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            Select Who Can Use Salesforce Inbox Features in the Outlook and Gmail Integrations

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            Select Who Can Use Salesforce Inbox Features in the Outlook and Gmail Integrations

            Add Inbox features to the integration with Microsoft® Outlook® or with Gmail to provide your sales reps with more tools to streamline their work. Use one of the Inbox permission sets to turn on the productivity features for sales reps who need them.

            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.

            Assign one of the standard permission sets to the sales reps that you want to have access to Inbox productivity features in their email.

            • Inbox With Einstein Activity Capture
            • Inbox Without Einstein Activity Capture
            • Inbox Included
            • Sales Cloud Included Bundle
            Note
            Note Inbox is included with Performance and Unlimited editions. If you have users who accessed Inbox through the Inbox, Sales Cloud Einstein, or Sales Engagement license before Summer ’22, we recommend that you assign those users to the Inbox Included or Sales Cloud Included Bundle permission set, or a custom permission set that includes the Inbox permission. To make these assignments, assign the new permission set to your users before removing the old permission set. Beginning in Summer ‘22, you can’t add users to the old Inbox, Sales Cloud Einstein, or Sales Engagement permission sets.
            Important
            Important If you use Sales Cloud Einstein, Inbox permissions are included in the Sales Cloud Einstein permission set. If you use Sales Engagement, Inbox permissions are included in the Sales Engagement User permission set. Inbox isn’t included in the Sales Engagement User Included, Sales Engagement Cadence Creator Included, or Einstein Activity Capture Included permission set.

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