Learn how to use the Log Email button in Salesforce Inbox to manually add emails to Salesforce records instead of automatic capture

This resolution explains how to set up the Salesforce Inbox extension so a user can manually log emails to records using the Log Email button, instead of having every email synchronize automatically.

Steps to Enable Manual Email Logging

1. Click on the gear icon in the upper right
2. Click Setup
3. In the Quick Find search on the left, type "permission sets"
4. Click Permission Sets
5. Click the permission set labeled "Inbox With Einstein Activity Capture"
6. Click Manage Assignments
7. Mark the checkbox next to the user
8. Click Remove Assignments
9. Click Permission Sets again in the left navigation
10. Click the permission set labeled "Inbox Without Einstein Activity Capture"
11. Click Manage Assignments
12. Click Add Assignments
13. Mark the checkbox next to the user
14. Click Assign
15. Click Done

Note: No user should be assigned to both permission sets listed above at the same time, as this will cause issues with the Inbox extension functioning properly.

Testing the Change

The user can test this change by refreshing their Gmail or Outlook. When opening an email, there should now be a "Log Email" button in the Inbox extension, and emails will no longer automatically sync from their Inbox to Salesforce.