Inbox Best Practices

Salesforce Best Practices Six Features to Help You Sell Smarter Salesforce Inbox works out of the box with no customization required. Once you sign in, we automatically connect Salesforce data with your email, so you can sell smarter from your inbox. Pull out your mobile device and follow along with our favorite features listed below!

Note: Features also available on Android and Desktop via Google Chrome Extension.

View CRM Records in Your Email Work better with Salesforce. Salesforce Inbox seamlessly connects Salesforce data to your email, providing context for all your customer interactions. There’s no need to open a new tab or switch between apps on your mobile device.

To view CRM records, just open an email and click on the Salesforce cloud icon. Once there, you can click on an existing record to jump into the details in Salesforce if you have the Salesforce1 app installed on your mobile device!

Quickly Create New Leads and Opportunities If you don’t see the record you’re looking for, you can create new Leads, Contacts, or Opportunities directly. For new prospects that reach out to you, create a Lead as soon as you receive their message.

Create a record by clicking on the green Salesforce cloud icon.

Check out this article for instructions on how to create records through the Salesforce Inbox Chrome Extension.

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Log Emails in Real-Time Log emails to your Leads and Opportunities in real-time. There’s no need to log into Salesforce to manually enter your emails; you can log activity from your email inbox as you reply!

Send Later Working late at night? Use Send Later so your prospect receives your email first thing in the morning or during their lunch break!

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Insert Availability Save time with Salesforce Inbox productivity tools and manage your email like a pro with our smart send features. Simply start a draft and utilize these features to increase efficiency in your work day!

Finally got a response from that prospect you’ve been hunting down for weeks? Avoid the back and

forth of scheduling a meeting by using our Insert Availability feature. Select open times from your calendar, and your prospect will be able to click one of your options to immediately book a slot. If your calendar fills up in the meantime, your prospect will only see the times still available!

Insert Shortcuts If you find yourself sending the same follow-up emails after a call or receiving the same questions from prospects, reply efficiently by using text Shortcuts instead of typing out each response.

Still need help or need assistance?

Contact support@salesforceiq.com.

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