Functions Comparison Table: RI Add-In App vs. RI Sync Engine


If RI Sync is not activated (by providing Exchange/Office 365 access authorization) or is disabled due to access token expiration or a sync error, the key Revenue Inbox features listed in the right-hand column of the below table will not be available.


Component /
MS Outlook/Office 365 Add-In app Server-to-server Sync engine
Setup & authorization The Add-In’s access to your mail data can be authorized via the Sidebar, right after RI logon with Salesforce creds
Also if RI Sync access is down, the Sidebar suggests to activate it in Smart actions > Observations
Can be mass-set up by the local admin
RI Sync can be set up via the Sidebar or the Sync Setup web page
Can be mass-set up by the local admin
Emails processing Save button: “manual” (direct) saving in Read mode; saved by sync in Compose mode Via the “Salesforce Emails” folder or the custom Salesforce category
Calendar items processing Clicking the Save button in the Sidebar for a calendar item initiates its saving by sync, not by the Add-In; however, in this case special object linking can be set in the “Save event as an activity in Salesforce” dialog By assigning the Salesforce category; automatic object linking is applied
Activities linking User-defined (Related To and Name fields) Automatic, following the standard patterns
Sharing functions Single time one-way sharing of emails in Read mode
Updating of details of already shared calendar items
Initial sharing of calendar items

Sharing of Contacts and Tasks
Sharing of emails in Compose mode
MS Outlook/O365 Contacts syncing Sharing and then continuous mirroring of Contacts put in the Salesforce Contacts folder; automatic objects linking is applied
MS Outlook/O365 Tasks syncing Sharing and then continuous mirroring of Tasks assigned the Salesforce category; automatic objects linking is applied
Business records creation in Salesforce User-initiated creation and creation of objects associated with emails shared in Read mode Optional auto-creation for unresolved senders/recipients/invitees
Objects search in Salesforce User-initiated search is conducted by the Add-In Auto-search of related Lead/Contact/Account/Opportunity to be auto-linked on items auto-sharing
Initial search (Related records list collecting) Conducts Initial Search; scans emails subject, body, and signature; displays collected Related records list
Auto-fills objects’ key fields based on retrieved relevant data
Auto-links objects according to established pattern
Email key fields’ values editing on item saving Via the “Save this email to Salesforce” dialog (Save button)
Fully automatic sharing of new emails, meetings, appointment and
Selective automatic sharing of emails (“Save all emails in thread”)
Selection of threads to be auto-shared using the Add-In’s UI; however, sharing itself is performed by RI Sync All auto-sharing scenarios are performed entirely by Sync
Engagement tracking (formely MagicPixel) Engagement can be initiated only via the Add-In However, actual engagement tracking is carried out by RI Sync
Autoresolving (automatic creation of relevant Leads or Contacts based on not yet processed email addresses among synced meeting’s attendees) Leads and Contacts as well as Accounts creation in Salesforce for unresolved attendees
Access to Sync settings and Customization settings Sync settings and Customization settings pages are accessed via the Sidebar’s menu. Note that in some configurations this access might be disabled for individual users Settings are managed only by the local RI Admin or Support team
Objects deduplication Includes a conflict resolution feature derived from Salesforce Performs server-side objects deduplication
Instant syncing Instant syncing is carried out entirely by RI sync, triggered by meetings updating in MS Exchange/Office 365