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How to set up Salesforce Inbox

Here is how to set up salesforce inbox

  1. First click the setup gear icon in the top navigation bar
  2. Then click on the "Setup" link in the dropdown menu
  3. Click on "Quick Find" search box in the left sidebar
  4. Click on "Setup Assistant" under the Sales Engagement section in the left sidebar
  5. Click the toggle switch to enable "Make Inbox Available to Users"
  6. Click on "Set Up" link next to Einstein Activity Capture
  7. Click "Get Started" button in the Einstein Activity Capture welcome screen
  8. Check the authorization checkbox that says "I'm authorized by my company to accept these terms"
  9. Click the "Try Einstein" button to proceed
  10. Select your Email service provider
  11. Click "Next" to continue with Google G Suite selection
  12. Choose either "User Level" or "Google Workspace Marketplace App"
  13. Click "Next" to proceed
  14. Fill in the details for your configuration
  15. Click "Next" to continue with the configuration settings
  16. Review the sync settings for emails, events and contacts shown on screen
  17. Click "Next" to proceed with the reviewed sync settings
  18. Review the advanced settings screen with options for email and event filters then click "Next"
  19. Review the users and profiles screen then click "Next"
  20. Review the exclude addresses screen with options for customer and internal domains then click "Next"
  21. Click "Next" after reviewing Default Activity Sharing
  22. Finally click "Finish" to complete the Einstein Activity Capture setup

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Why should you set up Salesforce Inbox

Salesforce is a powerful customer relationship management platform designed to enhance business interactions.

Setting up Salesforce Inbox elevates this experience by seamlessly integrating email with your CRM system. This feature allows you to streamline communication, increasing productivity and efficiency.

By bringing together emails, calendars, and CRM data, users can easily manage their tasks and client interactions from one place, ensuring no opportunity is missed and every relationship is nurtured with care.

Last update
February 24, 2026
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