Slaesforce FAQ

is salesforce inbox free

by Orland Leffler MD Published 2 years ago Updated 2 years ago
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Salesforce Inbox helps you focus on what matters by enabling faster access to key information about prospects or customers. Try for free Connect CRM

Customer relationship management

Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers' history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.

and Email Stop manually switching between apps. Access relevant CRM data, update your pipeline, and log emails, all without leaving your 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.May 22, 2021

Full Answer

What is Salesforce inbox in Salesforce?

Salesforce Inbox helps you focus on what matters by enabling faster access to key information about prospects or customers. Stop manually switching between apps. Access relevant CRM data, update your pipeline, and log emails, all without leaving your inbox.

What can you do with Salesforce?

See a more complete view of customers by combining sales and service. Easily build, optimize, and personalize campaigns and journeys. Engage buyers online and in-store with B2C and B2B commerce.

Do I need a contract to purchase a Salesforce product?

* All per user products require an annual contract. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information. Questions? We’ll put you on the right path. Ask about Salesforce products, pricing, implementation, or anything else.

What are some examples of no software issues in Salesforce?

Some examples include: cookies used for remarketing, or interest-based advertising. 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.

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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 included in Unlimited Edition?

Salesforce Inbox & Sales Cloud Einstein are included in Sales Cloud Unlimited.

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.

What is Salesforce Inbox for Outlook?

0:005:50Salesforce 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.

Is Salesforce Inbox included?

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.

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.

Does salesforce inbox automatically log emails?

Automatically captured emails and activities are retained for 24 months by default. You can adjust the retention period to be as short as 30 days and as long as 5 years. After the selected time frame, all data is deleted from storage and isn't available in the Activity Time Line or dashboards.

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 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 difference between Salesforce for Outlook and Outlook integration?

The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.

Do more with every email

Time is of the essence when you're working on the go. Salesforce Inbox helps you focus on what matters by enabling faster access to key information about prospects or customers.

Mobile CRM from Salesforce

Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.

Mobile CRM from Salesforce

Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.

Keep your CRM data up to date in real time, all the time

Bring the full power of Salesforce Customer 360 to your inbox. Instantly update your CRM with sales data from your inbox. Log customer communications automatically, with no manual data entry. Add deals right from your inbox, and dive into Salesforce with just one click.

Sell smarter from your inbox

Get an intelligent assist from Salesforce in your inbox. See critical sales context from your CRM alongside relevant emails, making it easier to find the perfect response. Always know when important emails land, and even see what happens after you hit send.

Make it a snap to sell from anywhere

Inbox gives reps everything they need to stay on top of each and every opportunity on any device. Make the desktop experience more powerful with email plug-ins for Gmail and Outlook, and turn your phone or tablet into a portable sales-productivity generator with the Inbox mobile app.

Say no to busywork and yes to customers

Find more time to sell using Inbox. Speed through email with templates and personalized email messaging that streamline prospect outreach. Schedule hard-to-get meetings faster by sharing your calendar directly with customers.

Datasheet

At Salesforce, we believe that every salesperson should be empowered to connect with their customers in a whole new way, so we developed Inbox.

Sales

Connect teams, close more deals, and streamline your entire sales process.

Industries

Tackle your industry’s greatest challenges with a tailor-made solution.

Health

Build stronger patient and member relationships on a connected platform.

Success

Choose the right level of support to help you achieve your business goals.

Work.com

Get expert guidance, data, and solutions to help your business reopen safely.

Advisory Services

Get technical support from Salesforce architects, designers, and developers.

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!

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.

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