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Welcome to Revenue Inbox for Salesforce Knowledge Base


NB: In the articles, Revenue Inbox is often referred to as RI, to improve their readability.



The Knowledge Base is separated into the following sections:

  ✜ PRODUCT FAQs Revenue Inbox Frequently Asked Questions; the article gets regular updates based on customers’ enquiries about the product

  ✜ RI ONBOARDING – this section contains collections of links which describe various aspects of user interaction with Revenue Inbox

  ✜ RELEASE NOTES, KB UPDATES this article contains information on the latest product improvements (Release notes) and Knowledge Base articles updates

  ✜ GETTING STARTED the section consists of two sub-sections:

    ✚ ESSENTIALS: general product descriptions and supported environments

    ✚ FIRST STEPS: step-by-step guides on installing and running the product followed by overviews of the key Revenue Inbox features and its user interfaces

  ✜ USING THE PRODUCT the section contains articles providing in-detail descriptions of various nuances of product functioning, subcategorized as

    ✚ HOW TO-S - practical use guides covering user interactions with Salesforce granted by the product. Further subcategorized into articles covering Email handling, Event handling, Salesforce records handling, and Miscellaneous articles

    ✚ HOW IT WORKS - explanations of underlying mechanics and the small nuances of RI work patterns, for advanced RI users

  ✜ SETUP & CONFIGURATION this section contains descriptions of advanced settings

    ✚ USER SETTINGS Customization, Synchronization and other settings available to users having corresponding permissions

    ✚ ADMIN SETUP & ACTIONS detailed Administrator’s guides on product deployment and fine-tuning, as well as user management

  ✜ TROUBLESHOOTING section contains step-by-step solutions to known issues which may occur with RI running in different system configurations

  ✜ RI CHROME EXTENSION FOR GMAIL contains guides on setting up and using Revenue Inbox implementation for Gmail/G Suite available as a Chrome browser extension

  ✜ CLASSIC VIEW GUIDES this last section contains articles specific for using Revenue Inbox’s Classic view - Add-In’s user interface used in several Desktop implementations of the product

    Each article is marked with a or Office 365 or Google symbol to indicate whether its content concerns Revenue Inbox implementation for MS Exchange/Outlook, Office 365, the Chrome Extension for Gmail/G Suite, either two or all of them.




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Knowledge base created and developed by Anton Kirei