Salesforce Inbox Control Panel

Team loves it for saving emails to an account

It s easy to use, once you can get it installed. They do have an issues occasionally of not working, but seems to come back in a short time.

Shockingly bad, I'm amazed that Salesforce charges for this.

It literally feels like a beta version it's so buggy. As others have mentioned, half the features work, then they stop, then they're inconsistent. Link tracking worked when we first installed it, then it stopped; we've logged 13 support requests trying to get various pieces of it working and they've been at it for almost 6 weeks at this point with no resolution in sight. We have a small staff, I can't imagine the insanity if you had hundreds of users. I'm about 5 minutes away from cancelling all the licenses and finding another vendor. I cannot believe that Salesforce sells this.

Documentation Lacking

Uninstalled. Not sure how I'm supposed to use with with Salesforce Inbox.

Gmail integration cause problems

The Gmail inbox panel is nice. However, I notice that about 1 out of 3 send result in an error and I have to resend it over. It's really annoying and this problem seems to be generalized. I was expecting better from SalesForce.

Flexible ,Reliable ,Super Application

This is very flexible application and the email getting stored in activity is very helpful to the business.

Salesforce Inbox

Installed the Salesforce Inbox for all users now and tried to look for the Inbox with Einstein Activity Capture & Inbox without Einstein Activity Capture does not appear in the permission set.

Inbox is not what it appears to be

The Salesforce Inbox tool has a few flaws: #1 - The data tracked is stored in a separate Amazon environment and not accessible for reporting unless you use the Analytics reporting tool. This means all of your logged activities will not be able to be reported on in the standard reports or Dashboards. #2 - Einstein Activity Capture works sometimes, and DOES NOT WORK for others... 150 people were assigned the same permission set, and nearly 1/2 the features did not work as advertised. #3 - The EAC "Auto-logging" feature disables any controls that people have to CHOOSE which Opportunities or Contacts their E-mails are logged to. If you have 20+ Opportunities where that contact has a contact role, it logs to ALL of the indiscriminately. #4 - Support is spotty at best... Sometimes you can put in a ticket at the help desk and they WILL know how to help you, other times you may get someone who stumbles around your settings and makes "Guesses" for 45 minutes. This product was not very well thought you (as far as integration) and should be EXPLAINED in better detail before rolled out to larger groups. YOU WILL be online with your team for WEEKS working out individual kinks once you stall this for remote users.

It could be better

I think it's very helpful tool, it has almost all what we were looking for. Unfortunately we are still not able to tag the emails that are logged in salesforce so we can know that they are already logged and we don't check them again, this is a really productivity drainer.

Control Panel not nearly as powerful as the app.

I'm a pretty big fan of Salesforce Inbox (the device calendar sync, email read receipts and automated activity capture are amazing), but the Control Panel doesn't offer too much functionality managing users or controlling settings. And, if you're using Lightning, the Salesforce Lightning for Gmail plugin accomplishes a lot of what Inbox can do. Hoping more AI functionality will be added in the future.

Exactly what we expected and extremely intuitive

I have used other email tracking tools in the past (Vision, Salesloft, etc) and I have to say this is by far the easiest roll out I have ever experienced. We used the Gmail integration and it was flawless from having us assign licenses to sending them the webstore link to download it. We have yet to have a user with any trouble! That said, the email tracking works great for its simplicity. The calendar invites are invaluable and love them. I also love the auto-whitelisting of the domain you send emails from. To top this off, the mobile app is amazing and to log calls from it by clicking on the number of the profile that is on the email is fantastic! This has made our reps days by allowing them to quickly log emails to opportunities and contacts (not one or the other, but both). The auto task creation if no reply occurs is a fantastic feature too. We kept trying to get sales processes down, but with most of our reps self sourcing leads, this was a perfect setup to receive reminders that their leads were not engaged and to change tactics. One tactic doesn't fit all (that is a flaw in the sales process software) and this allows us to see what is working and not from an individual level.