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Revenue Grid Email Sidebar (RGES) Knowledge Base
How to Install and Run the Desktop (.MSI) implementation (MS Outlook 2013, 2016, 2019)
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Revenue Grid Email Sidebar (RGES) Knowledge Base
HOME
❓ EMAIL SIDEBAR FAQs
📺 VIDEO GUIDES
✅ RG ONBOARDING
✅ RG ONBOARDING
❍ Salesforce Interactions
❍ Saving Emails
❍ Syncing Calendar Items
❍ Syncing Tasks & Contacts
📖 RELEASE NOTES, KB UPDATES
✜ GETTING STARTED
✜ GETTING STARTED
✚ ESSENTIALS
✚ ESSENTIALS
❍ Introduction
❍ How RG Email Sidebar Works and What It Syncs
❍ Privacy and Security
❍ Using RG Email Sidebar Adaptive View
❍ RG Sync and Add-In Functions
❍ Data Processing by RGES
❍ RG Email Sidebar Plans & Pricing
❍ Supported Email Servers
❍ Supported Salesforce Editions
❍ Supported Email Clients for Microsoft Office 365 (with Exchange Online plan)
❍ Supported Email Clients for Microsoft Exchange 2010
❍ Supported Email Clients for Microsoft Exchange 2013, 2016, 2019
❍ Supported Email Clients for Gmail
✚ FIRST STEPS
✚ FIRST STEPS
❍ How to Install and Run RG Email Sidebar (Office 365)
❍ How to Install and Run RG Email Sidebar Desktop (.MSI) implementation)
❍ How to Install and Run RG Email Sidebar in MS Outlook for MacOS
❍ How to Install and Run RG Email Sidebar (all configurations)
❍ RG Email Sidebar Desktop (.MSI) vs RG Email Sidebar Cloud (Web) Implementation Comparison
❍ How to Install RG Email Sidebar from a Manifest File or URL
❍ How to Install RG Email Sidebar on an Android or iOS Device
❍ Authorizing RG Email Sidebar Sync to Work with Your Data
❍ RG Email Sidebar Registration Wizard
❍ Using the Add-In with Test Data
❍ How To Change Email Address in RG Email Sidebar Account (Office 365)
❍ Recovering a Forgotten RG Email Sidebar Password
❍ Viewing Your RG Email Sidebar Account Info and Changing Account Password
✜ USING THE PRODUCT
✜ USING THE PRODUCT
✚ HOW TO-S
✚ HOW TO-S
❍ How to Open RG Sidebar in New MS Outlook Web Interface
✛ Handling emails
✛ Handling emails
❍ Saving Emails in Salesforce - Ways to Save an Email
❍ How to Save Internal or Blocklisted Emails in Salesforce
❍ Tracking Customer Engagement with RG Engagement Panel
❍ Using Salesforce Templates
❍ How To Delay or Schedule Emails Sending
❍ Tracking Email Opens with Tracking Code
❍ How to Set Stale Thread Reminder
✛ Calendar items
✛ Calendar items
❍ Saving Calendar Items in Salesforce
❍ The Updated Save Email/Save Event Dialogs
❍ How to Send Meeting Time Slots
❍ Sharing Calendar Availability
❍ Using Delegated Calendars with RG Email Sidebar
❍ Viewing Objects Related to Selected Item
❍ How to Invalidate a Book Me Link
✛ Exchange/O365 Contacts
✛ Exchange/O365 Contacts
❍ Managing Contacts via RG Email Sidebar
✛ Exchange/O365 Tasks
✛ Exchange/O365 Tasks
❍ Managing Tasks via RG Email Sidebar
❍ How to Manage Tasks (Classic view)
✛ Salesforce records
✛ Salesforce records
❍ Searching for Existing Salesforce Records and Creating New Records
❍ Record Description and Add Quick Memo
❍ Working with Activities
❍ Creating New Records via the Sidebar
✛ Misc. features
✛ Misc. features
❍ How to Log a Call via RG Sidebar
❍ How to Work with Salesforce Reports
❍ How to Open Sync Dashboard
