Slaesforce FAQ

how to link google calendar to salesforce

by Dr. Afton Bauch III Published 2 years ago Updated 1 year ago
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How to Embed Your Google Calendar in Salesforce

  • In Google Calendar, you'll see a list of calendars on the left. Click the down-arrow next to the calendar you want to embed, and select Calendar settings.
  • Select and copy the iframe code displayed in the Embed This Calendar section. ...
  • In Salesforce, click Your Name in the top navigation and select Setup.
  • On the left side of the page under App Setup, click Customize, then click Home, and select Home Page Components. In the Custom Components area, click the New button.
  • You may see a screen called Understanding Homepage Components. You can click Next.
  • In Step 1, you'll give your custom component a Name, select HTML area, and click Next.
  • In Step 2, select Wide (Right) Column, click the checkbox for Show HTML, paste your Google Calendar iframe code into the HTML form field, and then click Save. ...
  • In the left navigation, click Home Page Layouts. On the Edit Home Layout screen, in the section called Select Wide Components to Show, check the box next to your Custom ...
  • In Step 2 of Edit Home Layout, you can order the components and then click Save.
  • Now click the Home tab in Salesforce to view your new Home Page with your embedded Google Calendar.

Below are the steps you can follow to set up Google Calendar Salesforce Integration:
  1. Step 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture.
  2. Step 2: Assign User Permissions.
  3. Step 3: Connect your Google Account with Salesforce Einstein Activity Capture.
Sep 24, 2021

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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 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...

Can you sync Salesforce tasks with Google Calendar?

From Gmail, the user can sync their Google Calendar with Salesforce by enabling the option for automatic 2 Way calendar sync. In the Settings tab, the user can select how often the calendars will automatically sync.

Does Salesforce have a calendar link?

Use Einstein Activity Capture app to connect Salesforce calendar with an external calendar, such as Microsoft® Outlook® or Google Calendar™.

How does Salesforce integrate with Gmail?

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.

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.

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.

What is a Salesforce connector?

Use these connectors to sync your data in systems that are part of the Salesforce ecosystem, including external Salesforce orgs, to CRM Analytics.

How do I use a calendar in Salesforce?

Calendar views display your own calendar and coworkers' calendars along with list views of open tasks. On the Home tab, the Calendar section shows upcoming events, a date picker for the month, and links to other calendar and activity views. You can share your calendar with coworkers and print calendars and task lists.

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 view my calendar in Salesforce app?

Required Editions The Salesforce Today app is available in Salesforce for Android and Salesforce for iOS. It's not available in the Salesforce desktop site. To start using Today, tap Today in the Salesforce mobile app navigation menu and give Salesforce permission to access the calendar on your phone.

How to embed multiple calendars in Salesforce?

Here, you can choose to embed multiple calendars by selecting the checkbox next to each calendar. In Salesforce, click Your Name in the top navigation and select Setup. On the left side of the page under App Setup, click Customize, then click Home, and select Home Page Components. In the Custom Components area, click the New button.

How to embed a calendar in Google Calendar?

In Google Calendar, you'll see a list of calendars on the left. Click the down-arrow next to the calendar you want to embed, and select Calendar settings. Select and copy the iframe code displayed in the Embed This Calendar section. NOTE: If you'd like to customize your embedded calendar, click the Customize the color, size, ...

How to make a Google Calendar iframe?

In Step 1, you'll give your custom component a Name, select HTML area, and click Next. In Step 2, select Wide (Right) Column, click the checkbox for Show HTML, paste your Google Calendar iframe code into the HTML form field, and then click Save. You'll then see a preview of your Google Calendar in the form field.

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