Quick summary
Salesforce Inbox is a productivity tool that connects your email and calendar directly to Salesforce CRM, enabling automatic activity sync and smarter seller workflows. Setting it up requires enabling Einstein Activity Capture through the Salesforce Setup Assistant and configuring your email service provider and sync settings.
Steps
- Navigate to Setup in Salesforce.
- In the Quick Find box, enter "Inbox" to locate the Inbox settings.
- Select Setup Assistant from the search results.
- Turn ON Make Available to Users to enable Inbox for your org.
- Click Set Up in the Einstein Activity Capture section under Enable Inbox Features.
- Click Get Started to begin the Einstein Activity Capture setup process.
- Check the required agreement box to proceed.
- Select your email service provider from the available options.
- Name your Configuration and click Next to continue.
- Review the Sync Settings to confirm your preferences.
- Hit Next to advance past the sync settings step.
- Confirm your configuration is saved when you receive the success prompt.
