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Defining Record Associations – Smart Linking
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About
Email Sidebar & Sync
Sequences
Revenue Intelligence
Salesforce Scheduler Adapter
Release notes
Contact us
Revenue Grid knowledge base
About
About
Supported Salesforce editions
Overcoming Firewall issues
Grant login access
Roles & permissions
Email Sidebar & Sync
Email Sidebar & Sync
Overview
Overview
Sync and Add-In functions
All Add-In functions
Functionality comparison
Licenses and Pricing
Supported environments
Supported environments
Email servers
Email clients for Microsoft 365
Email clients for Exchange 2016, 2019
Email clients for Gmail
Internet Explorer end of support
Setup
Setup
Install for Microsoft 365
Install in Outlook for MacOS
Install for Office – all configurations
Install for Google Workspace
Install from a manifest file
Install on Android or iOS
Registration wizard
Activate synchronization
Authorize mailbox access via Microsoft 365 OAuth for EWS
Get started
Get started
How RG Email Sidebar works
Adaptive sync intervals
Actions in RG Email Sidebar
Open Sidebar in Outlook for Microsoft 365
RG Email Sidebar for Gmail
Onboarding
Onboarding
Salesforce interactions
Saving Emails
Syncing Calendar items
Syncing Tasks & Contacts
Using the Product
Using the Product
Saving activities
Saving activities
Emails saving overview
Ways to save Emails
Save Calendar items
Saving from Gmail
Initial search and applied filters
Saving dialogs
Attachments saving
Auto-saving patterns
Save all Emails in thread
Crop previous Emails in thread
Save enhanced emails to extra Salesforce objects
Calendar sync patterns
Calendar sync exceptions
Syncing Salesforce events to email client's calendar
Internal/blocklisted Emails
Two blocklisting layers
Handle Inbox SPAM
Activities linking patterns
Object fields mapping
Sidebar functions
Sidebar functions
Pin RG Email Sidebar
Create new records
Search existing records
View related objects
Create a Task, Follow-up or Log a Call
Salesforce Activities
Record Description and Quick Memo
Open associated website or LinkedIn page
Salesforce fields and layouts
Salesforce custom buttons
Stale Thread Reminder
Smart actions
Smart actions
Time Slots in Outlook
Book Me in Outlook
Time Slots in Gmail
Book Me in Gmail
Invalidate Book Me link
Salesforce Reports
Salesforce Templates
Tracking Email Opens
Mobile devices
Mobile devices
Using on Android devices
Using on iOS devices
Integrations
Integrations
360 Degree SMS
Synchronization functions
Synchronization functions
Synchronization overview
Contacts syncing
Person Accounts syncing
Tasks syncing
Handling email aliases
Item Deduplication
Historical sync & time zones matching
Smart Description
Special sync patterns
User settings
User settings
Connectivity settings
Connectivity settings
Reconnect accounts
Change Email address (Microsoft 365)
Change Salesforce account
Integration with Salesforce Customer / Partner Community
Authorize Customer / Partner Community
Sync settings
Sync settings
Open sync settings
Pause sync
Resume sync
Force sync
Configure sync settings
(Legacy) Configure sync settings
Choose what to sync
Blocklist email addresses and domains
View sync statistics and connection statuses
Handle sync issues
Book Me defaults
Customization settings (old Sidebar settings)
Customization settings (old Sidebar settings)
Sidebar customization
Search by field setting
Create custom list view
Enable country picklist for Contacts
Application settings
Configure attachments saving
Manage Sidebar Customizations
Customization page notifications
Sidebar settings
Sidebar settings
Sidebar settings overview
Manage Sidebar objects
Configure attachments saving
Enable country picklist code
Configure object record cards
Create custom list view
Advanced Sidebar settings
Manage Sidebar settings
Misc. settings
Misc. settings
Configure localizations
Uninstall RG Email Sidebar
Uninstall from Google Workspace
Admin guide
Admin guide
Product deployment
Product deployment
Available deployment scenarios
EWS access connectivity
MS Graph access connectivity
Configure Impersonation for Exchange on-premises
Configure Google Workspace service account
Mass deployment for Microsoft 365
Mass deployment for Exchange 2016, 2019
EWS app-only access configuration
MS Graph app-only access configuration
EWS to MS Graph app-only migration
EWS delegated to app-only migration
Mass deployment for Google Workspace
Mass provisioning for Google Workspace
Set up Sync and mailbox access via Impersonation
Mass authorization to Salesforce
Service account for sync by attendee
EWS access in Exchange Online
EWS access in Exchange Online
Changes to EWS access control in Exchange Online
Enable EWS in Exchange Online (tenant level)
Enable EWS in Exchange Online (user level)
Admin Panel
Admin Panel
Log in to Admin Panel
Provision Users
Manage Profiles
Manage Users
Manage Licenses for users
Monitor Users and Profiles
Special Admin Panel settings
Manage Sidebar settings
Manage access to customization page
Email thread auto-save for profiles
Managed package
Managed package
Install package
Package components
Update package
Generate tenant URL
Generate app integrations
Uninstall guide
Generate tenants URLs
Widgets in Salesforce
Widgets in Salesforce
Add widgets (admins)
Add widgets (users)
Replace old widgets
Switch old app
Replace app tabs (admins)
