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 Sync 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 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 send an email from Salesforce to Gmail?
From Setup, in the Quick Find box, enter Send through External Email Services , and then select Send through External Email Services. Select either Send through Gmail or Send through Office 365. From Setup, enter Deliverability in the Quick Find box, then select Deliverability under Email.
Is there a Salesforce plugin for Gmail?
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 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 enable lightning in Gmail?
Complete these steps to add Lightning for Gmail to the Chrome browser.In the Chrome Web Store, enter Lightning for Gmail in the Search box, then select the Lightning for Gmail extension.Click Add to Chrome and then confirm Add an extension to add it to your Gmail account.
How do I use Chrome extensions in Salesforce?
0:2724:09Useful Google Chrome Extensions for Salesforce #Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo how you can go to this click on new tab. And then you will get this apps. And you need to go toMoreSo how you can go to this click on new tab. And then you will get this apps. And you need to go to webstore here and after that you just need to search organizer for Salesforce.
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.
What is Einstein activity capture in Salesforce?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
Can you send emails from Salesforce?
You can send emails from Salesforce via your Gmail or Office 365 accounts in the Salesforce Lightning Experience. To the recipients, your emails will look as if they have arrived from Gmail or Office 365.
How do I enable send through external email services in Salesforce?
Setup available in: Lightning Experience and Salesforce Classic....Use Azure's application roles to assign these permissions.From Setup, in the Quick Find box, enter Send through External Email Services , and then select Send through External Email Services.Select either Send through Gmail or Send through Office 365.More items...
Gmail Integration Options in Lightning Experience
In Lightning Experience, the following options are available to log emails and use Gmail:
Gmail Integration Options in Salesforce Classic
In Salesforce Classic, you can integrate Gmail to Salesforce in the following ways:
How to log into Salesforce 8x8?
Your Salesforce users should click their Salesforce Home tab and log in to their 8x8 communication panel. If users were logged in to the 8x8 communication panel during your configuration process, they should log out and then back in. Each user must click Menu then Settings to configure their personal settings.
How to fix Salesforce not showing custom outcomes?
Suggestion: If custom outcomes do not appear for an agent when dispositioning a call, try disabling the Call Outcome Source , then Save and Close, then re-enable it and Save and Close again. Then refresh the Salesforce page for good measure.
What version of Salesforce is 8x8?
Verify that the installed 8x8 Virtual Office for Salesforce package is version 2.8.
Can you alter call recording URL?
Note: At this time do not alter the Call Recording URL field. Enabling that feature is a separate process covered in the following article:
What is Lightning for 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.
Why is Lightning Sync important?
That’s because Lightning Sync eliminates the need to duplicate work between the two applications. Lightning Sync also syncs items whether you’re working from your desk or from your mobile device using Salesforce1.
Does Gmail require Lightning?
Answer: Both Lightning for Gmail and Lightning Sync require Google G Suite. The open, free Gmail application is not supported.
Does Google Calendar sync with Gmail?
Users who use Gmail and Google Calendar can now focus on getting their tasks done without switching between applications, and save a ton of time since their contacts and calendars can now sync automatically.
Can you add emails to Salesforce?
Users can add emails and meetings right into Salesforce, associating them to the right contacts, accounts, and opportunities. And while in Gmail, users can view Salesforce CRM info related to their emails, like contacts, deals, and more. How to set it up: Verify that Enhanced Email is enabled for your organization.
Can you use Lightning on Salesforce?
Answer: No, Lightning for Gmail and Lightning Sync can be used by customers on Lightning Experience and on Salesforce Classic as well.
Does Lightning sync with Gmail?
With Lightning for Gmail and Lightning Sync, there is no more need to switch back and forth and no more wondering if a contact’s information in Gmail is the same as in Salesforce. It’s time to have sales information when you need it and where you need it – right in your Gmail application.
Does Salesforce have Gmail?
At Salesforce, we believe that the answer to unleash unprecedented productivity lies in finding better ways to get things done. That is precisely what we have done by integrating the power of Salesforce with Google G Suite email and calendar applications. Sales reps who use Gmail and Google Calendar can now focus exclusively on selling and say goodbye to switching between applications. And, if time is money, reps are in for a treat, because now they can save a ton of time by copying emails over and having their contacts and calendars sync automatically.
Can you use Lightning for Gmail?
Since Lightning for Gmail and Lightning Sync are available in both Salesforce Classic and Lightning Experience, you get all the unique benefits of the Salesforce platform. In other words, you can customize Lightning for Gmail to design an ideal experience for your customers by leveraging Lightning components. You can create Lightning components yourself or download them from one of our partners in the AppExchange.
Does Gmail require Lightning?
Both Lightning for Gmail and Lightning Sync require Google G Suite. The open, free Gmail application is not supported.
Does Lightning sync 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. Or if that contact information is updated in Salesforce, it will sync automatically to your Gmail.
Is Lightning available for Gmail?
We’re very proud to announce that Lightning for Gmail and Lightning Sync for Google is now Generally Available. The launch of these products marks a key milestone in helping our customers take productivity to the next level.
Can you use Lightning on Salesforce?
No, Lightning for Gmail and Lightning Sync can be used by customers on Lightning Experience and on Salesforce Classic as well .
