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Gmail Integration

Publish Date: Nov 6, 2023
Resolution

Gmail Integration

Boost your team's productivity and keep communications in sync with the Gmail Integration and email productivity features. Bring together the two platforms you use everyday: Salesforce and Gmail. View and work with Salesforce data directly in Gmail, create Salesforce records, and log emails back to Salesforce. Your teams stay in sync and you don't have to do manual data entry.

 

Demo

 

Learn It

Benefits of Integrating Gmail and Salesforce
Trailhead | The fun way to learn Salesforce

Make Sure You're Set Up Correctly
Salesforce Help
 
Get the Chrome Extension from the Chrome Web Store
Salesforce Help
 

Help & Documentation

Experience Salesforce in Gmail
View and Work with Salesforce Data in Gmail
Log Emails and Events to Salesforce Records
Increase Productivity While Composing Emails 
Tips for Working in the Gmail Integration with Inbox
 

Join the Discussion!

Trailblazer Community
 

Admin Resources

Turn On and Set Up the Gmail Integration
Customize the Gmail Integration Pane for Your Sales Reps
Give Sales Reps More with Inbox Features 
Change environment in Gmail Integration
Knowledge Article Number

000388714

 
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Salesforce Help | Article