Add Salesforce Inbox features to your integration with Microsoft® Outlook® or with
Gmail™ to give your reps access to more tools to increase their productivity. You already have the
integration enabled. With the addition of an Inbox license, you can easily add Inbox productivity
features.
Required Editions
| Available in: Lightning Experience |
| Available in: Unlimited, Einstein 1 Sales, and Agentforce 1
Sales Editions. Available for an extra cost in Professional and
Enterprise Editions.
|
| User Permissions Needed |
| To assign permission sets to users: |
Assign Permission Sets |
| To set up custom email application panes: |
Customize Application |
| To create and save Lightning pages in the Lightning App Builder: |
Customize Application |
| To view Lightning pages in the Lightning App Builder |
View Setup and Configuration |
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From Setup, in the Quick Find box, enter Integration, and then
select either Outlook Integration and Sync or Gmail
Integration and Sync.
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Expand Let users access Salesforce records.
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If you use Outlook, make sure that Email to Salesforce and
Use Enhanced Email are enabled.
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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.
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In the Salesforce Inbox page, select Assign Permissions Sets. Assign
the Inbox With Einstein Activity Capture or Inbox Without Einstein Activity Capture permission
set to reps who can use Inbox features.
If your reps use Sales Engagement, the Sales Engagement User permission set also
includes Inbox features.
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Return to the Outlook Integration and Sync or Gmail integration and Sync setup page.
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To change the layout or availability of features in the integration, enable
Customize Content with App Builder, and select to create an email
application pane. Use the Lightning App Builder to customize the pane.
The email application pane is a Lightning App Builder page that applies to the Salesforce
pane in Outlook or Gmail. When you enable Inbox, the default email application pane includes
all Inbox productivity features. To include only the features that your reps need, or to change
the organization of the features in the pane, create one or more custom panes.
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Activate the email application pane, and assign it to the appropriate user profiles.
Sales reps with an Inbox permission set see the new pane the next time they open the
integration in their email.
Tip To start your custom design, use the With Inbox Features option in the Email Application Pane section. Then, remove the features that you don’t need from the default email application pane.