Revenue Execution release notes
Find your installed version in Setup > Apps > Packaging > Installed Packages. Before any upgrade, turn Deal Alerts off (Admin guide: Deal Alerts), then turn it on again afterwards.
First release (upcoming)
Not yet released. The first version will include:
- Four read-only dashboards: Revenue Overview, Pipeline Schedule, Sales Outcomes, and Product Overview, each with My results, Team, Leadership, and Executive views, period presets, and a person picker that carries across them (User guide).
- Admin / Setup: Get started (four steps to ready), Configure Fields (choose your own deal value, close date, owner credit, next step, segment, and product fields, preview the effect, and save in the page), and Health (every access and setting check, with the fix on each row) (Admin guide).
- Your fields, your words: dashboards use your field labels and picklist values, calendar or Salesforce fiscal quarters, and your deal-size bands.
- Truthful figures: with multiple currencies, amounts are withheld and counts stay exact; small samples are flagged, never ranked.
- Deal Alerts, off by default: past-due and missing-next-step emails with manager escalation, and monthly product and win-rate summaries, previewed before anything sends.
- Read-only by design: every query runs as the viewing user with their sharing and field access. The only writes are Revenue Execution’s own settings, and, once Deal Alerts is on, its send log and emails.