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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 email server 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. In addition, the Sync engine performs Revenue Grid functions, if the package is set up for a user.

 

Component /
Function
MS Outlook / Office 365 Add-In
or Chrome Extension for Gmail
Server-to-server Sync engine
Setup & authorization When you RI logon to RI Sidebar via Salesforce OAuth, your grant the Add-In and the Sync Engine access to your Salesforce data
Next, you see a dialog requesting you to grant the Sync Engine access to your email data
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
If RI Sync access is lost, it can be re-authorized via the Sidebar or via the Sync Dashboard
Product tutorial The new users Onboarding tutorial is displayed in the Sidebar
Emails processing Save button: β€œmanual” (selective) saving in Read mode Using the β€œSalesforce Emails” folder or the custom Salesforce category
Emails are saved by Sync in Compose mode, except Gmail
Calendar items processing Clicking the Save button in the Sidebar for an opened calendar item initiates its saving and user-defined linking
However, the Add-In performs user-initiated updating of already saved items
By assigning the Salesforce category; automatic records linking is applied
Activities linking User-defined (Related To and Name fields) set in the Save dialog 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
There is also an optional feature for Enterprise customers to edit already saved Enhanced Email messages, essentially they get deleted and re-created by the Add-In
Initial saving of calendar items

Syncing of Contacts and Tasks
Saving of emails in Compose mode (MS Outlook)
Auto-saving of emails and calendar items
MS Exchange/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 Exchange / 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 saved in [Read mode]((../Saving-Emails-in-Salesforce-2.-Ways-to-Save-an-Email-(Adaptive-view)/) via the Save dialog Optional records auto-creation for unresolved senders/recipients/invitees
Record search in Salesforce User-initiated search is conducted by the Add-In Searches related Lead / Contact / Account / Opportunity to be auto-linked on items auto-saving or saving via category / folder
Initial search (context data and related records list retrieval) Conducts Initial Search; reads emails’ from/to/CC fields Subject, Body, and Signature; displays collected Related records list
Auto-fills some key fields on records and items saving 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 dialog (Save button)
The body can be edited as well
Fully automatic saving of new emails, meetings, appointment and
Selective automatic saving of emails (“Save all emails in a thread”)
User selection of threads to be auto-saved; however, saving 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, also for auto-inserting Actual engagement tracking is carried out by RI Sync Engine
Meeting attendees autoresolving 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 may be disabled for ordinary end-users Special 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 calendar items syncing is carried out by RI sync, triggered by items updating in MS Exchange / Office 365