How to Set Up the Chrome Extension for Salesforce and Gmail¶
With Revenue Inbox for Salesforce and Gmail Chrome browser extension, you can access and update any relevant Salesforce data – emails, events, contacts, tasks, accounts, etc. right from your Gmail mailbox opened on any device that can run Google Chrome browser. See this article to learn how to use the Extension’s Sidebar interface. After installing the extension, please refer to Using Revenue Inbox for Salesforce and Gmail for information on how to use Revenue Inbox with Gmail. RI for Salesforce and Gmail works with both Gmail and G Suite. The Chrome Extension’s updates are installed automatically, that does not require any actions from the end users.
A full mass RI deployment scenario for Enterprise Gmail / G Suite RI users by the local Admin is available for Windows systems. See these articles for details: Chrome Extension mass deployment via Active Directory and Gmail Users Mass-Provisioning.
Revenue Inbox for Salesforce and Gmail is not a standalone application, it only works in Gmail web interface opened in Google Chrome browser.
To start using Revenue Inbox for Salesforce and Gmail, do the following
Alternatively, you can complete the online RI Registration wizard‘s steps in Chrome browser to set up the Chrome Extension.
1. Add the Revenue Inbox for Salesforce Extension to your Google Chrome¶
To adde the Revenue Inbox for Salesforce Extension to your Chrome browser:
1.1. In the Google Chrome browser, open this Chrome Web Store link
1.2. Click the button Add to Chrome, then click Add extension in the confirmation dialog that will appear
2. Sign in to Gmail and grant Revenue Inbox permission to work with your Gmail and Google Calendar data¶
Handling of your email/calendar and CRM data by Revenue Inbox Chrome Extension for Gmail is based on the same set of Privacy and Security principles as Revenue Inbox Add-In for MS Outlook App or Web.
To grant Revenue Inbox permissions to interact with your Google account, do the following:
2.1. After signing in to Gmail, open the Revenue Inbox Extension by clicking the Revenue Inbox icon in the tab one the right-hand side.
2.2. In the extension’s pane, click Sign in to my Google account.
2.3. The Choose an account dialog will appear, select your account in it.
2.4. Provide the Extension access to your Gmail data by clicking Allow in Gmail data access confirmation dialogs 1-8 which will appear
This 8-step permissions authorization process was implemented to meet some RI customers’ specific functional and security requirements, so Revenue Inbox can be allowed to access only specific types of Gmail data: Emails, GoogleDrive files, Calendar, Contacts, Calendar, Tasks, etc. Note that each permission is required to provide a specific Revenue Inbox function, so if some permissions are not granted the corresponding features will not be available.
>>> Click to see the dialogs' screenshots <<<1.
Next, you can review and change the access permissions you granted, via the following final dialog
>>> Click to see a screenshot <<<
Next, you will see a Login successfully completed! window and get a notification email “Security alert: Revenue Inbox was granted access to your Google Account” as a confirmation.
If, for any reason, you will need to revoke Revenue Inbox extension’s access to your Gmail data, you can disable it by going to Apps connected to your account, selecting the extension and then clicking Remove.
3. Authorize the Revenue Inbox Chrome Extension to access your Salesforce data¶
To grant the Revenue Inbox Extension permissions to work with your Salesforce data, do the following:
3.1. Open the Revenue Inbox extension by clicking its logo in the toolbar on the right-hand side of your Gmail box interface
3.2. Select Connect to Salesforce (to work with your actual Salesforce data).
Or, if you want to work with Salesforce Sandbox (a copy of your production environment used for testing and development) or a Customer/Partner Community environment, click on Sign in to Salesforce Sandbox or My Customer/Partner Community respectively.
3.3. In the Salesforce SSO Login window that appears, select or enter your Salesforce credentials and click Log In (or Log in to Sandbox, if you are logging in to the Sandbox).
You are now ready to use Revenue Inbox for Salesforce in Gmail. For detailed information on how to use the extension, see “this article”.
Unlike Revenue Inbox implementation for MS Exchange/Office 365/Outlook on the web, Revenue Inbox Chrome extension does not require additional email access authorization for synchronization to run, so it will be active right after you set up the extension.
How to Remove the Extension from Chrome¶
Refer to this Google Chrome Support instruction to learn how to remove the extension from your Chrome browser.