Increase productivity and work smarter and faster with Salesforce Inbox features in Microsoft Outlook® or Gmail™.
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. |
Inbox features are available in the Outlook and Gmail integrations. An Inbox license unlocks the Inbox-specific productivity tools in the integrations. See the Outlook and Gmail Integration on Desktop section of Salesforce Help for details about using Inbox features in the integrations.
- Pin the Salesforce Panel in Outlook Desktop So It’s Always Open
In supported versions of Outlook, you can pin the Salesforce side panel so that it stays open as you move through emails. - Use Insert Availability to Optimize Meeting Scheduling
Finally got a response from that prospect you’ve been hunting down for weeks? To avoid back and forth emails when trying to schedule a meeting, use the insert availability feature. Don’t have time to email your availability? Give a teammate calendar access to schedule your meetings. - How Salesforce Records Are Matched to Emails and Events
Salesforce records are matched to emails and events in the Outlook and Gmail integrations using specific criteria.