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            Guidelines for Setting Up the Gmail Integration

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            Guidelines for Setting Up the Gmail Integration

            Before setting up the integration with Gmail, review which features you want to enable and whether sales reps need access to different components.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

            Salesforce Chrome Extension and Access

            • Each sales rep needs the Salesforce Chrome extension, which is available from the Chrome Web Store. A local install file isn’t available. The application automatically updates with each Salesforce release.
            • When accessing the integration in new Salesforce orgs in Winter ’22, if the Keep Gmail and Salesforce Connected option in Gmail Integration and Sync is on, users who are assigned the Multi-Factor Authentication for User Interface Logins user permission aren’t required to enter multi-factor challenges. If your company requires users to log in each time that their Gmail integration session expires, turn off Keep Gmail and Salesforce Connected, or set up Salesforce users with multi-factor authentication using a High Assurance session.

            Gmail Integration Features and Optional Configuration

            • The Gmail integration uses publisher layouts to define global quick actions such as creating contacts, leads, and opportunities. The integration includes a default set of actions. To give users access or to deny access to certain global quick actions within the integration, add or change the publisher layout.
            • To allow users to log an email from Gmail to Salesforce, enable Enhanced Email.
            • To allow users to log an event to more than one contact, enable Shared Activities.
            • There are limitations if an object has multiple record types and the New button in the object’s related list is overridden. The integration supports the New button only if you skip the record type selection page in the override configuration.

            See Also

             
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