How to Integrate Google Calendar with Salesforce: 3 easy steps

This article will guide you through the process of setting up Google Calendar Salesforce Integration using 3 simple steps.

Integrating your CRM (Customer Relationship Management) systems has become a must for today’s businesses.

Google Calendar is a free and powerful tool for planning and scheduling events with other users. It comes with numerous handy features, including the ability to share calendars with others, organize daily tasks, set reminders, and much more.

Prerequisites

• An active Google account.
• An active Salesforce account.
• Familiarity with CRM (Customer Relationship Management) tools.

Introduction to Google Calendar

1. Google Calendar is a free and powerful tool developed by Google for organizing your schedule and coordinating events with others.
2. Key Features of Google Calendar
   • Easy Scheduling
   • Share your Calendar
   • Easy Integration
   • Add Attachments
   • Customizations

Introduction to Salesforce

• Salesforce is one of the powerful and widely used Cloud-based CRM (Customer Relationship Management) software for online businesses.
• Key Features of Salesforce
  • Lead Management
  • Analytics and Forecasting
  • Accounting Management
  • Opportunity Management

How to Set Up Google Calendar to Salesforce Integration

• Step 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture
• Step 2: Assign User Permissions
• Step 3: Connect your Google Account with Salesforce Einstein Activity Capture

Step 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture

1. Go to Setup and type Einstein Activity Capture in the Quick Find box, then select Settings as shown below.
2. From the Settings tab, select Einstein Activity Capture and enable it .

Step 2: Assign User Permissions

1. Go to Setup and enter Permission Sets in the Quick Find box.
2. Select the Standard Einstein Activity Capture from the permission set as shown below.
3. Assign the permission set to up to 100 users by clicking Manage Assignments.

Step 3: Configure your Google Account with Salesforce Einstein Activity Capture

1. From the top right corner, click the username, look for Einstein Activity Capture, then select Settings as shown below.
2. The Meet Inbox window will appear; click Next and follow the wizard’s instructions as shown below.
3. Connect with your Google account by clicking the Connect My Google Account as shown below:

Now, your Google account will appear in the Connected Account section of the user’s Einstein Activity Capture settings menu once it has been added.

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Benefits of Setting Up Google Calendar Salesforce Integration

Google Calendar Salesforce Integration has numerous benefits.

• Improves coordination among the team members and makes it easy to organize meetings for all types of events. You can effortlessly overlay all of your Salesforce Sales and Marketing appointments to make sure you’re on the right track.
• Enables you to correlate an event with a Salesforce item using the Log Event feature. Using this feature, the selected Calendar Event will be displayed alongside the account in Salesforce.
• Google Calendar Salesforce Integration saves time by eliminating the need to enter data into two different systems. The data is updated in one system and then automatically reflected in another.
• Allows Sales Representatives and Service Agents to plan their actions more efficiently. Excellent deliverability is achieved by planning and completing things on schedule.

Conclusion

1. You learned how to set up Google Calendar to Salesforce Integration and sync data between the two platforms.
2. It also gave an overview of Google Calendar and Salesforce with its key features. You also learned about the key benefits of setting up Integration.
3. You may now build your own Google Calendar Salesforce Integration to keep track of your events and make the most out of this Integration.

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