To configure your personal Gmail to Salesforce setup, from your personal settings click Email | My Email to Salesforce. From Setup, click Google Apps | Settings. In the Activate Google Apps Services list, click Edit next to Gmail Buttons and Links. Select the Active checkbox to activate Gmail Buttons and Links for your organization.
How to enable inbox in Salesforce with Gmail integration?
In the Inbox in the Gmail Integration section, select Edit Settings. In the Salesforce Inbox page, enable Make Inbox Available to Users. That was easy! Maria’s ready to select who gets access to Inbox features.
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:
How to setup Salesforce Lightning for Gmail?
Setting up ‘Lightning for Gmail’ Step 1: Login to your Salesforce Lightning account and it will take you to the home screen as shown below – Step 2: At the home page from upper right corner click on Setup icon as shown below – Step 3: As soon as you click on Setup option, there is one Quick find box in the upper left corner.
What is the use of Google buttons and links in Salesforce?
Gmail buttons and links add Gmail links that are next to email fields on all records. They also add Compose Gmail buttons in Activity History on contacts and leads. Salesforce automatically logs you into your Gmail account after you have selected a Gmail link or Compose Gmail. You can then automatically populate the To field.
How do I integrate Salesforce 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 enable Gmail inbox in Salesforce?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant. In the Salesforce Inbox page, select Assign Permissions Sets.
How do I set up lightning Sync for Gmail in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync. Select Let users sync contacts, events, or both between Google and Salesforce to enable Lightning Sync. Click Let users sync contacts, events, or both between Google and Salesforce to see additional setup steps.
How do I connect my email to Salesforce?
To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...
How do I enable Inbox in Salesforce?
Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.
Does Salesforce Inbox automatically log emails?
Automatically captured emails and activities are retained for 24 months by default. You can adjust the retention period to be as short as 30 days and as long as 5 years.
What is lightning Gmail?
Lightning for Gmail is a free, native (read: out-of-the-box) application that allows any Salesforce users (on Classic or on Lightning) to synchronize their Google G Suite Gmail inbox with Salesforce CRM.
What do you need to do to enable Inbox features for the Gmail integration?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant.
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 add Salesforce extensions to Gmail?
In the Chrome Web Store, enter Salesforce in the Search box, then select the Salesforce extension. Click Add to Chrome and confirm Add extension to add it to your Gmail account. After adding the extension to Chrome and navigating to Gmail, enter your Salesforce credentials in the new integration pane.
How do I enable email services in Salesforce?
Required Editions and User PermissionsFrom Setup, enter Email Services in the Quick Find box, then select Email Services.Click New Email Service, or click Edit to change an existing email service.Specify the name of the email service.Choose the Apex class you want this email service to use to process messages.More items...
How do I enable email sending in Salesforce?
In Setup > Manage users > Profiles - Click the profile to which the user is associated to. Once you are in Under General User Permissions check for Send Email option. If its not checked please enable it and try.
How to set up Lightning for Gmail?
Step 1: Login to your Salesforce Lightning account and it will take you to the home screen as shown below –. Step 2: At the home page from upper right corner click on Setup icon as shown below –. Step 3: As soon as you click on Setup option, there is one Quick find box in the upper left corner.
Is Salesforce adoption encouraged?
Salesforce adoption is encouraged among team member and important content can be synchronized that is relevant to your business. Secondly, when Salesforce features are accessed within Gmail, you don’t have to switch among tab and it makes your team more productive than earlier.
Can you track emails in Salesforce?
Also, email tracking is possible that is highly relevant to the Salesforce records .
How to set up Lightning for Gmail?
Setting up ‘Lightning for Gmail’. Login to your Salesforce Lightning account. Click on the Quick Find box in the upper left corner once you have clicked on the Setup option. Type “Lightning for Gmail” and then proceed to select “Lightning for Gmail and Sync”.
Can Salesforce be integrated with Gmail?
Salesforce, the cloud-based CRM, can be easily integrated with many third-party tools to facilitate sales operations of a success-driven organization. In this blog, I’ll be explaining how to integrate Salesforce (Classic and Lighting) with Gmail.
Can you deactivate Gmail in Salesforce?
It is highly important for you to remember that you cannot deactivate Gmail to Salesforce once you have activated it.
Does Salesforce automatically log into Gmail?
Salesforce automatically logs you into your Gmail account after you have selected a Gmail link or Compose Gmail. You can then automatically populate the To field. Salesforce would also populate the BCC field with your email to the Salesforce address if Gmail to Salesforce is activated.
How to Integrate Gmail with Salesforce (Use Case Example Included)
Ask any sales rep what the biggest time drain is in their workday and the answer will be the same. Surprise, it’s emails! OK, it’s not that surprising, but the actual extent of it might catch you off guard. It’s estimated that 28 percent of their day is spent between emails and Salesforce.
Business Use Case Example
Josh is emailing a group of prospective clients and wants to add everyone in the thread to Salesforce. Below, you can see that the extension picks up the addresses.
Troubleshooting and potential problems that can arise
The most common problem usually arises while logging in. Let’s suppose we have to log in to Salesforce via Sandbox. By default, the extension only allows you to log in to production. To fix this, go to the options page of the Salesforce extension by right-clicking on the Salesforce icon.
G Suite Integration Guide
Increase productivity by syncing G Suite with Salesforce Essentials. Gone are the days of toggling back and forth between your email and CRM. You can automatically log your email and calendar activity into Salesforce, streamlining your team’s workflow and accelerating productivity.
Native Integrations
Thanks to our strategic partnership with Google, our two product teams have been working hard to build integrations that help you be more productive:
Third-Party Integrations
The following integration services work with Gmail and Salesforce. We haven’t vetted it, so please be careful when deploying it:
See how Salesforce can grow your business
Discover how Salesforce is committed to your success. Learn how we can help you find, win, and keep customers to grow.
How to sync Salesforce with Gmail?
Click , and select Setup. Enter Gmail in the Quick Find box, and then select Gmail Integration and Sync. To see the Gmail integration settings , expand Let users access Salesforce records from Gmail. In the Inbox in the Gmail Integration section, select Edit Settings .
How to access Inbox features?
To access Inbox features, you need an org with an Inbox license. If you have a sandbox instance with Inbox, you can try out these steps there. If you don't have a sandbox with an Inbox license and you're a customer or partner developer, contact your manager to request one. Click , and select Setup.
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 do reps use 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.
How to engage with prospects?
Email is an easy and effective way to engage with prospects and get relationships going. Maintain contacts. Google Contacts in Gmail serve as your reps’ virtual Rolodex card file. Schedule meetings and appointments. Your reps rely heavily on their calendars for planning their days and scheduling important events.
