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

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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 to integrate Salesforce and Gmail?

If your organization uses both Salesforce and Gmail, consider enabling the connection between the two systems. Doing so lets your organization sync data automatically, associate emails from your Gmail to your Salesforce records and more. Connecting this key information in Salesforce will boost your User’s productivity.

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-

What is the use of email log in Salesforce?

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.

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How do I integrate Salesforce with Gmail?

From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.

How do I install Salesforce Lightning for Gmail?

6:187:10Salesforce Lightning for Gmail - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou'll just pop out the little Salesforce bar on the right and you'll need to login with yourMoreYou'll just pop out the little Salesforce bar on the right and you'll need to login with your Salesforce username. And password and that's all that's required.

How do I connect my email to Salesforce?

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 forward Gmail to Salesforce?

Open up a browser and log in to your Gmail. Click the gear icon in the upper right and select Settings. Click the Forwarding and POP/IMAP tab. On that page, in the Forwarding section, select Add a forwarding address.

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.

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 email services in Salesforce?

Required Editions and User PermissionsFrom Setup, enter Email Services in the Quick Find box, then select Email Services.Click New Email Service, or click Edit to change an existing email service.Specify the name of the email service.Choose the Apex class you want this email service to use to process messages.More items...

How does Salesforce email work?

A simple way to relate emails to Salesforce records is to use 'Email to Salesforce' which works by entering a special Salesforce generated email address in the bcc field of emails sent. This will automatically relate the email to a lead, contact, opportunity or other specific record.

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.

How do I set up email forwarding in Salesforce?

Here's how to forward messages automatically:Click the gear icon in the upper right, then select Settings.Click the Forwarding and POP/IMAP tab.From the first drop-down menu in the "Forwarding" section, select 'Add new email address. ... Enter the email address to which you'd like your messages forwarded.More items...•

Can you receive email in Salesforce?

Email to Salesforce accepts the email only if the sending server passes at least one of these protocols and doesn't fail any of them. To configure Email to Salesforce to verify the legitimacy of the sending server before processing a message, select Advanced Email Security Settings.

Can you log emails in Salesforce?

Select the email you want to log to Salesforce. You can select emails in an email folder, including the Sent Message folder to log emails that you sent. icon (it's blue if an address on the email matches an email address on a record in Salesforce). Tap one or more suggested records or search for a different record.

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.