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Functions Comparison: Add-In App App or Chrome Extension vs. Sync Engine

Important

If RI Sync is not activated (by providing Exchange/Office 365 access authorization) or is disabled due to access token expiration or a sync error, the key Revenue Inbox features listed in the right-hand column of the below table will not be available.

 

Component /
Function
MS Outlook / Office 365 Add-In app
or Chrome Extension for Gmail
Server-to-server Sync engine
Setup & authorization The Add-In’s access to your mail data can be authorized via the Sidebar, right after RI logon with Salesforce creds
Also if RI Sync access is down, the Sidebar suggests to activate it in Smart actions > Observations
Can be mass-set up by the local admin
RI Sync can be set up via the Sidebar or the Sync Setup web page
Can be mass-set up by the local admin
Emails processing Save button: β€œmanual” (direct) saving in Read mode Using the β€œSalesforce Emails” folder or the custom Salesforce category
Saved by sync in Compose mode
Calendar items processing Clicking the Save button in the Sidebar for a calendar item initiates its saving by sync, not by the Add-In; however, in this case special object linking can be set in the “Save event as an activity in Salesforce” dialog By assigning the Salesforce category; automatic records linking is applied
Activities linking User-defined (Related To and Name fields) Automatic, following the standard patterns
Items saving functions Single-time one-way saving of emails in Read mode
Updating of details of already synced calendar items
Initial saving of calendar items

Syncing of Contacts and Tasks
Saving of emails in Compose mode
Auto-saving
MS Outlook/O365 or Gmail Contacts syncing Initial saving and then continuous mirroring of Contacts put in the Salesforce Contacts folder; automatic records linking is applied
MS Outlook / O365 Tasks syncing Initial saving and then continuous mirroring of Tasks assigned the Salesforce category; automatic records linking is applied
Business records creation in Salesforce User-initiated creation as well as creation of records associated with emails shared in Read mode via the Save dialog Optional auto-creation for unresolved senders/recipients/invitees
Record search in Salesforce User-initiated search is conducted by the Add-In Auto-search of related Lead / Contact / Account / Opportunity to be auto-linked on items auto-sharing
Initial search (Related records list retrieval) Conducts Initial Search; reads emails’ from/to fields subject, body, and signature; displays the retrieved Related records list
Auto-fills records’ key fields based on retrieved data
Auto-links objects according to the established pattern
Email or Event key fields values editing on item saving Via the “Save this email to Salesforce” dialog (Save button)
Fully automatic sharing of new emails, meetings, appointment and
Selective automatic sharing of emails (“Save all emails in thread”)
Selection of threads to be auto-shared using the Add-In’s UI; however, sharing itself is performed by RI Sync The auto-saving scenarios are performed entirely by Sync
Email opens Engagement tracking aka MagicPixel Can only be initiated via the Add-In Actual engagement tracking is carried out by RI Sync Engine
Autoresolving (automatic creation of Leads or Contacts based on new email addresses among synced meeting’s attendees) Leads and Contacts as well as Accounts creation in Salesforce for unresolved attendees
Access to Sync settings and Customization settings Sync settings and Customization settings pages are accessed via the Sidebar’s menu. Note that in some configurations this access might be disabled for individual users Settings are managed only by the local RI Admin or our Support team
Records deduplication Includes a conflict resolution feature derived from Salesforce Performs server-side objects deduplication
Instant syncing (optional) Instant syncing is carried out entirely by RI sync, triggered by items updating in MS Exchange / Office 365