To set up this feature, click on the gear icon in the top right corner and select ‘Service Setup.’ Under ‘Recommended Setup’, select ‘Email Setup’ to begin the setup flow. 1. System Administrators can enable Einstein Activity Capture and Salesforce Inbox. Click on the gear icon at the top right and select 'Basic Sales Setup'.
Full Answer
How to install Salesforce inbox?
Salesforce Inbox for Microsoft Office 365 installation instructions. 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. Switch Salesforce Inbox ...
How to configure email relay in Salesforce?
Use the following values:
- Host: (should be the value on the MX DNS record for your email domain, typically something like mydomain-com.mail.protection.outlook.com)
- Port: 25
- TLS Setting: Preferred
- Enable SMTP Auth: (unchecked)
How to connect Salesforce CRM with Microsoft Outlook?
- It puts all of your customer information in one place: Outlook.
- It offers integrated tasks and reminders that you can associate with a contact, company or sales deal.
- It lets you share customer information across the organization.
- It’s relatively simple to use and available on mobile.
What is 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
- Salesforce Inbox Mobile App requires a minimum device operating system
- Users must have an email account in G-Suite, free Gmail, Exchange online with Office 365 or Exchange 2019,2016,2013 on premises
How do you set up Salesforce Inbox?
2:283:41Setting Up Salesforce Email inbox - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick continue you'll be prompted to allow access you can see salesforce salesforceiq. That is theMoreClick continue you'll be prompted to allow access you can see salesforce salesforceiq. That is the same thing as inbox it's just rebranded. You'll click allow.
How do I setup my Salesforce Inbox for 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...
How does Salesforce Inbox work?
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 have an Inbox?
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. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.
How do I use Salesforce with Outlook?
2:054:04How To Integrate Salesforce With Outlook In 2021 - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's now discuss the process of salesforce. And outlook integration. Open your salesforce org clickMoreLet's now discuss the process of salesforce. And outlook integration. Open your salesforce org click on and select setup in the quick find box enter outlook and then proceed to select outlook
How do I integrate email with Salesforce?
0:052:47Salesforce email integration - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can link this email to a related Salesforce. Record like a contact account opportunity or even aMoreI can link this email to a related Salesforce. Record like a contact account opportunity or even a custom object.
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 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.
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 Salesforce Inbox app?
With the Salesforce Inbox mobile app, you can access Salesforce data from an email and create Salesforce records. Using the app saves you time and helps ensure that Salesforce has the most up-to-date communications. You already use email to work smarter.
How do I assign a license to Salesforce Inbox?
Assign Salesforce Inbox license to a UserClick 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.More items...
Is Salesforce Inbox included in Unlimited Edition?
Salesforce Inbox & Sales Cloud Einstein are included in Sales Cloud Unlimited.