How to Set Up the Chrome Extension for Salesforce and Gmail¶

5 min read

With RG Email Sidebar for Salesforce and Gmail Chrome browser extension, you can access and update any relevant Salesforce data – Emails, Events, Contacts, Tasks, Accounts, etc. right from your Gmail mailbox opened on any device that can run Google Chrome browser. See this article to learn how to use the Extension’s Sidebar interface. After installing the extension, please refer to Using RG Email Sidebar for Salesforce and Gmail for information on how to use RG Email Sidebar with Gmail.
RGES for Salesforce and Gmail works with both Gmail and Google Workspace (G Suite). The Chrome Extension’s updates get installed automatically, that does not require any actions from the end users.

Tip

A full mass RGES deployment scenario for Enterprise Gmail / Google Workspace (G Suite) RGES users by the local Admin is available for Windows systems. See these articles for details: Chrome Extension mass deployment via Active Directory and Gmail Users Mass-Provisioning

Note

RG Email Sidebar for Salesforce and Gmail is not a standalone application, it only works in Gmail web interface opened in Google Chrome or a Chromium-based browser

To start using RG Email Sidebar for Salesforce and Gmail, do the following

Tip

Alternatively, you can complete the online RGES Registration wizard‘s steps in Chrome browser to set up the Chrome Extension

1. Add the RG Email Sidebar for Salesforce Extension to your Google Chrome¶

To add the RG Email Sidebar for Salesforce Extension to your Chrome or Chromium-based browser:

1.1. In the Google Chrome browser, open this Chrome Web Store link

>>> Click to see a screenshot <<<

1.2. Click the button Add to Chrome, then click Add extension in the confirmation dialog that will appear

2. Sign in to Gmail and grant RG Email Sidebar permission to work with your Gmail and Google Calendar data¶

Note

Handling of your email/calendar and CRM data by RG Email Sidebar Chrome Extension for Gmail is based on the same set of Privacy and Security principles as RG Email Sidebar Add-In for MS Outlook Desktop or On the Web version

To grant RG Email Sidebar permissions to interact with your Google account, do the following:

2.1. After signing in to Gmail, open the RG Email Sidebar Extension by clicking the RG Email Sidebar icon in the tab one the right-hand side

2.2. In the extension’s pane, click Sign in to my Google account

>>> Click to see a screenshot <<<

2.3. The Choose an account dialog will appear, select your account in it

>>> Click to see a screenshot <<<

2.4. Provide the Extension access to your Gmail data by ticking all nine access items on the list which will appear

Google Permissions Set¶

The set of access permissions cannot be adjusted, RGES architecture requires all requested permissions to run. The privacy and security of accessed Google data are guaranteed under RG Email Sidebar Privacy and Security policies.

This nine permissions are required to enable RGES to access the relevant types of Google data: Emails, Google Drive files, Calendar, Contacts, Calendar, Tasks, etc.

Important

Each permission is required to perform a specific RGES Chrome Extension (Add-In) or Sync Engine function. In case some of the permissions are not granted, the Extension (Add-In) will be usable except for the affected functions, but the Sync Engine will fail with an error “ISGC-004: Authorization error. Contact your administrator for Google services”. For this reason, please make sure that the full set of permissions is granted

The complete list of required permissions:

>>> The complete list of required permissions <<<

The standard set of 9 permissions that RG Email Sidebar obtains for every Gmail user on provisioning:

Associate you with your personal info on Google
See your primary Google Account email address
See, edit, create, and delete all of your Google Drive files
See, create, and delete its own configuration data in your Google Drive
See, edit, download, and permanently delete your contacts
See, edit, share, and permanently delete all the calendars you can access using Google Calendar
See and edit your email labels
Manage drafts and send emails
Read, compose, and send emails from your Gmail account

>>> Click to see a screenshot <<<

Next, you will see the Login successfully completed! window and get a notification email “Security alert: Revenue Grid was granted access to your Google Account” as a confirmation.

Tip

If, for any reason, you will need to revoke RG Email Sidebar extension’s access to your Gmail data, you can disable it by going to Apps connected to your account, selecting the extension and then clicking Remove

3. Authorize the RG Email Sidebar Chrome Extension to access your Salesforce data¶

To grant the RG Email Sidebar Extension permissions to work with your Salesforce data, do the following:

3.1. Open the RG Email Sidebar extension by clicking its logo in the toolbar on the right-hand side of your Gmail box interface

3.2. Select Connect to Salesforce (to work with your actual Salesforce data).

Or, if you want to work with Salesforce Sandbox (a copy of your production environment used for testing and development) or a Customer/Partner Community environment, click on Sign in to Salesforce Sandbox or My Customer/Partner Community respectively.

3.3. In the Salesforce SSO Login window that appears, select or enter your Salesforce credentials and click Log In (or Log in to Sandbox, if you are going to use Salesforce Sandbox environment)

>>> Click to see a screenshot <<<

You are set to use RG Email Sidebar for Salesforce in Gmail. For detailed information on how to use the extension, see this article.

Note

Unlike RG Email Sidebar implementation for MS Exchange / Office 365/Outlook on the web, RG Email Sidebar Chrome extension does not require additional email access authorization for synchronization to run, so it will be active right after you set up the extension

How to Remove the Extension from Chrome¶

Refer to this Google Chrome Support instruction to learn how to remove the extension from your Chrome browser.

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