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
Customer relationship management
Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers' history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.
Full Answer
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. ...
- Click the + button next to the users you want to switch.
How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. ...
- You can’t access Lightning Experience in a mobile browser. ...
- You can access Lightning Experience on iPad Safari. ...
- Lightning Experience doesn’t support incognito or other private browsing modes.
What are the lightning events in Salesforce?
- Salesforce Lightning Events Part 1 - Component Events Introduction
- Salesforce Lightning Events Part 2 - Building Component Events
- Salesforce Lightning Events Part 3 - Bubble and Capture Phase
- Salesforce Lightning Events Part 4 - Understanding Container Components
- Salesforce Lightning Events Part 5 - Application Events Introduction
How to delete Lightning component in Salesforce?
To delete a component from a managed package:
- From Setup, enter Lightning Components in the Quick Find box.
- Select Lightning Components.
- Click Del for the component that you want to delete.
What is lightning sync 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.
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.
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.
Is Salesforce inbox free?
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.
What can be synchronized between Salesforce and Outlook?
Salesforce for Outlook syncs Salesforce recurring events (repeating events created in Salesforce Classic) with Microsoft Outlook calendars. Keep Microsoft® Outlook® and Salesforce tasks in sync.
Is Einstein activity capture free?
Activities added to Salesforce by Einstein Activity Capture are stored in Salesforce databases hosted on Amazon Web Services (AWS) and don't affect your Salesforce data allocations. There are no additional costs for this storage.
Does Einstein activity capture create records?
It isn't used to create Salesforce records. It isn't available in standard reporting. However, to see your activity data aggregated, you can use the Activities dashboard and Activity Metrics fields. The data retention period determines the how much email data is stored and for how long.
How do I turn off Lightning sync in Salesforce?
Turn Off Lightning SyncFrom Setup, in the Quick Find box, enter Einstein Activity Capture , and then select Settings.From the Configuration tab, click Turn Off Lightning Sync. Users without the Einstein Activity Capture permission are removed from configurations and their contacts and events stop syncing.
Is Salesforce Classic being retired?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
Is Salesforce for Outlook still supported?
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.
Is Salesforce inbox being retired?
In March 2021, we are planning to retire the legacy versions of the Inbox add-in for Outlook and Chrome extension for Gmail. Since your organization may use this older version, we wanted to let you know to move to the new version.
Empower everyone to build apps the fast, easy, and fun way
Enable IT and business to create apps together using no-code builders and pro-code tools. With Lightning, you can save up to 25% of the time developers spend building customizations.*
Prepare for even more features in the future
Use this feature roadmap to see which features are coming as you turn on Lightning Experience and evolve your business.
Got Questions?
Join our Lightning Now community to get help, learn and collaborate with fellow customers around Lightning Experience.
What is Lightning Platform?
The Lightning Platform is unified and connected with robust APIs and services ready for data integration and system integration of back-office systems, communities, and more. The Lightning Platform empowers multiple types of enterprise application integration, including API integration, data integration, business logic integration, and user interface integration. With the Lightning Platform, no datasource is out of reach.
Can you use point and click in Salesforce?
Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API. You can even seamlessly connect data between your Salesforce instances, no coding required. GET THE GUIDE.
What's changing?
Customers who subscribe to Salesforce in Winter ’21 or later won’t have access to Lightning Sync setup. Instead, to give you the best in Microsoft and Google integration, we are combining our resources to focus on delivering one sync product: Einstein Activity Capture.
What should I do if I want to sync contacts and events?
To sync contacts and events between Microsoft or Google applications and Salesforce, we recommend Einstein Activity Capture.
What if my company isn't ready to move to Einstein Activity Capture?
We continue to develop Einstein Activity Capture to deliver an enterprise sync solution that meets your needs.
