Assign Salesforce Inbox license to a User In Lightning Experience Find and identify the Salesforce Users who will use Salesforce Inbox: In the upper-right corner of the screen, click the gear icon and then Setup. In the left panel, click Administration | Users | Users.
- Click the User you want.
- On the User detail page, under Permission Set License Assignments, click Edit Assignments.
- Here move the Inbox with Einstein Activity Capture or Inbox without Einstein Activity Capture into the Enable Permission Sets window and save.
How do I use inbox with Salesforce?
Inbox brings together two platforms you use everyday: Salesforce and email. View and work with Salesforce data, create Salesforce records, and log emails and events back to Salesforce, all directly in Inbox. After you've purchased Salesforce Inbox licenses, get set up by using our guide below.
How long does it take to get to know Salesforce inbox?
3 ~1 hr 5 mins H&T Get to Know Salesforce Inbox 1 ~30 mins H&T Get Email Integration Best Practices 2 ~7 mins Show More Salesforce Inbox Connect email with Salesforce so your team can log their customer interactions. 1 of 1
Why connect Email Apps with Salesforce?
Connect email apps with Salesforce, so your team can create records, log events, and more as they communicate with customers. Connect email apps with Salesforce, so your team can create records, log events, and more as they communicate with customers.
Why can’t I create cases in Salesforce help?
Salesforce is investigating an issue where customers are unable to create cases and access their org through the org picker in Salesforce Help. Please call 1-800 NO-SOFTWARE to create a case if your issue is time-sensitive.
How do I enable Inbox for users 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.
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 is Inbox license in Salesforce?
An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Email integrations let sales reps work with Salesforce data directly in Microsoft Outlook and Gmail or in the Salesforce Inbox mobile app.
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 are Salesforce Inbox features?
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.
How do I add Salesforce Inbox to Gmail?
From Setup, in the Quick Find box, enter Integration , and then select either Outlook Integration and Sync or Gmail Integration and Sync.Expand Let users access Salesforce records.If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email are enabled.More items...
How do I find my Salesforce Inbox license?
Log in to User Account. Click the gear in the top right, and then click Setup. Check the "Permission Set Licenses" table for counts of total and assigned Inbox licenses.
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.
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.
How do I add a Salesforce mailbox to Outlook?
Go 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.
Does Salesforce Inbox work with Service Cloud?
Salesforce Inbox is an add-on product for Sales Cloud, Service Cloud, and Force.com. Try it today on Gmail, Outlook, Android or iOS mobile applications!
Does Salesforce Inbox work with Outlook desktop?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
What Is Salesforce Used For?
Salesforce is a cloud-based productivity suite that includes CRM tools, mobile apps, and services.
What Does The Salesforce Inbox Do?
Salesforce’s Inbox feature is an email management and workflow automation tool that will help you take control over your inbox, deliver your messages, and eliminate the need for lengthy emails.
How Do I Integrate My Microsoft Outlook Inbox To Salesforce?
The Salesforce Inbox feature is a great way to increase email efficiency and engagement.
