Two Layers of Not-for-syncing Blocklists¶
Among other features, Revenue Inbox offers automated sharing of Exchange/Office 365 Emails, Meetings/Appointments, and Contacts in Salesforce. To prevent sharing of items not intended to be saved in Salesforce, RI 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.
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
We would love to hear from you