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You’ll need to have the right edition (like Enterprise or higher) and make sure the user has an Inbox license assigned. After that, just assign the appropriate permission set (like Inbox With Einstein Activity Capture), enable the integration for Gmail or Outlook in Setup, and install the corresponding add-in or extension.
Once that’s done, you should be good to go! Let me know how it goes.
I am working as a salesforce developer in my Organiation.
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Follow these steps:
1) In Salesforce, click on the gear icon in the top right corner and select "Setup."
2) In the Quick Find box, type "Inbox" and select "Setup Assistant" under Inbox.
3) Click on "Enable Make Inbox Available to Users."
4) Ensure you assign the appropriate permission sets to users who need access to Inbox features.
Administrators can install Salesforce Inbox for Outlook for all Users in their organization, and Salesforce directly supports Microsoft Office 365. Outlook on Exchange 2013 and 2016 admins should refer to their respective administrator guides for instructions on installing their specific applications.
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