---
schema_version: "1"
id: da5d208a04cbe5983ebf2d30c4a896cf5f3e51bdadbfc382db7c80514cdd9850
title: Set Up Inbox
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/inbox_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.inbox_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2712565cb8b1d7cd87477c02acc9be8f0bb025442ca04d6b3684a79f05302aa9
description: To set up Salesforce Inbox enable the application for desktop, select who can use Inbox, and configure Inbox features.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Inbox

To set up Salesforce Inbox enable the application for desktop, select who can use Inbox, and configure Inbox features.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d57705e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57705e78 ">To set up Inbox</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57705e78 ">Customize Application and Modify All Data</td>

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

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

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

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

Tip After setting up Inbox, make sure that users get their preferred client apps from the various app stores.

- **[Salesforce Inbox System Requirements](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_system_requirements.htm&release=264.0.0&type=5)**  
    Before you set up your sales reps to use Inbox features, confirm that your email server, application, and accounts, meet the system requirements.
- **[Considerations for Setting Up Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox_considerations.htm&release=264.0.0&type=5)**  
    Consider these points when setting up Inbox.
- **[Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph in Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox_graph_migration.htm&release=264.0.0&type=5)**  
    Microsoft is retiring Exchange Web Services (EWS) in October 2026. Microsoft Graph API replaces EWS and is more advanced, secure, and scalable. Reauthenticate Inbox to use Microsoft Graph with Microsoft Office 365 by October 1, 2026 to continue working without sync disruption.
- **[Considerations for Tracking Emails Sent from Salesforce Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_tracking_considerations.htm&release=264.0.0&type=5)**  
    Before you enable email tracking for your sales reps, review the key considerations for how emails are tracked.
- **[Turn On Salesforce Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_start_setup_assistant.htm&release=264.0.0&type=5)**  
    An administrator must enable Inbox features.
- **[Select Who Can Use Inbox Features](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_select_users.htm&release=264.0.0&type=5)**  
    A standard permission set for Inbox is created for you when your org is set up. Make sure that all permissions that you need are enabled, and then assign the permission set to users.
- **[Enable and Configure Inbox Features](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_configure_features.htm&release=264.0.0&type=5)**  
    Use the Salesforce Inbox page in Salesforce Setup as your guide to set up features such as email tracking.
- **[Verify Inbox Licenses](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_verify_active_users.htm&release=264.0.0&type=5)**  
    Access to Salesforce Inbox is available with an Inbox license and the assignment of an Inbox permission set. Inbox is also available with Sales Engagement and Sales Cloud Einstein and their associated permission sets. To verify your Inbox licenses, view how many licenses are assigned and which users have each permission set.

#### See Also

- [Inbox Clients](https://help.salesforce.com/s/articleView?id=sales.inbox_clients_list.htm&release=264.0.0&type=5 "Each user needs an Inbox client to access Inbox features. To support common Microsoft® and Google™ email platforms for desktop, we offer several client options. Get the client that’s right for your environment.")
- [Salesforce Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox.htm&release=264.0.0&type=5 "Inbox features increase sales reps’ productivity on every email message, whether they’re on the go or at their desk.")
- [_External link:_ Customer Success Event Calendar](https://pages.mail.salesforce.com/cloud-services/event-calendar#&product=.SalesforceInbox&search=Inbox)