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Email, Email-to-Case & EAC, Shared Inbox, Outlook/Gmail Email Sync |Record Inbox

Manage Customer Email, Email-to-Case & Shared Inbox Directly in Salesforce

Overview

See How Email, Email-to-Case & EAC, Shared Inbox, Outlook/Gmail Email Sync |Record Inbox Works

  • EMAIL-TO-CASE & EMAIL VISIBILITY ✔ Improve Email-to-Case Workflows ✔ Alternative to Einstein Activity Capture (EAC) ✔ Complete Email Visibility on Any Record ✔ Full Email Threads & Email History ✔ Email Tracking on Standard & Custom Objects ✔ Shared Inbox

  • ENHANCED EMAIL COMPOSER ✔ Auto Draft Emails ✔ Advanced Email Signatures ✔ Unlimited Daily Email Sending ✔ Enhanced Email Formatting ✔ Predefined Email Content ✔ Email Translation for Multilingual Teams ✔ Built-in Email Spell Check ✔ No Email Body Length

  • ADVANCED EMAIL THREAD MANAGEMENT ✔ Multi-Threads on all Objects and Records ✔ Smart Inbox Rules & Email Routing ✔ Automated Thread Labels & Categorization ✔ Automated Follow-Ups & Reminders ✔ Control Thread Visibility by Team or Role ✔ Shared Inbox Collab

  • SHARED INBOX & TEAM COLLABORATION ✔ Shared Mailbox Management ✔ Email Assignment & Ownership ✔ Queue-Based Communication ✔ Team Collaboration on Email Threads ✔ Customer Communication Tracking ✔ Unresolved Email Management ✔ Automated Email Routing

  • EMAIL TRACKING & REPORTING ✔ Email Activity Tracking ✔ Email Open & Click Tracking ✔ Email Performance Reporting ✔ Response Time Analytics ✔ Team Email Reporting ✔ Email Engagement Analytics ✔ Team Performance Metrics ✔ Customer Communication Analytics

  • UPGRADED EMAIL TEMPLATE FUNCTIONALITIES ✔ Cross Object Merge Fields ✔ Lightning & Classic Email Templates ✔ Email Template Usage Counter ✔ Retain Original Message when Replying ✔ Advanced Email Template Automation ✔ Dynamic Email Personalization

  • CUSTOM OBJECT EMAIL MANAGEMENT ✔ Email on Custom Object ✔ Multi-Level Cross Object Merge Fields ✔ Email History on Custom Records ✔ Custom Object Automation ✔ Record-Specific Email Experiences ✔ Related Record Email Context ✔ Cross Object Email Automation

  • EMAIL SECURITY & GOVERNANCE ✔ Control Email Visibility by Team, Queue & Role ✔ Secure Internal & External Communication ✔ Data Residency ✔ Email Audit Trail & History ✔ Phishing Email Detection & Management ✔ Compliance-Ready Email Governance

  • OUTLOOK & GMAIL COMPATIBILITY ✔ Outlook Compatible ✔ Gmail Compatible ✔ Alternative to Einstein Activity Capture ✔ Native Email Storage ✔ Complete Email History in Salesforce ✔ Email Attachments Stored in Salesforce ✔ Replace Email Sync Limitations

Manage inbound and outbound Email directly on Leads, Contacts, Opportunities, Cases, Accounts, and Custom Objects. Improve Email-to-Case workflows, replace Einstein Activity Capture (EAC) limitations, track complete Email Threads, and keep full Email history visible on every record. ✔ Email-to-Case Enhancement ✔ Alternative to Einstein Activity Capture (EAC) ✔ Email Tracking & Email Visibility ✔ Complete Email Threads & Email History ✔ Native Email Storage ✔ Shared Inbox Visibility ✔ Outlook & Gmail Integration ✔ Enhanced Email & EmailMessage Support ✔ Email Templates & Email Automation ✔ Standard & Custom Object Support View all customer Email communication directly on Salesforce records. Improve Email-to-Case processes, increase Email visibility across teams, track Email activity, manage Email Threads, and maintain complete Email history for Sales and Service teams. Ideal for organizations looking for a Shared Inbox experience, Email Tracking, Email Logging, and an alternative to Einstein Activity Capture. Supports Email-to-Case, Shared Inbox workflows, Email Tracking, Email Logging, Email Visibility, Email Collaboration, Outlook, Gmail, Enhanced Email. Start your free trial

Categories

Business Needs
Customer Service
Email & Calendar Sync
Case Management
Industries
Horizontal Product
Financial Services
Manufacturing
Personas
Administrator
Sales Representative / Manager
Service Agent / Supervisor
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile

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