Two Layers of Not-for-syncing Blocklists¶
Among other features, RG Email Sidebar offers automated saving of Exchange/Microsoft 365 Emails, Meetings/Appointments, and Contacts in Salesforce. To prevent saving of items not intended to be saved in Salesforce, RGES includes two layers of blocklisting based on email address or email domains:
- Org-wide blocklisting (managed via the Admin panel). This blocklist is used to exclude spam, newsletters, and other unwanted emails from being saved in Salesforce by the users; internal (in-org) domains and addresses are also appended to it.
- User-defined blocklisting (managed via individual Sync settings). This blocklist is used to exclude personal communication and meetings/appointments as well as personal newsletters from being saved in Salesforce.
By default, these blocklists are combined for every individual user and users can remove addresses/domains set on the Admin level from the congregated blocklist.
Additionaly, if a company uses several internal email domains (e.g., successteam.com, success.team, successteam.io), it is impossible to remove these email domains from the blocklist. If admins manually remove any internal email domain in the ServiceAutoTrackBlackList setting, on refreshing the Settings page, the deleted email domain will be restored in the blocklist. This is the default designed behavior.
The same happens when a user removes internal domain(s) from their individual Blocklist in RG Sync Settings, the deleted domain(s) reappear in the Blocklist after some time.
Note
Per customer’s request (option available for Enterprise users only), this behavior can be adjusted so that addresses/domains set by the Admin will be impossible to remove from the blocklist via the users’ individual Synchronization setting.
Besides the org-wide and user-defined blocklisting described above, another blocklist feature is configured in RGES. A special global setting blocklists all free email services (e.g. gmail.com, yahoo.com, etc.) from auto-syncing by default. To change or customize this setting, contact our support team.