how to set up gmail integration salesforce lightning

• Login to your Salesforce Lightning account.
• Click on the Quick Find box in the upper left corner once you have clicked on the Setup option.
• Type “Lightning for Gmail” and then proceed to select “Lightning for Gmail and Sync”.
• You can now configure just one or both the products from “Lightning for Gmail and Lightning Sync” settings based on your specific requirements.
• I highly recommend that you enable the following options to get the best value out of Gmail and Salesforce Integration.
• Once all these steps have been completed, your sales team will be required to customize content with Lightning App Builder. ...
• If you want to utilize the benefits of Lightning Sync, you can enable the button as mentioned in the next image.

Full Answer

How to integrate Salesforce Lightning sync 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.

Why should you integrate Salesforce with Gmail?

Here, this is necessary for the sales team to bring the Salesforce data to the particular email platform (Gmail) where they are spending the maximum of their time. With the integration of Gmail and Salesforce, salespeople don’t have to toggle between two tabs and this is easy to access data at their fingertips only.

What's new in Lightning for Gmail and Google Calendar?

Users who use Gmail and Google Calendar can now focus on getting their tasks done without switching between applications, and save a ton of time since their contacts and calendars can now sync automatically. Lightning for Gmail and Lightning Sync for Google is now Generally Available, so let’s dig in and explore how to set these up for your users.

What is Salesforce enhanced email and how does it work?

Users can add emails and meetings right into Salesforce, associating them to the right contacts, accounts, and opportunities. And while in Gmail, users can view Salesforce CRM info related to their emails, like contacts, deals, and more. Verify that Enhanced Email is enabled for your organization.

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How do I install Gmail plugin for Salesforce?

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 use Gmail inbox with Salesforce?

1:325:20Salesforce Inbox for Gmail: In-Depth Product Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipUsing insert availability. I can connect directly to my calendar. And share all of my open timeMoreUsing insert availability. I can connect directly to my calendar. And share all of my open time slots through email no more scheduling hassle. And this email it's dynamic that means if my schedule.

How do I integrate email with Salesforce?

0:052:47Salesforce email integration - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can link this email to a related Salesforce. Record like a contact account opportunity or even aMoreI can link this email to a related Salesforce. Record like a contact account opportunity or even a custom object.

What is Gmail integration?

Whether you're on your computer or your mobile device, the integrated Gmail experience has email, direct messages with one or more people, spaces, and video or audio meetings—all your online communication streams—in one familiar place: Gmail.

What is the difference between lightning sync and Einstein activity capture?

Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.

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.

What are the three email integration features does Salesforce have?

An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience and also provides access to the Inbox mobile app. See the features available in each environment and explore ways to extend the Outlook or Gmail integration with Inbox.

How do I send and receive emails in Salesforce?

Set Up Email-to-Case with a Guided Setup Flow Get your cases into Service Cloud fast with a quick guided setup flow for Email-to-Case. Connect your support email address to Salesforce, give your incoming cases a default priority and queue, and set up mail forwarding so your emails become cases for your support team.

What are different email integration options available in Salesforce?

Salesforce email integration optionsOutlook Integration and Lightning Sync. These are two separate products for Microsoft systems: ... Gmail Integration. ... Salesforce Inbox. ... Third party alternatives. ... Conclusions.

How do I get integrated Gmail?

Gmail has a new integrated view to organize Mail, Chat, Spaces, and Meet in one place. With the new layout, you can: View Google apps integrated into the Gmail main menu....Opt in to the new viewAt the top right, click Settings .Under “Quick settings,” click Try out the new Gmail view.In the new window, click Reload.

How do I enable Gmail API?

Enable an APIGo to the API Console.From the projects list, select a project or create a new one.If the APIs & services page isn't already open, open the console left side menu and select APIs & services, and then select Library.Click the API you want to enable. ... Click ENABLE.

Is the Gmail API free?

Gmail API is available for free, but it has certain daily usage limits for API calls. Daily usage: 1 billion API calls per day. Per User Rate Limit: 250 API calls per user per second.

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: