- Login to your Salesforce Lightning account and it will take you to the home screen as shown below –
- At the home page from upper right corner click on Setup icon as shown below –
- As soon as you click on Setup option, there is one Quick find box in the upper left corner.
- 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.
- From “Lightning for Gmail and Lightning Sync” settings, you can configure both the products or just one based on your requirements.
- 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.
Is Salesforce Lightning for Gmail and lightning sync available on Salesforce classic?
Answer: No, Lightning for Gmail and Lightning Sync can be used by customers on Lightning Experience and on Salesforce Classic as well. Question: In what Salesforce licenses are Lightning for Gmail and Lightning Sync available?
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.
What integrations are available with Salesforce Lightning?
Thanks to our strategic partnership with Google, our two product teams have been working hard to build integrations that help you be more productive: Lightning for Gmail: Bring your Salesforce contacts, accounts, records, and opportunities into your email and calendar.
What is Salesforce enhanced email and how does it work?
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. Verify that Enhanced Email is enabled for your organization.
See more
Is there a Salesforce plugin for 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 add Salesforce Inbox to Gmail?
From Setup, in the Quick Find box, enter Integration , and then select either Outlook Integration and Sync or Gmail Integration and Sync.Expand Let users access Salesforce records.If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email are enabled.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.
How does the Gmail integration work with Salesforce?
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.
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. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.
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.
Does Salesforce integrate with Google Calendar?
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. If you've got many events, your first sync could take some time.
Can you sync Salesforce tasks with Google Calendar?
From Gmail, the user can sync their Google Calendar with Salesforce by enabling the option for automatic 2 Way calendar sync. In the Settings tab, the user can select how often the calendars will automatically sync.
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.
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.
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:
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.