how to enable lightning for gmail in salesforce

1. Login to your Salesforce Lightning account and it will take you to the home screen as shown below –
2. At the home page from upper right corner click on Setup icon as shown below –
3. As soon as you click on Setup option, there is one Quick find box in the upper left corner.
4. Type the ‘Lightning for Gmail’ there and select the “Lightning for Gmail and Sync” option as soon as it is displayed in front of you.
5. From “Lightning for Gmail and Lightning Sync” settings, you can configure both the products or just one based on your requirements.
6. As per our experience, you are strongly recommended to enable following options as shown in the screenshot to enjoy maximum benefits from the Setup like import your Gmail ...
Once all of the options are enabled as per the instructions, the sale steam can customize content with Lightning App builder and start using relevant templates to make ...
If you are interested in enabling Lightning Sync option too then it will automatically synchronize your contacts between Google and the Salesforce. ...
On the same page, there is one option at the end, that can be enabled to enjoy the Lightning Sync benefits.

What is the difference between Salesforce Lightning for Gmail and lightning sync?

Lightning for Gmail is available to Sales Cloud, Service Cloud and Force.com customers. Lightning Sync is available to Sales Cloud customers. All Salesforce editions are supported: Professional, Enterprise, Performance, Unlimited, and Developer Editions. Question: What system requirements exist for Lightning for Gmail and Lightning Sync?

How to setup Salesforce Lightning in Salesforce?

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 –

What's new in Lightning for Gmail and Google Calendar?

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. Lightning for Gmail and Lightning Sync for Google is now Generally Available, so let’s dig in and explore how to set these up for your users.

What is lightning sync for Google?

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.

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How do I add Salesforce Lightning to 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 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.

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.

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.

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...

What is the difference between lightning sync and Einstein activity capture?

Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.

How do I use Inbox in Salesforce?

0:005:51Salesforce Inbox for Outlook: Demo Deep-Dive - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter whereverMoreIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter wherever. They're working if you're anything like me every day starts with email I grab a cup of coffee.

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.

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 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.

Does Salesforce integrate with Google?

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!

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.

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.

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.

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 .

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:

Ryan Aytay

We have all been there. At the end of the day, you look back to what was accomplished and think “If only I had a few more hours, I would be able to finish more work and be more productive.” It begs the question: do we really need more hours or just better tools to help us get more done in less time?

No more switching. Sell faster and the way you want within Gmail

Do you remember having to switch between Gmail and Salesforce to pull up information about a contact or an opportunity? Were you ever frustrated that your important calendar events in Google were out of sync with your Salesforce calendar? Well, that is about to be a thing of the past.