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How to Authorize the Solution to Work with Salesforce Customer / Partner Community Data

For users of the Email Sidebar on:

 

1 min read

 

Tip

Also see this Revenue Grid blog article for an overview of solution installation procedures

 

RG Email Sidebar can be easily configured to work with Customer / Partner Community data in Salesforce.

Log on with your Customer / Partner Community from the Add-In’s logon page

Note

This logon method is also used to log on with Single Sign-On (SSO) (the recommended method), if it is configured in your Org. Besides, in some configurations OAuth 2.0 and SSO authentication methods are combined; OAuth 1.0 protocol is not supported by RG Email Sidebar.

 

To log on with your Salesforce Customer/Partner Community:


1. On the RGES logon page, click More


2. Click My Customer/Partner Community.








3. Enter your community access URL or your special access link in the box and click the button My Customer/Partner Community below the box.






4. Enter your community logon credentials or select a previously saved account’s username and click Log In on the community OAuth page that opens in your web browser or perform a Single Sign-On logon according to your SSO provider's procedure.

 

In the screenshot, a standard Salesforce login window is shown. Note that this OAuth window may look differently, depending on your Salesforce configuration.




5. Next, you need to accept granting RG Email Sidebar permissions to work with Salesforce data by clicking Allow in the following dialog window:

 





6. Authorize RGES Add-In's access to MS Exchange data in the next window




Log on with your Customer / Partner Community from Revenue Grid Sync dashboard (for Add-In-only users)

Alternative way for Add-In-only users to configure RG Email Sidebar is to log on with Customer / Partner Community from Revenue Grid Sync dashboard.

To do that, follow the steps below:

1. Open Revenue Grid Sync dashboard as described in this article

2. Select CRM in the navigation pane on the left, then click on the circle Change in the bottom right corner of the main pane

>>> Click to see a screenshot <<<

 

3. Click on the text CLICK HERE FOR ADVANCED SETUP: …

>>> Click to see a screenshot <<<

 

4. In the “Configure Salesforce access” dialog that appears:

>>> Click to see a screenshot <<<

 

4.1. Select My Customer/Partner Community on the left

4.2. Enter the community login URL provided by your Salesforce Admin in the field Customer/Partner Account Login Url on the right

Note

Note that your data transferred via RG Email Sidebar as well as your service access credentials and URLs are secured and are never shared or stored anywhere, according to Revenue Grid Privacy and Security principles

 

4.3. Click on the Salesforce cloud icon

 

5. A standard Salesforce OAuth window will be opened in your browser.
To finish setup, log in to the system with your Salesforce credentials

>>> Click to see a screenshot <<<

  Now you are all set to work with Salesforce Customer / Partner Community data via RG Email Sidebar.

 

   





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