Salesforce, the cloud-based CRM, can be easily integrated with many third-party tools to facilitate sales operations of a success-driven organization. In this blog, I’ll be explaining how to integrate Salesforce (Classic and Lighting) with Gmail.

Gmail Integration – Salesforce Classic

We can integrate Gmail to Salesforce in the following ways using the Salesforce Classic version:

  • Gmail to Salesforce
  • Gmail buttons and links

Gmail to Salesforce

Gmail to Salesforce lets you log emails on an automatic basis. It lets you log chats sent by you from your mail account as activities on contacts, leads, opportunities, and other records that support activity history. It is highly important for you to remember that you cannot deactivate Gmail to Salesforce once you have activated it.

How To Activate Gmail To Salesforce?

  1. Enter email to Salesforce from setup in the Quick Find box and then select to proceeding Email to Salesforce. Once this has been done, you need to confirm that it is activated.
  2. Enter Google Apps Settings from setup in the Quick Find box and then choose Google Apps Settings.
  3. Once you have done this, set up a Google Apps Administrative Contact and Google Apps Domain. Thereafter, you are required to save your changes.

Gmail Buttons and Links

Gmail buttons and links add Gmail links that are next to email fields on all records. They also add Compose Gmail buttons in Activity History on contacts and leads. Salesforce automatically logs you into your Gmail account after you have selected a Gmail link or Compose Gmail. You can then automatically populate the To field. Salesforce would also populate the BCC field with your email to the Salesforce address if Gmail to Salesforce is activated.

Activation Of Gmail Buttons And Links

  1. Enter Google Apps in the Quick Find box from setup. Thereafter, select Google Apps settings.
  2. Click Edit next to Gmail links and buttons in the Activate Google Apps Services list.
  3. Select Active for activating Gmail buttons and links.
  4. Select Gmail Links for adding Gmail links next to all email fields (with the exception of email fields on pages under Setup).
  5. Select Gmail Buttons for adding Compose Gmail buttons in Activity History on leads and contacts.
  6. Once you have done with this, you need to agree to the Terms of Use and then click Save.

Gmail and Salesforce Integration – Salesforce Lightning

Requirement

The unique email address must be written in the format – @yourcompanyname.com

Setting up ‘Lightning for Gmail’

  1. Login to your Salesforce Lightning account.
  2. Click on the Quick Find box in the upper left corner once you have clicked on the Setup option.
  3. Type “Lightning for Gmail” and then proceed to select “Lightning for Gmail and Sync”.
  4. You can now configure just one or both the products from “Lightning for Gmail and Lightning Sync” settings based on your specific requirements.
  5. I highly recommend that you enable the following options to get the best value out of Gmail and Salesforce Integration.
  6. Once all these steps have been completed, your sales team will be required to customize content with Lightning App Builder. Thereafter, you can start using relevant templates to facilitate improved communication instead of simply writing emails from scratch.
  7. If you want to utilize the benefits of Lightning Sync, you can enable the button as mentioned in the next image.

If you need assistance with Salesforce and Gmail Integration or any form of Salesforce Integration, please feel free to reach us. Our certified Salesforce specialists would be happy to guide you to transform your business.