Replace app tabs (users)
Add widgets to Salesforce Experience sites
Delegated & shared access
Delegated & shared access
Delegated mailbox
Delegated calendars
Using with Shared mailboxes
Convert shared mailbox to regular one
Instant sync
Instant sync
Enable Calendar instant sync
Fine-tune instant sync triggering
Attachments handling and related settings
Enable advanced calendaring
Sync rooms availability to Salesforce calendar
Exchange integration via Apex class
Revenue Grid Scheduler API endpoints
Optional features list
Integrating Lightning Components
Sidebar mass removing
Generating API keys
Troubleshooting
Troubleshooting
Basic Sidebar troubleshooting
Authorize RG Sync in Azure / Microsoft 365 admin settings
Salesforce API calls limit
Sync issues error codes
Managed package
Managed package
RG widgets errors
Unavailable Canvas apps
Disable triggers
Diagnostic mode for troubleshooting
Revoke a Mailbox Access Token
Instant events sync troubleshooting
Configure meeting rooms for EWS
Issues and errors
Issues and errors
Error on opening encrypted and signed emails
Add-in login redirect page endless loading
Sidebar loading issue fix
Add-in icons are grayed out
Add-in icon is missing in New Outlook
Save Email button is greyed out (old)
Save Email button is greyed out (new)
Chrome Extension startup errors
Add-in could not be started error
The wrong Sidebar version was installed
UTF-7 email encoding issue
Add-in has been disabled to keep you safe error
Need Admin Approval error
Need Admin Approval - Nested App Authentication
Browser version troubleshooting
Salesforce OAuth error
Managed Package installation problem
Unable to share or get Customization settings
Attachment display issues
Unexpected email synchronization
Two deleted tasks appear in Salesforce after sync
Events duplication troubleshooting
Events syncing issue
Sync error caused by Contacts filters
Contacts sync issue on iOS devices
Book Me link displays incorrect time
Book Me events linked to wrong contact
Error "You have no authorization for this page or action"
Email cannot be saved to a custom object
How to's
How to's
Clear Edge cache & cookies
Clear cache on MacOS
Export Outlook items
Obtain Outlook add-in manifests
Delay or schedule emails sending
Release notes
FAQs
Sequences
Sequences
Automated sequences overview
Get started
Get started
Basic navigation
Initial config & first steps
Sample sequences
Sample sequences
About
Sample Sequences
Sample Sequences
101 training
Cyclical loop starts with a call
Cyclical loop starts with a manual email
Mix of steps
Fully automated email drip campaign
Recruitment scenario
Renewal sequence
PR scenarios
Event follow up
Create a sequence
Create a sequence
New sequence
Add steps
Add merge fields to steps
Add recipients
Activate the sequence
Step sending overview
Run a sequence
Run a sequence
Manage sequence
Sequence Settings
Sequence stages
Statistics
Templates
Manage recipients
Manage recipients
Audience tab basics
Action required
Next steps
Prospect statuses
Prospect profile
Import from CSV
Duplicate records
Opt in prospects
Sequences in Action Center
Sequences in Action Center
Engagement with sequences
Replies
Notifications
To-do items
Tips
Log Twilio calls
Sequences in Sidebar
Coaching
Coaching
Sequences productivity
Sequences Required Actions
Recordings
Personal settings (user)
Personal settings (user)
Personal settings
Daily digest
Assign delegates
Admin guide
Admin guide
Setup
Setup
Engagement managed package
Add RG custom fields to object layouts
Widgets in Salesforce
Access rights
Platform settings
SMS & calls
SMS & calls
Twillio
Aircall
Sequence data export
Trobleshooting
Trobleshooting
Missing
Add sequence
button
Issues with RG Lead Sequences Widgets
Release notes
FAQs
Revenue Intelligence
Revenue Intelligence
Revenue intelligence overview
Get started
Get started
How to open Revenue Grid
Basic navigation
Opportunities
Opportunities
Pipeline visibility
Opportunity insights
Alternative opportunities enrollment
Accounts
Accounts
Accounts dashboard
Account insights
Activity trends
Relationship Intelligence
Engagement highlights
Related Signals
Signals, action items & notes
Signals, action items & notes
Create a signal
Signals in Email Sidebar
Create a note
Reporting & Forecasting
Reporting & Forecasting
Forecast
Trends
Pipeline Evolution
Coaching
Coaching
Team Activity
Sales rep accomplishments
Admin guide
Admin guide
Intelligence Package rollout
Salesforce prerequisites
Salesforce prerequisites
Configure My Domain in Salesforce
Turn on Collaborative Forecasts
Set Up Role Hierarchy in Salesforce
Assign a Forecast Manager
Configure Forecast Categories and Opportunity Stages Mapping
Assign Quotas to Users
Set up SF widgets for RG reports with default filters
Signals Configuration
Signals Configuration
Configurable Signals and Their Parameters
Out-of-the-box signals
How to Assign a Signals Manager
Signals Assignees
Widgets in Salesforce
Installing MS Teams bot for specific user groups
Release notes
Salesforce Scheduler Adapter
Salesforce Scheduler Adapter
Overview
API Calls for SSA
Configure SSA
Configure flows for guest scenarios
Updating refresh token
SSA version 2
SSA version 2
Configure SSA version 2
User management for admins
Users guide to managing calendars
Release notes
Contact us
Defining Record Associations – Smart Linking
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