Loading

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

Publiceringsdatum: Mar 5, 2026
Beskrivning
A user with the Inbox extension for Outlook or Gmail in their Essentials Edition currently has all emails synchronizing automatically with records. They would instead like to be able to manually add emails to records.
Lösning
To set up the Inbox extension for manual logging of emails instead of them synchronizing automatically, follow these steps:

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

It is important to note that no users should be a part of both Permission Sets listed above, as this will cause issues with the Inbox extension functioning properly.

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.
Knowledge-artikelnummer

000392239

 
Laddar
Salesforce Help | Article