- 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.
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.
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 Gmail used for in Salesforce?
The Gmail is common in use to send email message quickly and get relationships going. Also, it helps to manage contacts and scheduling meeting or appointments for the important events. Why Salesforce?
What is lightning sync for Google?
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. Or if that contact information is updated in Salesforce, it will sync automatically to your Gmail.
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How do I enable lightning for Gmail in Salesforce?
Salesforce Lightning for GmailGo to Lightning for Gmail and Sync Settings.Enable Lightning for Gmail.Add Salesforce Lightning for Gmail Google Chrome extension.Open Gmail in Google Chrome browser.Click Log In to Salesforce.More items...•
Is there a Salesforce plugin for Gmail?
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.
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.
How do I add a Salesforce connector to 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 Gmail Inbox in Salesforce?
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...
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.
Can you sync Salesforce tasks with Google Calendar?
From Gmail, the user can sync their Google Calendar with Salesforce by enabling the option for automatic 2 Way calendar sync. In the Settings tab, the user can select how often the calendars will automatically sync.
Does Salesforce integrate with Google Calendar?
If your administrator has set up Lightning Sync for Google, your events sync automatically from Google Calendar to Salesforce. Events sync when you create or update them.
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.
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 .
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:
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:
See how Salesforce can grow your business
Discover how Salesforce is committed to your success. Learn how we can help you find, win, and keep customers to grow.
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.
