Boost productivity by bringing the power of the Salesforce Platform to Gmail. The Gmail integration lets you experience Salesforce right in your Gmail and Google Calendar, with the ability to:
– View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Gmail; your Salesforce data appears directly in Gmail
– Search and browse Salesforce records inside Gmail
– Create new Salesforce records, including Custom Object records, directly in Gmail
– Add emails and appointments to Salesforce records in one click, even when composing emails
– Quickly craft emails with Salesforce Templates
– Manage Salesforce Tasks right from Gmail
– Use the Lightning App Builder in Salesforce Setup to tailor the extension layout, choose features according to your business needs, and assign them to specific user profiles
Users with a premium Inbox license get Inbox features in the Gmail integration to:
– Schedule appointments more efficiently
– Know when recipients open emails and interact with content
– Schedule emails to send at the best time
– Save and insert common phrases with ease using text shortcuts
– View custom object records relevant to the email selected in Gmail
Notes
– Works in Chrome with G-Suite corporate email accounts only
– Works with both Salesforce Lightning Experience and Salesforce Classic UI
– Requires a subscription to Salesforce
– Setup directions and system requirements: https://help.salesforce.com/articleView?id=lightning_for_gmail_user_overview.htm&type=5
The Gmail integration’s Terms of Use can be found here: https://c1.sfdcstatic.com/content/dam/web/en_us/www/documents/legal/Agreements/software-order-form-supplements/gmail-integration-order-form-supplement.pdf