How to Set Up Salesforce Inbox
Here's a step by step guide on how to set up Salesforce Inbox:
Admin Configuration:
- Navigate to Setup in Salesforce.
- In the Quick Find box, enter "Inbox".
- Select Setup Assistant.
- Turn ON Make Available to Users.
- Click Set Up in Einstein Activity Capture. (under Enable Inbox Features)
- Click on Get Started to start the setup process.
- Check the box to accept the terms.
- Select your Email service provider. (Gmail suite, Outlook)
- Go through the rest of the wizard.
- Name your Configuration and Review the Sync Settings.