RGES Activities Synchronization Settings Explained¶
For users of the Email Sidebar on:
4 min read
Some Synchronization features require adding certain auxiliary fields and classes to Salesforce objects; to get them added automatically ask your local Salesforce administrator to install the Revenue Grid managed Salesforce app in your Org – it will enable the full scope of RGES features on the Salesforce side
RG Email Sidebar includes a number of settings that define how Emails, Calendar items, Contacts, or Tasks are processed into Salesforce.
To access Sync settings:¶
2. Go to Sync settings tab > Detailed Settings and see the Activities Sync Settings section
3. Next, you may also need to sign in over secure Salesforce OAuth 2.0 or Exchange/Office 365 OAuth 2.0 or Gmail OAuth 2.0 in a browser page that appears, depending on your RGES Org’s configuration
This article explains all RGES Sync Engine settings which can be managed by individual users or in bulk by the Admins. The Dashboard’s functions and Sync settings are mostly identical for MS Exchange / Office 365 and Gmail accounts, with the exception of several MS Exchange specific functions.
Please note that if you adjust the Auto-Save All Emails in A Thread sync setting or update the list of Blocklisted email addresses/domains; for these changes to be applied you must log out from RGES Add-In and then re-log in
Automatic Saving of Emails (emails autosharing)¶
Also see this article for detailed information on auto-saving flow options and blocklist intersections
You can get all relevant (see point 5 in this article) incoming and outgoing email messages automatically saved in Salesforce. With automatic saving enabled, your email messages will be automatically saved as Salesforce Tasks or Email messages linked to related Contacts, Leads, and other Salesforce objects retrieved according to these principles. Emails autosaving is performed not immediately but on the following synchronization session.
If you receive or send an email from/to an unresolved (not previously registered in Salesforce) Contact or Lead, RG Email Sidebar can create a relevant Salesforce automatically to autosave it. See this article for more information.
To enable or disable automatic emails saving by RGES: in the Emails block, toggle the Enable Auto-Saving switch button
Inbox Spam Handling Prevention¶
With enabled Emails auto-saving and set up Leads or Contacts auto-resolving in your cofiguration, RG Email Sidebar will process SPAM emails from non-blocklisted email domains which get through to your MS Outlook or Gmail Imbox.
Refer to this article for сomplete information on inbox spam handling prevention with RG Email Sidebar.
Automatic saving of Email Threads¶
See this article for complete information on how to use this feature.
After you toggle the Automatic saving of email threads setting, for the changes to be applied you must log out from RG Email Sidebar and then re-log in.
To enable this feature: in the Email Sync Options section, set the Auto-Save All Emails In a Thread switch to Enabled.
Linking to Opportunities¶
You can also have your emails associated not only with contacts and leads, but also with related opportunities. These related opportunities must satisfy all of the following requirements:
- You are the owner of the opportunity
- The account associated with the opportunity contains a contact of the person whose email address is specified in the From, To, or CC fields
If several opportunities satisfy these requirements, the email will be saved to the most recent one. If such opportunity was not found, the email will be saved to the account that is associated with the related contact. However, if neither an opportunity nor an associated account were found, the email will not be saved at all. This setting applies only to automatic email/event saving, not to manual saving of events/emails.
To enable the possibility to link saved Emails to Salesforce Opportunities, in the Misc. Settings block toggle the Link to Opportunities switch button.
Automatic Syncing of Calendar Items (events autosharing)¶
You can have all your incoming and outgoing Calendar items automatically synced in Salesforce, with specific exceptions listed in this article. Note that RGES will also auto-create new Salesforce records to sync meetings which involve new business contact, see this article to learn the details.
With automatic meetings syncing enabled, your meetings will be automatically synced up to your Salesforce calendar and also to the calendars of your colleagues who use RG Email Sidebar, if they were invited.
In the latest product updates, syncing of new Calendar items and their updates can also be performed within several minutes, via instant syncing. This feature can be enabled and configured upon request
To enable automatic syncing of meetings, toggle the Enable Meetings Auto-Syncing switch button.
With automatic syncing of appointments enabled, your appointments will be automatically synced with your Salesforce calendar. To enable automatic saving of appointments, toggle the Enable Appointments Auto-Syncing switch button.
Blocklisting Email Addresses and Domains¶
RG Email Sidebar offers the possibility to blocklist email messages and calendar items from/to certain addresses or domains from being saved with Salesforce.
See this article for more information on Blocklisting Email Addresses and Domains with RG Email Sidebar.
Other Sync Adjustments¶
Besides above-described regular sync adjustments, RG Email Sidebar offers special synchronization settings to meet your company’s specific preferences - syncing calendar items as other object types besides events and one-way synchronization options.
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