You are here:
Move Reps from Legacy Salesforce Inbox to the Outlook or Gmail Integration with Inbox
The integration with Microsoft® Outlook® and with Gmail™ with Inbox help increase productivity while composing emails. If your sales reps are using older versions of Salesforce Inbox on a desktop, you can easily move reps to the new version.
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. |
| User Permissions Needed | |
|---|---|
| To assign permission sets to users: | Assign Permission Sets |
| To set up custom email application panes: | Customize Application |
| To create and save Lightning pages in the Lightning App Builder: | Customize Application |
| To view Lightning pages in Lightning App Builder: | View Setup and Configuration |
Salesforce admins use these steps if reps are running the legacy Salesforce Inbox in Outlook or Gmail and are moving to the Outlook or Gmail integration with Inbox. Sales reps can also run Inbox on iOS and Android using a standalone application and access some Inbox features in Lightning Email. This setup doesn’t affect Inbox features in Lightning Email.
Note Reps can’t
run legacy Inbox versions at the same time as the new version. Reps must either disable or
remove the legacy Inbox application before running the new one.
- From Setup, in the Quick Find box, enter Integration, and then select either Outlook Integration and Sync or Gmail Integration and Sync.
- Expand Let users access Salesforce records.
- If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email are enabled.
-
In the Inbox in the Integration section, select Edit Settings and
enable Make Inbox Available to Users in the Salesforce Inbox page.
You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant.
- Return to the Outlook Integration and Sync or Gmail Integration and Sync setup page.
-
To change the layout or availability of features in the integration, enable
Customize Content with App Builder, and select to create an email
application pane. Use the Lightning App Builder to customize the pane.
The email application pane is a Lightning App Builder page that applies to the Salesforce pane in Outlook or Gmail. When you enable Inbox, the default email application pane includes all Inbox productivity features. To include only the features that your reps need, or to change the organization of the features, you can create one or more custom panes.
Tip Use the With Inbox Features option to start your custom design. Then, remove the features that you don’t need from the default email application pane. - Activate the email application pane, and assign it to the appropriate user profiles.
- Have your sales reps remove the legacy Salesforce Inbox Outlook add-in from Outlook or the extension from Chrome. If your reps use Outlook, the Exchange Admin can remove the add-in from the Microsoft Exchange Admin Console or Exchange admin center.
- Have your sales reps add Salesforce from the Microsoft AppSource or Chrome Web Store. If you use Outlook, the Exchange Admin can centrally deploy the add-in from the Microsoft Exchange Admin Center.
Tip After adding the extension, updates from Salesforce occur automatically.
Did this article solve your issue?
Let us know so we can improve!
