Looking for a Salesforce Inbox
alternative? Try Revenue Grid

Are you tired of Salesforce Inbox inefficiencies? Do you have specific requirements like on-prem deployment or
Experience Cloud Licenses? You’re at the right place.

Revenue Grid offers you a powerful easy-to-use integration between your
Outlook or Gmail and Salesforce.

Reasons to choose
Revenue Grid for Salesforce
and Inbox integration

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The most customizable integration
for your enterprise

Run integration on-premise or in your private cloud
Scale up to 100K users with stable performance
Support of all Experience Cloud Licenses: Professional, Enterprise, Unlimited, Customer, and Partner
Compliance with U.S. international data privacy regulations

Automated real-time data capture

Capture any required confidential data into SFDC and ensure its safety
Automatically create Leads, Contacts, and any custom objects
Save and link new objects to corresponding Salesforce records
Automatically save emails, meetings, or tasks to multiple opportunities, accounts, or cases without creating duplicates

Complete Salesforce data in your Inbox

Update Salesforce data directly in your Outlook or Gmail sidebar
Choose what data to display in the email sidebar
Manually save emails to the desired Salesforce records, including custom objects
Use Salesforce email templates from your inbox

Calendar sync that works

Mirror all events between Salesforce and your Outlook or Google Calendars
Fully align your delegated, shared, and group calendars
Keep private or unrelated events out of your Salesforce calendar
Sync recurring events between Salesforce and your Outlook or Google Calendars

Real-time pipeline visibility & coaching

Track the activity flow between reps and their prospects and accounts
Surface at-risk deals and use Signals to coach sales reps digitally
Inspect committed deals and understand what’s been overpromised
Understand team performance and which efforts produce the best results

Transition to Revenue Grid easily

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Low-cost, low-risk
implementation

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Training and help
at every step

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Dedicated
DevOps team

What can Revenue Grid do that
Salesforce Inbox can’t?

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Custom objects

Emails, calendar events, and other data can be synced to your custom objects in Salesforce
Automatic synchronization to custom objects is not supported

Standard reports

The reports you already use will continue to work as usual
Activities aren’t stored in Salesforce, so they don’t show up in standard reports

Activities in the API

Activities are available in the Salesforce API for triggers, automations, and Apex process-builder
Activities are not available in the API

Two-way sync

Changes made in Salesforce calendar are reflected in Outlook or Google Calendar, and vice versa
Events are only captured; changes made in Salesforce are not reflected in Outlook or Google Calendar

Attachments

Email attachments are captured and saved in Salesforce according to your needs
Attachments are not captured or saved to Salesforce

Recurring events

Recurring events synced from your calendar are stored as recurring events in Salesforce
Recurring events create a series of unrelated single events, visible only in the Activities list

Event reminders

Event reminders are automatically generated for all captured events
Event reminders aren’t generated for captured events

VS
Custom objects
Emails, calendar events, and anything else can be synced to your custom objects in Salesforce
Automatic sync to custom objects not supported
Standard reports
The reports you already use continue to work as usual
Activites aren’t stored in Salesforce, so they don’t show up in standard reports
Activities in the API
Activities are available in the Salesforce API for triggers, automations, and Apex process-builder
Activities are not available in the API
Two-way sync
Changes made in Salesforce calendar are reflected in your Outlook or Google calendar, and vice versa
Events are only captured, changes made in Salesforce are not reflected in Outlook or Google Calendar
Attachments
Email attachments are captured and saved in Salesforce however you need
Attachments are not captured or saved to Salesforce
Recurring events
Recurring events synced from Calendar are stored as recurring events in Salesforce
Recurring events create a series of unrelated single events, visibile only in the Activities list
Event reminders
Event reminders are automatically generated for all captured events
Event reminders aren’t generated for
captured events

Looking for a Salesforce Inbox
alternative? Try Revenue Grid

Reasons to choose
Revenue Grid for Salesforce
and Inbox integration