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How to Install and Run the Solution for Office 365 Mailboxes

For users of the Email Sidebar on:

 

4 min read

 

 

Tip

If you are a local administrator rolling out RG Email Sidebar for multiple users in your org, you can make use of Add-In mass deployment mechanisms

 

For a description of all available installation (from an .MSI file or a manifest .XML file/URL) and logon (Sandbox, Customer/Partner Community, Single Sign-On) options, please refer to this article.

   

I. Install RG Email Sidebar Add-In

 

1. Install RG Email Sidebar Add-In from MS Outlook for Desktop

RG Email Sidebar installation in MS Outlook follows the standard MS Outlook addin installation steps:

1.1. Open your MS Outlook for Desktop, go to Home tab, and click Get Add-ins in MS Outlook ribbon

 

1.2. MS Outlook Add-In management window will be opened. In the Search add-ins box on the right-hand side, type “Revenue Grid” and select Revenue Grid for Salesforce

 

1.3. In the next window that appears, click Add

 

You will see RG Email Sidebar icons added to MS Outlook ribbon.

 

In addition, corresponding controls are now added to your mail account opened in https://outlook.com or https://outlook.live.com/owa/. See this article for more information.

1.4. Next, you need to log on to RG Email Sidebar

 

Alternatively, you can install RG Email Sidebar Add-In via Installation Wizard following the steps provided below.

2. Install RG Email Sidebar Add-In via Installation Wizard

It is the the recommended way to install the Cloud (Web) product implementation for Office 365 mailboxes, via RG Email Sidebar Installation Wizard https://revenuegrid.com/csm-wizard/

2.1. Open the Wizard’s page in your web browser and click Enable for Office 365

 

>>> Click to see a screenshot <<<

 

2.2. You will be directed to RG Email Sidebar Add-In’s page in Microsoft AppSource.
On this page, click GET IT NOW, then enter email address of the Office 365 account you want to install the Add-In for and sign in via standard O365 login dialog

>>> Click to see a screenshot <<<



 

2.3. Select the standard “I give Microsoft permission …” checkbox in the dialog and click Continue to grant Microsoft permission to use/share your basic mail account information for RG Email Sidebar Add-In

>>> Click to see a screenshot <<<

 

2.4. You will briefly see a redirect window

>>> Click to see a screenshot <<<

 

Now the Add-In is installed for your mail account.

>>> Click to see a screenshot <<<

 

Note

After you install the Add-In this way, it will also be added to your MS Outlook (desktop) with the corresponding MS Exchange user account logged in

Important

Before using the RG Email Sidebar Add-In 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 the RG Email Sidebar

 


 

II. RG Email Sidebar logon

Note

RGES 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 RGES needs to match all your existing correspondence and calendar items with your Salesforce records. That is only performed once per account

Before you start, please make sure that you have an active Salesforce account and an Office 365 account and you got your login credentials for these services at hand.
After RG Email Sidebar Add-In has been installed in your Office 365, you need to open the Sidebar in MS Outlook and log on to the Add-In.

1. To open the Sidebar:

  • click the Open RG Email Sidebar button in MS Outlook Desktop ribbon

 

  • or, if you are using Outlook on the Web (Outlook.com, Outlook.office.com), refer to this article to learn how to open the Sidebar

 


  2. Next, log on to RG Email Sidebar:

     2.1. Click the Connect to Salesforce button. A browser window with Salesforce OAuth page will be opened

 

     2.2. 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 differently, depending on your Salesforce configuration.

Note

At this point you may also need to confirm this access via Salesforce 2-factor authentication

 

     2.3. Now you need to authorize RG Email Sidebar to work with your Salesforce data, by clicking Allow in the following dialog window:

 

Note

RG Email Sidebar accesses and handles the end users’ email and CRM data in a most secure and private manner, according to our Privacy and Security guarantees, so allowing this data access is safe

 

3. The next setup step to complete before you can use all RG Email Sidebar features is to activate Revenue Grid synchronization by authorizing it to access your Office 365 data.

In the latest RG Email Sidebar updates you can easily do that right after your first log on to RG Email Sidebar, via the following screen:

 

    3.1. Click Connect to Office 365

    3.2. Enter your login credentials in the Office 365 login window opened in your browser

Important

If you are using several different email boxes for your correspondence (not aliases), make sure to authorize RGES 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 RGES Sync will appear to be running

 

    3.3. Click Accept in the Permissions requested dialog. At this point you may need to confirm this access via Office 365 2-factor verification

>>> Click to see screenshots <<<



 

Important

Note that if the Sync activation is skipped, a number of key RG Email Sidebar features performed by RGES Synchronization will be unavailable

Tip

Refer to this article to learn what emails and calendar items you have in MS Exchange / Office 365 will be auto-saved in Salesforce after activating Revenue Grid synchronization if you enable the corresponding settings (calendar items auto-saving, emails auto-saving)

 


 

III. (Admins only) Install the managed packages in Salesforce

To enable the full scope of features offered by RG Email Sidebar 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.

   





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