Calling all Inbox fans using Gmail! Have you ever wanted to log events to records, right from your Google Calendar? Found yourself wishing you could edit a Salesforce record right from the side panel? Wouldn’t you like it if Inbox knew that you’d already logged something? Have you ever dreamt that Inbox could show you a smarter set of matched records?
If so, you're in luck – all of the above and much more is available today in the all-new Inbox that’s part of our Spring ’19 release (
http://releasenotes.docs.salesforce.com/en-us/spring19/release-notes/rn_sales_gmail_integration_name.htm). You'll get the benefits of the base integration's enhanced Salesforce platform functionality, as well as the Inbox premium features you've come to know and love.
How do you get access to the wonders of this new Inbox? If you're a Salesforce admin, follow these simple instructions:
https://help.salesforce.com/articleView?id=lightning_for_gmail_setup_inbox_move_from_inbox.htm&type=5 to grant your users access. If you're a user, ask your admin about enabling the new, improved experience. You'll need to remove the "Salesforce Inbox" Chrome extension from your browser and install the new "Salesforce" Chrome extension: https://chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha.
There are plenty of helpful resources, trainings, and materials in the group description, as well as links to log a case if you have any issues. Enjoy the new Gmail integration with Inbox!
@* Sell Smarter with Salesforce Inbox *@Kaede Holland I found this frustrating also, until I understood the distinction. You actually are not logging those emails to Salesforce unless you physically go through the motions to log an email. This is what we opted to do. We turned off EAC (because it's just a feed), and we now manually log important emails via SF Inbox.
