Open & Activate Salesforce Inbox
For today's how-to document, we will be covering the steps to setup meetings using Salesforce Inbox & its application features.
To initiate the scheduling process, tick the New Email button or open the e-mail from your client/colleague & hit Reply or Reply all if you are sending this request to a group.
Salesforce Inbox features only trigger on when you are in email composition mode.
Locate the Salesforce Inbox app button in your Outlook apps ribbon.
If you don't see the app ribbon press CTRL+F1 to view it.
While in e-mail composition mode, click on it the Salesforce Inbox 'View' button to open the application
If you can't find Salesforce Inbox in your Outlook App Ribbon, navigate to File-->Info-->Manage Add-ins & install the application to Outlook from the Office Store.
Note the application loading. You may pin the application to your Outlook view.
Take a look at the options Salesforce Inbox gives you in the Compose tab. Starting from the top we can Log Emails on Send & link to Contacts, Accounts, Leads, Opportunities, and several more SF objects.
For this how-to, we will be focusing on the Availability pane. Check out the other ScreenSteps articles we have on logging, email templates, tracking, & send later.
While in the availability pane, tick on the gear icon to open the Meeting Availability Settings in your SalesCloud instance.
Clicking on the gear icon will take you to your Salesforce instance. You may set your availability settings & save them for future use.
Note how the UI to set your availability settings looks in your SalesCloud instance below.
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