Add the Navatar Gmail Plugin Email Sidebar Extension to Google Chrome
To add the Navatar Gmail Plugin Email Sidebar for Salesforce Extension to your Chrome browser:
In the Google Chrome browser, open this Chrome Web Store link
Click the button Add to Chrome, then click Add extension in the confirmation dialog that will appear.
Sign into Gmail and grant Navatar Gmail Plugin permission to work with your Gmail and Google Calendar data
To grant Email Sidebar permission to interact with your Google account, do the following:
After signing into Gmail, open the Navatar Gmail Plugin Email Sidebar Extension by clicking the sidebar icon in the tab on the right-hand side.
In the extension’s panel, click Sign into my Google account.
The Choose an account dialog will appear. Select your account in it.
Provide the Extension access to your Gmail data by ticking all access items on the list which will appear.
Note: The set of access permissions cannot be adjusted. The RGES architecture requires all requested
permission to run. The privacy and security of accessed Google data is guaranteed under the Navatar Gmail Plugin Email Sidebar privacy and security policies.
These ten permissions are required to enable RGES to access the relevant types of Google data: Emails, Google Drive files, Calendar, Contacts, Tasks, etc.
Important
Each permission is required to perform a specific RGES Chrome Extension (Add-In) or Sync Engine function. In case some of the permissions are not granted, the Extension (Add-In) will be usable except for the affected functions, but the Sync Engine will fail with an error “ISGC-004: Authorization error. Contact your administrator for Google services”. For this reason, please make sure that the full set of permissions is granted.
Next, you will see the Login successfully completed! window and get a notification email “Security alert: Revenue Grid was granted access to your Google Account” as a confirmation.
Authorize the Navatar Gmail Plugin Email Sidebar Chrome Extension to access your Navatar data
To grant the Navatar Gmail Plugin Email Sidebar Extension permissions to work with your Navatar data, do the following:
Open the Navatar Gmail Plugin Email Sidebar extension by clicking its logo in the toolbar on the right-hand side of your Gmail box interface.
In the extension pane, click Sign in to my Google Account.
In the opened dialog, select your account.
Provide Revenue Grid access to your Google data. Select all access items on the list and click Continue.
Select Connect to Salesforce (Navatar System). Click Connect to Salesforce. A browser window with Salesforce OAuth page will be opened.
Enter your Navatar credentials on the page or select a previously saved account’s username and click Log In.
Note: In the screenshot above, a standard Salesforce login window is shown. Note that this OAuth window may look different depending on your Salesforce configuration.
Next, click Allow to grant Revenue Grid Email Sidebar permission to work with your Navatar data.