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Welcome to Revenue Grid Email Integration Component Knowledge Base

 

Note

The Revenue Inbox solution gets fully rebranded. It will be treated as a specific license type of the Revenue Grid solution. This branding change does not affect the solution’s Enterprise customers or end users in any ways

 

 

Revenue Inbox is the email-CRM integration component of our premium revenue intelligence package Revenue Grid. Navigate to Revenue Grid Docs for more details.

 

The Knowledge Base has the following sections:
 

  ❓ PRODUCT FAQs Email Sidebar Frequently Asked Questions; the article gets regular updates based on popular customer enquiries about the Solution
 

  📺 VIDEO GUIDES Email Sidebar Video tutorials; view specific video instructions demonstrating various RGES functions and features
 

  ✅ RGES ONBOARDING; this section contains collections of links which describe various aspects of user interaction with Email Sidebar
 

  📖 RELEASE NOTES, KB UPDATES; information on the latest product updates: new features, improvements, notable bugfixes and Knowledge Base articles updates
 

  ✜ GETTING STARTED the section consists of two sub-sections:

        ✚ ESSENTIALS: general Email Sidebar specifications and supported environments

        ✚ FIRST STEPS: step-by-step guides on installing and running the Solution followed by overviews of the key Email Sidebar features and its user interfaces
 

  ✜ USING the Solution the section contains articles providing in-detail descriptions of various nuances of product functioning, subcategorized as

        ✚ HOW TO-S - practical use guides covering user interactions with Salesforce granted by the Solution. Further subcategorized into articles covering Email handling, Event handling, Salesforce records handling, and Miscellaneous articles

        ✚ HOW IT WORKS - explanations of underlying mechanics and the small nuances of RGES work patterns, for advanced RGES users
 

  ✜ SETUP & CONFIGURATION this section contains descriptions of advanced settings

        ✚ USER SETTINGS Customization, Synchronization and other settings available to users having corresponding permissions

        ✚ ADMIN SETUP & ACTIONS detailed Administrator’s guides on product deployment and fine-tuning, as well as user management

        ✜ TROUBLESHOOTING section contains step-by-step solutions to known issues which may occur with RGES running in different system configurations
 

  ✜ RGES CHROME EXTENSION FOR GMAIL contains guides on setting up and using Email Sidebar implementation for Gmail / Google Workspace (G Suite) available as a Chrome browser extension
 

    Each article is marked with a or or icon to indicate whether its content concerns Email Sidebar implementation for Office 365 mailboxes, MS Exchange on-premises mailboxes, or the Chrome Extension for Gmail / Google Workspace (G Suite), either two or all of them.

NB: for readability considerations, in Knowledge Base articles Email Sidebar is referred to as RGES.

 

 

 

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