---
schema_version: "1"
id: b40f9fdc63fbcab3298b949e4fd1e80575d9df5709910a9183bbdae6c8876994
title: Considerations for Setting Up Inbox
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/inbox_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.inbox_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e428b8af58787f1164023002f45cbc4bd48852eaa337e9e4653d3296320ccfe1
description: Consider these points when setting up Inbox.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Considerations for Setting Up Inbox

Consider these points when setting up Inbox.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Unlimited</strong>, <strong>Einstein 1 Sales</strong>, and <strong>Agentforce 1 Sales</strong> Editions. Available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions.</td></tr></tbody></table>

- An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience.
- To use Salesforce Inbox, users must have Microsoft Exchange or Gmail accounts.
- Turning on Inbox features in Government Cloud and Government Cloud Plus organizations can send data outside the authorization boundary. Contact your Salesforce account executive for more details.
- Inbox is supported in sandbox orgs. If you’re creating a sandbox from a production org that has Inbox enabled, you must enable Inbox in the sandbox org again. It’s disabled in the sandbox org by default.
- To set up Inbox in Outlook or Gmail, first set up the Outlook or Gmail integration base experience. Then, extend the integrations to include Inbox features, and set up Inbox users.
- If Inbox users have issues with their connected account, such as emails not tracking or available times not updating, we recommend that users delete their account and connect it again.
- When creating a Salesforce record from an Inbox client, the validation rules, triggers, and required fields associated with the object from Salesforce are applied.
- Users see page layout updates made in Salesforce after logging out and back in to Inbox, or 24 hours after the change is made, whichever happens first.
- To log email activity automatically, enable Einstein Activity Capture along with Inbox. If you don't enable Einstein Activity Capture, sales reps can still add records and log emails directly to Salesforce from their Inbox client. You can select which users have access to the feature.
- Because Inbox and Einstein Activity Capture use the same data, data is stored in Amazon Web Services (AWS), regardless of Einstein Activity Capture being on. 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. This policy doesn’t apply to emails that are manually logged from Inbox to Salesforce, which are stored as EmailMessage records in Salesforce.
- Sending or receiving emails from addresses that contain non-Latin-based characters isn’t supported in Inbox.

## Data Retention Policy for Inbox

This policy applies when the user has a connected email account. The policy applies even if that user doesn’t actively use Inbox or have access to Einstein Activity Capture. Emails that are manually logged from Inbox become Salesforce records and are subject to your Salesforce data allocations.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d136804e117">License or environment</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d136804e120">Past Data Captured When a Google™ or Microsoft® Account is First
              Connected</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d136804e123">Data Storage Time Period</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="License or environment" class="slds-cell-wrap" style="vertical-align:top;" headers="d136804e117 ">Inbox</td>

            <td data-label="Past Data Captured When a Google™ or Microsoft® Account is First Connected" class="slds-cell-wrap" style="vertical-align:top;" headers="d136804e120 ">180 days, up to 50,000 emails and 5,000 events</td>

            <td data-label="Data Storage Time Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d136804e123 ">
              <p>6 months</p>
              <p style="margin-bottom:0;">The storage amount can’t be changed.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="License or environment" class="slds-cell-wrap" style="vertical-align:top;" headers="d136804e117 ">Sandbox</td>

            <td data-label="Past Data Captured When a Google™ or Microsoft® Account is First Connected" class="slds-cell-wrap" style="vertical-align:top;" headers="d136804e120 ">180 days, up to 50,000 emails and 5,000 events</td>

            <td data-label="Data Storage Time Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d136804e123 ">
              <p>6 months</p>
              <p style="margin-bottom:0;">The storage amount can’t be changed.</p>
            </td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note An Inbox license includes Einstein Activity Capture. However, you can enable Inbox with or without the Einstein Activity Capture feature. You can also enable Einstein Activity Capture with or without Inbox.

#### See Also

- [Set Up Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox_setup.htm&release=264.0.0&type=5 "To set up Salesforce Inbox enable the application for desktop, select who can use Inbox, and configure Inbox features.")
- [Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5 "Eliminate manual data entry and transform a list of engagements into action. Einstein Activity Capture syncs your Microsoft or Google account with Salesforce, linking email and calendar activities to the relevant contacts, leads, and opportunities. Einstein Activity Capture gives your team and AI agents the critical context needed to make their next move.")
- [Data Retention and Deletion](https://help.salesforce.com/s/articleView?id=sales.aac_data_retention.htm&release=264.0.0&type=5 "Find out what data Einstein Activity Capture stores, how much is stored, and how long it’s retained.")
- [Guidelines for Setting Up the Outlook Integration](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_considerations.htm&release=264.0.0&type=5 "Before setting up the integration with Microsoft Outlook, review which features you want to enable and whether sales reps need access to different components.")
- [Guidelines for Setting Up the Gmail Integration](https://help.salesforce.com/s/articleView?id=sales.app_for_gmail_setup_considerations.htm&release=264.0.0&type=5 "Before setting up the integration with Gmail, review which features you want to enable and whether sales reps need access to different components.")
- [Email Address Internationalization (EAI)](https://help.salesforce.com/s/articleView?id=sales.emailadmin_eai.htm&release=264.0.0&type=5 "Connect with users across the globe by using non-Latin-based characters in email addresses when sending emails from Salesforce.")
- [_Security Guide_: Salesforce Email Integration Security Guide](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sales_email_integration_security.pdf)