Set Up Inbox
- Access the Inbox Setup AssistantThe Setup Assistant is your guide to selecting Inbox users and setting up features.
- Install the Inbox Control PanelManage your sales team’s deployment of Inbox clients with the Inbox Control Panel from the AppExchange.
- Select Who Can Use InboxA standard permission set for Inbox is already created for you. Make sure all the permissions you need are enabled, and then assign the permission set to users.
- Enable and Configure Inbox FeaturesUse the Inbox Setup Assistant as your guide for setting up additional features such asEinstein Activity Capture and Read Receipts.