RG Email Sidebar settings overview¶
Important
This article covers features in the updated Sidebar settings, previously known as Sidebar Customization. For information about the legacy version, please visit this page.
Note
- Some customization features require adding specific auxiliary fields and classes to Salesforce objects. To enable the full scope of RGES features, ask your Salesforce administrator to install the Revenue Grid managed package in your org.
- Since certain RGES Outlook Add-In features are unavailable in the RGES Chrome Extension, their associated settings cannot be managed in the Sidebar settings for the Gmail implementation.
Customizing the Sidebar helps streamline your workflow. It gives you quick access to important data and lets you take action directly from your email client without switching to Salesforce. By configuring the Sidebar settings, you can optimize how records are viewed, processed, and saved to fit your sales process.
Open Sidebar settings¶
Follow these steps to open the Sidebar settings:
- In the Sidebar, click the Menu icon in the top-left corner.
- Click Customization.
This opens the Sidebar settings page, where you can adjust the settings in two tabs: Objects and Advanced settings.
Objects settings¶
Settings overview¶
On the Objects settings page, you can:
- Manage Sidebar Objects: Enable the Sidebar to view, process, and search for records related to specific object types, such as Contacts, Accounts, etc. You can also configure which objects are displayed and in what order.
- Configure object record cards: Customize how record cards are displayed for each object type, defining the fields shown and actions available. This includes:
- Basic view: Fields displayed on the collapsed object card and actions that can be taken on the records.
- Detailed view: Fields displayed in the expanded view of the record card.
- Manage Sidebar settings: Share your settings with colleagues or reset them to defaults.
Page layout¶
The sections of the Objects page include:
- Header: Displays a brief page description, your Salesforce username, and a link to the article for more information.
- Toolbar: Provides tools for searching and managing Sidebar objects and validating and managing Sidebar settings.
- Objects menu: Displays object cards that represent the record cards of each object type currently in the Sidebar. You can add, remove, pin, reorder, and adjust these objects.
- Object card: Represents a specific object type record card in the Sidebar. You can expand the card to configure its basic and detailed view settings.
- Footer: Contains Save and Undo buttons for applying or discarding changes.
Advanced settings¶
Settings overview¶
The Advanced settings tab provides options for more detailed configurations of how objects are handled in the Sidebar. This includes:
- Object linking rules: Define which objects are automatically or manually linked to emails and events in the Sidebar.
- Attachments handling: Set preferences for which email attachments, including .eml files and specific file types, are automatically selected or excluded in the Save dialog when saving to Salesforce.
- Smart Actions display: Customize which Smart Actions appear in the Sidebar’s bottom toolbar.
- Engagement tracking: Manage automatic insertion of tracking codes into composed emails and set up notifications when recipients open tracked emails.
- Events & Email saving: Control how emails and events are saved in the Sidebar, including account auto-linking for contacts, auto-saving emails in threads, email body editing, and handling duplicate emails in Salesforce.
- Other settings: Manage various features such as disabling email templates, supporting Salesforce assignment rules for Leads and Cases, and adjusting initial search behavior.
Page layout¶
The Advanced settings page includes the following sections:
- Header: Contains a brief page description and a link to a related article.
- Settings section: Displays the settings organized into functional groups for easier navigation.
- Footer: Contains Save and Undo buttons to apply or discard changes.