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Introduction: How to Use the Add-In

For users of the Email Sidebar on:


5 min read



Besides serving as a Mailbox ↔ Salesforce integration tool, RG Email Sidebar is an integral part of a premium revenue intelligence platform Revenue Grid. Check out the Revenue Grid Docs for more information


RG Email Sidebar (RGES onwards) brings all power of Salesforce seamlessly into your mailbox, making it easy for you to process data between your email client running on any platform and your CRM on several intuitive clicks. Business data handling is performed fully automatically or selectively; the solution excludes the necessity to switch back and forth between applications and data copy-pasting.




RG Email Sidebar is not a standalone application, it is an Add-In installed in your MS Outlook Desktop or On the Web version, also available as a Chrome Extension for Gmail


After you have installed RG Email Sidebar, three RGES icons are added to your MS Outlook Desktop ribbon. These icons are: Open RG Email Sidebar, Quick Save to Salesforce, Log a Call, Quick Send Availability, Track Email Opens (in email compose mode). In Outlook on the Web they are available as items in the actions menu located next to email body. See this article for complete information.

>>> Expand to see how to open RG Email Sidebar <<<

Outlook (Desktop) ribbon / See this article.


To start working with RGES Add-In, open RG Email Sidebar by clicking on the corresponding button in MS Outlook Desktop or On the Web.


You can “zoom in” the Sidebar to make its text bigger the way you zoom in web pages. To do that, click on the Sidebar, press the Control (Ctrl) button and scroll up the mouse wheel. All Sidebar components will be expanded and slightly re-arranged. To accommodate the expanded controls in the Sidebar’s pane, you can also stretch the Sidebar sideways: hover the cursor over the left-hand edge of the Sidebar so it looks like this , then hold the left mouse button and stretch the Sidebar sidewards




1. Sidebar's header, RG Email Sidebar Menu icon. Quick to access:

2. Hover the cursor to view the menu of actions available for the record

3. Opportunity progress bar indicator

4. Click to see an animation the records category (tab, separator)

5. The green checkmark indicates that a record or category is already linked to the email/event. Clicking on it will open the latest associated activity

6. The Search icon. More information here

7. The Create icon. More information here

8. RG Email Sidebar the Save button that enables the users to perform "manual" saving of specific Emails or Calendar items in Salesforce. For items already saved in Salesforce, the Save button is replaced by the Email/Event is saved button. Clicking on this button opens the corresponding Salesforce object's detailed card in RG Email Sidebar.

9. Click to open the record directly in Salesforce

10. Click to see an animation a record’s details

11. Click to open the associated Account’s (company’s) card

12. The Smart Actions bottom toolbar:

13. The Observations list also belongs to the Smart Actions bar. It contains information about contextual smart actions and setup checks carried out by the Add-In / Chrome Extension, e.g. email addresses filtered as internal/blocklisted, objects merging suggestions, or a suggestion to authorize MS Exchange / Office 365 access for Revenue Grid synchronization.



Note that RG Email Sidebar is rendered identically in all its implementations: the “cloud” implementation in MS Outlook Desktop, and Office 365 as well as in the “desktop” implementation. However, its Gmail implementation is slightly different.



Key RG Email Sidebar features



RGES User Interface Localizations

Different languages localizations are available for the customers. RG Email Sidebar interface, dashboards , and settings are available in 16 world languages. Localization is available for all users in your Org.

‣ Chinese Standard Simplified (Mandarin)
‣ Chinese Traditional (Taiwan)
‣ Czech
‣ Danish (Denmark)
‣ Dutch (Netherlands)
‣ English (USA)
‣ French (France)
‣ French (Canada)
‣ German (Germany)
‣ Italian
‣ Japanese Simplified
‣ Korean (South Korea)
‣ Norwegian (Bokmål)
‣ Portuguese (Brazil)
‣ Portuguese (Portugal)
‣ Spanish (Latin America)
‣ Spanish (Spain)


Learn more about this feature in the dedicated article on how to change the language localization of RG Email Sidebar


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