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Revenue Grid Email Sidebar (RGES) Knowledge Base
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Revenue Grid Email Sidebar (RGES) Knowledge Base
HOME
β EMAIL SIDEBAR FAQs
πΊ VIDEO GUIDES
β RG ONBOARDING
β RG ONBOARDING
β Salesforce Interactions
β Saving Emails
β Syncing Calendar Items
β Syncing Tasks & Contacts
π RELEASE NOTES, KB UPDATES
β GETTING STARTED
β GETTING STARTED
β ESSENTIALS
β ESSENTIALS
β Introduction
β How RG Email Sidebar Works and What It Syncs
β Privacy and Security
β Using RG Email Sidebar Adaptive View
β RG Sync and Add-In Functions
β Data Processing by RGES
β RG Email Sidebar Plans & Pricing
β Supported Email Servers
β Supported Salesforce Editions
β Supported Email Clients for Microsoft Office 365 (with Exchange Online plan)
β Supported Email Clients for Microsoft Exchange 2010
β Supported Email Clients for Microsoft Exchange 2013, 2016, 2019
β Supported Email Clients for Gmail
β FIRST STEPS
β FIRST STEPS
β How to Install and Run RG Email Sidebar (Office 365)
β How to Install and Run RG Email Sidebar Desktop (.MSI) implementation)
β How to Install and Run RG Email Sidebar in MS Outlook for MacOS
β How to Install and Run RG Email Sidebar (all configurations)
β RG Email Sidebar Desktop (.MSI) vs RG Email Sidebar Cloud (Web) Implementation Comparison
β How to Install RG Email Sidebar from a Manifest File or URL
β How to Install RG Email Sidebar on an Android or iOS Device
β Authorizing RG Email Sidebar Sync to Work with Your Data
β RG Email Sidebar Registration Wizard
β Using the Add-In with Test Data
β How To Change Email Address in RG Email Sidebar Account (Office 365)
β Recovering a Forgotten RG Email Sidebar Password
β Viewing Your RG Email Sidebar Account Info and Changing Account Password
β USING THE PRODUCT
β USING THE PRODUCT
β HOW TO-S
β HOW TO-S
β How to Open RG Sidebar in New MS Outlook Web Interface
β Handling emails
β Handling emails
β Saving Emails in Salesforce - Ways to Save an Email
β How to Save Internal or Blocklisted Emails in Salesforce
β Tracking Customer Engagement with RG Engagement Panel
β Using Salesforce Templates
β How To Delay or Schedule Emails Sending
β Tracking Email Opens with Tracking Code
β How to Set Stale Thread Reminder
β Calendar items
β Calendar items
β Saving Calendar Items in Salesforce
β The Updated Save Email/Save Event Dialogs
β How to Send Meeting Time Slots
β Sharing Calendar Availability
β Using Delegated Calendars with RG Email Sidebar
β Viewing Objects Related to Selected Item
β How to Invalidate a Book Me Link
β Exchange/O365 Contacts
β Exchange/O365 Contacts
β Managing Contacts via RG Email Sidebar
β Exchange/O365 Tasks
β Exchange/O365 Tasks
β Managing Tasks via RG Email Sidebar
β How to Manage Tasks (Classic view)
β Salesforce records
β Salesforce records
β Searching for Existing Salesforce Records and Creating New Records
β Record Description and Add Quick Memo
β Working with Activities
β Creating New Records via the Sidebar
β Misc. features
β Misc. features
β How to Log a Call via RG Sidebar
β How to Work with Salesforce Reports
β How to Open Sync Dashboard
β Using RG Email Sidebar on a Mobile Device
β RG Email Sidebar Installation on iPhone and Contacts Syncing
β How to Use the Solution on Android Devices
β How to Use the Solution on iPhone Devices
β Sending and Receiving 360 Degree SMS from RG Email Sidebar
β How To Configure and Use DocuSign Sidebar
β How to Work with DocuSign Document Storage from RG Email Sidebar
β How to Run RG Email Sidebar on Citrix XenApp
β Opening Websites/LinkedIn profiles of Contacts, Leads, and Accounts
β How to Authorize Mailbox Data Access via O365 OAuth for EWS
β How to Use Chatter
β HOW IT WORKS
β HOW IT WORKS
β Saving Emails in Salesforce, An Overview
β RG Email Sidebar Synchronization Overview
β Patterns Applied on Auto-saving
β Item Deduplication Mechanisms
β Standard Object Fields Mapping Patterns
β How RG Sidebar Pinning Works
β RG Email Sidebar Initial Search and Applied Filters
β File Attachments Handling, An Overview
β How RG Email Sidebar Works with Required Fields and Layouts in Salesforce
β Calendar Items Sync Exceptions
β Calendar Items Sync Special Patterns - Attendees Lists; Private Items; Unsaving and Deletion
β Historical Sync & Timezones Matching
β Salesforce Custom Buttons Support
β Context-Specific Hints
β Using the Smart Description Feature
β MS Exchange Aliases Handling
β Two Not-to-Be-Synced Blocklisting Layers
β Activities Linking Patterns in Salesforce
β Created Salesforce Events Mirroring in Email Clientβs Calendar
β Working with Emails via Exchange Delegated Access
β Revenue Grid Scheduler API Endpoints
β Optional Revenue Grid Features
β Save All Emails in a Thread Function Explained
β SETUP & CONFIG
