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How to Set Up Salesforce Inbox

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Here's a step by step guide on how to set up Salesforce Inbox:

Admin Configuration:

  1. Navigate to Setup in Salesforce.
  2. In the Quick Find box, enter "Inbox".
  3. Select Setup Assistant.
  4. Turn ON Make Available to Users. 
  5. Click Set Up in Einstein Activity Capture. (under Enable Inbox Features)
  6. Click on Get Started to start the setup process.
  7. Check the box to accept the terms.
  8. Select your Email service provider. (Gmail suite, Outlook)
  9. Go through the rest of the wizard.
  10. Name your Configuration and Review the Sync Settings.
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