How to setup Salesforce Inbox
- Downloading the app for your platform: iOS mobile app, Android mobile app, Chrome extension, or Outlook for Mac or...
- Once prompted during installation make sure to connect to an email account you will be using. And with that, you can now...
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?
1:213:41Setting Up Salesforce Email inbox - YouTubeYouTubeStart of suggested clipEnd of suggested clipAddress you might have an edr net mailbox username if that makes sense so whatever you are able toMoreAddress you might have an edr net mailbox username if that makes sense so whatever you are able to log in with it's either one of those two when prompted for permissions accepted choose accept.
How do I customize my Inbox in Salesforce?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant. In the Salesforce Inbox page, select Assign Permissions Sets.
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 does Salesforce Inbox work?
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.
How do I enable Inbox for a user 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.
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.
How do I install 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...
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.
What is Salesforce Inbox app?
Salesforce Inbox is a suite of applications that brings together two platforms you use every day: Your email and Salesforce.
How do I get a Salesforce Inbox license?
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...
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.