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Considerations for Setting Up Inbox
Consider these points when setting up 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 unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience.
- To use Salesforce Inbox, users must have Microsoft Exchange or Gmail accounts.
- Turning on Inbox features in Government Cloud and Government Cloud Plus organizations can send data outside the authorization boundary. Contact your Salesforce account executive for more details.
- 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 set up Inbox in Outlook or Gmail, first set up the Outlook or Gmail integration base experience. Then, extend the integrations to include Inbox features, and set up Inbox users.
- If Inbox users have issues with their connected account, such as emails not tracking or available times not updating, we recommend that users delete their account and connect it again.
- When creating a Salesforce record from an Inbox client, the validation rules, triggers, and required fields associated with the object from Salesforce are applied.
- Users see page layout updates made in Salesforce after logging out and back in to Inbox, or 24 hours after the change is made, whichever happens first.
- To log email activity automatically, enable Einstein Activity Capture along with Inbox. If you don't enable Einstein Activity Capture, sales reps can still add records and log emails directly to Salesforce from their Inbox client. You can select which users have access to the feature.
- Because Inbox and Einstein Activity Capture use the same data, data is stored in Amazon Web Services (AWS), regardless of Einstein Activity Capture being on. Automatically captured emails and activities are retained for 24 months by default. You can adjust the retention period to be as short as 30 days and as long as 5 years. After the selected time frame, all data is deleted from storage and isn’t available in the Activity Time Line or dashboards. This policy doesn’t apply to emails that are manually logged from Inbox to Salesforce, which are stored as EmailMessage records in Salesforce.
- Sending or receiving emails from addresses that contain non-Latin-based characters isn’t supported in Inbox.
Data Retention Policy for Inbox
This policy applies when the user has a connected email account. The policy applies even if that user doesn’t actively use Inbox or have access to Einstein Activity Capture. Emails that are manually logged from Inbox become Salesforce records and are subject to your Salesforce data allocations.
| License or environment | Past Data Captured When a Google™ or Microsoft® Account is First Connected | Data Storage Time Period |
|---|---|---|
| Inbox | 180 days, up to 50,000 emails and 5,000 events | 6 months The storage amount can’t be changed. |
| Sandbox | 180 days, up to 50,000 emails and 5,000 events | 6 months The storage amount can’t be changed. |
Note An Inbox license includes Einstein Activity Capture. However, you can enable
Inbox with or without the Einstein Activity Capture feature. You can also enable Einstein
Activity Capture with or without Inbox.
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