product Updates: Subscribe to our newsletter by sending an email to us contact our team
• Release Notes: Check for new features and improvements in your RGA dashboard

Questions? Contact our team - we're here to help! 🚀

Learn more about Revenue Growth Agent →