Salesforce

With Summer 17’ Salesforce has added a free (and viable) alternative to paid apps that integrate your gmail inbox with Salesforce – this new alternative sầu is called Lightning for Gmail. With Lightning for Gmail, clients can integrate their Gmail inbox with their Salesforce instance via a Chrome extension called Salesforce Lightning for Gmail.

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This extension creates a side panel that, after logging in, enables users lớn tìm kiếm, edit, create, và relate (emails to) records in Salesforce.

There are differences in functionality depending on whether or not a server-màn chơi synchronization is configured. This article will outline Lightning for Gmail functionality in two parts; (1) functionality available by installing only the Chrome extension (without a hệ thống synchronization) và (2) functionality available after a one-time sync configuration between Google và Salesforce servers.

Chrome Extension Functionality

There is a lot of functionality that comes with Lightning for Gmail extension out-of-the-box:

Easily accessible side panel to lớn tìm kiếm và maneuver (Create, Read, Update) Salesforce data from the inbox.Create records via the “+” icon in the side panel Advertiser.Customize what can be created via Lightning for Gmail Setup thực đơn under Thư điện tử Application Advertiser Layouts.Cliông chồng the ibé khổng lồ the right of “+” lớn open a new tab in Salesforce (specifically on the record you’re currently viewing in the side panel)See Salesforce notifications via the bell iconRelate emails with one clickThe side panel will tự động display People records (Leads, Person Accounts, Contacts) matching the gmail addresses in the email you clicked onThe side panel can also be used lớn relate events in Google Calendar

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Post-Server Synchronization Functionality

The central purpose of VPS sync is auto-synchronization of Contacts/Events in both Gmail và Salesforce. Once the synchronization is configured you can set filters/conditions for which Contacts/Events auto-sync, conflict behavior (which edit wins when the record is being edited in two different places at the same time), và sync direction. Server synchronization is what makes Lightning for Gmail viable as a substitute for paid tin nhắn integration apps like Ebsta/Cirrus, without it you can really only access Salesforce from Gmail, which is great but not technically a substitute for the core functionality provided by paid apps.

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Gmail-to-Salesforce, Salesforce-to-Gmail or Bi-Directional Sync of Contacts/EventsConfigure data filters for syncing consistencyEvents are automatically related to Contacts via the gmail address used khổng lồ invite guestsEmails are not automatically synced here & still need to be manually syncedAuto-Sync ContactsWhen VPS sync is configured, the Gmail Contacts tab will contain a Salesforce Sync folderAny Contacts created from within this folder are automatically added/synced with matching Salesforce Contact and vice-versa depending on Sync Configuration

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Now that You know the difference in functionality between simply installing the Chrome extension & Installing the extension + configuring VPS sync you can make a decision about what is necessary for your use case. If Lightning for Gmail is to lớn be used in place of a paid tiện ích, it’s highly recommended to lớn configure a VPS synchronization – the following section will walk you through how khổng lồ bởi vì this.

Setup Considerations

The client must have a G Suite Account for hệ thống synchronization.

If the client only uses không tính phí Gmail accounts it won’t be possible khổng lồ synchronize their Contacts/Events automatically, but Chrome Extension functionality still applies.

Enhanced EmailEmail-to-Salesforce should be enabled regardless of whether or not you’re configuring server syncServer sync enables auto-syncing Contacts/Events in both locations.Events are auto-related to Salesforce records via the gmail address used in the sự kiện invitation.Thư điện tử addresses in Salesforce User records must be identical to lớn their emails in Gmail.

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Gmail-to-Salesforce Sync Configuration và Behavior

1. Enable Lightning for Gmail + Add Google API lớn Remote Site Settings

Setup > Lightning for Gmail > Enable Lightning for GmailSearch Remote Site Settings in Quiông xã Find box > Remote Site Settings > add a Remote SiteName can’t have spaces

2. Open Google Developer Console

Create a ProjectClichồng Select A Project on Developer Console homeSelect an OrganizationCliông xã “+” & input đầu vào details like Project NameEnable the Calendar APISearch “Calendar” on the Library tabCliông chồng Google Calendar APICliông chồng EnableEnable the Contacts APISearch “Contact” on the Library tabCliông chồng Google Calendar APICliông xã EnableCreate Credentials for a new Service Account with Role of Project Manager and key type JSONClichồng Credentials tabClichồng Create Credentials & select Service Account KeyUnder Service Account select New Service AccountName the Account & select role (Project > Owner)Choose JSON for Key TypeCreate the projectcảnh báo the file you auto-downloadedThis tệp tin is essential to lớn completing setup, make sure it’s accessibleEnable Domain-Wide Delegation for the Service Account you just createdOn the Credentials tab, clichồng Manage These Service Accounts at the top-right of the columnCliông xã three dots at the right of the rowClick Enable G Suite Domain-wide DelegationClick Configure Consent Screen Only input đầu vào Product Name as “Lightning for Gmail”Cliông xã SaveCliông chồng Savechú ý the View Client ID under the Options column, you’ll need Client ID in the next step

3. xuất hiện Google Admin Console (Admin credentials required lớn make configurations here)

Cliông chồng More Controls at bottom of the homepage, then cliông chồng SecurityCliông xã Show More, then cliông xã Advanced Settings > Manage Client API AccessCopy/Paste Client ID from Google Developer Console inlớn the Client Name fieldCopy/Paste the following scopes (comma delimited) into lớn the One or More API Scopes fieldClichồng Authorize

4. Go to lớn Lightning Sync Setup

Type Sync into lớn Quichồng Find bar > Sync SettingsEnable Lightning SyncUnder Connect Salesforce to your Thư điện tử Server cliông xã Edit, then cliông chồng OAuth 2.0 for GoogleUpload Google Private KeyThis is the file that was auto-downloaded in Google Developer ConsoleTest an tin nhắn address belonging to lớn the specified Gmail server

5. Go to Lightning Sync Configuration

You can set particular synchronization settings per User/Profile (which Events get synced, which direction sync occurs, conflict behavior)

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If configuring for the first time You’ll be taken khổng lồ a Default Data Set which allows you khổng lồ create filters và conditions for what data is synchronized automatically (i.e. Events marked “Private” don’t sync)

NOTE: You can kiểm tra Synchronization Status for any particular User

Type Sync in Quichồng Find bar > click Sync Status > click Lookup ibé and select User > cliông xã Cheông chồng StatusYou’ll see sync status for Events & Contacts, as well as a count of how many records have been synchronized from this particular User’s email

Video Resources

These videos can walk you through functionality/thiết lập with visual examples.


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