How to Install and Run the Solution (all configurations for MS Exchange or Office 365)¶
Also see this Revenue Grid blog article for an overview of solution installation procedures
If you are a local administrator rolling out Revenue Inbox for multiple users in your organization, you can make use of Add-In mass deployment procedures.
I. Revenue Inbox Add-In Installation¶
1. Installing Revenue Inbox Outlook Add-In (standard web/cloud installation)¶
RI Outlook Add-In follows a standard pattern for MS Outlook cloud addins installation:
● In MS Outlook Desktop, click File in the top pane then click Manage Add-ins at the bottom of the Account Information window that opens. On the outlook.office.com Add-ins management page that will be opened in your browser, click Find more add-ins for Outlook at AppSource…, enter Revenue Inbox in the Search AppSource search box and select Revenue Inbox for Salesforce.
● Alternatively, install the Add-In via Outlook on the Web:
1. Log in to http://outlook.com or Outlook on the Web with your credentials
2. Select any email in MS Outlook’s and click the ••• (More actions) icon in the upper right corner above viewed email’s body, as shown in the steps 1-4 of this Microsoft article
3. In the menu that appears, scroll down and click Get Add-ins
>>> Click to see an animation <<<
4. Enter Revenue Inbox in the Search add-ins input box on the upper right corner of the “Add-Ins for Outlook” dialog window and click Add under Revenue Inbox for Salesforce in search results
5. Next, you need to confirm installation by clicking Continue in the following dialog
Also note that Revenue Inbox for Salesforce (the Web (Cloud) implementation) can also be installed from an .XML Outlook Add-In manifest file or URL provided by your local RI Admin or RevenueGrid.com, refer to this article for more information
After you install the Add-In for an email account, it becomes available in MS Outlook running on other configurations and devices compatible with Outlook on the Web, Outlook for Mac, iOS, or Android with the same account logged in
Before using Revenue Inbox in MS Outlook Desktop on Windows, please make sure that you have the latest version of MS Edge installed, since it is used to render Revenue Inbox Sidebar in MS Outlook
Installing the Desktop (.MSI) Implementation¶
Note that Desktop (.MSI) implementation will be deprecated based on Microsoft technical updates. See this article for more information
Unlike the default Web (Cloud) Revenue Inbox implementation installed for most end users, the custom Revenue Inbox Add-In Desktop implementation option is usually reserved for Enterprise customers with special requirements, it is installed from an .MSI file and runs only on Windows OS. It is applicable in the following cases:
1. for customized Enterprise RI configurations
2. to work with MS Exchange 2013 mail server
3. to use Delegated access (shared calendar) scenarios
4. to use Revenue Inbox in a virtual machine environment, e.g. Citrix XenApp. This Add-In installation method is only available for MS Outlook 2013, 2016, 2019 (Desktop) for Windows. Also refer to this article for a detailed comparison of the two implementations.
To download the .MSI (Desktop) implementation, you should send a corresponding request to our Support team.
To install the Add-In, run the downloaded.MSI package and complete the simple three-step installation procedure. Revenue Inbox will be installed in the ‘%systemdisk%\Users\%username%\AppData\Roaming\RevenueGrid.com\Revenue Inbox Add-In‘ folder, taking around 28-40 Mb of HDD space.
Preconditions for installing the .MSI package:
- having admin permissions on your workstation including system disk write permissions
- MS Outlook 2013-2016 installed on your system
The essential differences between the web/cloud and .MSI versions deployment are summarized in the below table. For a full list of differences refer to this article.
||Web/cloud Add-In Installation||
MSI Add-In Installation
||Can be installed in different systems and configurations: MS Outlook for Windows, MS Office 365 in a browser, Outlook.com in a browser, MS Outlook for Mac, MS Outlook for iOS, MS Outlook for Android.||Can only be installed in MS Outlook Desktop running on MS Windows.|
||Is rolled out via MS Exchange / Office 365 add-ins management panels.||Is installed using mass-deployment tools by the local administrator with a single customization set for all users.|
Instant version updates from the cloud.
Centralized updates rollout by the local administrator.
Before using Revenue Inbox in MS Outlook Desktop on Windows, please also make sure that you have the latest version of MS Edge installed, since it is used to render Revenue Inbox Sidebar in MS Outlook.
II. Revenue Inbox Logon¶
RI logging on is not instant: depending on the number of email messages in your mailbox and items in your calendar it may take several minutes to log on, since on logging on RI needs to match all your existing correspondence and calendar items with your Salesforce records. That is only performed once per account.
