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Understand and access sync settings in Revenue Grid

2 min read


The sync settings in Revenue Grid let you manage how emails, calendar events, and contacts sync between your mailbox and Salesforce. This interface is for users who want more control over their data sync behavior or need to troubleshoot sync issues.

Depending on your configuration, you’ll see either the new sync settings view or the legacy sync dashboard. This article explains what each version includes and how to open it.

Open sync settings from the Sidebar

To open the sync settings:

  1. Open the Sidebar in your mailbox. See, Open the Sidebar.

  2. Click the menu icon (three horizontal lines) in the top-left corner.

  3. Select Sync settings (or Set up Sync if using the legacy version).

Explore the sync settings interface

Depending on your configuration, Revenue Grid will display either the new or legacy sync settings view. Use the tabs below to review the structure and available options in your version.

The new interface uses a modern, tabbed layout for improved navigation and visibility.

It includes the following tabs:

  • General: View the current sync status and last sync time. Use this tab to pause, resume, or force sync, and to configure which item types—such as emails, calendar events, tasks, and contacts—are included in sync.
  • Issues: Review recent sync errors along with detailed explanations.
  • Linking rules: Define how synced emails and events are linked to Salesforce opportunities.
  • Blocklist: Manage email addresses or domains that should be excluded from syncing.

This streamlined layout makes it easier to locate and adjust your sync settings quickly.

The legacy dashboard uses a multi-tab structure to manage sync configuration.

It includes the following tabs:

  • Dashboard: Displays the last sync session details and provides controls to pause, resume, or force sync.
  • Issues: Lists recent sync errors with supporting details for troubleshooting.
  • Sync settings: Acts as the central hub for sync configuration. This tab includes several subtabs:
    • CRM: Set up and manage connectivity with your Salesforce account.
    • E-Mail Configuration: Manage mailbox connection settings for Microsoft 365, Exchange, or Gmail.
    • Filters: Select which item types—such as emails, calendar events, tasks, and contacts—are included in sync.
    • Detailed settings: Configure advanced sync options for greater control over synchronization behavior.
  • Profile: Contains your Revenue Grid account details.

When to use sync settings

Accessing sync settings allows you to monitor and manage how your data syncs between your mailbox and Salesforce. You might use this feature to:

Using sync settings gives you full visibility and control over synchronization, helping you keep your communication data aligned with your CRM.