Quick Start Guide

Get Revenue Growth Agent (RGA) running inside Salesforce in three steps. This guide is for Salesforce administrators. It takes about 20 minutes the first time, and you only do it once for your whole org.

What you get: the RGA Meeting Prepper, embedded directly on your Lead and Contact record pages. Reps launch AI-powered meeting prep without leaving Salesforce. Discovery, proposals, and the rest of the RGA agent suite run in the RGA web app today; Salesforce-embedded versions are on the roadmap.

RGA handles the security setup for you. You'll create one app in Salesforce and download a certificate that RGA generates with a single click. The signing key behind it is created and stored encrypted inside RGA, and is never shown to anyone — including you.

Before you begin

You'll need:

A Salesforce edition that supports Lightning components and custom OAuth apps (Enterprise, Unlimited, Developer, or Professional with API access).
System Administrator access (or any profile with "Modify All Data" or "Customize Application"). Only an admin connects your org once; your reps don't need these permissions to use the prepper.
An active Revenue Growth Agent subscription. The Salesforce integration is included with your RGA plan. If you're not yet a customer, we'll get you set up during onboarding.

Everything else — the signing certificate and the secure storage behind it — RGA provides. The entire connection is driven from one page: Settings → Integrations → Salesforce in the RGA web app.

One install first. The RGA managed package adds the Lightning component, the RGA Meeting Prepper permission set, and the meeting-prep fields (prep document link, status, and date) to your Lead and Contact objects. Install the current version (RGA 2.1) by opening this URL while logged in to your org: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tg50000007soWAAQ (for a sandbox, replace login with test.salesforce.com). Choose Install for All Users, then assign the RGA Meeting Prepper permission set to your reps. The full step-by-step, including field-level security, is in the Installation Guide.

Step 1: Generate your signing certificate in RGA

In the RGA web app, go to Settings → Integrations → Salesforce.
Enter your Salesforce Org ID (Setup → Company Information → Salesforce.com Organization ID, starts with 00D) and choose your environment (Production/Developer or Sandbox).
Click Generate Certificate. RGA creates an RSA-2048 key pair and a signing certificate. Click Download rga-jwt.crt — this public certificate is the only thing you handle. The matching private key stays inside RGA, encrypted.

Step 2: Create an External Client App in Salesforce

RGA authenticates to your org with the Salesforce-recommended OAuth 2.0 JWT-Bearer flow, using an External Client App (ECA) that lives entirely in your org. You stay in control: there's no shared secret, and the credential is certificate-based.

In Salesforce Setup, search External Client Apps → External Client App Manager → New External Client App.
Name it RGA Meeting Prepper, enable OAuth, and upload the rga-jwt.crt you downloaded in Step 1 under Digital Signatures.
Set Permitted Users to "Admin approved users are pre-authorized," then pre-authorize the integration user's profile.
Copy the app's Consumer Key. You'll paste it in Step 3.

The full click-by-click version, including creating the integration user, is in the Installation Guide.

Step 3: Verify and connect

Back in Settings → Integrations → Salesforce in the RGA web app, finish the connect flow:

Paste the Consumer Key (from Step 2) and the integration username (the user RGA authenticates as).
Click Validate & Connect.

RGA mints a real JWT-Bearer token against your Salesforce org to confirm the credentials work before storing anything. This round-trip also proves you control the org you entered — credentials can never be bound to the wrong org, and broken or mistyped credentials are never saved. On success, the connection switches to a read-only "Connected" status.

That's it. Your org is connected.

Run your first meeting prep

Add the RGA Meeting Prepper Lightning component to any Lead or Contact record page (Setup → Edit Page → drag the component from the Custom section → Save → Activate).
Open any Lead or Contact in Salesforce. In the RGA card, the meeting prep form is already pre-filled with that record's data.
Click Generate Meeting Prep. In under two minutes you get a formatted briefing in the card, plus a shareable document linked back to the Salesforce record.

You're done. Every rep with access to the component can now run prep from any record, no extra setup.

What happens next

The generated prep doc URL, status, and date are written back to RGA custom fields on the Salesforce record, so managers get full visibility.
Reps can open the prep as a formatted summary, download it as a Word document, or share a link.
To rotate credentials later, return to Settings → Integrations → Salesforce, click Rotate / Reconnect, generate a fresh certificate, upload it to your ECA, and re-verify.

Need help?

Detailed setup: Installation Guide
Security questions: Security & Privacy
Support: support@revenuegrowthagent.com