Inbox is not installed as a separate app anymore. You turn its features on inside the Outlook and Gmail integrations, then license the reps who need them. Here is the high-level path an admin follows.
- Open the Setup Assistant
In Setup, use Quick Find to open the Inbox Setup Assistant. This is the same place you configure the Outlook and Gmail integrations, since Inbox rides on top of them.
- Make Inbox available to users
Enable the setting that makes Inbox features available. This switches on the capability tier at the org level so individual users can then be granted access.
- Assign permission set licenses
Assign each rep either Inbox With Einstein Activity Capture or Inbox Without Einstein Activity Capture, depending on whether you also want automatic email and event sync for that user.
- Connect the mailbox
Have each rep connect their Microsoft or Google account from within Salesforce or from the integration panel. A single Inbox license covers a user across multiple connected mailboxes.
Grants Inbox productivity features plus automatic email and event capture, so activities sync to records without manual logging.
Grants Inbox productivity features only, for teams that handle activity logging another way or do not want background sync.
Turn on engagement tracking so reps see opens and link clicks as alerts and in the engagement view next to the message.
- Inbox is a paid add-on. The free Outlook and Gmail integrations cover record viewing, logging, and creation without it.
- The standalone Inbox mobile app was retired in Spring '25; point mobile users to the Salesforce mobile app and the integration instead.
- Open tracking uses a pixel, so blocked images or image pre-fetching can under- or over-count opens. Treat the numbers as directional.
- Do not confuse Inbox with Sales Engagement. Inbox handles single-message productivity; cadences and sequences live in Sales Engagement.