How to Install and Run the Solution for Office 365 Mailboxes¶
Tip
If you are a local administrator rolling out RG Email Sidebar for multiple users in your org, you can make use of Add-In mass deployment mechanisms
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 RG Email Sidebar Add-In via Installation Wizard¶
It is the the recommended way to install the Cloud (Web) product implementation for Office 365 mailboxes, via RG Email Sidebar Installation Wizard https://revenuegrid.com/csm-wizard/
1. Open the Wizard’s page in your web browser and click Enable for Office 365
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2. You will be directed to RG Email Sidebar Add-In’s page in Microsoft AppSource.
On this page, click GET IT NOW, then enter email address of the Office 365 account you want to install the Add-In for and sign in via standard O365 login dialog
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3. Select the standard “I give Microsoft permission …” checkbox in the dialog and click Continue to grant Microsoft permission to use/share your basic mail account information for RG Email Sidebar Add-In
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4. You will briefly see a redirect window
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Now the Add-In is installed for your mail account.
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Note
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.
Important
Before using the RG Email Sidebar 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 RG Email Sidebar.
II. RG Email Sidebar logon¶
Note
RGES logging on is not instant: depending on the number of email messages in your mailbox and items in your calendar it may take several minutes to log on, since on logging on RGES 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 RG Email Sidebar 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 RG Email Sidebar button in MS Outlook Desktop ribbon
- or, if you are using Outlook on the Web (Outlook.com, Outlook.office.com), refer to this article to learn how to open the Sidebar
2. Next, log on to RGES Sidebar:
2.1. Click the Connect to Salesforce button. A browser window with Salesforce OAuth page will be opened.
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.
Note
At this point you may also need to confirm this access via Salesforce 2-factor authentication.
2.3. Now you need to authorize RG Email Sidebar to work with your Salesforce data, by clicking Allow in the following dialog window:
Note
RG Email Sidebar accesses and handles the end users’ email and CRM data in a most secure and private manner, according to our Privacy and Security guarantees, so allowing this data access is safe.
3. The next setup step to complete before you can use all RG Email Sidebar features is to activate Revenue Grid synchronization by authorizing it to access your Office 365 data.
In the latest RG Email Sidebar updates you can easily do that right after your first log on to RGES 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
Important
If you are using several different email boxes for your correspondence (not aliases), make sure to authorize RGES Sync for the same email box as one for which you installed the Add-In, otherwise the Sync engine functions will work incorrectly even though RGES Sync will appear to be running.
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.
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Important
Note that if the Sync activation is skipped, a number of key RG Email Sidebar features performed by RGES Synchronization will be unavailable.
Tip
Refer to this article to learn what emails and calendar items you have in MS Exchange / Office 365 will be auto-saved in Salesforce after activating Revenue Grid 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 RG Email Sidebar several minor adjustments must be made in your Salesforce Org’s configuration; installing the Revenue Grid managed package and Invisible Suite managed package allows to accomplish that quickly and effortlessly. Follow the above links for complete information about the packages.
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