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            Add Salesforce Inbox Features to the Outlook and Gmail Integrations

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            Add Salesforce Inbox Features to the Outlook and Gmail Integrations

            Add Salesforce Inbox features to your integration with Microsoft® Outlook® or with Gmail™ to give your reps access to more tools to increase their productivity. You already have the integration enabled. With the addition of an Inbox license, you can easily add Inbox productivity features.

            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.
            User Permissions Needed
            To assign permission sets to users: Assign Permission Sets
            To set up custom email application panes: Customize Application
            To create and save Lightning pages in the Lightning App Builder: Customize Application
            To view Lightning pages in the Lightning App Builder View Setup and Configuration
            1. From Setup, in the Quick Find box, enter Integration, and then select either Outlook Integration and Sync or Gmail Integration and Sync.
            2. Expand Let users access Salesforce records.
            3. If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email are enabled.
            4. In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page.
              You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant.
            5. In the Salesforce Inbox page, select Assign Permissions Sets. Assign the Inbox With Einstein Activity Capture or Inbox Without Einstein Activity Capture permission set to reps who can use Inbox features.
              If your reps use Sales Engagement, the Sales Engagement User permission set also includes Inbox features.
            6. Return to the Outlook Integration and Sync or Gmail integration and Sync setup page.
            7. To change the layout or availability of features in the integration, enable Customize Content with App Builder, and select to create an email application pane. Use the Lightning App Builder to customize the pane.
              The email application pane is a Lightning App Builder page that applies to the Salesforce pane in Outlook or Gmail. When you enable Inbox, the default email application pane includes all Inbox productivity features. To include only the features that your reps need, or to change the organization of the features in the pane, create one or more custom panes.
              Tip
              Tip To start your custom design, use the With Inbox Features option in the Email Application Pane section. Then, remove the features that you don’t need from the default email application pane.
            8. Activate the email application pane, and assign it to the appropriate user profiles.
              Sales reps with an Inbox permission set see the new pane the next time they open the integration in their email.

            See Also

             
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