How do I sync my Gmail calendar with Salesforce?
To sync a Google Calendar event to Salesforce when you create the invite:Go to your Google calendar and create an event.Make sure you toggle ON the "Sync Calendar Event to Salesforce" so that the the event will sync.More items...•
How does Salesforce lightning integrate with Gmail?
From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.
How do I link a calendar to Salesforce?
Any accounts connected from the integrations or Inbox mobile app are shown on the Email and Calendar Accounts page in your Salesforce personal settings.From your personal settings, enter Connected Accounts in the Quick Find box, and then select Email and Calendar Accounts. ... Click New Account.More items...
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
Can you integrate Gmail with Salesforce?
Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history. It's important to know that after you activate Gmail to Salesforce, you can't deactivate it.
What can reps do in Gmail Google Calendar and Salesforce?
When you integrate Gmail and Google Calendar with Salesforce, you help your reps spend less time entering data and switching between applications. You also help sales teams track important email conversations relevant to Salesforce records.
How do I sync my Outlook calendar with Salesforce lightning?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see more setup steps.From the Set Sync Settings and Check Status section, click New Config.Click New Lightning Sync Configuration.More items...
Can I sync my Outlook calendar to Salesforce calendar?
You can keep your Outlook and Salesforce events in sync using Salesforce for Outlook. After an event is in Salesforce, you can assign it to related records, like contacts, accounts, opportunities, and so on.
How do I integrate my Outlook calendar with Salesforce calendar?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
Is lightning sync retiring?
Starting in October 2020, Microsoft is retiring Basic Authentication for Exchange Online on a rolling basis. The retirement impacts the availability of the Lightning Sync service account connection method for Microsoft Office 365 customers who use Exchange Online.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
How do I turn on lightning sync?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync or Google Integration and Sync. If Lightning Sync is available, under the Lightning Sync section you see an option to turn on the product.
Ryan Aytay
We have all been there. At the end of the day, you look back to what was accomplished and think “If only I had a few more hours, I would be able to finish more work and be more productive.” It begs the question: do we really need more hours or just better tools to help us get more done in less time?
No more switching. Sell faster and the way you want within Gmail
Do you remember having to switch between Gmail and Salesforce to pull up information about a contact or an opportunity? Were you ever frustrated that your important calendar events in Google were out of sync with your Salesforce calendar? Well, that is about to be a thing of the past.
Prerequisites
You will have a much easier time setting up your Google Calendar Salesforce Integration if you have gone through the following prerequisites:
Introduction to Google Calendar
Google Calendar is a free and powerful tool developed by Google for organizing your schedule and coordinating events with others. With Google Calendar, you can easily create and keep track of daily events, as well as receive notifications about upcoming events, so that you always know what’s coming up.
Introduction to Salesforce
Salesforce is one of the powerful and widely used Cloud-based CRM (Customer Relationship Management) software for online businesses. It aids in Customer Relationship Management by storing your customer data, contact information, and Marketing information. It also allows you to create Sales Forecast Reports to convert your Leads.
Steps to Set Up Google Calendar Salesforce Integration
Now that you have a fundamental understanding of both technologies, let’s try to understand the procedure to set up Google Calendar Salesforce Integration. There are several approaches for setting up Google Calendar Salesforce Integration. One of the most popular methods is to utilize the Salesforce Einstein Activity Capture.
Benefits of Setting Up Google Calendar Salesforce Integration
Google Calendar Salesforce Integration has numerous benefits. Some of the key benefits of setting up Google Calendar Salesforce Integration include:
Conclusion
In this article, you learned how to set up Google Calendar Salesforce Integration and sync data between the two platforms. It also gave an overview of Google Calendar and Salesforce with its key features. You also learned about the key benefits of setting up Google Calendar Salesforce Integration.
How to remove a calendar subscription?
1. Under the Other calendars section, hover over the name of the calendar subscription you want to remove. 2. Click the X. 3. In the pop-up, click Remove Calendar. Y ou can always resubscribe through the procedures in the section Adding a Calendar.
How to add a calendar to my email?
ADDING A CALENDAR. 1. Send a calendar subscription link to your email address using the Sync with Calendar or Mobile Calendar button on the Dashboard. Setting Up a Mobile Calendar Subscription. 2.
How to rename calendar in Outlook?
To rename your calendar, click the three dot settings button to the right of the calendar name in the Other calendars list, click Settings from the dropdown, rename your calendar in the field Calendar Name, and click Save. REMOVING A CALENDAR. 1.