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Using the Product with Gmail and Google Workspace via the Chrome Extension

 

Using the Extension’s Sidebar

The Extension’s Sidebar in Gmail web interface is mostly identical to its rendition in MS Outlook; it includes the same set of controls and information fields with the same functions. Therefore, you may refer to the guides on using RI Outlook Add-In (guide 1, guide 2) to learn how to work with the Chrome Extension.

Tip

Similarly, Customization and Synchronization advanced settings of the Chrome Extension mostly mirror ones available for the MS Outlook Add-In

 

After the Gmail extension has been configured, as soon as you sign in to your Gmail box the Revenue Inbox Extension can be opened in the pane on the right-hand side of the page opened in Chrome browser.

>>> Click to see a screenshot <<<

 

To show or hide the Extension’s Sidebar, click the Salesforce icon in the toolbox on the right-hand side of Gmail or Google Calendar UI.

 

Via the Sidebar, you can directly interact with Salesforce when:

  • Viewing an email message: Inbox, Sent Mail, or any other folder
  • Composing a new email message
  • Viewing or creating an Event in Google Calendar

 

 

Via the Chrome Extension you can perform the following actions:

 

Saving Emails in Salesforce

Important

Please note that the Extension does not process email messages marked with checkbox ticks in Gmail interface, instead it requires actually opening every email to process them

 

There are three ways to save an email from Gmail Inbox or Sent folders to Salesforce:

A. Using the Save button in the Extension’s panel (direct/manual saving)

  • Select an email from Gmail Inbox or Sent folder or compose a new message
  • Mark Contact(s), Account(s), or other related Salesforce objects to be associated with the email in the Extension’s Sidebar
  • Click Save in Revenue Inbox Extension’s window
  • the Save this email to Salesforce dialog will appear

 

In this dialog, you can set several aspects how the email will be saved in Salesforce:

    1. Using the Search Salesforce records field, select People and Business Salesforce object(s) to be linked to the email in Salesforce via the Related To field of the resulting Task or EmailMessage items
    2. (optional) Select email attachments to be stored in Salesforce along with the message
    3. (optional) Modify the Subject for the matching Task/Email message created in Salesforce
    4. Set the Priority for the Task/Email message
    5. Set the Status for the Task/Email message (set to Completed by default)

Note

Unlike saving emails in compose mode in MS Outlook which is only performed by Revenue Inbox synchronization, with the Chrome Extension Gmail / Google Workspace (G Suite) messages can be saved in Salesforce directly and immediately using the Save button at any point in email Read as well as Compose mode

 

Tip

Note that when an email is saved via RI, the resulting Task object’s completion date/time or EmailMessage object’s Sent date/time, are set based on the date/time then the Chrome Extension’s Sidebar was opened in Gmail to process this email

 

B. By moving (or dragging-and-dropping) the email you need to save in Salesforce to the custom Salesforce Emails folder. This folder/label is created and set as the marker for item auto-saving in Salesforce by Revenue Inbox synchronization

>>> Click to see an animation <<<

 

C. By assigning the email the blue Salesforce Emails label

>>> Click to see an animation <<<

 

The other custom label/Gmail subfolder added to your mailbox on Revenue Inbox installation is Tracked successfully; this label/subfolder marks emails and calendar items which have already been successfully saved in Salesforce via Revenue Inbox.

Important

In the cases 2 and 3 email saving is performed by Revenue Inbox synchronization, that is, not instantly but on the following sync session (within 1-30 minutes). The Task/Email Message object created this way will be automatically linked to primary related objects retrieved by Revenue Inbox initial search

 

 

Saving Archived emails

Archieved Gmail messages can be saved in Salesforce via RI Sync just like any other email messages, but assigning them the Salesforce emails label or clicking the Save button.

 


 

Syncing Calendar Events in Salesforce

Note

Google Calendar Events saving is performed on the following sync session; it may take between 1 and 30 minutes for a saved Event to appear in Salesforce

 

Syncing Google calendar Events in Salesforce can be done in three ways:

1. Using the Save button in the Extension’s panel (immediate/manual saving)

    1.1. Open the calendar event you want to sync with your Salesforce calendar

    1.2. Search People and Business Salesforce objects and mark the checkboxes next to their names in the Extension. If no relevant objects exists, create them

    1.3. Click Save at the top of Revenue Inbox Extension’s Sidebar. The Save this event to Salesforce dialog will appear

    1.4. Add People or Business records to be linked to the resulting Salesforce Event using the Search Salesforce records field
 

2. Revenue Inbox can be set up to save all Calendar events automatically on synchronization sessions. Please refer to this article for detailed information on these settings.

