Using the Product on Mobile Devices¶
Presently, due to a limitation in MS Outlook Mobile, the Add-In can only be used in MS Outlook for Android or iOS with Office 365/Office.com mail accounts, and not with MS Exchange accounts. However, MS Exchange accounts data can be exchanged with Salesforce using Revenue Inbox synchronization (through auto-saving or the custom “Salesforce Emails” folder)
Refer to this article to learn how to install the Add-In in MS Outlook for iOS and Android
Revenue Inbox allows teams to collaborate on-the-go within their Salesforce Orgs, by saving business Contacts, Emails, Calendar events, and Tasks in Salesforce right from personal smartphone or tablet devices with MS Outlook Mobile or On the Web running. Similarly, Contacts and other Salesforce records, Tasks, or Calendar Appointments can be instantly created, updated, or processed via the Sidebar; all additions and changes get automatically mirrored two-way between mail server and Salesforce through server-side RI Sync Engine.
How to Process an Item from Email Client¶
To save an Email, Contact, Calendar item, or Task to Salesforce over a mobile device, you can use the same basic method as in MS Outlook Desktop or On the Web, that is:
- Move the Email (or Contact, Task) to the custom “Salesforce” folder in MS Outlook Mobile
Since MS Outlook for Mobile no longer supports categories assigning, this method of marking items for saving by RI is not available
You can use Revenue Inbox Add-In Sidebar‘s mobile rendition only in MS Outlook for iOS or Android and MS Outlook on the Web. At that, note that emails saving can also be performed by RI Sync using the dedicated Salesforce folder or label method.
Use Limitations in MS Outlook Mobile¶
When you are using Revenue Inbox in MS Outlook on a mobile device, due to the peculiarities of the mobile implementation of MS Outlook the solution offers slightly different use patterns than in MS Outlook Desktop devices or Outlook on the Web:
- MS Outlook Mobile implementation does not allow modifying created calendar items; only deleting them to create them anew is possible
- MS Outlook Mobile implementation does not allow assigning categories to items or removing them; if an item already has an assigned category, the item is highlighted with another color. For this reason it is recommended to enable automatic syncing of new Appointments and Meetings if you intend to use Revenue Inbox on mobile devices most of the time
- Since Compose mode is not available in MS Outlook Mobile implementations, email saving behavior and the flow of the Send meeting time slots and Share calendar availability features are more basic; for the latter case pre-defined non-modifiable Salesforce templates are used to populate invite emails’ bodies
- Another current limitation of the mobile implementation on both iOS and Android is the impossibility to save files attached to emails or calendar items in Salesforce: a “Something wrong happened. Attachments were not saved” notification appears if you attempt doing that
Using Revenue Inbox in Outlook for Android or iOS¶
You can effectively use Outlook for Android or iOS with Revenue Inbox. This way you can both easily save your Emails, Contacts, and Tasks via the dedicated Salesforce folder and take advantage of using RI Sidebar‘s mobile rendition.
>>> Click to see the Sidebar's rendition in MS Outlook Mobile <<<
You may also use Revenue Inbox Sidebar in Outlook on the Web (Outlook.com, Outlook.office.com) opened in your mobile web browser, but the Sidebar’s controls are not specifically optimized for lower mobile screen resolutions
With Revenue Inbox installed in MS Outlook Mobile, you can save the following items types in Salesforce:
- Email messages
- Calendar items
RI Sidebar‘s mobile rendition is limited but it supports performing all essential Revenue Inbox functions.
How to open Revenue Inbox Add-In on iOS (MS Outlook Mobile)¶
The Screenshots are actual for Outlook for iOS App 2.99.0 on iOS 11.4.1
Next, you will see Revenue Inbox Sidebar with relevant records displayed:
Saving Emails on iOS (MS Outlook Mobile)¶
To share an email message in Salesforce, move this message to the Salesforce Emails folder or select it, open RI Sidebar and click Save.
Working with Salesforce Contacts on iOS (MS Outlook Mobile)¶
1. in your iPhone’s Setting, open Passwords & Accounts and add your corporate account
2. After that, open Groups in your iPhone’s address book; there you can manage your Contact Groups:
3. You will see the dedicated Salesforce Contacts group among your Contacts:
4. In this Salesforce Contacts group, you will see the key fields of your business contacts retrieved from Salesforce
To synchronize a contact with Salesforce, create this contact in this Salesforce Contacts group or move an existing one to this group.
Saving Calendar Items in iOS (MS Outlook Mobile)¶
Since MS Outlook Mobile does not allow custom categories assigning and RI Sidebar is unavailable for opened calendar items, there are only three options for syncing calendar items:
- calendar items auto-saving by RI Sync
- events creation via RI Meeting Scheduler: Time slots or Book me
You may also create new Salesforce Events directly using the + (Create) button in RI Sidebar. At that, any Events created this way will appear in MS Outlook or Gmail calendar as attendee-less Appointments. See this article for details.
Saving Tasks (MS Outlook for iOS)¶
To share a task with Salesforce, create this task in the Salesforce Tasks list.
Syncing Contacts (MS Outlook for Android)¶
To sync a Contact in Salesforce, assign the custom “Salesforce” label to this contact.
Using RI Chrome Extension for Gmail on Android¶
While Revenue Inbox Chrome Extension for Gmail Sidebar is not optimized for phone devices’ lower screen resolution, it can be can be effectively used in Google Chrome on higher resolution tablet devices. See this article for more information.
For phone devices, there is only a limited scope of items saving scenarios:
Saving Emails via the Custom folder/label:¶
To save an email message in Salesforce, move the message to the “Salesforce Emails” folder.
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