Steps to Set Up Google Calendar Salesforce Integration.
- Step 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture.
- Step 2: Assign User Permissions.
- Step 3: Connect your Google Account with Salesforce Einstein Activity Capture.
- Step 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture.
- Step 2: Assign User Permissions.
How to integrate Salesforce with calendly?
- Schedule Calendly meetings for your team without leaving Salesforce
- Create events or tasks on any Salesforce object once a meeting is scheduled
- Map information gathered in the booking flow to Salesforce as a custom object to expedite qualifying your leads
- View upcoming and past meetings from your activities
How to Connect Outlook calendar with Salesforce?
how do I sync outlook calendar with salesforce? Login to Salesforce Click your name at the top right corner Click Setup In the search box on the left search for outlook You should then see "Salesforce for Outlook" Click that Click download
How to set up and use Salesforce calendar sharing?
Work Smarter in Calendar and Events
- Help Reps Customize Their Calendars. ...
- Create Custom Event List Views. ...
- Customize and Combine Calendar Views. ...
- Get Hands-on with Calendar. ...
- Enable User List Calendars. ...
- Help Teams Stay Connected with Public Calendars. ...
- Get the Most Out of Your Events. ...
- Auto-relate Attendees. ...
- Set Up Resources. ...
- Create New Events from Anywhere. ...
How to create a public calendar in Salesforce?
- Full Access – No restrictions on viewing, editing, and inserting new events to the calendar.
- Show Details – Lets people see information about upcoming calendar events.
- Show Details and Add Events – Lets people see information and add new events to the calendar.
- Hide Details – Lets people only see if given times are available in the calendar. ...
How do I link a calendar to Salesforce?
Any accounts connected from the integrations or Inbox mobile app are shown on the Email and Calendar Accounts page in your Salesforce personal settings.From your personal settings, in the Quick Find box, enter Connected Accounts , and then select Email and Calendar Accounts. ... Click New Account.More items...
How does Salesforce integrate with Google Calendar?
Below are the steps you can follow to set up Google Calendar Salesforce Integration:Step 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture.Step 2: Assign User Permissions.Step 3: Connect your Google Account with Salesforce Einstein Activity Capture.
How do I enable calendar in Salesforce?
Enable Salesforce CalendarFrom Setup, in the Quick Find box, enter Visit Settings , and select Visit Calendar Settings .Enable Add Visits to Salesforce Calendar.
Is there a calendar function in Salesforce?
Calendar views display your events in Salesforce. Your calendar displays all events that you own in Salesforce on the My Events Calendar. Calendars that you create from a Salesforce object display data in date fields as calendar items. View, create, and edit your events in a day, week, or month view.
How do I sync my Outlook calendar with Salesforce?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
How do I sync my Google Calendar in Salesforce lightning?
From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync. Click Let users sync contacts, events, or both between Google and Salesforce to see more setup steps. From the Set Sync Settings and Check Status section, click New Config. Click New Lightning Sync Configuration.
How do I create a calendar event in Salesforce?
0:020:52How to Create a New Event inside Calendar in Salesforce LightningYouTubeStart of suggested clipEnd of suggested clipTime. Select this checkbox if it is an all-day. Event click on save event has been created thank youMoreTime. Select this checkbox if it is an all-day. Event click on save event has been created thank you for my guide org.
How do I create a custom calendar in Salesforce?
Here's how you can create your own Salesforce Object Calendar:Go to the Calendar tab.In the right pane, select the cog next to 'My Calendars. 'Select an object, then name it, select the duration, and apply filters as needed.Select 'Save. '
How do I access a public calendar in Salesforce?
View and edit your existing public calendars and resource calendars. From Setup, enter Public Calendars and Resources in the Quick Find box, then select Public Calendars and Resources. Create a public calendar or a resource calendar. Click New, name the calendar, select Active, and save the calendar.
Where is the calendar in Salesforce lightning?
1:223:52Calendar Functionality in Lightning Experience - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst you'll want to get into your calendar. Click the gear icon next to my calendars. And selectMoreFirst you'll want to get into your calendar. Click the gear icon next to my calendars. And select new calendar from here you want to choose the object to base the calendar on.
Prerequisites
You will have a much easier time setting up your Google Calendar Salesforce Integration if you have gone through the following prerequisites:
Introduction to Google Calendar
Google Calendar is a free and powerful tool developed by Google for organizing your schedule and coordinating events with others. With Google Calendar, you can easily create and keep track of daily events, as well as receive notifications about upcoming events, so that you always know what’s coming up.
Introduction to Salesforce
Salesforce is one of the powerful and widely used Cloud-based CRM (Customer Relationship Management) software for online businesses. It aids in Customer Relationship Management by storing your customer data, contact information, and Marketing information. It also allows you to create Sales Forecast Reports to convert your Leads.
Steps to Set Up Google Calendar Salesforce Integration
Now that you have a fundamental understanding of both technologies, let’s try to understand the procedure to set up Google Calendar Salesforce Integration. There are several approaches for setting up Google Calendar Salesforce Integration. One of the most popular methods is to utilize the Salesforce Einstein Activity Capture.
Benefits of Setting Up Google Calendar Salesforce Integration
Google Calendar Salesforce Integration has numerous benefits. Some of the key benefits of setting up Google Calendar Salesforce Integration include:
Conclusion
In this article, you learned how to set up Google Calendar Salesforce Integration and sync data between the two platforms. It also gave an overview of Google Calendar and Salesforce with its key features. You also learned about the key benefits of setting up Google Calendar Salesforce Integration.
Learning Objectives
Identify the calendar features that help your reps work more efficiently throughout the sales process.
Work Smarter in Calendar and Events
Outside of Salesforce, calendars and events are straightforward features. They might even be a bit boring if we’re being honest. But in Salesforce, calendars and events can do so much to help employees reach business goals. Plus, they can help your teams collaborate more effectively than any other standard calendar tool.
Resources
Use these resources to learn more about setting up and customizing calendar and events for your sales reps.
