How to Integrate Gmail with Salesforce
- Log into your Salesforce Account. Log in to your Salesforce Lightning Account and navigate to the Setup Icon.
- Configure Salesforce Gmail Integration. In the Setup section, type Lightning for Gmail in the quick find box and press Enter. ...
- Perform Optional Customizations. ...
- Customizing Content. ...
How to integrate your Gmail with Salesforce?
- Click and select Setup.
- In the Quick Find box, enter Gmail , then select Gmail Integration and Sync.
- Turn on the Gmail integration.
- To let reps relate emails they are composing to Salesforce records, expand the Gmail integration settings and turn on Use Enhanced Email with Gmail.
How to sync Gmail and Salesforce?
Sync emails from Gmail to Salesforce
- Open up the Ebsta Console by clicking on the following link: https://console.ebsta.com
- Click Sign in with Salesforce and log in with your Salesforce credentials.
- Click Settings in the bottom left-hand corner and then select Email Sync.
- Click Add Gmail Mailbox . ...
- Sign in to your Google Account with your username and password.
Does Salesforce integrate with Gmail?
Salesforce's Chrome plugin lets SMB's to quickly and easily integrate with Gmail, reducing the back and forth between their email clients and CRM systems. The Google plugin also allows for Salesforce integration with G-Suite.
How do I add Salesforce inbox to Gmail?
- Click New, name the calendar, select Active, and save the calendar.
- Click Sharing. Add the public groups, roles, or people you want to share the calendar with.
- In Calendar Access, specify the way you want to share the calendar. Hide Details.
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How do I integrate Gmail with 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 enable lightning for Gmail in Salesforce?
Salesforce Lightning for GmailGo to Lightning for Gmail and Sync Settings.Enable Lightning for Gmail.Add Salesforce Lightning for Gmail Google Chrome extension.Open Gmail in Google Chrome browser.Click Log In to Salesforce.More items...•
Does Salesforce Essentials integrate with Gmail?
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 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.
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 add an email account to Salesforce?
To be able to use Email to Salesforce, start by configuring it....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...
Does Salesforce use Google workspace?
Today, Salesforce's more than 40,000 employees use Google Workspace app for email, video and team chat, documents, presentations, spreadsheets, and more.
How does Google use Salesforce?
Companies will also be able to deeply integrate Salesforce with Google Analytics 360, seamlessly connecting sales, marketing, and advertising data for the very first time. We will use Google Cloud Platform for global infrastructure expansion of our core services, including Sales Cloud and Service Cloud.
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 .
Introduction to Salesforce
Salesforce is a well-known Customer Relationship Management (CRM) software that automates Sales and Marketing procedures. It is a Subscription-Based Pay-As-You-Go American company based out of San Francisco, California.
Introduction to Gmail
Gmail is a Google-provided free email service. It works in the same way as other email providers. You can send and receive emails, create an address book, block spam, and do other basic email operations with Gmail. Gmail also has a number of additional unique features that make it an excellent online email service.
Key Benefits of Salesforce Gmail Integration
Gmail and Google Calendar are used by your most Sales personnel. They also use Salesforce. Salespeople, according to McKinsey & Company, spend up to 28% of their time on Email and Calendars. They must deliver Salesforce data to the location where they spend so much of their time.
Conclusion
This detailed guide provided insights on Salesforce Gmail Integration. Due to the restrictions of the Salesforce Gmail Integration, manually syncing data is time-consuming. Users/business teams should have a Salesforce account and authorize appropriate permissions to set up Salesforce Gmail Integration for such procedures.
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:
How to Integrate Gmail with Salesforce (Use Case Example Included)
Ask any sales rep what the biggest time drain is in their workday and the answer will be the same. Surprise, it’s emails! OK, it’s not that surprising, but the actual extent of it might catch you off guard. It’s estimated that 28 percent of their day is spent between emails and Salesforce.
Business Use Case Example
Josh is emailing a group of prospective clients and wants to add everyone in the thread to Salesforce. Below, you can see that the extension picks up the addresses.
Troubleshooting and potential problems that can arise
The most common problem usually arises while logging in. Let’s suppose we have to log in to Salesforce via Sandbox. By default, the extension only allows you to log in to production. To fix this, go to the options page of the Salesforce extension by right-clicking on the Salesforce icon.
