What Is Salesforce Inbox?

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What is Salesforce Inbox?

Salesforce Inbox is a suite of apps that brings together the two platforms you use every day: your inbox and Salesforce. … Salesforce Inbox is an add-on product for Sales Cloud, Service Cloud, and Force.com.

How do I use the inbox in Salesforce?

Salesforce Inbox licenses are $25 per month per user and are integrated with Gmail and Outlook.

How much does Salesforce Inbox cost?

Salesforce Inbox licenses are $25 per month per user and are integrated with Gmail and Outlook.

How do I get a Salesforce Inbox license?

Assign a Salesforce Inbox License to a User

  1. Click on the desired user.
  2. On the user details page, in the Permission Set License Assignments section, click Edit Assignments.
  3. From here, drag Inbox with Einstein Activity Capture or Inbox without Einstein Activity Capture to the Enable Permission Set window and save.

Does Salesforce Inbox work with Outlook?

Combine the two platforms you use every day: Salesforce and Microsoft Outlook. … view and work with Salesforce data right in Outlook, create Salesforce records, and record emails and events in Salesforce.

How to install the inbox?

Installation instructions for Windows ®

  1. Run the Inbox Storage installer. Once the download is complete, click “Run” to start the Inbox Storage installation.
  2. Click Yes. Click Yes to accept the User Account Control Settings dialog box.
  3. Follow the setup instructions.

How do I set up my mailbox?

4.2 Mailbox creation and configuration

  1. Click Settings in the top right corner. …
  2. Click “Inbox” at the top.
  3. Next to the inbox type, select Multiple mailboxes.
  4. Define your mailbox with a filter under the search term. …
  5. (Optional) To enter a name for each mailbox, in the Section Name field, enter a name.

What is Einstein for Salesforce?

Salesforce Einstein is an artificial intelligence (AI) technology built for the Salesforce Customer Success platform. … The goal of Salesforce Einstein is to provide sales and marketing teams with more complete and up-to-date information about customers and prospects.

How do I download my Salesforce inbox?

If you want to download Salesforce for Outlook, follow these steps:

  1. Sign in to your Salesforce account.
  2. Click My Settings.
  3. In quick search, type Outlook. You can click and download it.

What is the standard Einstein Activity Capture user?

Einstein Activity Capture Standard users are not considered paid users. You can assign this role to any user with a Sales Cloud Einstein, Inbox, or High Velocity Sales license. These licenses, available at additional cost, are for paid users of Einstein Activity Capture.

How do I install Salesforce Inbox for Outlook?

Instructions for installing Salesforce Inbox for Microsoft Office 365

  1. Switch to Office 365.
  2. Go to organization | additions.
  3. On the Add-ons screen, click the plus icon in the upper left corner, then select Add from Office Store.
  4. In the search box, type Salesforce Inbox and click the magnifying glass search icon.

What is Salesforce Lightning for Outlook?

Lightning for Outlook can associate email messages with contacts, leads, accounts, opportunities, and cases. You can also link events to Salesforce records, but if you need more automated event syncing, try Lightning Sync.