❍ Using RG Email Sidebar on a Mobile Device
❍ RG Email Sidebar Installation on iPhone and Contacts Syncing
❍ How to Use the Solution on Android Devices
❍ How to Use the Solution on iPhone Devices
❍ Sending and Receiving 360 Degree SMS from RG Email Sidebar
❍ How To Configure and Use DocuSign Sidebar
❍ How to Work with DocuSign Document Storage from RG Email Sidebar
❍ How to Run RG Email Sidebar on Citrix XenApp
❍ Opening Websites/LinkedIn profiles of Contacts, Leads, and Accounts
❍ How to Authorize Mailbox Data Access via O365 OAuth for EWS
❍ How to Use Chatter
✚ HOW IT WORKS
✚ HOW IT WORKS
❍ Saving Emails in Salesforce, An Overview
❍ RG Email Sidebar Synchronization Overview
❍ Patterns Applied on Auto-saving
❍ Item Deduplication Mechanisms
❍ Standard Object Fields Mapping Patterns
❍ How RG Sidebar Pinning Works
❍ RG Email Sidebar Initial Search and Applied Filters
❍ File Attachments Handling, An Overview
❍ How RG Email Sidebar Works with Required Fields and Layouts in Salesforce
❍ Calendar Items Sync Exceptions
❍ Calendar Items Sync Special Patterns - Attendees Lists; Private Items; Unsaving and Deletion
❍ Historical Sync & Timezones Matching
❍ Salesforce Custom Buttons Support
❍ Context-Specific Hints
❍ Using the Smart Description Feature
❍ MS Exchange Aliases Handling
❍ Two Not-to-Be-Synced Blocklisting Layers
❍ Activities Linking Patterns in Salesforce
❍ Created Salesforce Events Mirroring in Email Client’s Calendar
❍ Working with Emails via Exchange Delegated Access
❍ Revenue Grid Scheduler API Endpoints
❍ Optional Revenue Grid Features
❍ Save All Emails in a Thread Function Explained
✜ SETUP & CONFIG
✜ SETUP & CONFIG
✚ USER SETTINGS
✚ USER SETTINGS
❍ Customizing RG Email Sidebar (full article)
❍ Using the Search by List Customization Setting
❍ Customization Page Notifications Explained
❍ Application Settings
❍ How to Configure Attachments Saving
❍ How to Define Record Associations
❍ Managing RG Email Sidebar Customizations
❍ How to Set Smart Actions Order
❍ Configuring Activities Synchronization Settings
❍ Choosing What to Synchronize
❍ Viewing Synchronization Statistics and Connection Statuses
❍ Resolving Sync Issues
❍ Auto-Cropping of Previous Messages in Email Body
❍ How to Renew Exchange and Salesforce Account Credentials
❍ How to Properly Add a Custom Object to RG Handling Scope
❍ How to Create a Custom View to Work with Closed Cases and Opps
❍ Switching Between RG Email Sidebar Interface Views
❍ How to Enable DocuSign in RG Email Sidebar
❍ How to Authorize Customer or Partner Community
❍ How to Revoke a Mailbox Access Token
❍ How to Handle Inbox SPAM
❍ How to Blocklist Email Addresses and Domains
✚ ADMIN CONFIG
✚ ADMIN CONFIG
❍ RG Email Sidebar Mass Deployment (Office 365)
❍ Installing RG Email Sidebar in MS Exchange 2013, 2016, 2019
❍ Available RG Email Sidebar Mass Deployment Scenarios
❍ How to Create an Impersonating Email Account
❍ Impersonation in RG Email Sidebar and Configuring Mailbox Access
❍ Convert a Shared Mailbox to a Regular One
❍ Salesforce Connectivity Tab - Bulk Salesforce Access Authorization
❍ How to Log in to RG Email Sidebar Administration Panel
❍ Managing Organizations in RG Email Sidebar Administration Panel
