Connect a Gmail or Exchange account to send emails in Salesforce

Users who have an Inbox license must connect their Gmail or Microsoft Exchange account to Salesforce before sending emails.

Steps to Connect Your Email Account

For Gmail:

1. In Salesforce, click your profile icon (top right) and select Settings.
2. Under Email, select My Email Settings.
3. Click Connect your Gmail account and follow the Google authorization prompts.
4. Once authorized, your Gmail account is connected and Send Later features become available.

For Microsoft Exchange / Outlook:

1. In Salesforce, click your profile icon (top right) and select Settings.
2. Under Email, select My Email Settings.
3. Click Connect your Microsoft account and follow the Microsoft authorization prompts.
4. Once authorized, your Exchange account is connected and Inbox features become available.

Note: If you do not see the connection option, contact your Salesforce administrator to confirm your Inbox license and "Use Inbox" permission are correctly assigned.



See Also
Connect Your Email and Calendar to Salesforce with Einstein Activity Capture or Inbox
Schedule and Manage Scheduled Emails in Lightning Experience
Set Up Send Later for Your Sales Reps