Blocklisting Email Addresses and Domains in RGES Add-In¶
2 min read
This individual user-defined blocklist and the corporate blocklist managed by the local admin or by our Support team are complementary (additive). That is, both these not-to-be-saved by sync blocklists are applied when RG Email Sidebar processes your emails
If you do not want email messages and calendar from/to certain addresses or domains to be saved with Salesforce, e.g. personal or in-company ones, you can add them to the blocklist. RG Email Sidebar will never save emails from/to these addresses and domains in Salesforce automatically; however, you still can save them selectivey via the Sidebar. RG Email Sidebar Add-In also applies these addresses on initial search filtering, thus also excluding them from parsing in the Sidebar.
The blocklist is also applied on MS Outlook meetings and Gmail events saving and auto-saving in Salesforce. By default, MS Outlook Meetings or Gmail events which have only blocklisted addresses/domains among their invitees will not be autosaveable in Salesforce. Another way to prevent saving of a calendar item is to mark it as Private.
If there is at least one non-blocklisted address/domain among the invitees, the calendar item will be autosaveable in Salesforce, linked to the corresponding Lead or Contact.
At that, there is also an option available for Enterprise RGES customers that allows saving calendar items which have no Lead or Contact to link it to, see the details about the SalesforceEventAutoTrackIncludingNotShared setting in this article.
Also see this article for detailed information on auto-saving flow options and blocklist intersections
To add both email addresses and domains to the not-to-be-saved-by-sync blocklist, in the Misc. Settings block, Email Domains blocklisted From Syncing box, specify all addresses or domains you want to exclude from auto-syncing in Salesforce.
For example, if you want to blocklist free email services such as Gmail.com and Outlook.com, add them to the blocklisted Domains box as comma-separated values. Note that the list does not support using wildcards.
Both Emails and Meetings invitations received from addresses belonging to specified domains will not be automatically synced in Salesforce
If an email is received from multiple senders, and only certain email addresses are in the blocklist, the email will still be linked to registered senders who are not blocklisted
Additionally, RG Email Sidebar enables you to blocklist specific email addresses right form the Sidebar. To do that, select an email from/to an address to be blocklisted from sync and click the Do Not Sync button in the New Records tab displayed in the Sidebad.
We would love to hear from you