Salesforce

Salesforce, the cloud-based CRM, can be easily integrated with many third-tiệc ngọt tools to facilitate sales operations of a success-driven organization. In this blog, I’ll be explaining how khổng lồ integrate Salesforce (Classic & Lighting) with Gmail.

Bạn đang xem: Salesforce

Gmail Integration – Salesforce Classic

We can integrate Gmail to lớn Salesforce in the following ways using the Salesforce Classic version:

Gmail to SalesforceGmail buttons và links

Gmail to lớn Salesforce

Gmail to lớn Salesforce lets you log emails on an automatic basis. It lets you log chats sent by you from your mail account as activities on contacts, leads, opportunities, và other records that tư vấn activity history. It is highly important for you lớn rethành viên that you cannot deactivate Gmail khổng lồ Salesforce once you have sầu activated it.

How To Activate Gmail To Salesforce?Enter gmail to Salesforce from thiết lập in the Quick Find box và then select to proceeding Thư điện tử khổng lồ Salesforce. Once this has been done, you need lớn confirm that it is activated.Enter Google Apps Settings from thiết đặt in the Quick Find box và then choose Google Apps Settings.Once you have sầu done this, mix up a Google Apps Administrative Liên hệ & Google Apps Domain. Thereafter, you are required lớn save your changes.

Gmail Buttons and Links

Gmail buttons và liên kết add Gmail links that are next khổng lồ tin nhắn fields on all records. They also add Compose Gmail buttons in Activity History on contacts & leads. Salesforce automatically logs you into lớn your Gmail tài khoản after you have sầu selected a Gmail link or Compose Gmail. You can then automatically populate the To field. Salesforce would also populate the BCC field with your gmail lớn the Salesforce address if Gmail lớn Salesforce is activated.

Activation Of Gmail Buttons And Links

Enter Google Apps in the Quick Find box from setup. Thereafter, select Google Apps settings.Cliông chồng Edit next khổng lồ Gmail links and buttons in the Activate Google Apps Services list.Select Active for activating Gmail buttons & liên kết.Select Gmail Links for adding Gmail link next to lớn all email fields (with the exception of gmail fields on pages under Setup).Select Gmail Buttons for adding Compose Gmail buttons in Activity History on leads & contacts.Once you have sầu done with this, you need to lớn agree to lớn the Terms of Use & then cliông xã Save sầu.

Gmail and Salesforce Integration – Salesforce Lightning

Requirement

The quality gmail address must be written in the format –
yourcompanyname.com

Setting up ‘Lightning for Gmail’

Login lớn your Salesforce Lightning account.

Xem thêm:

*
Cliông xã on the Quichồng Find box in the upper left corner once you have sầu clicked on the Setup option.
*
Type “Lightning for Gmail” và then proceed to lớn select “Lightning for Gmail & Sync”.
*
You can now configure just one or both the products from “Lightning for Gmail & Lightning Sync” settings based on your specific requirements.
*
I highly recommkết thúc that you enable the following options lớn get the best value out of Gmail and Salesforce Integration.

Xem thêm: Disable Gmail "Add To Circles", Google Maps

*
Once all these steps have been completed, your sales team will be required khổng lồ customize nội dung with Lightning App Builder. Thereafter, you can start using relevant templates to facilitate improved communication instead of simply writing emails from scratch.If you want lớn utilize the benefits of Lightning Sync, you can enable the button as mentioned in the next image.
*

If you need assistance with Salesforce và Gmail Integration or any form of Salesforce Integration, please feel không tính phí lớn reach us. Our certified Salesforce specialists would be happy to guide you khổng lồ transkhung your business.


Chuyên mục: Mail