Users may see the error "We encountered a problem. For help, contact your administrator" when completing the Salesforce Inbox connection to a Microsoft Outlook or Gmail email account via Outlook Integration or Gmail Integration.
Salesforce Inbox is the email integration product that allows users to connect their Outlook or Gmail email account directly to Salesforce, enabling email tracking, scheduling, and activity logging from within their email client.
Note: The same troubleshooting steps apply to Gmail Integration with Salesforce Inbox, except for the Internet Explorer settings described in Step 2 of the Resolution below, which are specific to Outlook Integration in legacy environments.
This error is a generic message that can appear for several different reasons when a user attempts to connect Salesforce Inbox to an Outlook or Gmail account. Work through the following steps in order to identify and resolve the root cause.
If the side panel loads correctly after removing Inbox assignments, Salesforce Inbox is confirmed as the source of the error. Continue with the steps below to resolve.
If "Admin approved users are pre-authorized" is selected on the Connected App, this adds a Profiles section to the page. Listed profiles can block access to Salesforce Inbox. The recommended setting is "All users may self-authorize."
For seamless usage of Salesforce Inbox, refer to the Salesforce Email Integration Security Guide for the specific list of IP addresses to allowlist.
Also ensure that the following domains have access to any EWS (Exchange Web Services) endpoint:
Please refer to the Salesforce Email Integration Security Guide document for more information on allowlisting and any other information regarding Salesforce Inbox.
If the issue affects only specific profiles, verify that API Enabled is active in the System Permissions for the affected profile.
After confirming the user is assigned the correct Salesforce Inbox (with or without Einstein Activity Capture) permission set, verify their email account is connected.
Please refer to Connect Your Email and Calendar to Salesforce with Einstein Activity Capture for more information.
Salesforce Video - Sales Cloud: Gmail Integration and Salesforce Inbox | Expert Coaching
Salesforce Video - Sales Cloud: Outlook Integration and Salesforce Inbox | Expert Coaching
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