A Guide to Salesforce Inbox Chrome Extension

A Guide to Salesforce Inbox Chrome Extension


SALESFORCE INBOX: Chrome Extension is a must for any Salesforce Administrator. The extension is a must-have for all Admins who are serious about logging JIRA tickets, viewing Salesforce data, creating email templates, and breaking down the fields in Salesforce page views into relatable elements. At the same time, other chrome extensions offer the same features but with more complexity and a learning curve. Salesforce Inbox Chrome Extension is user-friendly and easy to configure. In this article, we will discuss a guide to salesforce inbox chrome extension.

What is Salesforce Inbox Chrome Extension

Salesforce Inbox is a Chrome extension‌ that connects with the Salesforce inbox, allowing users to access their email directly from Gmail. Salesforce Inbox is an easy way to view your Salesforce emails directly in Gmail. You no longer have to switch between apps or have multiple tabs open to view all of your salesforce information. The app will automatically connect with your account and display all emails in one place. This makes it easier to organize and respond to emails than ever before.

Salesforce Inbox allows users to easily manage their inboxes by allowing them to view, respond, mark as reading/unread, and archive all of their Salesforce emails directly from Gmail. You can create new Salesforce records from your Gmail inbox without leaving the interface.

How to Use Salesforce Inbox Chrome Extension

Salesforce Inbox Chrome Extension is an excellent tool for any Salesforce user. The tool is created and maintained by Salesforce. Therefore, it has a seamless connection to the core Salesforce platform. It integrates your Gmail with Salesforce and allows you to access all of your conversations directly in Gmail and more. Here are ways to  use SalesForce ‌  inbox chrome extension.

First of all, your users will need a G-Suite corporate email account‌ to be able to use the SalesForce Chrome extension with their Gmail inbox.

Google Workspace Review: Who should use it?

Track Open Emails

If you want to know who opened an email, you sent out, click on the Salesforce Inbox button on the email toolbar, which will show you how many people have opened it up so far. You can also see which recipients haven't opened it yet and send them another reminder about it if necessary.

Create Tickets

If someone sends an email to your company's general inbox instead of a specific person's inbox (or if they don't include any contact details), then you can use this extension to create tickets for these kinds of messages so that they're easier for everyone in the company to find later on.

Close Deals Faster

When you're on the phone with a prospect or customer, it's easy to lose track of time and forget what was discussed during the call. The Salesforce Inbox Chrome Extension‌ allows you to track your calls by automatically adding them to your Salesforce CRM when you're done speaking with someone. That way, if someone asks about something that was discussed during the call, later on, you'll be able to find it quickly and easily.

Keep Phone Calls in Context

The Salesforce Inbox Chrome Extension lets you add notes to any conversation, so it's easy to remember what was said during a phone call or meeting later on! You can also add attachments like files or pictures, which are always available when needed! This makes it much easier for salespeople who are constantly on the go - no more having to remember information by writing it down on paper before walking away from an important meeting.

Which Problems Does Salesforce Inbox Chrome Extension Solve

When you've got a notification or other task, it can be easy to forget what you should do next. While Salesforce helps remind you of your tasks with activity feeds and email notifications, they can get lost in the shuffle. That's where Salesforce Inbox comes in handy. Here are some commons problems that salesforce inbox chrome solves.

Block Pop-Ups, Redirects, and Chrome Notifications

There are times when you will see a lot of pop-ups and redirects on your browser. This is because there are a lot of sites that may be using these types of advertisements. This can cause many problems for you, especially if you are using Salesforce Inbox Chrome Extension. You need to ensure that you get rid of these types of programs as soon as possible so that they don't interfere with your work.

Fix File Download Errors

Another problem you may encounter while using Salesforce Inbox Chrome Extension is file download errors. These errors can occur when there is an issue with the website you are visiting, or it could be related to your computer's operating system. There are times when this type of error can be caused by malware or spyware on your computer, so make sure that you remove them before continuing with your work with Salesforce Inbox Chrome Extension.

Reset Chrome Settings

If you're having trouble with Salesforce Inbox Chrome Extension, resetting your Chrome settings may help. You can reset your Chrome settings anytime, but you'll need to sign in to your Chromebook before doing so. We recommend you back up your data by saving it to Google Drive or another cloud storage service.

Wrapping Up

Salesforce Inbox has had some highs and lows since its launch, with most of the news being positive. This extension is another way to reach out to your customers, and break down the barrier between you and them, making it easier for potential leads/customers to get in touch with you.


Chrome - How to Manage Extensions
Chrome - How to Manage Extensions




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