To disable the Send to Salesforce for an individual email, click the “Salesforce” cloud button at the bottom of the compose window and toggle “Send to Salesforce” to the off position.
Table of Contents
How to manually log events in Salesforce inbox mobile?
Log Events Manually in Inbox Mobile Pin the Salesforce Panel in Outlook Desktop So It’s Always Open How Salesforce Records Are Matched to Emails and Events Record Overviews from Inbox Now in the Salesforce Inbox App
Does inbox mobile support SalesforceIQ CRM login option?
Removed SalesforceIQ CRM Login Option in Inbox Mobile for Android Inbox Supported on iOS 13 Use Inbox Features in Outlook and Gmail Email Tracking Location Information Removed from Inbox Mobile for iOS Considerations for Using Inbound Email Snapshots Guidelines for Using News Considerations for Tracking Emails Sent from Salesforce Inbox
How to enable notifications in Salesforce App?
For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter. You can enable or disable notifications on the Salesforce App Notifications page in Setup. Notifications are enabled by default.
How to integrate outlook with Salesforce?
Give Outlook Access to Salesforce Email Allocations per Edition Email Template Allocations per Edition Turn On the Gmail Integration in Salesforce Roles Required to Set Up the Outlook Integration Get the Outlook Integration Set Up the Integration with Gmail Guidelines for Setting Up the Outlook Integration
How do I disconnect Salesforce from Gmail?
To disable the Send to Salesforce for an individual email, click the “Salesforce” cloud button at the bottom of the compose window and toggle “Send to Salesforce” to the off position.
How do I enable Inbox in Salesforce?
Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.
What is Salesforce Inbox for Outlook?
0:005:51Salesforce Inbox for Outlook: Demo Deep-Dive – YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this demo we’re going to showcase how your team can use Salesforce inbox to sell smarter whereverMoreIn this demo we’re going to showcase how your team can use Salesforce inbox to sell smarter wherever. They’re working if you’re anything like me every day starts with email I grab a cup of coffee.
What is Salesforce Inbox used for?
Salesforce Inbox is a fully integrated CRM and email management software that combines your email, calendar, and client management system to create a seamless sales experience.
How do I enable Inbox in Outlook Salesforce?
If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email are enabled. In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page.
Does salesforce inbox automatically log emails?
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.
Does Salesforce Inbox work with Outlook desktop?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
What is the difference between Salesforce for Outlook and Outlook integration?
The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.
What is the cost of Salesforce Inbox?
$25 per month per userSalesforce Inbox licenses costs $25 per month per user, and is integrated with Gmail and Outlook.
What is Salesforce Inbox mobile?
The Inbox tab in Salesforce Inbox mobile provides access to all the email from your connected and selected email accounts in one place. You can receive email and send email, log emails to Salesforce, and create Salesforce records directly from an email.
What is Salesforce Inbox licenses?
An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Outlook and Gmail Integration and Inbox Features.
How do I add Gmail to Salesforce Inbox?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant. In the Salesforce Inbox page, select Assign Permissions Sets.