- Login to your Salesforce Lightning account and it will take you to the home screen as shown below –
- At the home page from upper right corner click on Setup icon as shown below –
- As soon as you click on Setup option, there is one Quick find box in the upper left corner.
- Type the ‘Lightning for Gmail’ there and select the “Lightning for Gmail and Sync” option as soon as it is displayed in front of you.
- From “Lightning for Gmail and Lightning Sync” settings, you can configure both the products or just one based on your requirements.
- As per our experience, you are strongly recommended to enable following options as shown in the screenshot to enjoy maximum benefits from the Setup like import your Gmail ...
- Once all of the options are enabled as per the instructions, the sale steam can customize content with Lightning App builder and start using relevant templates to make ...
- If you are interested in enabling Lightning Sync option too then it will automatically synchronize your contacts between Google and the Salesforce. ...
- On the same page, there is one option at the end, that can be enabled to enjoy the Lightning Sync benefits.
What are the benefits of using Salesforce Gmail integration?
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. In this in-depth article, you will get to know about Salesforce Gmail Integration, along with the key benefits of using Salesforce Gmail together.
What are the restrictions of the Salesforce Gmail integration?
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.
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.
Is email tracking possible with Salesforce and Gmail?
Also, email tracking is possible that is highly relevant to the Salesforce records. Here, is a quick list of benefits that are experienced by the sales rep once they have integrated the both of the platforms (Salesforce + Gmail) together. Here is an outline of the several parts of this article that will facilitate a better understanding-
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How do I add Salesforce Inbox to Gmail?
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.More items...
How do I set up Salesforce Inbox?
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 Sync my Salesforce email?
You will need to connect your email account on the connections tab, and connect to Salesforce when prompted in the Sync pane. Next, use the Email tab at the top right to set up syncing. Select the email account where the emails to sync are located and choose the syncing options you desire.
How do I setup my Salesforce Inbox for Outlook?
Salesforce Inbox for Microsoft Office 365 installation instructionsGo to Office 365.Navigate to Organization | Add-ins.On the add-ins screen, click the plus icon in the upper-left corner, and then select Add from the Office Store.In the search field, enter Salesforce Inbox and click the magnifying glass search icon.More items...
Does Salesforce have an email Inbox?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.
How does Salesforce Inbox work?
An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Email integrations let sales reps work with Salesforce data directly in Microsoft Outlook and Gmail or in the Salesforce Inbox mobile app.
How do I automatically sync emails in Salesforce?
0:000:50Sync All Emails to Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipWith email sync you'll never have to manually add emails to Salesforce again email sync works in theMoreWith email sync you'll never have to manually add emails to Salesforce again email sync works in the background to ensure that each and every email you send will be logged to the appropriate.
Why are my emails not syncing to Salesforce?
If your emails are not automatically syncing to Salesforce, please ensure that you've enabled Send to Salesforce. To enable this functionality in Gmail: Click the "Yesware" menu at the very top of Gmail and select "Preferences"
How do I automatically save emails in Salesforce?
0:070:44Save Emails and Attachments to Salesforce - Outlook - YouTubeYouTubeStart of suggested clipEnd of suggested clipAll you have to do to save an email is go to add to Salesforce in the reply window. Select whichMoreAll you have to do to save an email is go to add to Salesforce in the reply window. Select which contact or lead you want the record to be associated with.
How do I add a Salesforce addin to Outlook?
Click Salesforce Lightning for Outlook from the Home tab on the ribbon and then click Manage Add-ins. In the Manage Add-ins page, click the + sign and then select the Salesforce for Outlook add-in from the Office Store. Click the Add button to begin installation.
How do I enable the Salesforce plugin in Outlook?
Take the following steps to enable the Salesforce for Outlook Add-In in Microsoft Outlook 2010/2013/2016:Click File | Options | Add-Ins.Click the Manage drop-down menu and select Disabled Items and click on Go...If the Salesforce add in is listed, select it and click Enable.More items...
How do I add a Salesforce plugin to Outlook?
From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook. Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration.
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.