In the cases ( 2 ) and ( 3 ) the Event object created this way will be automatically linked to primary related objects retrieved by Revenue Inbox initial search.

Tip

To exclude an email message or event from being synced in Salesforce, you can add its email address to sync blocklist in synchronization settings

 

3. Color-coding (only available by request)

Important

In the latest Extension updates, this syncing method is disabled by default and it can be enabled exclusively for for big Enterprise Revenue Inbox customers by request sent to our Customer Success Managers team.
Along with the request you should specify what color(s) you want to use for color-marking Gmail calendar events to be synced with Salesforce. The available colors are: Tomato, Tangerine, Banana, Basil, Sage, Peacock, Blueberry, Lavender, Grape, Flamingo, Graphite. That is required to prevent confusion of colorcoding patterns already in place within a company.
In addition, you can define the time range for Events syncing (by default that is 15 days in the past from the actual date). Search GoogleCalendarLastActivityTimeSpan in this article for more information.

By marking the event with the chosen color; color marking is not to be confused with Gmail labels.

Note that after you set up Revenue Inbox, Blueberry is set as the marker for events saving in Salesforce by Revenue Inbox synchronization, unless another color is configured.

>>> Click to see an animation <<<

   

Events handling features presently unavailable in Revenue Inbox Chrome Extension

Several calendar items handling mechanics available in Revenue Inbox MS Outlook Desktop or On the Web version Sidebar are presently not implemented in the Chrome Extension:

  • No auto-saving of files attached to events: Attached files saving only be performed using the Save button
  • Setting special Event reminders is unavailable
  • Only Event organizers (but not the in-org attendees) can save Events using color-coding (see point (2) above)

 


 

Syncing Contacts between Gmail and Salesforce

Tip

Also see this article to learn more about syncing of Contacts

 

You can sync a Gmail Contact in Salesforce in the following way:

By assigning the Contact you need to sync in Salesforce the custom Salesforce Contacts label. This custom Gmail folder/label is added to Gmail on sync activation and is then used as the marker for Contacts syncing in Salesforce by RI sync engine.

>>> Click to see an animation <<<

 

In addition to that, your business Contacts existing in Salesforce get down-synced to Gmail, as auto-created Gmail contacts.

 


 

Syncing Tasks between Google and Salesforce

Tip

Presently, syncing of recurring Task series is not supported in either direction, only a single Task from a series gets synced per attempt

 

RI Chrome Extension also allows to easily synchronize Google Tasks in Salesforce using the custom Salesforce tasks list auto-created in Gmail by RI Sync engine. To sync a task:

1. Open the needed task in Gmail

2. Add the Task to the custom Salesforce tasks list. See this Google article to learn how to add a Task to a List.
You may also assign several Tasks in bulk this way

3. Now the Task will be automatically synced to Salesforce on the following Sync session within 1 - 30 minutes, depending on the current Sync period

Also see this article to learn how Google Tasks fields are matched with Salesforce Tasks fields.

 


 

Searching for and creating Salesforce objects via the Extension

You can search for or create Salesforce objects in the Extension in the same ways as in Revenue Inbox MS Outlook Desktop or On the Web version Add-In. Please refer to this article for detailed information on these functions.

For information on how to install the Revenue Inbox extension in your Chrome browser, refer to the article Signing Up with Revenue Inbox for Salesforce and Gmail.

 


 

How to refresh the Sidebar

To refresh the Chrome Extension Sidebar’s user interface and the data displayed in it, for example after importing or adjusting the Extension’s Customization settings:

1. Click on the (Menu) icon in the Sidebar

2. Select Refresh in the Menu

>>> Click to see a screenshot <<<

 


 

Differences between the Exchange/Office 365 Add-In implementation and the Chrome Extension for Gmail

   


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