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
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