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Guidelines for Extending the Outlook and Gmail Integrations with Inbox
To provide more features when composing emails, add Inbox features to the Outlook and Gmail integration. Review some considerations before adding Inbox.
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. |
- An Inbox license is available with Sales Engagement, with Sales Cloud Einstein, and as a standalone license.
- Turning on Inbox features in Government Cloud and Government Cloud Plus organizations may send data outside the authorization boundary. Contact your Salesforce account executive for more details.
- The Salesforce add-in for Outlook is available in the Microsoft AppSource and the Chrome Web Store for Gmail. The add-in includes Inbox features, which are unlocked with an Inbox license. Sales reps don’t install a different add-in.
- Inbox is supported in sandbox orgs. If you’re creating a sandbox from a production org that has Inbox enabled, you must enable Inbox in the sandbox org again. It’s disabled in the sandbox org by default.
- To enable Inbox features, turn on Make Inbox Available to Users on the Salesforce Inbox page in Salesforce Setup.
- To configure Inbox features in the new integration, use the Outlook Integration and Sync page or Gmail Integration and Sync page in Salesforce Setup.
- To remove features from the integration, use the Lightning App Builder to remove the feature’s component from the email application panes. To turn off the email tracking feature for individual users, remove the email tracking components using Lightning App Builder. To turn off the email tracking feature for all users, use the Email Tracking option on the Salesforce Inbox page in Salesforce Setup.
- To generate reports about email messages and their effectiveness, create a custom report type using the Email Message primary object.
- If quick text is enabled in Salesforce Setup, text shortcuts are available in Inbox. Each sales rep’s text shortcuts are saved and available only for them. Use email templates for larger portions of text or for text that you want to make available to multiple reps.
- If you use Visualforce email templates and reps send their emails from the Lightning Experience, include the <br /> in the email template to ensure line breaks appear correctly.
- Sending or receiving emails from addresses that contain non-Latin-based characters isn’t supported when Inbox is enabled.
- To automatically create and add Zoom links to meetings that are created using the Insert Availability feature, enable the Zoom integration. Reps can connect their Zoom account to use when generating the meeting.
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