Access Salesforce from your Mailbox

 

• How to use the Sidebar
• How to create Salesforce records from your Mailbox
• How to search Salesforce data
• How to update field values of objects

 

Learn about RG Email Sidebar’s advanced functionality

• How to work with Salesforce activities
• How to adjust RG Email Sidebar to your workflows
• How to link records semi-automatically
• How to use Salesforce custom buttons
• How to add custom fields to object cards
• How to add custom objects
• How to use the Sidebar more effectively