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            Select Who Can Use Inbox Features

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            Select Who Can Use Inbox Features

            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.

            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: Customize Application and Modify All Data
            Important
            Important If you use Sales Cloud Einstein, Inbox permissions are included in the Sales Cloud Einstein permission set. If you use Sales Engagement, Inbox permissions are included in the Sales Engagement User permission set.
            1. From Setup, enter Permission Sets in the Quick Find. Then, select Permission Sets.
            2. Click one of the standard permission sets for Inbox:
              • Inbox With Einstein Activity Capture gives access to Einstein Activity Capture along with Inbox features.
              • Inbox Without Einstein Activity Capture gives access to Inbox features, and manually logging emails and events without Einstein Activity Capture.
              • Inbox Included gives access to Inbox features, and manually logging emails and events without Einstein Activity Capture.
              • Sales Cloud Included Bundle gives access to Inbox features and other Sales Cloud Included features, such as Salesforce Meetings and Einstein Lead Scoring.
              • Sales Engagement Basic gives access to basic productivity features.
              Inbox is included with Performance and Unlimited editions. If you have users who accessed Inbox through the Inbox, Sales Cloud Einstein, or Sales Engagement license before Summer ’22, we recommend that you assign those users to the Inbox Included or Sales Cloud Included Bundle permission set, or a custom permission set that includes the Inbox permission. To make these assignments, assign the new permission set to your users before removing the old permission set. Beginning in Summer ‘22, you can’t add users to the old Inbox, Sales Cloud Einstein, or Sales Engagement permission sets.
            3. To assign the permission set to users, select Manage Assignments.

            See Also

             
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