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How to Use Salesforce Gmail Integration (Lightning for Gmail) for the First Time

Udgivelsesdato: Feb 26, 2025
Beskrivelse

This section describes common steps to enable Gmail Integration (Lightning for Gmail) for the first time in Salesforce.

Gmail Integration (Lightning for Gmail) requires G Suite, a paid service offered by Google.

This information is based on the information as of Spring '21 (February 19, 2021).

Løsning

This article walks through the steps to enable and start using Gmail Integration (Lightning for Gmail) with Salesforce for the first time.

1. Enabling Gmail Integration (Lightning for Gmail)

1-1. In the quick search in the settings screen, enter "Gmail integration and sync". Under [Gmail Integration and Lightning Sync], open [Settings] and enable [Allow users to access Salesforce record from Gmail].

Gmail Integration and Lightning Sync settings screen with the Allow users to access Salesforce record from Gmail toggle

1-2. When this option is enabled, the display changes as shown below:

Gmail Integration and Lightning Sync settings screen showing the enabled state after turning on Gmail access

1-3. To allow users to associate their emails to Salesforce records, enable Enhanced Email.

For details about Enhanced Email in Gmail Integration (Lightning for Gmail), refer to the help topic below:

Use Enhanced Email for More Email Functionality

In the quick search in the settings screen, enter "enhanced email." Then, select [Enhanced Email] and click [Enable].

Enhanced Email setup page in Salesforce Setup with the Enable button highlighted

1-4. When Enhanced Email is enabled, the display changes as shown below:

Enhanced Email setup page showing the enabled state after clicking Enable

Open the Gmail Integration (Lightning for Gmail) settings screen and confirm that the [Enabling Enhanced Email using Gmail Integration] menu is added.

Gmail Integration settings screen showing the newly added Enabling Enhanced Email using Gmail Integration menu item

2. Adding the Gmail Integration (Lightning for Gmail) Extension to Google Chrome

2-1. Access the Chrome Web Store.

Chrome Web Store extensions category page

2-2. In the [Search the store] box, enter "Salesforce". Select the Salesforce extension, and click [Add to Chrome].

Chrome Web Store search results for Salesforce extension with Add to Chrome button

2-3. Click [Add extension].

Chrome confirmation dialog with the Add extension button for the Salesforce extension

2-4. The Gmail Integration (Lightning for Gmail) extension is now added to Google Chrome.

Google Chrome toolbar showing the Salesforce Gmail Integration extension icon installed

3. Logging in to Gmail Integration (Lightning for Gmail)

3-1. Log in to Gmail and click [Login to Salesforce].

Gmail sidebar showing the Login to Salesforce button

3-2. Enter the username and password, and log in to Salesforce.

Salesforce login screen with username and password fields

3-3. Click [Next].

Salesforce login confirmation screen with the Next button

3-4. Select the Gmail account to use.

Google account selection screen for linking a Gmail account

3-5. Click [Allow].

Google permissions screen with the Allow button for the Salesforce Gmail Integration

3-6. Click [Link account].

Salesforce screen with the Link account button to connect the Gmail account

3-7. Click [Go to Salesforce].

Confirmation screen with the Go to Salesforce button after linking the Gmail account

3-8. You are now logged in to Gmail Integration (Lightning for Gmail).

Gmail sidebar showing the user successfully logged in to Salesforce through Gmail Integration

Additional Resources for Enhanced Email

For details about using Enhanced Email in Gmail Integration (Lightning for Gmail), refer to the video and article below:

Connecting to Salesforce in Gmail (translated closed caption available)

View and Work with Salesforce Data in Outlook and Gmail

Vidensartikelnummer

000384623

 
Indlæser
Salesforce Help | Article