Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history. It’s important to know that after you activate Gmail to Salesforce, you can’t deactivate it.
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What is the use of email log in Salesforce?
It helps to log emails as standard message objects and activates emails to Salesforce; Sales Representatives can use this setting to add (or log) emails and attachments as Salesforce emails to records. Events and their attachments can also be added (or logged) to Salesforce records by representatives.
What are the benefits of using Salesforce Gmail integration?
You’ll be able to effortlessly import emails from Gmail into Salesforce CRM, track how your prospects open and click your emails in real-time, and see everything in your CRM. In this in-depth article, you will get to know about Salesforce Gmail Integration, along with the key benefits of using Salesforce Gmail together.
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.
How to track emails in the outlook and Gmail integrations?
Guidelines for Tracking Emails in the Outlook and Gmail Integrations… Select Who Can Use Salesforce Inbox Features in the Outlook and… Enable Email Tracking for All Customers Opening Email from Your… Allow Reps to Log Events to Multiple Contacts from Outlook and…
Can Salesforce automatically log emails?
You can automatically log your emails to Salesforce using the Auto BCC feature in Front to associate emails to any open opportunities, leads, and contacts.
How do I Sync Gmail with Salesforce?
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 set up lightning Sync for Gmail in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync. Select Let users sync contacts, events, or both between Google and Salesforce to enable Lightning Sync. Click Let users sync contacts, events, or both between Google and Salesforce to see additional setup steps.
How do I log emails from activity in Salesforce?
Let’s add a new immediate action in the existing solo criteria node.Action Type: Create a New Record.Action Name: Log the Email to Activity History.Record Type: Email Message.Set Field Values: Status Picklist Sent. From Address String CustomerSupport@UniversalContainers.com. Case ID Reference [Case]. Id.
What is Auto Sync on Gmail?
With auto-sync, you no longer have to transfer data manually, saving you time and making sure that essential data is backed up to another device. The Gmail app syncs data automatically into data clouds so you can access information off of any device at any time.
How do I save emails from Gmail to Salesforce?
Set Up the Gmail IntegrationClick. … From Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync.Turn on the Gmail integration.Ensure that Use Enable Enhanced Email with Gmail is on to log emails as standard message objects and activate Email to Salesforce.More items…
What is Gmail integration in Salesforce?
Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history. It’s important to know that after you activate Gmail to Salesforce, you can’t deactivate it.
How do I integrate with Gmail?
Check Gmail sync settingsOpen the Gmail app .On the left, tap Menu. Settings.Tap your account.Make sure the box next to “Sync Gmail” is checked.
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.
How do I track an automated email in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I add Salesforce extensions to 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.
Where are emails logged in Salesforce?
When you log an outbound email, it’s logged to the selected Salesforce records as Sent. Outbound emails include emails logged from the Sent folder, the Log Email on Send option, or from the Reminder to Log pane.
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.
How to get Salesforce email to work 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. It helps to log emails as standard message objects and activates emails to Salesforce; Sales Representatives can use this setting to add (or log) emails and attachments as Salesforce emails to records. Events and their attachments can also be added (or logged) to Salesforce records by representatives. Email and event capture in Einstein Activity Capture adds emails and events to the activity timeline of associated Salesforce entities automatically.
Why is Salesforce Gmail important?
As a result, Salesforce Gmail Integration is critical. You will spend more time with your customers if your email and CRM communicate better, and you will spend far less time manually entering data. You’ll be able to effortlessly import emails from Gmail into Salesforce CRM, track how your prospects open and click your emails in real-time, and see everything in your CRM.
What is Salesforce automation?
CRM Automation: Salesforce’s intelligent technology automates a variety of business processes, such as Task Assignment and E-Mail Alert production. It has a process builder that enables you to generate recommendations with only one click. It gives advice on how to proceed with a commercial transaction.
How long does it take for Gmail to delete spam?
Spam: Gmail filters spam from your inbox using multiple algorithms and automatically deletes spam mails after 30 days. If Gmail detects that a message is originating from an untrusted source with encrypted files, it displays a warning at the top of the message, urging you to read the message before responding.
What is Salesforce used for?
It also includes a variety of Application Programming Interfaces (APIs) for gaining access to and migrating data within your organization.
Is Salesforce Gmail integration complete?
Salesforce Gmail Integration is now complete. Your Sales staff will be required to customize content with Lightning App Builder, once all of these processes have been accomplished. After that, instead of drafting emails from scratch, you can start using relevant templates for better communication.
Is Gmail secure?
Secure: For emails containing sensitive information, you can establish copying permissions, expiration dates, and a passcode. For your data, Gmail uses 128-bit Industry-Standard Encryption. You may also add levels of security to your Gmail account for secure login.
