Can I sync Salesforce and Gmail contacts?
Or if that contact information is updated in Salesforce, it will sync automatically to your Gmail. Ok, so you can search, create, edit, and view Salesforce information directly from Gmail using Lightning for Gmail, and you keep contacts and calendar events in sync with Salesforce using Lightning Sync.
What is Salesforce Lightning sync for Google?
It’s all about empowering you to sell faster, wherever you are. With Lightning Sync for Google, you can rest assured that not only your calendar events stay synced with Salesforce, but your contacts do as well. That’s because when you make an update to a contact in Gmail, it syncs to Salesforce automatically.
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 Salesforce integration with Gmail can make your business more productive?
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.
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 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 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 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.
How do I sync my iphone contacts with Salesforce?
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.
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 sync Outlook contacts with Salesforce?
How do I enable contacts for sync in Salesforce for Outlook?From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook.Click View My Configuration.Under the Sync Settings section, verify you have Contacts selected.
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.
Ryan Aytay
We have all been there. At the end of the day, you look back to what was accomplished and think “If only I had a few more hours, I would be able to finish more work and be more productive.” It begs the question: do we really need more hours or just better tools to help us get more done in less time?
No more switching. Sell faster and the way you want within Gmail
Do you remember having to switch between Gmail and Salesforce to pull up information about a contact or an opportunity? Were you ever frustrated that your important calendar events in Google were out of sync with your Salesforce calendar? Well, that is about to be a thing of the past.
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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