![]() ![]() If you click that one, a side pane will open as below (Fig 8): Click Salesforce symbol in your inbox mail.Select Production or Sandbox as per your requirement.Click Customize actions and select the following.Then, Sign in with Microsoft account to complete installation.Click Salesforce Inbox add-in for outlook and install Add-In to Outlook.Steps to configure Salesforce Inbox Add-In for Outlook: Create Email Application Publisher Layout (optional).Create ‘ Email Application pane’ and save with appropriate profile’s permission.įig 2: Outlook Integration settings for Email Application Pane.Select ‘Outlook Integration’ -> Email Application pane -> Click ‘ Create New Pane’ and select ‘Base.’.Go to Setup -> Outlook Integration and Lightning sync.Follow below steps to create Email Application pane (To display Salesforce related records in Outlook).Go to Setup -> Outlook Integration and Lightning sync -> Enable.Click ‘ Manage Assignments’ to assign the permission set to users.Go to Setup –> Permission sets –> Select any one from the following permission set as per your requirement:Īccess to Einstein Activity Capture and the Activities dashboard along with Inbox features.Ģ) Inbox Without Einstein Activity Capture–Īccess to Inbox features, and manually log emails and events (without Einstein Activity Capture).Inbox Without Einstein Activity Capture.We should make sure the following permission sets are assigned to users who want access to Inbox features: Enable ‘Make Inbox Available to Users’.Go to Setup -> Inbox -> Select ‘Select Assistant’ under Inbox.Inserting available times for meetings and to schedule the meetings on behalf of a team member is also possible.Log emails and calendar events to Salesforce records and identifying event type becomes an easy task.Adding Lightning components, including AppExchange components to the side panel in Add-In is possible. ![]()
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