how to link gmail and salesforce

To activate Gmail to Salesforce:

• From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce. Confirm that it’s activated.
• 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.

Full Answer

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.

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.

Can I Sync my Salesforce contacts with Gmail?

• To do so, compose a new mail and attach the converted vCard to the email
• Send this mail to the email account configured with your iPhone
• Open this mail on your iPhone and click on the attached Card
• Select Contacts app to open the file

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How do I connect my email 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...

How do I add Salesforce extensions to Gmail?

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.

How does Salesforce integrate with email?

To integrate Salesforce with Microsoft® Outlook® or Gmail™ requires a server-side setup and a client-side setup. After setup, you can either use the default email application panes or customize them to meet your reps needs. Increase your productivity and work smarter and faster without leaving your email application.

How do I set up lightning Sync for Gmail in Salesforce?

From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync. Select Let users sync contacts, events, or both between Google and Salesforce to enable Lightning Sync. Click Let users sync contacts, events, or both between Google and Salesforce to see additional setup steps.

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!

How do I enable lightning in Gmail?

Complete these steps to add Lightning for Gmail to the Chrome browser.In the Chrome Web Store, enter Lightning for Gmail in the Search box, then select the Lightning for Gmail extension.Click Add to Chrome and then confirm Add an extension to add it to your Gmail account.

How do I receive emails in Salesforce?

Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce....Enable Email to Salesforce for Your UsersFrom Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.Click Edit.Select Active.More items...

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 are the three email integration features does Salesforce have?

Email Integration Features from Sales CloudContact management.Lead management.Sales forecasting.Workflow automation.File sync and share.Data reporting and analytics.

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 sync my Gmail calendar with Salesforce?

To sync a Google Calendar event to Salesforce when you create the invite:Go to your Google calendar and create an event.Make sure you toggle ON the "Sync Calendar Event to Salesforce" so that the the event will sync.More items...•

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.

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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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.