how to install salesforce 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.
• Step 4: Type the ‘Lightning for Gmail’ there and select the “Lightning for...

Full Answer

Is Salesforce Lightning for Gmail available in Salesforce classic?

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.

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 is the difference between Lightning for Gmail and lightning sync?

Answer: 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 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.

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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.

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 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 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.

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 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 connect Gmail to Salesforce?

To activate Gmail to Salesforce:From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce. ... From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings. ... Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.

How do I log into my Salesforce Lightning email?

Select the email you want to log to Salesforce. You can select emails in an email folder, including the Sent Message folder to log emails that you sent. icon (it's blue if an address on the email matches an email address on a record in Salesforce). Tap one or more suggested records or search for a different record.

How do I enable email services in Salesforce?

Go to Email Services in Your Org. Click New to define a new email service. Select the above apex class and add the email address from where to accept the request. Activate the service.

Which email system can you connect to Salesforce?

You can let users send email from Gmail and Office 365 simultaneously through Salesforce. B. Gmail and Office 365 handle deliverability and compliance.

How do I automatically send emails in Salesforce?

If you want Salesforce to be able to send automated emails, it is not possible. You can set up an email template in salesforce and have it sent out automatically when triggered by certain events or criteria, but this is just one way that using salesforce as your email marketing tool can be beneficial for your business.

What email server does Salesforce use?

Emails from Salesforce It can be sent using Salesforce email servers 'Send Through Salesforce', using gmail or office 365 accounts 'Send through Gmail or Office 365' or using a company SMTP mail server 'Send Email Through Email Relay'.

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.

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:

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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.