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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

 


 

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

 


 

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.

 


 

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

 


 

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.

 


 

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

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