What is Salesforce Lightning sync for Google?
Lightning Sync for Google Syncing contacts and events between your Google applications and Salesforce increases productivity. That’s because Lightning Sync eliminates the need to duplicate work between the two applications. Lightning Sync also syncs items whether you’re working from your desk or from your mobile device using Salesforce1.
What integrations are available with Salesforce Lightning?
Thanks to our strategic partnership with Google, our two product teams have been working hard to build integrations that help you be more productive: Lightning for Gmail: Bring your Salesforce contacts, accounts, records, and opportunities into your email and calendar.
How do I sync events between Microsoft calendarto Salesforce and Microsoft Exchange?
If your administrator has set up Lightning Sync for Microsoft Exchange, your events sync automatically between your Microsoft calendarto Salesforce. Events sync when you create or update them. If you’ve got many events, your first sync could take some time.
What is the difference between Gmail and Salesforce CRM?
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.
How do I sync my Gmail contacts with Salesforce?
Click on a Contact in Gmail. Click on More Actions. Click on Salesforce Sync label or Contact group.
How do I turn on lightning sync in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync or Google Integration and Sync. If Lightning Sync is available, under the Lightning Sync section you see an option to turn on the product.
How does Salesforce Lightning sync work?
Lightning Sync will synchronize Contacts and Events between Salesforce and either Microsoft Exchange or Google (Gmail), and can operate in a one-way or two-way configuration. If you're looking for Task synchronization, that will also exist within Lightning for Outlook, starting with the Winter '18 release.
How do I sync my phone contacts with Salesforce?
First you need to go to Settings –> Then Accounts and ensure you have your Exchange/Office 365/Google account added to your phone. Then ensure the Contacts toggle is turned on and green to ensure that Contacts are syncing to your cell phone.
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.
Is lightning sync retiring?
Starting in October 2020, Microsoft is retiring Basic Authentication for Exchange Online on a rolling basis. The retirement impacts the availability of the Lightning Sync service account connection method for Microsoft Office 365 customers who use Exchange Online.
Does lightning sync sync emails?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service.
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.
What tool can the Salesforce Admin use in the background of the integration to sync contacts and events between Microsoft Outlook and Salesforce?
Add Einstein Activity Capture to automate email and event logging and to sync contacts and calendar events between Salesforce and Outlook. To learn more about other products available, see Salesforce Help.
How do I import contacts from Salesforce to Iphone?
In the Salesforce mobile app, navigate to where you create contacts. Tap Import from Device to open the device's contact list. Select a contact. To associate the contact with an account in Salesforce, go to the contact record in Salesforce and add an account.
What is Lightning for 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.
Why is Lightning Sync important?
That’s because Lightning Sync eliminates the need to duplicate work between the two applications. Lightning Sync also syncs items whether you’re working from your desk or from your mobile device using Salesforce1.
Can you add emails to Salesforce?
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. How to set it up: Verify that Enhanced Email is enabled for your organization.
Does Google Calendar sync with Gmail?
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.
11 Jul How to get Salesforce Contacts into your iPhone with Lightning Sync
I have had numerous people ask me how to access their Salesforce Contacts on there iPhone. This post will show you how. If you are using a Microsoft Exchange or Office 365 for your email then it will be really easy. If you’re using Gmail, then it will take a few more steps.
Exchange or Office 365
If you use Exchange or Microsoft, you simply need to go to the Contacts interface in your iPhone and ensure the Salesforce_Sync group is set to visible. Then you will see all of your Salesforce Contacts that Lightning Sync has synced over from Salesforce to Exchange, also in your iPhone.
GSuite (a.ka. Google)
Google is a bit tougher. First, you need to navigate to your Contacts while in Gmail on a computer. Select the ‘Salesforce Sync’ Contact Group (this Contact Group should have automatically been created when you installed Lightning Sync), from the Contact Groups menu on the left side of the page.
G Suite Integration Guide
Increase productivity by syncing G Suite with Salesforce Essentials. Gone are the days of toggling back and forth between your email and CRM. You can automatically log your email and calendar activity into Salesforce, streamlining your team’s workflow and accelerating productivity.
Native Integrations
Thanks to our strategic partnership with Google, our two product teams have been working hard to build integrations that help you be more productive:
Third-Party Integrations
The following integration services work with Gmail and Salesforce. We haven’t vetted it, so please be careful when deploying it:
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Can Salesforce run a connection test?
Salesforce admins can run the Lightning Sync connection test to confirm whether admins and ITpros have set up Lightning Sync successfully. Or, run the connection test if Lightning Sync wassyncing reps’ items successfully , but suddenly stops.
Can Salesforce reset sync?
If a rep has trouble syncing between your email server and Salesforce, Salesforce admins can resetthat rep’s sync process. Resetting sync clears out and then restores the connections between a rep’semail and calendar applications and Salesforce records. Resetting the sync process doesn’t affectinformation stored in those records.
Why is it important to integrate Gmail and Google Calendar with Salesforce?
It’s important for them to bring Salesforce data to the place where they spend so much of their time. 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.
Why do reps use Salesforce?
Ursa Major purchased Salesforce because it’s a powerful sales tool. Their reps use Salesforce to track information about their prospects and deals. But let’s take a closer look at what sales teams use Salesforce for. The Thing Reps Do.
How to engage with prospects?
Email is an easy and effective way to engage with prospects and get relationships going. Maintain contacts. Google Contacts in Gmail serve as your reps’ virtual Rolodex card file. Schedule meetings and appointments. Your reps rely heavily on their calendars for planning their days and scheduling important events.
