how to post emails into salesforce from gmail

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. Important After you activate a Google Apps service in ...
• Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.

Full Answer

How do I import email attachments from Outlook to Salesforce?

Using Outlook Integration or Gmail Integration, email attachments are added to records in Salesforce as Files, on the Salesforce record representing that email. There are nuances: Gmail Integration always represents Gmail emails as Salesforce Enhanced Email records, and Gmail email attachments are stored in Salesforce as Files.

What is Gmail used for in Salesforce?

The Gmail is common in use to send email message quickly and get relationships going. Also, it helps to manage contacts and scheduling meeting or appointments for the important events. Why Salesforce?

Where are Gmail emails stored in Salesforce?

Gmail Integration always represents Gmail emails as Salesforce Enhanced Email records, and Gmail email attachments are stored in Salesforce as Files. You may have to expose the Files section on the Enhanced Email and/or Task page layout.

How to setup Salesforce Lightning for Gmail?

Setting 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.

How do I send an email from Gmail to Salesforce?

From Setup, in the Quick Find box, enter Send through External Email Services , and then select Send through External Email Services. Select either Send through Gmail or Send through Office 365. From Setup, enter Deliverability in the Quick Find box, then select Deliverability under Email.

How do I connect my Gmail Inbox to Salesforce?

From Setup, in the Quick Find box, enter Integration , and then select either Outlook Integration and Sync or Gmail Integration and Sync. Expand Let users access Salesforce records. If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email are enabled.

How do I add a Salesforce plugin 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 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...•

How do I enable Inbox in Salesforce?

Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.

How do I use Inbox in Salesforce?

0:005:51Salesforce Inbox for Outlook: Demo Deep-Dive - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter whereverMoreIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter wherever. They're working if you're anything like me every day starts with email I grab a cup of coffee.

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!

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.

What are Gmail extensions?

A Gmail extension is a Google Chrome extension that directly impacts the layout/function of your Gmail dashboard/account. You can find many of the available extensions in the Chrome web store as you just saw. Others are only available through the website of the company that creates the app.

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.

What do you need to do to enable Inbox features for the Gmail integration?

In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant.

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 get Salesforce email to work with Gmail?

To get the best out of Salesforce Gmail Integration, make sure that “ Lightning Sync” and “ Use Enable Enhanced Email with Gmail” options are turned on. It helps to log emails as standard message objects and activates emails to Salesforce; Sales Representatives can use this setting to add (or log) emails and attachments as Salesforce emails to records. Events and their attachments can also be added (or logged) to Salesforce records by representatives. Email and event capture in Einstein Activity Capture adds emails and events to the activity timeline of associated Salesforce entities automatically.

Why is Salesforce Gmail important?

As a result, Salesforce Gmail Integration is critical. You will spend more time with your customers if your email and CRM communicate better, and you will spend far less time manually entering data. You’ll be able to effortlessly import emails from Gmail into Salesforce CRM, track how your prospects open and click your emails in real-time, and see everything in your CRM.

What is Salesforce automation?

CRM Automation: Salesforce’s intelligent technology automates a variety of business processes, such as Task Assignment and E-Mail Alert production. It has a process builder that enables you to generate recommendations with only one click. It gives advice on how to proceed with a commercial transaction.

How long does it take for Gmail to delete spam?

Spam: Gmail filters spam from your inbox using multiple algorithms and automatically deletes spam mails after 30 days. If Gmail detects that a message is originating from an untrusted source with encrypted files, it displays a warning at the top of the message, urging you to read the message before responding.

What is Salesforce used for?

It also includes a variety of Application Programming Interfaces (APIs) for gaining access to and migrating data within your organization.

Is Salesforce Gmail integration complete?

Salesforce Gmail Integration is now complete. Your Sales staff will be required to customize content with Lightning App Builder, once all of these processes have been accomplished. After that, instead of drafting emails from scratch, you can start using relevant templates for better communication.

Is Gmail secure?

Secure: For emails containing sensitive information, you can establish copying permissions, expiration dates, and a passcode. For your data, Gmail uses 128-bit Industry-Standard Encryption. You may also add levels of security to your Gmail account for secure login.