How to Install and Run Revenue Inbox (described for Office 365)¶
If you are a local administrator rolling out Revenue Inbox for multiple users in your org, you can make use of Add-In mass deployment mechanisms.
Because of Office 365 standard security measures, Office 365 authorization token for Revenue Inbox must be refreshed every 90 days, or on changing your Office 365 password - you will get a corresponding email notification when that is required. See this article to learn how to do that.
For a description of all available installation (from an .MSI file or a manifest .XML file/URL) and logon (Sandbox, Customer/Partner Community, Single Sign-On) options, please refer to this article.
I. Install Revenue Inbox Add-In via Installation Wizard¶
Standard Cloud/Web installation for Office 365.
To quickly install Revenue Inbox in your Office 365, use the Installation Wizard:
Enable for Office 365 is the recommended installation option. The Download for Outlook (.MSI) option should be used only if (1) you are using MS Outlook 2010 or MS Exchange 2010 or (2) if you will be running the tool in a virtual machine environment like Citrix, or (3) your RI use scenarios involve MS Outlook Delegated calendars.
2. You will be directed to Revenue Inbox Add-In’s page on Microsoft AppSource. On this page, click GET IT NOW, enter the email address you use to access Office 365 and sign in using your Office 365 credentials
3. Grant Microsoft permission to use/share your account information with Revenue Inbox by filling the corresponding checkbox in the dialog that appears and clicking Continue
4. You will briefly see a redirect window
>>> Click to see a screenshot <<<
Now the Add-In has been installed
After you install the Add-In this way, it will also be added to your MS Outlook (desktop) with the corresponding MS Exchange user account logged in.
Before using the Revenue Inbox Add-In in MS Outlook Desktop on Windows, please make sure that you have the latest version of MS Edge installed, since it is used to render the Revenue Inbox Sidebar.
II. Revenue Inbox logon¶
RI logging on is not instant: depending on the number of email messages in your mailbox and items in your calendar it make take several minutes to log on, since on logging on RI needs to match all your existing correspondence and calendar items with your Salesforce records. That is only performed once per account.
Before you start, please make sure that you have an active Salesforce account and an Office 365 account and you got your login credentials for these services at hand.
After Revenue Inbox Add-In has been installed in your Office 365, you need to open the Sidebar in MS Outlook and log on to the Add-In.
1. To open the Sidebar:
- click the Open Revenue Inbox button in MS Outlook Desktop ribbon
* or, if you are using Outlook.com or Office 365, refer to this article to learn how to open the Sidebar
2. Next, log on to RI Sidebar:
2.1. Click the Connect to Salesforce button. A browser window with Salesforce OAuth page will open.
2.2. Enter your Salesforce credentials on the page or select a previously saved account’s username and click Log In.
In the screenshot above, a standard Salesforce login window is shown. Note that this OAuth window may look differently, depending on your Salesforce configuration.
At this point you may also need to confirm this access via Salesforce 2-factor authentication.
2.3. Now you need to confirm that you authorize Revenue Inbox to work with your Salesforce data, by clicking Allow in the following dialog window:
3. The next setup step to complete before you can use all Revenue Inbox features is to activate Revenue Inbox synchronization by authorizing it to access your Office 365 data.
In the latest Revenue Inbox updates you can easily do that right after your first log on to RI Sidebar, via the following screen:
3.1. Click Connect to Office 365
3.2. Enter your login credentials in the Office 365 login window opened in your browser
3.3. Click Accept in the Permissions requested dialog. At this point you may need to confirm this access via Office 365 2-factor verification.
>>> Click to see screenshots <<<
Note that if the Sync activation is skipped, a number of key Revenue Inbox features performed by RI Synchronization will be unavailable.
Refer to this article to learn what emails and calendar items you have in MS Exchange/Office 365 will be auto-shared in Salesforce after activating Revenue Inbox synchronization if you enable the corresponding settings (calendar items auto-sharing, emails auto-sharing).
III. (Admins only) Install the managed packages in Salesforce¶
To enable the full scope of features offered by Revenue Inbox several minor adjustments must be made in your Salesforce Org’s configuration; installing the Revenue Inbox managed package and Invisible Suite managed package allows to accomplish that quickly and effortlessly. Follow the above links for complete information about the packages.