- 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.
Table of Contents
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 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.
Is email tracking possible with Salesforce and Gmail?
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. Here is an outline of the several parts of this article that will facilitate a better understanding-
Can you use Google and Salesforce CRM together?
Google offers a variety of tools, such as Google Advertising, Google Cloud, G Suite, Gmail, etc. all of which are useful for modernizing businesses. The good news is that you can combine these solutions with Salesforce CRM and have a fantastic Salesforce experience.
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.
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 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.
How does Salesforce integrate with Google?
Sync Salesforce Events with Google Calendar Along with Emails and contacts, Calendar Events can also be synced with Google. This is also a component of “Lightning Sync”. Once your administrator has enabled “Lightning Sync” for Google, your events sync automatically from Google Calendar to Salesforce.
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 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.
How do I enable lightning in Gmail?
Complete these steps to add Lightning for Gmail to the Chrome browser.In the Chrome Web Store, enter Lightning for Gmail in the Search box, then select the Lightning for Gmail extension.Click Add to Chrome and then confirm Add an extension to add it to your Gmail account.
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 forward Gmail to Salesforce?
Open up a browser and log in to your Gmail. Click the gear icon in the upper right and select Settings. Click the Forwarding and POP/IMAP tab. On that page, in the Forwarding section, select Add a forwarding address.
Does Salesforce use G Suite?
Today, Salesforce’s more than 40,000 employees use Google Workspace app for email, video and team chat, documents, presentations, spreadsheets, and more.
Can you link Google Analytics to Salesforce?
Can you connect Salesforce with Google Analytics? The short answer is yes, you can connect Salesforce with Google Analytics. There are two key ways you can integrate these two apps.
Can I sync Google Calendar 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.
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 Hevo data?
Hevo Data is a No-code Data Pipeline that offers a fully managed solution to set up data integration from Salesforce ( one of the 30+ Free Data Sources) and 100+ Data Sources and will let you directly load data to a Data Warehouse or the destination of your choice. It will automate your data flow in minutes without writing any line of code. Its fault-tolerant architecture makes sure that your data is secure and consistent. Hevo provides you with a truly efficient and fully automated solution to manage data in real-time and always have analysis-ready data.
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.
What is Einstein Analytics?
Einstein Analytics: It is a Salesforce product that provides intelligent Business Analytics. Users can leverage this data to extract information, forecast Sales, and much more. It allows organizations to create interactive Dashboards and Reports that can be shared.
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.
How to sync Gmail with Salesforce?
Click on the Gear Icon after logging into Salesforce, then select “Setup”. In the Quick Find box, search and select “Gmail Integration and Sync”. You can enable it here.
Can Josh add a contact to Salesforce?
All of the participants in the email thread are visible. On clicking “Add to salesforce,” Josh can use the New Contact button to add them directly to Salesforce.
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:
Why is it important to integrate Gmail and Google Calendar with Salesforce?
It’s important for them to bring Salesforce data to the place where they spend so much of their time. When you integrate Gmail and Google Calendar with Salesforce, you help your reps spend less time entering data and switching between applications. You also help sales teams track important email conversations relevant to Salesforce records.
Why did Ursa Major buy Salesforce?
Ursa Major purchased Salesforce because it’s a powerful sales tool. Their reps use Salesforce to track information about their prospects and deals. But let’s take a closer look at what sales teams use Salesforce for. The Thing Reps Do.
How to engage with prospects?
Email is an easy and effective way to engage with prospects and get relationships going. Maintain contacts. Google Contacts in Gmail serve as your reps’ virtual Rolodex card file. Schedule meetings and appointments. Your reps rely heavily on their calendars for planning their days and scheduling important events.
Do sales reps use Salesforce?
Your sales reps use Gmail and Google Calendar. And they use Salesforce. Isn’t it time reps use those applications together? According to McKinsey & Company, sales reps spend up to 28% of their day in email and calendars. That’s the case with sales reps Erin Donaghue and Lance Park, who work at an emerging solar company, Ursa Major Solar. It’s important for them to bring Salesforce data to the place where they spend so much of their time.
Does Google Calendar help sales?
These features offer some serious productivity boosts to your sales teams. In the next unit, you learn how the integration with Gmail and Google Calendar helps sales teams free up administrative time. That way, your sales team can focus on increasing their sales. When sales are good at your company, you all benefit, right?