Slaesforce FAQ

how to connect g suite to salesforce

by Abdul Borer Published 2 years ago Updated 2 years ago
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Connect Google Workspace and Salesforce the way you want. Start by selecting the trigger and action events listed here. When this happens

Part of a video titled G Suite Integrations with Salesforce - YouTube
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From 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.

Full Answer

What can you do with Salesforce essentials and G Suite?

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.

What is connect connector for Gmail and Salesforce?

Connector for Gmail and Salesforce.com brings Salesforce to your inbox and calendar. When an email is received or when you search the connector automatically shows the full Contact information directly from Salesforce, including related objects such as Account, Opportunities, Activities, etc.

How much does the G Suite Connector cost?

The Connector costs only $14.95 per user per month. Here is what is different / better about the Connector VS other solutions. Native Addon to G Suite - NOT a Chrome Extension - Chrome extensions are unreliable. We use email addons that are lightweight and much more reliable.

Which Salesforce permissions are respected by G connector?

Bhargavi, All Salesforce permissions are respected by G-Connector. If you don't have a permission to update something in Salesforce - you won't be able to do it using any API tool, G-Connector included. As per other comments, running the query on a schedule would be a lifesaver.

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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 Gmail sync with Salesforce?

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 connect my Google Calendar to Salesforce?

Steps to Set Up Google Calendar Salesforce IntegrationStep 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture.Step 2: Assign User Permissions.Step 3: Connect your Google Account with Salesforce Einstein Activity Capture.

What happens when your reps enter the same data in Google applications 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 integrate email with Salesforce?

0:052:47Salesforce email integration - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can link this email to a related Salesforce. Record like a contact account opportunity or even aMoreI can link this email to a related Salesforce. Record like a contact account opportunity or even a custom object.

How do I integrate email into Salesforce?

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...

Does Google Calendar integrate with Salesforce?

If your administrator has set up Lightning Sync for Google, your events sync automatically from Google Calendar to Salesforce. Events sync when you create or update them.

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.

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.

Is Salesforce inbox free?

Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox.

How do I link Salesforce and Outlook?

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...•

What can sales reps do with Inbox?

With Inbox Features, Reps Can: Schedule meetings with customers and prospects, oftentimes going back and forth trying to get something scheduled. Insert open time slots from their calendar directly in their email message. Recipients select which time works best for them, and the integration schedules the meeting.

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