Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions except Database.com
User Permissions Needed
To edit Google Apps domain settings and activate or deactivate services:
To install or uninstall AppExchange packages:
“Download AppExchange packages”
From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings to edit your Google Apps domain settings, activate or deactivate Google Apps services in Salesforce, or install or uninstall Google-related Force.com AppExchange packages..
You cannot use Salesforce and Google Apps until a Google Apps account has been created for your organization and your Google Apps domain settings are configured in Salesforce. For instructions on creating an account and configuring your domain settings, see Get Started with Salesforce and Google Apps.
Editing Google Apps Domain Settings
Domain settings consist of two values: the user chosen to administer your organization's Google Apps account and the domain your organization registered with Google. Both fields are required to enable Google Apps in Salesforce. To edit your domain settings:
In the Configure Google Apps Domain section, click Edit.
Optionally, choose a new user for the Google Apps Administrative Contact field. This person is the point of contact for Google Apps users in your organization; specifically, if a user cannot access a Google Apps service, he or she is directed to contact the Google Apps Administrative Contact. The Google Apps Administrative Contact does not need to be the same person who is registered as your organization's Google Apps administrator with Google, but only the Google Apps administrator can create new Google Apps users on your domain.
Optionally, modify the Google Apps Domain that is registered with Google for your organization's Google Apps account. Your Google Apps Domain is typically your company's domain; for example, acme.com.
Modifying Google Apps Services
This section lists Google Apps services that are integrated with Salesforce and also provides links to several Google-related Force.com AppExchange apps that can be easily installed from AppExchange.
To activate or deactivate an integrated service, click Edit next to the service name. These services include:
Google Apps in Salesforce is available for Google business accounts but not consumer accounts. You can identify a consumer account by the “gmail.com” domain in an email address; for example, firstname.lastname@example.org is a consumer account. The Google Apps domain you set up in Salesforce must be the domain you registered with Google for your organization; for example, mycompany.com is a business rather than consumer account.
After creating a Google Apps account for your organization, create Google Apps accounts for your Salesforce users. From Setup, enter Users in the Quick Find box, select Users, and then click Export to Google Apps.
Notify users of their Google Apps usernames and passwords.
Notify users about the changes they will see in Salesforce when Google Apps services are activated.
By default, Google Apps users on your organization's domain can share Google docs with Google Apps accounts outside your domain. The control panel for your Google Apps account contains sharing settings that enable you to restrict document sharing to within your domain.
When the Add Google Docs to Salesforce service is deactivated, Google docs cannot be accessed from Salesforce records, and any Google docs in users' Recycle Bins that were deleted from a record are permanently removed from Salesforce. If the Add Google Docs to Salesforce service is reactivated within 30 days, Google docs that were associated with Salesforce records before the deactivation are restored to their previous location. Deactivating the Add Google Docs to Salesforce service does not affect Google docs in Salesforce CRM Content libraries; deactivation does not remove Google docs associations in libraries and does not permanently delete Google docs in Recycle Bins.
Customer Portal and partner portal users with access to the Contribute tab in Salesforce CRM Content can create new Google docs and associate existing Google docs to a Salesforce library. Portal users without access to Salesforce CRM Content can associate an existing Google doc to a record, but they cannot create new Google docs from within a record because they do not have access to the Google Docs, Notes, and Attachments related list in the portal. Portal users cannot use the Add Google Doc to Salesforce browser button.
Customer Portal and partner portal users cannot access Gmail Buttons and Links.
Test your Google Apps integration using a sandbox or Developer Edition organization.
Manage Google Apps users as you would Salesforce users. For example, if you deactivate a Salesforce user, also deactivate his or her Google Apps account in the control panel for your organization's Google Apps account. For information about administering your organization's Google Apps account, refer to Google's online help.
To locate a Google doc quickly in Salesforce, search for the doc using search.