Table of Contents
How do I add Salesforce Lightning to Gmail?
Locate the record ID of the record to associate the email with. Besides, how do I add Salesforce Lightning to Gmail? Click and select Setup. In the Quick Find box, enter Gmail , then select Gmail Integration and Sync. Turn on the Gmail integration.
What is the difference between Lightning for Gmail and lightning sync?
Answer: Lightning for Gmail is available to Sales Cloud, Service Cloud and Force.com customers. Lightning Sync is available to Sales Cloud customers. All Salesforce editions are supported: Professional, Enterprise, Performance, Unlimited, and Developer Editions. Question: What system requirements exist for Lightning for Gmail and Lightning Sync?
How do I add Salesforce inbox to Gmail?
How do I add Salesforce Inbox to GMail? 1 From Setup, in the Quick Find box, enter Integration , and then select either Outlook Integration and Sync or Gmail Integration and Sync. 2 Expand Let users access Salesforce records. 3 If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email are enabled.
What Salesforce editions does Salesforce Lightning sync support?
Lightning Sync is available to Sales Cloud customers. All Salesforce editions are supported: Professional, Enterprise, Performance, Unlimited, and Developer Editions. Question: What system requirements exist for Lightning for Gmail and Lightning Sync?
Does Salesforce Inbox work with Gmail?
Add Salesforce Inbox features to your integration with Microsoft® Outlook® or with Gmail™ to give your reps access to more tools to increase their productivity. You already have the integration enabled.
How do I connect my Gmail inbox to Salesforce?
To activate Gmail to Salesforce:From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce. … From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings. … Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.
How does Salesforce lightning integrate 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.
Is Salesforce Inbox included?
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. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.
How do I enable Inbox in Salesforce?
Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.
How does Salesforce Inbox work?
Salesforce Inbox is a fully integrated CRM and email management software that combines your email, calendar, and client management system to create a seamless sales experience.
What do you need to do to enable inbox features for the Gmail integration?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant.
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.
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 cost of Salesforce Inbox?
$25 per month per userSalesforce Inbox licenses costs $25 per month per user, and is integrated with Gmail and Outlook.
Does Salesforce Inbox automatically log emails?
Automatically captured emails and activities are retained for 24 months by default. You can adjust the retention period to be as short as 30 days and as long as 5 years. After the selected time frame, all data is deleted from storage and isn’t available in the Activity Time Line or dashboards.
Does Salesforce Inbox work with Outlook desktop?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
Does Lightning sync with Gmail?
With Lightning for Gmail and Lightning Sync, there is no more need to switch back and forth and no more wondering if a contact’s information in Gmail is the same as in Salesforce. It’s time to have sales information when you need it and where you need it – right in your Gmail application.
Does Salesforce have Gmail?
At Salesforce, we believe that the answer to unleash unprecedented productivity lies in finding better ways to get things done. That is precisely what we have done by integrating the power of Salesforce with Google G Suite email and calendar applications. Sales reps who use Gmail and Google Calendar can now focus exclusively on selling and say goodbye to switching between applications. And, if time is money, reps are in for a treat, because now they can save a ton of time by copying emails over and having their contacts and calendars sync automatically.
Can you use Lightning for Gmail?
Since Lightning for Gmail and Lightning Sync are available in both Salesforce Classic and Lightning Experience, you get all the unique benefits of the Salesforce platform. In other words, you can customize Lightning for Gmail to design an ideal experience for your customers by leveraging Lightning components. You can create Lightning components yourself or download them from one of our partners in the AppExchange.
Does Gmail require Lightning?
Both Lightning for Gmail and Lightning Sync require Google G Suite. The open, free Gmail application is not supported.
Does Lightning sync with Salesforce?
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.
Is Lightning available for Gmail?
We’re very proud to announce that Lightning for Gmail and Lightning Sync for Google is now Generally Available. The launch of these products marks a key milestone in helping our customers take productivity to the next level.
Can you use Lightning on Salesforce?
No, Lightning for Gmail and Lightning Sync can be used by customers on Lightning Experience and on Salesforce Classic as well .
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.
What is Salesforce calendar?
Salesforce is a powerful tool to boost up the sales and manage contacts, leads, opportunities, contacts etc. With the Salesforce calendar, you can schedule meeting or appointments effectively. You have the opportunity of tracking deals in the pipeline and put a closer eye on crucial sales activities and get to know how to improve your overall sales plan.
Why is Gmail important?
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.
Can you access Salesforce records?
With easy access to records, you can compile meaningful email communications within minutes.
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 use Salesforce and Gmail together?
With the integration of Gmail and Salesforce, salespeople don’t have to toggle between two tabs and this is easy to access data at their fingertips only. 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.
