Two Layers of Not-for-syncing Blocklists¶
For users of the Email Sidebar on:
1 min read
Among other features, RG Email Sidebar offers automated saving of Exchange/Office 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.
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
Note
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
We would love to hear from you!