Functionality Comparison: Using RG Email Sidebar on Different Platforms

For users of the Email Sidebar on:

 

4 min read

 

The following tables provide a vivid and clear comparison of the basic features provided by RG Email Sidebar running on Outlook Desktop, Outlook on the Web, Outlook Mobile app, and Chrome Extension.

 

General

Component / Function	MS Outlook for Desktop	Outlook on the Web	MS Outlook Mobile app	Chrome Extension
RG Add-in localization (Language selection)	Yes	Yes	Yes (the language of the mobile device)	Yes
Pin the RG Add-in	Yes (only in Emails)	Yes (only in Emails)	No	Yes (only in Emails)
Create new business records via RG Add-in using Add (+) button	Yes	Yes	Yes	Yes

 

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Emails saving

Component / Function	MS Outlook for Desktop	Outlook on the Web	MS Outlook Mobile app	Chrome Extension
RG Add-in availability	Yes	Yes	Yes	Yes
Saving Emails manually using Save button in RG Add-In	Yes	Yes	Yes	Yes
Auto-saving Emails (from Inbox and Sent folders)	Yes	Yes	Yes	Yes
Saving Emails by assigning Salesforce category or moving to Salesforce Emails folder	Yes	Yes	Yes (only by moving to "Salesforce Emails" folder)	Yes (by assigning "Salesforce Emails" label)
Saving files attached to Emails	Yes	Yes	Yes	Yes

 

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Contacts saving

Component / Function	MS Outlook for Desktop	Outlook on the Web	MS Outlook Mobile app	Chrome Extension
RG Add-in availability	No, due to MS Outlook limitation	No, due to MS Outlook limitation	No, due to MS Outlook Mobile app limitation	No, due to Gmail limitation
Saving Contacts by moving to Salesforce Contacts folder	Yes* (move or copy)	Yes* (only move)	No	No There are no folders in Gmail, you can manually assign the "Salesforce Contact" label in the Contact detailed view
Saving Contacts by assigning Salesforce category	Yes*	No Contacts categorizing is not available in MS Outlook on the Web	Yes* – for iOS devices Yes* – for Android devices	Yes There are no categories in Gmail, but you can manually assign the "Salesforce Contact" label in the Contact detailed view
Creating Contacts manually in RG Add-in using Add (+) button	Yes	Yes	Yes	Yes
Creating Contacts via signature drag-and-drop	Yes	Yes (only in OWA opened in Mozilla Firefox browser)	No	No

* Consider possible validation rules on Salesforce side. RG Sync processes all fields in the background in accordance with field mapping, but there is a limitation on fields visibility by MS Outlook for OWA, Outlook on Mac, and Mobile Outlook app. Full visibility of Outlook fields on Contacts and Calendar Items is configurable only on Desktop Outlook for Windows.

 

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Tasks saving

Component / Function	MS Outlook for Desktop	Outlook on the Web	MS Outlook Mobile app	Chrome Extension
RG Add-in availability	No, due to MS Outlook limitation	No, due to MS Outlook limitation	No, due to MS Outlook Mobile app limitation	No, due to Gmail limitation
Saving Tasks by moving or copying to Salesforce Tasks list	Yes	Yes Tasks saving is supported using Microsoft To Do	Yes (only move) Tasks saving is supported using Microsoft To Do app	Yes (more info) Tasks can be created directly in the automatically created "Salesforce Tasks" list in Google Tasks
Saving Tasks by assigning Salesforce category	Yes	Yes Tasks saving is supported using Microsoft To Do	No Tasks categorizing is not available in the Microsoft To Do app	No
Editing Tasks	Yes	Yes Tasks can be managed using Microsoft To Do	Yes Tasks can be managed using Microsoft To Do app	Yes (more info) Tasks can be managed using Google tasks
Creating Tasks manually in RG Add-in using Add (+) button	Yes	Yes	Yes	Yes

 

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Calendar items saving

Component / Function	MS Outlook for Desktop	Outlook on the Web	MS Outlook Mobile app	Chrome Extension
RG Add-in availability	Yes	Yes	No	Yes (only on the Edit event page)
Saving Calendar items manually using Save button in RG Add-in	Yes	Yes	No	Yes
Auto-saving Calendar items	Yes*	Yes*	Yes*	Yes
Saving Calendar items by assigning Salesforce category	Yes*	Yes*	Yes*	Yes (more info) (by assigning "Blueberry" color)
Editing Calendar items	Yes	Yes	Yes	Yes
Saving files attached to Calendar items (auto-saving by RG Sync)	Yes	Yes	Yes**	Yes
Creating Calendar items manually in RG Add-In using Add (+) button	Yes	Yes	Yes	Yes

* Consider possible validation rules on Salesforce side. RG Sync processes all fields in the background in accordance with field mapping, but there is a limitation on fields visibility by MS Outlook for OWA, Outlook on Mac, and Mobile Outlook app. Full visibility of Outlook fields on Contacts and Calendar Items is configurable only on Desktop Outlook for Windows.

** MS Outlook Mobile app does not support attaching files to the Calendar items for now. Nevertheless, RG Sync is able to save files attached to the Calendar items.

 

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Smart actions

Component / Function	MS Outlook for Desktop	Outlook on the Web	MS Outlook Mobile app	Chrome Extension
Time Slots (Send Meeting Time Slots)	Yes (only in Emails)	Yes (only in Emails)	Yes Predefined non-modifiable Salesforce templates are used to populate invite emails’ bodies, and can only be sent as a reply to an email	Yes (only in Emails)
Book Me (Share Calendar Availability)	Yes (only in Emails)	Yes (only in Emails)	Yes Predefined non-modifiable Salesforce templates are used to populate invite emails’ bodies, and can only be sent as a reply to an email	Yes (only in Emails)
Templates (Salesforce Email Templates)	Yes	Yes	Yes Due to MS Outlook Mobile app limitation, Templates are not modifiable, and can only be sent as a reply to an email	Yes
RG Templates	Yes	Yes	Yes Due to MS Outlook Mobile app limitation, Templates are not modifiable, and can only be sent as a reply to an email	Yes
Invalidate Link	Yes	Yes	Yes	No
Engagement (Track Email Opens)	Yes	Yes	No, due to MS Outlook Mobile app limitation (only monitoring tracked emails in RG Add-In on device)	Yes (only for all composed emails) "Tracked successfully" label is assigned to successfully tracked emails
Observations	Yes	Yes	Yes	Yes
Signals	Yes	Yes	Yes	Yes
Reports (Salesforce Reports)	Yes	Yes	Yes	Yes