Loading

Salesforce and Gmail Integration Resources

Julkaisupäivä: Apr 14, 2023
Kuvaus

If your organization uses both Salesforce and Gmail, consider enabling the connection between the two systems. Doing so lets your organization sync data automatically, associate emails from your Gmail to your Salesforce records and more. Connecting this key information in Salesforce boosts your User’s productivity.

Ratkaisu


Products to facilitate your Salesforce integration with Gmail

  • InboxSalesforce Inbox: Salesforce Inbox brings Salesforce right to your inbox. Powered by Einstein, Inbox uses AI to automatically log emails and events. You can also integrate email and calendar with Salesforce, with a suite of productivity features. 
  • See the Big Picture for Setting Up Lightning Sync for Google: Salesforce administrators can set up Lightning Sync so Sales teams can sync Contacts and Events between your company’s Gmail account and Salesforce.
  • Turn on the integration with Gmail in Salesforce: Get visibility into Salesforce Content right where you work, so you can efficiently manage your sales pipeline and close deals faster, directly from Gmail. 
  • Gmail™ in Salesforce: Lets you add emails to Salesforce records. It lets you assign email sent from your Gmail account as activities on Leads, Contacts, Opportunities, and other records that support Activity history. Gmail Integration gives you a quick view of your sales-related records without making you switch between Salesforce and Gmail.  
Knowledge-artikkelin numero

000382627

 
Ladataan
Salesforce Help | Article