β SETUP & CONFIG
β USER SETTINGS
β USER SETTINGS
β Customizing RG Email Sidebar (full article)
β Using the Search by List Customization Setting
β Customization Page Notifications Explained
β Application Settings
β How to Configure Attachments Saving
β How to Define Record Associations
β Managing RG Email Sidebar Customizations
β How to Set Smart Actions Order
β Configuring Activities Synchronization Settings
β Choosing What to Synchronize
β Viewing Synchronization Statistics and Connection Statuses
β Resolving Sync Issues
β Auto-Cropping of Previous Messages in Email Body
β How to Renew Exchange and Salesforce Account Credentials
β How to Properly Add a Custom Object to RG Handling Scope
β How to Create a Custom View to Work with Closed Cases and Opps
β Switching Between RG Email Sidebar Interface Views
β How to Enable DocuSign in RG Email Sidebar
β How to Authorize Customer or Partner Community
β How to Revoke a Mailbox Access Token
β How to Handle Inbox SPAM
β How to Blocklist Email Addresses and Domains
β ADMIN CONFIG
β ADMIN CONFIG
β RG Email Sidebar Mass Deployment (Office 365)
β Installing RG Email Sidebar in MS Exchange 2013, 2016, 2019
β Available RG Email Sidebar Mass Deployment Scenarios
β How to Create an Impersonating Email Account
β Impersonation in RG Email Sidebar and Configuring Mailbox Access
β Convert a Shared Mailbox to a Regular One
β Salesforce Connectivity Tab - Bulk Salesforce Access Authorization
β How to Log in to RG Email Sidebar Administration Panel
β Managing Organizations in RG Email Sidebar Administration Panel
β Managing Users in RG Email Sidebar Administration Panel
β Managing Plans for RG Email Sidebar Users
β Return on Investment and User Status Tools
β Monitoring Users and Organizations
β RG Email Sidebar Admin Panel Special Settings
β Special Synchronization Patterns
β How to Disable Customization Page for Specific Users
β Office 365 Data Accesss Over MS Graph
β Attachments Handling and Related Settings
β How to Enable The Country Picklist for Contacts
β How to Enable Advanced Calendaring (Recurring Events Sync and Deduplication Prerequisite)
β Deactivating RG Email Sidebar
β Setting Up Invisible Suite Managed Package in Salesforce
β RG Managed Salesforce Package Setup and Contents
β How to Add the Attendees Management Component
β How RG Email Sidebar Works With EWS
β How to Configure Salesforce Lightning Scheduler Integration
β How to Set Up My Domain in Salesforce
β How to Configure Product Dashboards in Salesforce Interface
β How to Setup Dashboard Widgets for Individual Users and Admin Users
β Hybrid Scenarios for Impersonation Setup
β How to Configure Impersonation to Deploy the Solution via MS Graph Connection
β How to Configure Impersonation to Deploy the Solution
β How to configure RGES to work with Shared mailboxes
β Mass Deployment of the Add-In in Office 365
β Revenue Grid Dashboard Widgets Configuration
β MS Exchange Integration via Apex Class
β Revenue Grid API Calls for Salesforce Lightning Scheduler
β How to Install the Desktop (.MSI) Implementation
β TROUBLESHOOTING
β TROUBLESHOOTING
β Resolving Firewall Issues
β How to Configure Meeting Rooms for EWS
β Clearing Internet Explorer Cache & Cookies to Refresh RG Email Sidebar
β How to Update RG Email Sidebar Desktop (.MSI) Implementation
β How to Resolve the Add-In Could Not Be Started Error
β How to Resolve RG Icons Are Greyed Out in the Ribbon
β How to Resolve RG Icons Are Replaced by Placeholder Icons in the Ribbon
β RG Sync Authorizing in Azure / Office 365 Admin portals
β RG Email Sidebar and Salesforce API Calls Limit
β Troubleshooting RG Email Sidebar Desktop (.MSI) Implementation
β Sync Issues Error Codes
β How to Resolve the Need Admin Approval Error
β Browser Version Troubleshooting
β Resolving Dashboard Widgets Errors
β How to Resolve Attachment Display Issues
β How to Resolve Salesforce OAuth Error
β How to Resolve the This add-in has been disabled to help keep you safe Error
β RG Email Sidebar Diagnostic Mode for Troubleshooting
β Incorrect Time Displayed by Book Me Link
β How to Clear Cache on MacOS
β Unable to Share or Get Customization Settings
β RG CHROME EXTENSION FOR GMAIL
β RG CHROME EXTENSION FOR GMAIL
β Introduction to RG Chrome Extension for Salesforce and Gmail
β Mass Deployment of RG Email Sidebar Chrome Extension
β How to Create a Gmail Service Account
β Mass Provisioning of Chrome Extension End Users
β Signing Up with RG Email Sidebar for Salesforce and Gmail
β Using RG Email Sidebar for Salesforce and Gmail
β The Book Me Feature in RG for Salesforce and Gmail
β The Time Slots Feature in RG for Salesforce and Gmail
β How to Disable or Remove the Extension
How to Set Up the Chrome Extension for Salesforce and Gmail
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