How To Open Revenue Inbox Synchronization Dashboard (Sync Settings)¶
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Synchronization Dashboard is a configuration tool used to set up Revenue Inbox sync functioning locally, to get a detailed overview of your Revenue Inbox usage, and to troubleshoot issues. In the Dashboard, you can:
- View synchronization statistics
- View Exchange and Salesforce connection statuses
- Switch to another Salesforce or Exchange account
- Administer your Revenue Inbox account
- Configure activities synchronization settings
- Monitor and resolve synchronization issues
To open the Dashboard:
- Open the Revenue Inbox Add-In/Chrome Extension in MS Outlook/Office 365.or Gmail
- Click the ☰ Menu button in Revenue Inbox Add-In/Chrome Extension and select Sync settings.
When you open the Revenue Inbox Add-In for MS Outlook/Office 365 for the first time and log in with your Exchange/Office 365 and Salesforce credentials, it automatically starts using these credentials to connect your mailbox to Salesforce and launches the server-to-server synchronization process. You can always change both your Exchange and Salesforce accounts in the sync settings later. Please refer to this article to for more information.
Force RI Sync¶
On the Dashboard, to get your data synchronized quickly, you can initiate a sync session ahead of the one-per-30-minutes schedule. To do that:
- Open Sync dashboard
- Click Force Sync
The Sync session will not be initiated instantly, but within 1-3 minutes. Additionally, please note that there is a limit on how often Sync forcing can be initiated.
Pause RI Sync¶
If you need to pause RI sync for any reason, you can do that from the Dashboard as well. To do that:
- Open Sync Dashboard
- Click Pause