How to Authorize the Solution to Work with Salesforce Customer / Partner Community Data¶
For users of the Email Sidebar on:
4 min read
Tip
Also see this Revenue Grid blog article for an overview of solution installation procedures
Important
Revenue Grid supports only the following Salesforce Experience Cloud subdomains: force.com, salesforce.com, siteforce.com, my.site.com
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. Remember to use only supported subdomains: force.com, salesforce.com, siteforce.com, my.site.com
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 in with your Customer / Partner Community from Revenue Grid Sync settings (for Add-In-only users)¶
Alternative way for Add-In-only users to configure RG Email Sidebar is to log in with Customer / Partner Community from Revenue Grid Sync settings.
To open RG Email Sidebar Sync settings from the Sidebar:
1. Open the RG Email Sidebar Add-In / Chrome Extension in MS Outlook Desktop or On the Web version or Gmail
2. Click the ☰ Menu button in RG Email Sidebar Add-In / Chrome Extension and select Sync settings
Important
Depending on your subscription plan, the appearance of your Sync Settings page may be different. Below you can find instructions on how to log in with your Customer / Partner Community on the New and Legacy Sync Settings pages. Proceed with the steps according to the appearance of your Sync Setting page:
Steps for the new Sync Settings page¶
1. On the opened Sync Settings page, go to My connectivity under Personal Settings
2. Find the CRM tab and click Change
3. On the next page, select the Customer / Partner Community login option
4. Enter your community access URL or your special access link in the box and click Log in with Customer/Partner Community below the box. Remember to use only supported subdomains: force.com, salesforce.com, siteforce.com, my.site.com
5. On the opened Salesforce OAuth page, enter your community login credentials or select a previously saved account’s username and click Log In
Note
In the screenshot above, a standard Salesforce login window is shown. Note that this OAuth window may look different depending on your Salesforce configuration
6. Next, click Allow to grant Revenue Grid Email Sidebar permissions to work with your Salesforce data
Now you are all set to work with Salesforce Customer / Partner Community data via RG Email Sidebar.
Steps for the legacy Sync Settings page¶
1. On the opened Revenue Grid Sync dashboard, select CRM in the navigation pane on the left, then click on the circle Change in the bottom right corner of the main pane
2. Click on the text CLICK HERE FOR ADVANCED SETUP: …
3. In the “Configure Salesforce access” dialog that appears:
3.1. Select My Customer/Partner Community on the left
3.2. Enter the community login URL provided by your Salesforce Admin in the field Customer/Partner Account Login Url on the right. Remember to use only supported subdomains: force.com, salesforce.com, siteforce.com, my.site.com
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
3.3. Click on the Salesforce cloud icon
4. A standard Salesforce OAuth window will be opened in your browser.
To finish setup, log in to the system with your Salesforce credentials
5. Next, click Allow to grant Revenue Grid Email Sidebar permissions to work with your Salesforce data
Now you are all set to work with Salesforce Customer / Partner Community data via RG Email Sidebar.
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