Why integrate Gmail and Google Calendar with 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. These perks help your reps:
What can you do with Salesforce essentials and G Suite?
Accelerate productivity, automate tasks, and organise events by connecting G Suite and Salesforce Essentials, the #1 CRM. Bring the power of CRM to email and calendar. Connect contacts, accounts, records, and opportunities by syncing your AI-powered CRM to Gmail and Google Calendar. Explore G Suite files right in your CRM.
Why connect Salesforce Marketing Cloud?
Connect Salesforce Marketing Cloud, Sales Cloud, and Google Analytics 360 to drive smarter engagement with your customers. Personalise the web experience to inspire clicks and conversions. Find the right audience, and guide each one on personalised journeys with your brand. Enjoy easy authentication to save your teams' time.
Is your Rep entering data in both Google and Salesforce?
When your reps enter data in both Google applications and Salesforce, the possibility of getting something wrong increases. We can see that when Erin enters a contact in Google Contacts and then again in Salesforce, she inadvertently introduces an error. Not good.
How do I sync my Google Calendar with Salesforce calendar?
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 do I sync my Google Calendar in Salesforce lightning?
From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync. Click Let users sync contacts, events, or both between Google and Salesforce to see more setup steps. From the Set Sync Settings and Check Status section, click New Config. Click New Lightning Sync Configuration.
Can you sync Salesforce tasks with Google Calendar?
From Gmail, the user can sync their Google Calendar with Salesforce by enabling the option for automatic 2 Way calendar sync. In the Settings tab, the user can select how often the calendars will automatically sync.
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...
How does Salesforce integrate with Gmail?
To activate Gmail to Salesforce:From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce. ... From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings. ... Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.
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.
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.
What is a Salesforce connector?
Salesforce connector is Gainsight's premium tool which enables Salesforce Customer Relationship Management (CRM) users to connect to Gainsight. Once Salesforce CRM is connected with Gainsight, users can sync their SFDC data with Gainsight. You can sync data from any SFDC object to Gainsight Standard or Custom objects.
Can you link Outlook calendar to Salesforce?
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 Salesforce calendar with Outlook 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...•
How do I get my Outlook calendar into Salesforce?
To do that:Login to Salesforce.Click your name at the top right corner.Click Setup.In the search box on the left search for outlook.You should then see "Salesforce for Outlook"Click that.Click download.
Why is it important to integrate Gmail and Google Calendar with Salesforce?
It’s important for them to bring Salesforce data to the place where they spend so much of their time. 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.
Why did Ursa Major buy Salesforce?
Ursa Major purchased Salesforce because it’s a powerful sales tool. Their reps use Salesforce to track information about their prospects and deals. But let’s take a closer look at what sales teams use Salesforce for. The Thing Reps Do.
Do sales reps use Salesforce?
Your sales reps use Gmail and Google Calendar. And they use Salesforce. Isn’t it time reps use those applications together? According to McKinsey & Company, sales reps spend up to 28% of their day in email and calendars. That’s the case with sales reps Erin Donaghue and Lance Park, who work at an emerging solar company, Ursa Major Solar. It’s important for them to bring Salesforce data to the place where they spend so much of their time.
Does Google Calendar help sales?
These features offer some serious productivity boosts to your sales teams. In the next unit, you learn how the integration with Gmail and Google Calendar helps sales teams free up administrative time. That way, your sales team can focus on increasing their sales. When sales are good at your company, you all benefit, right?
A Salesforce integration the way it should be
View Salesforce data in Google Calendar in just minutes. Glances is a new way to do integrations with a true no-code approach; no data syncing or scheduling jobs.
View Google Calendar data in Salesforce
Glances also works going the other direction. In fact, it will work in any application you use. Glances will find matches in Salesforce or Google Calendar based on whatever you are looking at.
Two great apps, even greater together
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
Meet the match made in marketing heaven
Connect Salesforce Marketing Cloud, Sales Cloud, and Google Analytics 360 to drive smarter engagement with your customers.
This is one productive pairing
Streamline your team's workflow by connecting G Suite with the #1 CRM from Salesforce.
The world's best team is on your side
Scale your business with confidence using industry-leading tools from Salesforce and Google. Salesforce has named Google Cloud as a preferred public cloud provider to support our rapidly growing global customer base.