After the Revenue Inbox Add-In was installed in your MS Outlook Desktop or On the Web, you need to open the Sidebar and log on to the Add-In.
Before you start, please make sure that you have your login credentials for your Salesforce and MS Exchange or Office 365 services at hand.
1. Open the Sidebar¶
- click the Open Revenue Inbox button in MS Outlook Desktop ribbon
- or, if you are using Outlook.com or Office.com, refer to this article to learn how to open the Sidebar.
2. Logging on to Revenue Inbox¶
Note that your data transferred via Revenue Inbox as well as your service access credentials are secured and are never shared or stored anywhere, according to Revenue Grid Privacy and Security principles.
Next, log on to Revenue Inbox using ordinary Salesforce logon, Salesforce Sandbox logon, or My Customer/Partner Community logon.
2.1. Ordinary Salesforce account logon:
2.1.1. Click the Connect to Salesforce button. A browser window with Salesforce OAuth page will be opened.
2.1.2. Enter your Salesforce credentials on the page or select a previously saved account’s username and click Log In.
In the screenshot above, a standard Salesforce login window is shown. Note that this OAuth window may look slightly differently, according to your Salesforce customization.
At this point you may also need to confirm this access via Salesforce 2-factor authentication.
2.2. To log on with Salesforce Sandbox (an isolated environment with Salesforce data used for CRM system tests, learning how to use Salesforce, or experimenting with its features):
2.2.1. Click the Connect to Salesforce Sandbox button. A browser window with Salesforce OAuth page will be opened:
2.2.2. Enter your Salesforce Sandbox credentials on the page or select a previously saved account’s username and click Log In to Sandbox.
2.3. To log on with your Salesforce Customer/Partner Community (under More options v):
This logon method is also used to log on with Single Sign-On (SSO) (the recommended method), if it is configured in your Org. Besides, in some configurations OAuth 2.0 and SSO authentication methods are combined; OAuth 1.0 protocol is not supported by Revenue Inbox.
2.3.1. Click My Customer/Partner Community.
2.3.2. Enter your community access URL or your special access link in the box and click the button My Customer/Partner Community below the box.
2.3.3. Enter your community logon credentials or select a previously saved account’s username and click Log In on the community OAuth page that opens in your web browser or perform a Single Sign-On logon according to your SSO provider’s procedure.
In the screenshot above, a standard Salesforce login window is shown. Note that this OAuth window may look differently, depending on your Salesforce configuration.
2.3.4. Next, you need to accept granting Revenue Inbox permissions to work with Salesforce data by clicking Allow in the following dialog window:
in addition, from this logon page you can access a test Revenue Inbox environment prefilled with sample data. Refer to this article for more information.
In the latest Revenue Inbox updates logging on will be followed by a dialog window for authorizing RI Add-In’s access to MS Exchange data, this way allowing to skip setup stage III: Authorizing Mailbox Access for Revenue Inbox Add-In (see below).
3. Activate Revenue Inbox synchronization¶
Set up Revenue Inbox synchronization by authorizing it to access your MS Exchange / Office 365 data. Follow the steps described in this article to do that.
If you are using several different email boxes for your correspondence (not aliases), make sure to authorize RI Sync for the same email box as one for which you installed the Add-In, otherwise the Sync engine functions will work incorrectly even though RI Sync will appear to be running.
Refer to this article to learn what emails and calendar items you have in MS Exchange/Office 365 will be auto-saved in Salesforce if you enable the corresponding settings (calendar items auto-sharing, emails auto-sharing) after setting up Revenue Inbox synchronization.
Please note that if step ( 3 ) is skipped, you will be able to run and use Revenue Inbox, except for the key functions carried out by RI Sync.
III. (Admins only) Install the Managed packages in Salesforce¶
To enable the full scope of features offered by Revenue Inbox several minor adjustments must be made in your Salesforce Org’s configuration; installing the Revenue Grid managed package and Invisible Suite managed package allows to accomplish that quickly and effortlessly. Follow the above links for complete information about the packages.
Revenue Inbox is based on the following fundamental principle: one email account is connected to a single Salesforce account. Therefore, no more than one business email account can be connected to a Salesforce account; for the same reason, several Salesforce accounts cannot be connected to a single email account via RI.
However, if such scenario is required, as a workaround you can set up your email accounts each connected to a separate Salesforce account within the same Org.
Also note that RI can automatically recognize and match different MS Exchange/Office 365 alliases used for the same email account.
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