How to Install Revenue Inbox in MS Outlook for Mac

Office 365

 

Note

All user data and login credentials passed through Revenue Inbox infrastructure are secured by RevenueGrid.com Privacy & Security principles.

Tip

Supported MS Outlook for Mac versions: 2013, 2016, 2019

 

For an Office 365 account

 

Tip

Alternatively, you can install the Add-In directly via https://outlook.office.com or https://outlook.live.com/owa opened in your web browser. See the steps in this article.

Revenue Inbox installation in MS Outlook for Mac follows the standard MS Outlook addin installation steps:

1. Click Get Add-ins in MS Outlook for Mac ribbon

 

2. MS Outlook Add-In management window will be opened. In the Search add-ins box on the right-hand side, type “SmartCloud” and select Revenue Inbox for Salesforce

 

3. In the next window that appears, click Add

 

You will see Revenue Inbox icons added to MS Outlook for Mac ribbon.

In addition, corresponding controls are now added to your mail account opened in https://outlook.com or https://outlook.live.com/owa/. See this article for more information.

Note

The Add-In will now also be available for your mail account logged in on other compatible devices with MS Outlook running. This way, you won’t need to install it additionally in your MS Outlook Mobile for iOS and Android, Outlook on the Web/Office 365 (https://outlook.com, https://outlook.live.com/owa/), or MS Outlook for Windows.

 

4. Next, you need to log on to Revenue Inbox

Important note:

Before you log on to Revenue Inbox in MS Outlook for MacOS, it is necessary to perform an initial log on via Outlook on the Web in your web browser. This is a one-time step required because of certain peculiarities how the browser pop-up window necessary for the initial RI authentication is handled on MacOS. To do that:

​     4.1. Open https://outlook.com/ or https://outlook.office.com/owa in your web browser and log in with your Office 365 mail credentials

​     4.2. Open Revenue Inbox Sidebar (see this article to learn how to do that)

​     4.3. In the Sidebar, select Connect to Salesforce or another available login option. Note: make sure that your Safari browser does not block pop-up windows

​     4.4. A standard Salesforce Single Sign-On pop-up window will be opened. Enter your Salesforce login credentials and click Log in to authorize RI to work with your Salesforce data.

Now you may proceed to logging on to Revenue Inbox in MS Outlook for MacOS.

 


For an MS Exchange account

 

1. Click the red Office add-ins icon in your MS Outlook for Mac’s ribbon

2. Enter your MS Exchange login credentials in the Exchange login window that opens in your web browser

3. On the Add-In management page that will appear, click on the + (Add) button and then choose the source that you want to install Revenue Inbox from. For an MS Exchange mailbox, you can install the Add-In only from a manifest URL or file location. The installation link or the .xml manifest file is provided to the customers by RevenueGrid.com Sales team.

4. Select Add from a URL or Add from a file, then

  • Enter the manifest’s URL and click Next or
  • Browse your hard drive and select the downloaded .xml file and click Next

5. Click Install to confirm add-in installation, then click OK

Now the RI Add-In has been added to your MS Outlook add-ins list and to your email account.

You will see Revenue Inbox icons added to MS Outlook for Mac ribbon:

In addition, corresponding controls are now added to your mail account opened in Outlook on the Web. See this article for more information.

 

Note

The Add-In will now also be available for your mail account logged in on other compatible devices with MS Outlook running. This way, you won’t need to install it additionally in your MS Outlook Mobile for iOS and Android, Outlook on the Web (https://outlook.com, https://outlook.live.com/owa/), or MS Outlook for Windows.

 

1. Open RI Sidebar by clicking the Open Revenue Inbox Sidebar icon in MS Outlook ribbon

2. In the Sidebar, select Connect to Salesforce or another available login option. Note: make sure that your Safari browser does not block pop-up windows

3. A standard Salesforce Single Sign-On pop-up window will be opened. Enter your Salesforce login credentials and click Log in to authorize RI to work with your Salesforce data.

 

4. On the following screen, activate Revenue Inbox Sync by entering your MS Exchange login credentials and clicking Connect to Exchange

Important

If you are using several different email boxes for your correspondence (not aliases), make sure to authorize RI Sync for the same email box as one for which you installed the Add-In, otherwise the Sync engine functions will work incorrectly even though RI Sync will appear to be running.

 

 

In some configurations you may also need to enter a valid Exchange Web Services link specific to your company’s Exchange configuration. To do that, click the More v button and paste the EWS link provided by your local admin into the field.

Important

Note that if Sync activation is skipped, a number of key Revenue Inbox features will be unavailable.