how to install salesforce inbox for gmail

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.

How to set up Salesforce inbox?

Set Up Salesforce Inbox | Salesforce Success Center Connect email apps with Salesforce, so your team can create records, log events, and more as they communicate with customers. Connect email apps with Salesforce, so your team can create records, log events, and more as they communicate with customers.

How Salesforce integration with Gmail can make your business more productive?

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.

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 Salesforce Inbox?

Navigate to Organization | Add-ins. On the add-ins screen, click the plus icon in the upper-left corner, and then select Add from the Office Store. In the search field, enter Salesforce Inbox and click the magnifying glass search icon. Switch Salesforce Inbox to On.

How do I install Salesforce Lightning for Gmail?

6:187:10Salesforce Lightning for Gmail - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou'll just pop out the little Salesforce bar on the right and you'll need to login with yourMoreYou'll just pop out the little Salesforce bar on the right and you'll need to login with your Salesforce username. And password and that's all that's required.

How do I enable my Inbox in Salesforce?

Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.

Is Salesforce Inbox included?

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 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.

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 do you need to do to enable Inbox features for the Gmail integration?

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.

Is Salesforce inbox retired?

In March 2021, we are planning to retire the legacy versions of the Inbox add-in for Outlook and Chrome extension for Gmail. Since your organization may use this older version, we wanted to let you know to move to the new version.

What is the cost of Salesforce inbox?

$25 per month per userSalesforce Inbox licenses costs $25 per month per user, and is integrated with Gmail and Outlook.

Does Salesforce Inbox automatically log emails?

If a contact already exists in your Salesforce instance, emails should be logged automatically to that contact without being prompted each time.

How do I get a Salesforce Inbox license?

Assign Salesforce Inbox license to a UserClick the User you want.On the User detail page, under Permission Set License Assignments, click Edit Assignments.Here move the Inbox with Einstein Activity Capture or Inbox without Einstein Activity Capture into the Enable Permission Sets window and save.More items...

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.

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?

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 .