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 |
|---|---|---|---|---|
|
(Language selection) |
Yes |
Yes |
Yes (the language of the mobile device) |
Yes |
|
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 |
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 |
|
Yes |
Yes |
Yes |
Yes |
|
|
(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) |
|
Yes |
Yes |
Yes |
Yes |
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 |
|
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 |
|
|
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 |
|
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.
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 |
|
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 |
|
|
Yes |
Yes Tasks saving is supported using Microsoft To Do |
No Tasks categorizing is not available in the Microsoft To Do app |
No |
|
|
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 |
|
|
Yes |
Yes |
Yes |
Yes |
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 |
|
Yes* |
Yes* |
Yes* |
Yes |
|
|
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.
Smart actions¶
|
Component / Function |
MS Outlook for Desktop |
Outlook on the Web |
MS Outlook Mobile app |
Chrome Extension |
|---|---|---|---|---|
|
(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) |
|
(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) |
|
(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 |
|
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 |
|
|
Yes |
Yes |
Yes |
No |
|
|
(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 |
|
Yes |
Yes |
Yes |
Yes |
|
|
Yes |
Yes |
Yes |
Yes |
|
|
(Salesforce Reports) |
Yes |
Yes |
Yes |
Yes |