how to enable gmail in salesforce

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• Enter email to Salesforce from setup in the Quick Find box and then select to proceeding Email to Salesforce. ...
• Enter Google Apps Settings from setup in the Quick Find box and then choose Google Apps Settings.
• Once you have done this, set up a Google Apps Administrative Contact and Google Apps Domain. Thereafter, you are required to save your changes.

How do I integrate Gmail with Salesforce?

We can integrate Gmail to Salesforce in the following ways using the Salesforce Classic version: Gmail to Salesforce lets you log emails on an automatic basis. It lets you log chats sent by you from your mail account as activities on contacts, leads, opportunities, and other records that support activity history.

Why should your sales team use Gmail and Salesforce?

The access to all important Salesforce records, leads, and opportunities, contacts is possible at the single place. With easy access to records, you can compile meaningful email communications within minutes. The sales team will be more productive as it can spend its maximum time on productive things only. Why Sales Team Use Gmail And Salesforce?

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.

Is email tracking possible with Salesforce and Gmail?

Also, email tracking is possible that is highly relevant to the Salesforce records. Here, is a quick list of benefits that are experienced by the sales rep once they have integrated the both of the platforms (Salesforce + Gmail) together. Here is an outline of the several parts of this article that will facilitate a better understanding-

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How do I install Gmail plugin for Salesforce?

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.

Does Salesforce integrate with Gmail?

Gmail™ in Salesforce: Lets you add emails to Salesforce records. It lets you assign email sent from your Gmail account as activities on Leads, Contacts, Opportunities, and other records that support Activity history.

How do I connect my email to 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...

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.

What are Gmail extensions?

A Gmail extension is a Google Chrome extension that directly impacts the layout/function of your Gmail dashboard/account. You can find many of the available extensions in the Chrome web store as you just saw. Others are only available through the website of the company that creates the app.

What is Auto Sync on Gmail?

With auto-sync, you no longer have to transfer data manually, saving you time and making sure that essential data is backed up to another device. The Gmail app syncs data automatically into data clouds so you can access information off of any device at any time.

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...

Where can I find my email settings in Salesforce?

Edit Your Email SettingsFrom your personal settings, in the Quick Find box, enter My Email Settings , then select My Email Settings.Make your changes. Note Depending on your org's settings, if you change your email address, you can be prompted to confirm your identity.

How do I manually add an email to Salesforce?

Manually Add Emails to Salesforce Records With Salesforce InboxClick on the gear icon in the upper right.Click Setup.In the Quick Find search on the left type 'permission sets'Click Permission Sets.Click the Permission Set labeled "Inbox With Einstein Activity Capture"Click Manage Assignments.More items...

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 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.

How do I sync my Gmail calendar with Salesforce?

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 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.

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 .

Introduction to Salesforce

Salesforce is a well-known Customer Relationship Management (CRM) software that automates Sales and Marketing procedures. It is a Subscription-Based Pay-As-You-Go American company based out of San Francisco, California.

Introduction to Gmail

Gmail is a Google-provided free email service. It works in the same way as other email providers. You can send and receive emails, create an address book, block spam, and do other basic email operations with Gmail. Gmail also has a number of additional unique features that make it an excellent online email service.

Key Benefits of Salesforce Gmail Integration

Gmail and Google Calendar are used by your most Sales personnel. They also use Salesforce. Salespeople, according to McKinsey & Company, spend up to 28% of their time on Email and Calendars. They must deliver Salesforce data to the location where they spend so much of their time.

Conclusion

This detailed guide provided insights on Salesforce Gmail Integration. Due to the restrictions of the Salesforce Gmail Integration, manually syncing data is time-consuming. Users/business teams should have a Salesforce account and authorize appropriate permissions to set up Salesforce Gmail Integration for such procedures.

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 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.