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Set Up Inbox
To set up Salesforce Inbox enable the application for desktop, select who can use Inbox, and configure Inbox features.
Required Editions
| Available in: Lightning Experience |
| Certain features are available with Sales and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions |
| All features are available with Inbox, Sales Engagement, or Sales Cloud Einstein. |
| User Permissions Needed | |
|---|---|
| To set up Inbox | Customize Application and Modify All Data |
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
Tip After setting up Inbox, make sure that users get their preferred client apps
from the various app stores.
- Salesforce Inbox System Requirements
Before you set up your sales reps to use Inbox features, confirm that your email server, application, and accounts, meet the system requirements. - Considerations for Setting Up Inbox
Consider these points when setting up Inbox. - Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph in Inbox
Microsoft is retiring Exchange Web Services (EWS) in October 2026. Microsoft Graph API replaces EWS and is more advanced, secure, and scalable. Reauthenticate Inbox to use Microsoft Graph with Microsoft Office 365 by August 03, 2026 to continue working without sync disruption. - Considerations for Tracking Emails Sent from Salesforce Inbox
Before you enable email tracking for your sales reps, review the key considerations for how emails are tracked. - Turn On Salesforce Inbox
An administrator must enable Inbox features. - Select Who Can Use Inbox Features
A standard permission set for Inbox is created for you when your org is set up. Make sure that all permissions that you need are enabled, and then assign the permission set to users. - Enable and Configure Inbox Features
Use the Salesforce Inbox page in Salesforce Setup as your guide to set up features such as email tracking. - Verify Inbox Licenses
Access to Salesforce Inbox is available with an Inbox license and the assignment of an Inbox permission set. Inbox is also available with Sales Engagement and Sales Cloud Einstein and their associated permission sets. To verify your Inbox licenses, view how many licenses are assigned and which users have each permission set.
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