Slaesforce FAQ

how to integrate google g suite with salesforce desktop

by Mr. Jeramy Dach II Published 2 years ago Updated 1 year ago
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Click on Add-ons -> Get Add-ons After clicking get Add-ons, you will get the image as given below. After that, search “Data Connector for Salesforce” and install the Data Connector for salesforce.

Part of a video titled G Suite Integrations with Salesforce - YouTube
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From Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that theMoreFrom Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that the lightning for gmail extension appears.

Full Answer

What can you do with Salesforce essentials and G Suite?

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.

How do I integrate Google Sheets with Salesforce?

Open a sheet in Google Sheets. At the top, click Add-ons Get add-ons. In the top right search bar, search for "Data connector for Salesforce" Next to the add-on, click Add.

What is the best solution for Gmail and Salesforce inbox?

The Connector for Gmail and Salesforce is from iEnterprises - we are not Salesforce so you haven't purchased it. iEnterprises has been in business for 25+ years and is a Salesforce and Google partner. It has many features that make it a better solution than Salesforce Inbox ($25 per user per month) and other premium solutions.

Is there a way to sync Gmail with Salesforce?

There is even an optional background sync that can automatically synchronize all your email messages and calendar information with the appropriate contact or lead in Salesforce.com. Best of all, everything works on mobile via the Gmail mobile app or from a desktop browser.

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Can you integrate Salesforce and Gmail?

Note The Gmail integration is also available for Salesforce Classic users. See Gmail Integration. Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history.

How do you integrate G suite?

Google Apps for Business (G Suite) integrationFrom the Dashboard, click Enable APIS and Services. ... Search for the Admin SDK, open it, and click Enable.Go to the Credentials section on the sidebar, and click Create to create a new project.Enter the project name.More items...

Does Google work on Salesforce?

You can now seamlessly integrate Google Drive files with your Salesforce using connectors. Salesforce Files Connect, as the name suggests, lets you access documents stored in Google Drive from within Salesforce.

Can you sync Google Calendar with Salesforce?

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.

What are G Suite add ons?

G Suite Add-ons connect G Suite with third-party applications so you can work directly from the G Suite app you're using, rather than toggling from one app to another. They also surface relevant information and suggest actions based on what you're working on.

What is the SMTP server for G suite?

Server name: smtp.gmail.com. Port: 465 (SSL) or 587 (TLS) Username and password must be specified.

How does Google workspace integrate with Salesforce?

1:513:09G Suite Integrations with Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that theMoreFrom Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that the lightning for gmail extension appears.

How do I use Google SSO in Salesforce?

Set up SSO via SAML for SalesforceSign in to your Google Admin console. ... From the Admin console Home page, go to Apps. ... Click Add app. ... Enter Salesforce in the search field.In the search results, hover over the Salesforce SAML app and click Select.On the Google Identity Provider details page: ... Click Continue.More items...

How do I connect Google ads to Salesforce?

Sign in to your Google Ads account. in the upper right corner of your account. Under “Setup,” click Linked accounts. If you're linking Google Ads to a Salesforce account for the first time, go to "From Google" and under "Salesforce," click Details and then click Link Salesforce.

How do I integrate my Gmail calendar with Salesforce?

Steps to Set Up Google Calendar Salesforce IntegrationStep 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.

What can reps do in Gmail Google Calendar and Salesforce?

When you integrate Gmail and Google Calendar with Salesforce, you help your reps spend less time entering data and switching between applications. You also help sales teams track important email conversations relevant to Salesforce records.

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.

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How to add data connector to Google Sheets?

Step 1: Download add-on. Open a sheet in Google Sheets. At the top, click Add-ons Get add-ons. In the top right search bar, search for "Data connector for Salesforce". Next to the add-on, click Add .

How to refresh Google Sheets?

Open a sheet in Google Sheets. At the top, click Add-ons Data connector for Salesforce Open. At the right, click Refresh. To create an automatic refresh schedule, click Create Chose a time interval (4, 8, or 24 hours) from the dropdown Create. To manually refresh data once, click Refresh. Delete data.

Can you edit Google Sheets in Salesforce?

You can edit data in your Google spreadsheet and transfer the changes to Salesforce. Open a sheet in Google Sheets. At the top, click Add-ons Data connector for Salesforce Open.

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