How To Set Up Salesforce Inbox

How To Set Up Salesforce Inbox

1. Log In to Salesforce: Access your Salesforce account using your credentials.
2. Navigate to Setup: Click on the gear icon in the top right corner.
3. Search for Inbox: Type "Inbox" in the Quick Find box.
4. Select Salesforce Inbox: Click on the Salesforce Inbox option from the results.
5. Enable Inbox: Toggle the setting to enable Salesforce Inbox for your organization.
6. Configure Settings: Adjust the settings according to your preferences.
7. Download the App: Install the Salesforce Inbox app on your mobile device.
8. Connect Your Email: Link your email account to Salesforce Inbox.
9. Set Up Email Templates: Create or customize email templates for efficiency.
10. Train Your Team: Provide training resources for your team to use Salesforce Inbox effectively.