Revenue Inbox Sidebar: All User Actions [Adaptive View]¶
Please also refer to this article for an overview of all icons and buttons included in the updated Revenue Inbox user interface.
Revenue Inbox Add-In/Chrome Extension interface went through conceptual revising and redesign, obtaining a more streamlined and intuitive look and feel. The Adaptive Sidebar view is based on the following principles:
- All key actions and useful information are available right at hand, no more than 2-3 mouse clicks away from the Sidebar’s home screen
Fast and convenient navigation among records and between levels of detail of a selected record
No interface cluttering with any items which have no relevance to the record that the user is currently working with; the user decides what records and record categories to expand
Single-click selection of individual records or of all records of a specific type directly from the Sidebar’s home screen
Note that some custom Enterprise implementations of Revenue Inbox use the Classic view only, others can switch between Adaptive view and Classic view, with Adaptive view set as default. Please refer to this article to learn how to switch between interface views.
Major user convenience features implemented in the Sidebar’s Adaptive view:
1. Records categorizing¶
All records are sorted according to their object type and folded under corresponding tab categories (separators) in the Sidebar:
Please note that the Add-In/Chrome Extension keeps the set of Sidebar tabs and records you expanded when processing your emails/events, so after you close MS Outlook or the Add-In/Chrome Extension and then open it again, you will not have to expand the necessary tabs again
Below record categories tabs, there are tabs containing special action icons:
New records: the tab appears when there are unresolved (not yet shared in Salesforce and non-internal/blacklisted) messages in your MS Outlook. Refer to this article for more details.
Activity Timeline: display and manage past and future activities, create Tasks and Events.
In the latest RI updates Smart Actions are implemented as an easy-to-reach from the key Sidebar screens bottom toolbar: Enagement panel, Time slots, Book me, Templates, Reports. Importantly, there is also the Observations icon under More… that opens Observations panel, which contains clues concerning required Revenue Inbox setup actions and synchronization status along with information about actions and checks carried out by the Add-In/Chrome Extension, e.g. email addresses filtered as internal/blacklisted or records merging suggestions.
2. Creating new records on a couple of clicks¶
New records - standard Salesforce objects as well as custom added objects - can be instantly created by clicking the + (Add) icon in the Sidebar’s header or by clicking the ••• (More actions) button that appears when you hover the mouse over a record category tab:
In addition, when you create a new record and there is no relevant Account or Contact registered in Salesforce to link it to (which is mandatory), you can create one directly from the account selection picklist, by clicking the Create new Account button and populating the fields of the Create Account dialog that appears.
When you need to find specific record(s) saved in Salesforce via Revenue Inbox Add-In/Chrome Extension, in Adaptive view you simply click the Search icon located next to the Add icon in the Sidebar’s header and perform a search.
3. All key actions at hand¶
To further reduce the number of clicks required to perform an action with a record, a menu listing all applicable actions was implemented in each record’s header on the Sidebar’s home screen. This menu is accessed by hovering the mouse over the object type icon in a record’s header and clicking the ☰ (Menu) icon that appears in its place:
Note that the set of actions is specific to each object type and includes creating related records of other types.
4. Viewing details instantly¶
It takes one mouse Click to see an animation/collapse a needed record’s header to view its full card, with all key details and actions available at hand:
Every record card includes the following tabs: Related tab listing related objects (linked records and items retrieved through initial search) On this tab you can view records, activities, and attachments associated with selected email or calendar event. This tab is available both in expanded card view and detailed record view.
For records browsing convenience, if you switch to another item in MS Outlook with the Related tab opened in the Sidebar, the related items list will be updated with items found for the new email/event selected.
Quick memo: see feature description here
Log a Call: register in Salesforce notes summarizing the results of a phone or Internet call made to a contact
Add task: register in Salesforce a task associated with a contact that needs to be performed within specified time frame
People: (specific to Opportunity records) contacts involved in an Opportunity with their roles in it specified
Files: email’s/event’s file attachments sharing in Salesforce
5. Improved records browsing and updating¶
In the Adaptive Sidebar view, records’ Detailed view is opened for each record individually, by clicking on the > (Expand) icon in a record’s header.
