How do I link my Salesforce email to Gmail?

How do I link my Salesforce email to Gmail?

To activate Gmail to Salesforce:

1. From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.
2. From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings.
3. Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.

Can Salesforce integrate with Gmail?

You can also integrate email and calendar with Salesforce, with a suite of productivity features. 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.

How do I install Salesforce inbox?

Navigate to Organization | Add-ins. On the add-ins screen, click the plus icon in the upper-left corner, and then select Add from the Office Store. In the search field, enter Salesforce Inbox and click the magnifying glass search icon. Switch Salesforce Inbox to On.

How do I connect my email to Salesforce?

Connect Your Email and Calendar to Salesforce with Einstein Activity Capture or Inbox

1. From your personal settings, enter Connected Accounts in the Quick Find box, and then select Email and Calendar Accounts.
2. Click New Account.
3. Follow the steps to connect your account.

What does Salesforce inbox include?

With Salesforce Inbox, you have a two-in-one CRM and email tool that allows you to sync up your entire sales system. Track customer communications, follow up with leads, automate updates, calculate ROI on your email campaigns, and increase team productivity all with Salesforce’s easy-to-use software.

How much does Salesforce inbox cost?

Salesforce Inbox licenses costs $25 per month per user, and is integrated with Gmail and Outlook.

What can reps do in Gmail and Salesforce?

Your reps relate leads and contacts to other important Salesforce records, such as accounts and opportunities. Sales reps and their managers rely on the Salesforce calendar to get sales-related meetings and appointments on the books. Your reps also relate these events to other important Salesforce records.

How can I access my Salesforce inbox in Gmail?

Enter Gmail in the Quick Find box, and then select Gmail Integration and Sync. To see the Gmail integration settings, expand Let users access Salesforce records from Gmail. In the Inbox in the Gmail Integration section, select Edit Settings. In the Salesforce Inbox page, enable Make Inbox Available to Users. That was easy!

How to set up inbox unit in Salesforce?

Maria talks to her Salesforce sales rep about activating the license. Next, it’s time to turn on Inbox in the Gmail integration and select which users get access to the features. Click , and select Setup. Enter Gmail in the Quick Find box, and then select Gmail Integration and Sync.

Can a Salesforce plugin be used with Gmail?

Salesforce’s Chrome plugin lets SMB’s to quickly and easily integrate with Gmail, reducing the back and forth between their email clients and CRM systems. The Google plugin also allows for Salesforce integration with G-Suite.

How to integrate Salesforce Lightning with Gmail sync?

Step 1: Login to your Salesforce Lightning account and it will take you to the home screen as shown below – Step 2: At the home page from upper right corner click on Setup icon as shown below – Step 3: As soon as you click on Setup option, there is one Quick find box in the upper left corner.