how to configure google with salesforce salesforce

Create a Salesforce Sales Cloud data set.

1. Sign in to Google Analytics.
2. In the bottom left, click Admin, and navigate to the property to which you want to link. You must have Edit permission for this property.
3. In the PROPERTY column, click Data Import.
4. Click CREATE.
5. For Data Set Type, under CRM Data, select Salesforce.
6. Read and accept the Additional Terms for Analytics Salesforce Sales Cloud Data Import.
7. Under Data Set details, name your data, then click Continue. The Data Source details panel appears.

Full Answer

How to integrate Google with Salesforce?

In Salesforce.com, Google Adwords, Google Docs to Salesforce.com, Google Docs Tab, Gmail to Salesforce.com, Gmail Buttons and link, Google Talk Sidebar Components can be added by administrator simply by activating these features in Salesforce.com. Google Integration with Salesforce.com service and features are designed for business users.

How do I set up Google Apps in Salesforce?

On the Google Apps Settings page in Salesforce, click Edit. Choose a user for the Google Apps Administrative Contact field. This person is the point of contact for Google Apps users in your organization; specifically, if a user cannot access a Google Apps service, he or she is directed to contact the Google Apps Administrative Contact.

How do I enable Google Docs in Salesforce?

If your organization has a Google Apps account, Salesforce administrators can enable Google Docs, Gmail, and a host of Google-related AppExchange apps—customized for use within Salesforce. Create a Google Apps account for your organization using one of the following methods:

Why do I need to connect my Salesforce account to Google?

This is required by the Salesforce Metadata API to enable Google to fetch Lead conversion settings data. This integration does not modify your Salesforce account and the Metadata API is used in a read-only capacity.

How do I connect Google to Salesforce?

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.

Does Google integrate with Salesforce?

Salesforce Connector for G Suite - Google Workspace Marketplace. Integrate your Gmail, Google Calendar and Salesforce.com CRM in one easy step with virtually nothing to install. Now with full mobile support for the Gmail app on iOS and Android!

How do I set up Google Authenticator in Salesforce?

Define a Google Provider in Your Salesforce OrgFrom Setup, enter Auth. Providers in the Quick Find box, and then select Auth. Providers | New.For the provider type, select Google.Enter a name for the provider.For the Consumer Key, use the Google app ID.For the Consumer Secret, use the Google app secret.Click Save.

How does Google workspace integrate with Salesforce?

1:513:09G Suite Integrations with Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that theMoreFrom Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that the lightning for gmail extension appears.

How does Salesforce integrate with Google Drive?

Steps for Integrating Salesforce and Google DriveStep 1: Enabling Salesforce Files Connect. ... Step 2: User Access Permissions for Files Connect. ... Step 3: Creating an Auth Provider. ... Step 4: Configuration in Google Drive. ... Step 5: Reconfiguring Auth Provider. ... Step 6: Creating External Data Source.More items...

How do I add Google Analytics to Salesforce?

Link Analytics to your Salesforce Sales Cloud accountSign in to Google Analytics.In the bottom left, click Admin, and navigate to the property to which you want to link. ... In the PROPERTY column, click Data Import.Click CREATE.For Data Set Type, under CRM Data, select Salesforce.More items...

How do I connect my authenticator app to Salesforce?

From your personal settings, in the Quick Find box, enter Advanced User Details , then select Advanced User Details. No results? In the Quick Find box, enter Personal Information , then select Personal Information. Find App Registration: Salesforce Authenticator, and click Connect.

How do I use Google authentication provider?

To configure Google as an identity provider:Go to the Identity Providers page in the Cloud Console. ... Click Add A Provider.Select Google from the list.Enter your Google Web Client ID and Web Secret. ... Configure the URI listed under Configure Google as a valid OAuth redirect URI for your Google app.More items...•

How do I add a Salesforce account to authenticator?

Open the Salesforce Authenticator app on your mobile device. If you're opening the app for the first time, you see a tour of the app's features. Take the tour, or go straight to adding your Account Manager account to the app. In the app, tap Add to add your account.

How do I use Google SSO in Salesforce?

Set up SSO via SAML for SalesforceSign in to your Google Admin console. ... From the Admin console Home page, go to Apps. ... Click Add app. ... Enter Salesforce in the search field.In the search results, hover over the Salesforce SAML app and click Select.On the Google Identity Provider details page: ... Click Continue.More items...

Can I sync Google Calendar with Salesforce?

With Lightning Sync for Google, you can rest assured that not only your calendar events stay synced with Salesforce, but your contacts do as well. That's because when you make an update to a contact in Gmail, it syncs to Salesforce automatically.

How do I add a Salesforce plugin 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.

What is tracking field setup panel?

The Tracking fields setup panel lets you map your configured Salesforce fields to the corresponding Analytics Tracking IDs. For each Tracking ID in use, select the corresponding Salesforce custom fields.

Can you import data into Salesforce Analytics?

You should only enable Salesforce product data import in Analytics if you're sure that the product setup in your Salesforce account is correct. There are no configuration options in Salesforce product data import. If product data import fails, please double check your product setup in Salesforce.

Step 1: Creating a Google Apps Account

From Setup, enter Google Apps in the Quick Find box, select Google Apps Settings, and click Sign Up to launch the account-creation page on the Google website. You are prompted to register your organization's domain name or purchase a new domain name from Google.

Step 3: Activating Google Apps Services

In the Activate Google Apps Services section on the Google Apps Settings page, locate the Google Apps service (s) that you want to activate.

Step 4: Creating Google Apps Users

Activating Google Apps services in Salesforce makes the services visible to all users in your organization, but a user cannot access a service unless he or she has a Google Apps account on your organization's domain. The Google Apps administrator registered with Google can create these additional accounts.

Get a SAML IdP Certificate

Get a certificate, either self-signed or issued by a certificate authority, to use to set up service providers.

Configure a SAML Provider in Google Apps

Sign in as an administrator to the Google Apps account using https://admin.google.com.

Create and Configure a Connected App on Salesforce

Define a connected app. In Lightning Experience, from Setup, enter App in the Quick Find box, and select App Manager. Click New Connected App. In Salesforce Classic, from Setup, enter Apps in the Quick Find box, and select Apps. Under Connected Apps, click New.

Test the Connected App

Verify that your Salesforce org can use SSO to access the connected app.

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:

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