Salesforce Shots: Salesforce Integration Inside Gmail

Gmail is a well-known email service provider. Isn’t it amazing if we can send an email from Gmail to the Salesforce contact? It’s easily achievable with the help of Gmail integration.

We can set additional data for salesforce inside Gmail. Suppose, if you get a new email in your inbox and with that email and if you don’t have any related records in salesforce so, with one click Contacts, leads, and other records will be created inside Salesforce without leaving your Gmail. Additionally, You can search for the records associated with an email message or calendar event.

Relate email messages and calendar events to the Salesforce records of your choice. If you’re composing a message, use Log email to send the event and/or the criteria you entered in Search. To implement this functionality into your email, please follow the below recommendations.

Simply download the extension into your chrome browser with this link: -
https://chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha and add to the chrome.

1. Once added to Chrome, Login to your Gmail > click on the salesforce extension > Login to salesforce with your credentials and give salesforce access to google via clicking the continue button.

2. Now this lightning salesforce for Gmail needs to access your google account simply click on the allow to access the required information.

3. At the end link your google account to a salesforce user with your user credentials of salesforce and go to salesforce.

This integration will save lots of time switching from Gmail to Salesforce and using this, your reps will be more productive.

Perigeon Software is a software development firm. With a fresh perspective and dedicated attention to each client, we provide a complete IT solution globally. By defining, designing, and developing solutions tailored to meet our clients’ business objectives, we ensure that our clients get the maximum return on their investment and support them in tackling evolving business and technological issues. Our mission is to provide the best customer service and expertise using the most practical and robust web technologies/software technologies to satisfy our clients’ IT objectives and to provide them with the business and competitive advantage they needed to succeed.

To learn more about Perigeon’s portfolio, visit: https://www.perigeon.com/portfolio/

To learn more about Perigeon’s Salesforce capabilities, visit: https://www.perigeon.com/salesforce/

Drop us a mail at possibilities@perigeon.com to discuss your salesforce requirement.

Originally published at https://www.perigeon.com on September 7, 2022.