Salesforce Gmail Integration: 4 Easy Steps

In this in-depth article, you will get to know about Salesforce Gmail Integration, along with the key benefits of using Salesforce Gmail together.

Google offers a variety of tools, such as Google Advertising, Google Cloud, G Suite, Gmail, etc. all of which are useful for modernizing businesses.

• You can better understand your clients and develop a more successful growth strategy by carrying out Salesforce Gmail Integration.
• Gmail is where most businesses spend the majority of their time. As a result, Salesforce Gmail Integration is critical.
• You will spend more time with your customers if your email and CRM communicate better, and you will spend far less time manually entering data.
• You’ll be able to effortlessly import emails from Gmail into Salesforce CRM, track how your prospects open and click your emails in real-time, and see everything in your CRM.

In this in-depth article, you will get to know about Salesforce Gmail Integration, along with the key benefits of using Salesforce Gmail together.

Steps to Set up Salesforce Gmail Integration

The steps to carry out Salesforce Gmail Integration are as follows:

• Step 1: Logging into your Salesforce Account
• Step 2: Configuring Salesforce Gmail Integration
• Step 3: Optional Customizations 
• Step 4:Customizing Content

Step 1: Logging into your Salesforce Account

The first step in Salesforce Gmail Integration is to log in to your Salesforce Lightning Account and then navigate to the Setup Icon. 

Step 2: Configuring Salesforce Gmail Integration 

The next step in Salesforce Gmail Integration is to navigate to the Setup section, you will find the Quick Find Box in the upper left corner. Click on the Quick Find Box and then type Lightning for Gmail and press the Enter key. Now, the Lightning for Gmail and Sync option will appear in the search box, select this option.

Depending on your needs, you may now configure simply one or both products from the “Lightning for Gmail and Sync” options.

Step 3: Optional Customizations 

To get the best out of Salesforce Gmail Integration, make sure that “Lightning Sync” and “Use Enable Enhanced Email with Gmail” options are turned on. It helps to log emails as standard message objects and activates emails to Salesforce; Sales Representatives can use this setting to add (or log) emails and attachments as Salesforce emails to records. Events and their attachments can also be added (or logged) to Salesforce records by representatives. Email and event capture in Einstein Activity Capture adds emails and events to the activity timeline of associated Salesforce entities automatically.

Step 4: Customizing Content

Salesforce Gmail Integration is now complete. Your Sales staff will be required to customize content with Lightning App Builder, once all of these processes have been accomplished. After that, instead of drafting emails from scratch, you can start using relevant templates for better communication.

Key Benefits of Salesforce Gmail Integration

Gmail and Google Calendar are used by your most Sales personnel. They also use Salesforce. Salespeople, according to McKinsey & Company, spend up to 28% of their time on Email and Calendars. They must deliver Salesforce data to the location where they spend so much of their time.

When you build Salesforce Gmail Integration, your representatives will spend less time entering data and switching between apps. You can also assist Sales teams in keeping track of Critical Email Discussions that are related to Salesforce records. Your representatives will benefit from these perks:

• Reduce the amount of time people spend entering data into multiple programs.
• It’s easier to craft focused, meaningful interactions with prospects and customers when you can access crucial email messages, scheduled meetings, and pertinent Salesforce records all in one location.

Introduction to Salesforce

Salesforce is a well-known Customer Relationship Management (CRM) software that automates Sales and Marketing procedures. It is a Subscription-Based Pay-As-You-Go American company based out of San Francisco, California. It also includes a variety of Application Programming Interfaces (APIs) for gaining access to and migrating data within your organization.

Key Features of Salesforce

Salesforce makes it easier for businesses to communicate with their consumers. It provides a standardized platform for businesses to manage their Integrations and Customers.

• CRM Automation
• commercial transaction.
• Analytics and Forecasting
• Einstein Analytics
• Opportunity Management
• Accounting Management
• Nurturing Lead

Introduction to Gmail

Gmail is a Google-provided free email service. It works in the same way as other email providers. You can send and receive emails, create an address book, block spam, and do other basic email operations with Gmail. Gmail also has a number of additional unique features that make it an excellent online email service.

Key Features of Gmail

Google has developed some of the most intuitive features to make Gmail more productive and beneficial for users across different domains:

• Smart Replies
• Secure
• Email Scheduling
• Spam

Conclusion

• This detailed guide provided insights on Salesforce Gmail Integration.
• Due to the restrictions of the Salesforce Gmail Integration, manually syncing data is time-consuming.
• Users/business teams should have a Salesforce account and authorize appropriate permissions to set up Salesforce Gmail Integration for such procedures.
• Enhance your productivity by linking Google Calendar with Salesforce. Find out how this integration can optimize your scheduling and CRM operations.

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