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Setup videos


Add-in Installation • 6 videos

For MS Exchange mailboxes on MacOs • 2:59 min
For MS Exchange mailboxes on Windows • 2:56 min
For Office365 mailboxes on MacOs • 2:23 min
For Office365 mailboxes on Windows • 2:23 min
Desktop (.msi) Add-In Installation • 1:48 min
Extension to your Google Chrome • 1:40 min

Managed Package • 4 videos

Installation • 2:54 min
Adding Sales Engagement widgets to Salesforce interface • 3:56 min
Adding Email Sidebar related tabs to Salesforce interface • 2:00 min
Adding the Revenue Guide widgets and tabs to Salesforce interface • 3:33 min

Set up an Exchange impersonation account and configure Revenue Grid • 3:24 min
Google Service Account setup for Revenue Grid • 3:19 min
Mass-authorize Salesforce access to Revenue Grid • 1:17 min

Add-in Installation

For MS Exchange mailbox on MacOs

For MS Exchange mailbox on Windows

For Office365 account on MacOs

Email Sidebar installation for Office365 account on Windows

Email Sidebar and Sync Engine Desktop (.msi) Add-In Installation

Adding the Email Sidebar for Salesforce Extension to your Google Chrome

Managed Package

Refer to this article for Managed Package latest version URL and setup instructions.

Revenue Grid Managed Package Installation

Adding the Sales Engagement widgets to Salesforce interface

Adding the Revenue Guide widgets and tabs to Salesforce interface

Set up MS Exchange impersonation account and configure Email Sidebar

Google Service Account set up for Revenue Grid

Mass-authorize Salesforce access to Revenue Grid