❍ Managing Users in RG Email Sidebar Administration Panel
❍ Managing Plans for RG Email Sidebar Users
❍ Return on Investment and User Status Tools
❍ Monitoring Users and Organizations
❍ RG Email Sidebar Admin Panel Special Settings
❍ Special Synchronization Patterns
❍ How to Disable Customization Page for Specific Users
❍ Office 365 Data Accesss Over MS Graph
❍ Attachments Handling and Related Settings
❍ How to Enable The Country Picklist for Contacts
❍ How to Enable Advanced Calendaring (Recurring Events Sync and Deduplication Prerequisite)
❍ Deactivating RG Email Sidebar
❍ Setting Up Invisible Suite Managed Package in Salesforce
❍ RG Managed Salesforce Package Setup and Contents
❍ How to Add the Attendees Management Component
❍ How RG Email Sidebar Works With EWS
❍ How to Configure Salesforce Lightning Scheduler Integration
❍ How to Set Up My Domain in Salesforce
❍ How to Configure Product Dashboards in Salesforce Interface
❍ How to Setup Dashboard Widgets for Individual Users and Admin Users
❍ Hybrid Scenarios for Impersonation Setup
❍ How to Configure Impersonation to Deploy the Solution via MS Graph Connection
❍ How to Configure Impersonation to Deploy the Solution
❍ How to configure RGES to work with Shared mailboxes
❍ Mass Deployment of the Add-In in Office 365
❍ Revenue Grid Dashboard Widgets Configuration
❍ MS Exchange Integration via Apex Class
❍ Revenue Grid API Calls for Salesforce Lightning Scheduler
❍ How to Install the Desktop (.MSI) Implementation
✚ TROUBLESHOOTING
✚ TROUBLESHOOTING
❍ Resolving Firewall Issues
❍ How to Configure Meeting Rooms for EWS
❍ Clearing Internet Explorer Cache & Cookies to Refresh RG Email Sidebar
❍ How to Update RG Email Sidebar Desktop (.MSI) Implementation
❍ How to Resolve the Add-In Could Not Be Started Error
❍ How to Resolve RG Icons Are Greyed Out in the Ribbon
❍ How to Resolve RG Icons Are Replaced by Placeholder Icons in the Ribbon
❍ RG Sync Authorizing in Azure / Office 365 Admin portals
❍ RG Email Sidebar and Salesforce API Calls Limit
❍ Troubleshooting RG Email Sidebar Desktop (.MSI) Implementation
❍ Sync Issues Error Codes
❍ How to Resolve the Need Admin Approval Error
❍ Browser Version Troubleshooting
❍ Resolving Dashboard Widgets Errors
❍ How to Resolve Attachment Display Issues
❍ How to Resolve Salesforce OAuth Error
❍ How to Resolve the This add-in has been disabled to help keep you safe Error
❍ RG Email Sidebar Diagnostic Mode for Troubleshooting
❍ Incorrect Time Displayed by Book Me Link
❍ How to Clear Cache on MacOS
❍ Unable to Share or Get Customization Settings
✜ RG CHROME EXTENSION FOR GMAIL
✜ RG CHROME EXTENSION FOR GMAIL
❍ Introduction to RG Chrome Extension for Salesforce and Gmail
❍ Mass Deployment of RG Email Sidebar Chrome Extension
❍ How to Create a Gmail Service Account
❍ Mass Provisioning of Chrome Extension End Users
❍ Signing Up with RG Email Sidebar for Salesforce and Gmail
❍ Using RG Email Sidebar for Salesforce and Gmail
❍ The Book Me Feature in RG for Salesforce and Gmail
❍ The Time Slots Feature in RG for Salesforce and Gmail
❍ How to Disable or Remove the Extension
How to Install and Run the Desktop (.MSI) implementation (MS Outlook 2013, 2016, 2019)
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