How to Update the Desktop (.MSI) Implementation¶
Revenue Inbox for Salesforce Desktop (.MSI) implementation can be installed in 2013, 2016, 2019 for Windows locally on individual workstations. This version is used as a base for customized RI implementations for some Enterprise customers. Both Desktop (.MSI) and Cloud (Web) product implementations get regular automatic updates. Only the Desktop (.MSI) implementation is fully compatible with MS Exchange 2013.
Revenue Inbox updates are highly important to install: they increase the Add-In’s stability and performance, add new useful features, enhance product customization options, and ensure smooth running of RI synchronization.
While updating the Cloud (Web) version requires no actions from the end-user, getting the Desktop (.MSI) implementation updated requires some simple actions to be taken:
When a product update is released and ready to be downloaded, a corresponding pop-up notification will appear in MS Outlook.
After that Add-In update data will be automatically downloaded in MS Outlook.
3. Once the update has been downloaded, to proceed you will be prompted to close MS Outlook along with some other apps blocking the installation. In the dialog window that appears, select “Automatically close applications and attempt to restart them after setup is complete” and click OK.
Often, to close the blocking applications automatically, you need to click OK in the above dialog and then click OK again in another dialog that appears. You may need to repeat clicking OK in these two dialogs several times before the applications get closed and Add-In updating proceeds.
- Close MS Outlook and open it again to make sure that the update was applied.