In the detailed view you can update any object field’s value, by clicking the icon next to it.
Records headers’ layout was also improved, now the headers include information from the records’ 4 key fields (the required (important) fields defined in Customization settings), making records much easier to browse through within their category by their headers. In addition, you can open a related record included in the header instantly by clicking on its name.
Note that the fields included into record headers are not shown in their expanded cards (but are shown in detailed record view). Besides, pay attention that the list of fields shown on a card can be expanded by clicking the Show more fields button below; the Show only important fields button was removed from record cards along with the Important fields filling progress bar.
6. Quick interaction with search results¶
In Adaptive view records search results are listed on a dedicated search results screen. On this screen, it takes only a couple of clicks to select records which you want to link an email/event to and share it in Salesforce.
To reduce RI user interface cramming, in the latest product updates the checkboxes next to record headers were removed.
Records’ cards or the full detailed card view can also be opened from the search results screen just like from the home screen.
A related improvement: now, when search results are opened in the Sidebar and you select another item in MS Outlook, the search results are replaced with the new selected item’s associated items retrieved by initial search.
7. Advanced selection of records to be linked¶
After records have been associated (linked) with a shared email or event, they are marked with green checkmark circles, so you will see the actual associations straight away when selecting an email/event, plus you can navigate to associated Activity by clicking on a checkmark.
Two related customization settings were implemented in Revenue Inbox Customization settings to allow advanced managing of records’ selection for emails and events: Pre-select records and Disallow linking, please refer to this article for more information.
Additionally, a minor use convenience setting was added in Adaptive view, Do not select “Auto-save in thread” by default, please find more information about this feature here
8. Convenient email/event attachments saving¶
Please note that in the latest Revenue Inbox updates there is also an extra file listed among files actually attached to the email - an exact copy of the email message in .eml format which you can also save in Salesforce (the “default attachment”).
To save attachments to Salesforce, you need to expand a relevant record’s card and then
- Either open the Related tab (see the point 3), click the + (Add) button next to the Attachments category, then select the checkbox next to an attachment and click Attach at the bottom
* Or open the Files tab (see the point 3) and click Attach next to the needed attachment
- Alternatively, expand a record’s detailed view and select Show more > Attach files
Additionally, the Add a file button for direct file attaching was added to record creation dialogs:
9. Entered data loss prevention¶
In updated Adaptive view, when you modified a record’s fields or created a new record and then switched to another item in MS Outlook, the following confirmation dialog it displayed, to prevent loss of the data you entered.
10. More actions at hand¶
Object type-specific action icons are also included in detailed record view so you do not need to navigate between the views to perform them:
12. Email/Event saving status indication in Sidebar header¶
RI Sidebar’s header in Adaptive view includes a handy indicator of selected Email’s or Event’s saving status – whether the item is
- Saved. In this case there will be the View it button displayed next to it. Clicking on the button will instantly open the shared email’s detailed card view, in which you can check or modify the matching Salesforce Task/EmailMessage object’s fields or view its Related records.
- Will be Saved. The item is queued to be shared on the following sync session.
- Cannot be Saved in Salesforce by RI – see points (5) and (6) in this article for more information
13. Minor Sidebar layout improvements¶
The Menu (“hamburger”) icon’s location was changed: on the right-hand side of the sidebar’s header next to Search and Create icons
Opportunities’ progress bars are now shown in their headers. Besides, now an opportunity’s progress bar is also indicated when the opportunity is viewed in the Related objects tab
The Add-In/Chrome Extension refresh button is now not in the Sidebar’s header but in the Add-In/Chrome Extension’s Menu.
* Sidebar text fonts are lighter and there is more space between UI elements * The home screen tab “Need help / Suggest an Idea” for feedback collection was removed as it wasn’t much used