Functions Comparison: Add-In App / Chrome Extension vs. Sync Engine¶
3 min read
Important
If RGES Sync is not activated (by providing email server access authorization) or is disabled due to access token expiration or a sync error, the key RG Email Sidebar features listed in the right-hand column of the below table will not be available. In addition, the Sync engine performs Revenue Grid functions, if the package is set up for a user
| Component / Function |
MS Outlook / Office 365 Add-In or Chrome Extension for Gmail |
Server-to-server Sync engine |
|---|---|---|
| Setup & authorization | When you logon to RG Email Sidebar via Salesforce OAuth, you grant the Add-In and the Sync Engine access to your Salesforce data Next, you see a dialog requesting you to grant the Sync Engine access to your email data Can be mass-set up by the local admin |
RGES Sync can be set up via the Sidebar or the Sync Setup web page Can be mass-set up by the local admin If RGES Sync access is lost, it can be re-authorized via the Sidebar or via the Sync Dashboard |
| Usage tutorial | The new users Onboarding tutorial is displayed in the Add-In’s Sidebar | |
| Emails processing | Save button: “manual” (selective) saving in Read mode | Using the “Salesforce Emails” folder or the custom Salesforce category Emails are saved by Sync in Compose mode, except Gmail |
| Calendar items processing | Clicking the Save button in the Sidebar for an opened calendar item initiates its saving and user-defined linking However, the Add-In performs user-initiated updating of already saved items |
By assigning the Salesforce category; automatic records linking is applied |
| Activities linking | User-defined (Related To and Name fields) set in the Save dialog | Automatic, following the standard patterns |
| Items saving functions | Single-time one-way saving of emails in Read mode Updating of details of already synced calendar items There is also an optional feature for customers to edit already saved Enhanced Email messages, essentially they get deleted and re-created by the Add-In |
Initial saving of calendar items Syncing of Contacts and Tasks Saving of emails in Compose mode (MS Outlook) Auto-saving of emails and calendar items |
| MS Exchange/O365 or Gmail Contacts syncing | Initial saving and then continuous mirroring of Contacts put in the Salesforce Contacts folder; automatic records linking is applied | |
| MS Exchange / O365 or Gmail Tasks syncing | Initial saving and then continuous mirroring of Tasks assigned the Salesforce category; automatic records linking is applied | |
| Records creation in Salesforce | User-initiated creation as well as creation of records associated with emails saved in Read mode via the Save dialog | Optional records auto-creation for unresolved senders/recipients/invitees |
| Records search in Salesforce | User-initiated search is conducted by the Add-In | Searches related Lead / Contact / Account / Opportunity to be auto-linked on items auto-saving or saving via category / folder |
| Initial search (context data and related records list retrieval) | Conducts Initial Search; reads emails’ from/to/CC fields Subject, Body, and Signature; displays collected Related records list Auto-fills some key fields on records and items saving based on retrieved data |
Auto-links objects according to the established pattern |
| Email or Event key fields values editing on item saving | Via the Save dialog (Save button) The body can be edited as well |
|
| Fully automatic saving of new emails, meetings, appointment and Selective automatic saving of emails (“Save all emails in a thread”) |
User selection of threads to be auto-saved; however; saving itself is performed by RGES Sync | The auto-saving scenarios are performed entirely by Sync |
| Email opens Engagement tracking aka MagicPixel | Can only be initiated via the Add-In, also for auto-inserting | Actual engagement tracking is carried out by RGES Sync Engine |
| Meeting attendees auto-resolving | Leads and Contacts as well as Accounts creation in Salesforce for unresolved attendees | |
| Access to Sync settings and Customization settings | Sync settings and Customization settings pages are accessed via the Sidebar’s menu. Note that in some configurations this access may be disabled for ordinary end-users | Special settings are managed only by the local RGES Admin or our Support team |
| Records deduplication | Includes a conflict resolution feature derived from Salesforce | Performs server-side objects deduplication |
| Instant syncing (optional) | Instant calendar items syncing is carried out by RGES sync, triggered by items updating in MS Exchange / Office 365 | |
| Automatic down-syncing of new created Salesforce Events and Events modifications | Down-syncing is performed by the Sync Engine | |
| Auth tokens obtaining or renewal | Data access authorization tokens for special scenarios like API usage are obtained by RGES Sync Engine |