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Gmail™ in Salesforce
Salesforce offers several options to integrate with Gmail. Your options depend on whether you are using Lightning Experience or Salesforce Classic.
Required Editions
| Available in: All Editions except Database.com |
| User Permissions Needed | |
|---|---|
| Activating Gmail options in Salesforce: | Customize Application |
Gmail Integration Options in Lightning Experience
In Lightning Experience, the following options are available to log emails and use Gmail:
| Option | Description |
|---|---|
| Send Through Gmail | For reps who spend most of their time in Salesforce, but want to use a Gmail account to send emails. Emails are composed in Salesforce, but are sent through a connected Gmail account, and appear in the Gmail Sent Folder. When Send through Gmail is enabled, the Activity History on leads and contacts includes a Compose Gmail button. Emails are logged to the records the email was sent from. See Send Email Through Gmail or Office 365 in Lightning Experience. |
| Gmail Integration | For reps who spend most of their time in their Gmail account. When emails are sent, reps select which Salesforce records to log the emails to. See Gmail Integration. |
| Einstein Activity Capture | For users who prefer to have emails logged automatically. Einstein logs email activity from a connected client or device, including Gmail. See Einstein Activity Capture. |
Gmail Integration Options in Salesforce Classic
In Salesforce Classic, you can integrate Gmail to Salesforce in the following ways:
- Gmail to Salesforce
- Gmail Buttons and Links
Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history. It’s important to know that after you activate Gmail to Salesforce, you can’t deactivate it.
To activate Gmail to Salesforce:
- From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce. Confirm that it’s activated.
- From Setup, enter Google Apps Settings in the Quick
Find box, then select Google Apps Settings.
Important After you activate a Google Apps service in Salesforce, it’s visible to all your Salesforce users. To use these services, your users need Google Apps accounts on your domain. For more information, see Get Started with Salesforce and Google Apps. - Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.
Gmail Buttons and Links adds Gmail links next to email fields on all records and adds Compose Gmail buttons in Activity History on leads and contacts. When you select a Gmail link or Compose Gmail, Salesforce automatically logs you in to your Gmail account and automatically populates the To field. If Gmail to Salesforce is activated, Salesforce also populates the BCC field with your Email to Salesforce address.
To activate Gmail Buttons and Links:
- From Setup, enter Google Apps in the Quick Find box, then select Google Apps Settings.
- In the Activate Google Apps Services list, click Edit next to Gmail Buttons and Links.
- To activate Gmail Buttons and Links, select Active.
- To add Gmail links next to all email fields (except email fields on pages under Setup), select Gmail Links
- To add Compose Gmail buttons in Activity History on leads and contacts, select Gmail Buttons.
- Read and indicate whether you agree to the Terms of Use.
- Click Save.
If you use Gmail Buttons and Links without Gmail to Salesforce, you can still use the Gmail links on contacts and leads. But keep in mind that Salesforce doesn’t log emails you send from your Gmail account. Salesforce also doesn’t automatically populate the BCC field on the Compose Mail window with an Email to Salesforce address.
