As with any feature of Salesforce, there are prerequisites that must be present or accounted for before turning on Salesforce Inbox. While the list of prerequisites can be found here, this is a broad list: Whether Gmail or Outlook, users with an Inbox license have access to inbox features in the Gmail or Outlook integration
What is Salesforce knowledge only license?
Knowledge only user Salesforce licensesare for users who only need access to Salesforce Knowledge and allows them to access the following tabs: Articles, Article Management, Home, Reports, and custom tabs. The license also includes a profile that grants access to the Articles tab via the “View Articles” user permission.
What can you do with a user license in Salesforce?
View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles Get Support with the Your Account App Work in the Enhanced Profile User Interface Page
When to use an internal or external license in Salesforce?
View Your Organization’s Feature Licenses When to Use an Internal or External License View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles
Where can I get a Salesforce license for my company?
Salesforce.com provides some user Salesforce licenses which are available for an org can be viewed on the Company Information page. Salesforce.com provides some user Salesforce licenses which are available for an org can be viewed on the Company Information page. Salesforce Tutorial Config & Customization Visualforce Pages Apex Deployments
Is Salesforce Inbox free?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox.
What is a Salesforce Inbox license?
An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Outlook and Gmail Integration and Inbox Features.
How do I enable Inbox in Salesforce?
Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.
What is the cost of Salesforce Inbox?
$25 per month per userSalesforce Inbox licenses costs $25 per month per user, and is integrated with Gmail and Outlook.
What is Salesforce Inbox in Salesforce?
Salesforce Inbox is a suite of applications that brings together two platforms you use every day: Your email and Salesforce.
Is Salesforce Inbox retired?
In March 2021, we are planning to retire the legacy versions of the Inbox add-in for Outlook and Chrome extension for Gmail. Since your organization may use this older version, we wanted to let you know to move to the new version.
How do I use Inbox in Salesforce?
0:005:51Salesforce Inbox for Outlook: Demo Deep-Dive - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter whereverMoreIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter wherever. They're working if you're anything like me every day starts with email I grab a cup of coffee.
What are features of Salesforce Inbox?
Salesforce Inbox comes with some additional productivity features like:Support for Calendar Integration.Email Tracking and Links Tracking.Text Shortcuts.Email Delivery Scheduling.Salesforce Inbox Mobile App Support.
How do I get my Salesforce Inbox in Outlook?
Salesforce Inbox for Microsoft Office 365 installation instructionsGo to Office 365.Navigate to Organization | Add-ins.On the add-ins screen, click the plus icon in the upper-left corner, and then select Add from the Office Store.In the search field, enter Salesforce Inbox and click the magnifying glass search icon.More items...
Does Salesforce have an email Inbox?
Salesforce Inbox is a fully integrated CRM and email management software that combines your email, calendar, and client management system to create a seamless sales experience.
Does Salesforce Inbox automatically log emails?
If a contact already exists in your Salesforce instance, emails should be logged automatically to that contact without being prompted each time.
Is YesWare free?
As far as pricing is concerned, YesWare is far from free. Their basic plan costs $12 per user per month and gets you real time email tracking, analytics, templates, scheduling, reminders, and the calendar features.
What is Salesforce platform license?
Salesforce platform license is for users who need to access custom or AppExchange apps but not standard CRM functionality. These users have access to core platform functionality such as accounts, contacts, custom tabs, reports, dashboards and documents but are restricted in other ways.
What is a knowledge only user in Salesforce?
Knowledge Only User. Knowledge only user Salesforce licensesare for users who only need access to Salesforce Knowledge and allows them to access the following tabs: Articles, Article Management, Home, Reports, and custom tabs.
Why is Salesforce an app?
Because Sales is always on the go, Salesforce has made sure to make all of this available in an app, so email sends and reminder tasks can be done without a bulky laptop. This product was created with Sales in mind and really can improve efficiency and accuracy, so they can focus on closing those deals!
How many hours do sales reps spend on email?
Not only that, but they are also one of the most time consuming priorities that Sales reps have. It is not uncommon for reps to spend an average of 13 hours per week on reading, composing, or sending email messages.
Can you send emails later in Salesforce?
Sales reps can also use a “Send Later” feature that allows emails to be sent on a delay from within Salesforce. This allows your reps to take full advantage of the most opportune time to reach out to prospects and customers.
Is Salesforce Inbox per user?
Although Salesforce Inbox is included in a lot of packages, including High Sales Velocity and Sales Cloud Einstein, there is still a per-user cost. Also, it looks like emails cannot be linked to custom objects via the mobile app.
