Can anybody help me with this, why I am not able to find 'Inbox' in setup. In the Quick Find box, enter Gmail, then select Gmail Integration and Sync. Trailhead is a great tool to learn more about installing Salesforce Inbox! Step 2: At the home page from upper right corner click on Setup icon as shown below –. To see the Outlook integration settings, expand Let users access Salesforce records from Outlook. Select which records you wish to relate the email to, and then click Save. Salesforce provides a feature of streamlined experience for viewing and managing the tasks to its users and administrators.
Click the Advanced Add button within the email body. Salesforce Inbox empowers sales teams to combine CRM and email in one place. To update the Salesforce login token: click Refresh under Salesforce Access on the right-hand side if you need or To use different Salesforce login credentials or update your password: click Change next to Change Salesforce account. Step 3: As soon as you click on Setup option, there is one Quick find box in the upper left corner. Click on username from the top right corner, click Settings, looks for Einstein Activity Capture, then click Settings. And i'm also unable to find 'inbox' in setup. Step 1: Login to your Salesforce Lightning account and it will take you to the home screen as shown below –.