Gmail Integration to Salesforce– An easy step by step guide

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In 2004, Google launched a new free email services provider to the world with a significantly higher storage space than other email providers. If you are a Google user, you most certainly know we are talking about Gmail. With more than 1,8 billion active users since 2020, Gmail has become one of the most popular email platforms globally, and now you can integrate your favorite online email service with the #1 Customer Relationship Management platform, Salesforce.   

This Gmail integration in Salesforce is available for any company or industry looking to have a more personalized experience and would like to take advantage of all the features of this incredible Salesforce integration.   

For Cloudsquare, an up-and-coming Salesforce Consulting Partner, this and many other incredible Salesforce integrations are commonly done for its clients. As Salesforce experts, they can show you how to set this integration in quick and easy steps.   If you are looking to increase your productivity, automate processes, and keep a better record of all email correspondence your company has with clients or potential customers, in that case, this Gmail integration is the one for you. Please keep reading for a step-by-step guide on how to do it yourself! 

How does it work? 

Before setting up this integration, your company needs to have a Salesforce License, and you need to be a Salesforce user. If you don’t have a Salesforce license yet, you can go to the Salesforce webpage and check out all their products and pricing and work out the best one for your business.    

If you are a Salesforce user and are ready to go, you can continue to the following steps. 

Step 1: Add Salesforce Extension to Chrome 

You cannot implement it in groups; it needs to be done by users. To configure the integration between Gmail and Salesforce, you need to add a Salesforce Extension to Chrome. You can find the extension below. 

Salesforce extension to Chrome

Or, you can go to Google, search for Google Extension and select Chrome Web Store. 

Google search for Chrome extensions

Then, search for Salesforce and select the Salesforce Extension.   

Chrome extension page

Once there, you can add the Salesforce extension to Chrome. 

Salesforce Chrome extension

Step 2: Log in to Salesforce 

Now, you need to sync the Gmail account with the Salesforce accounts. In your Gmail account, log in to Salesforce. 

Log in to Salesforce from Gmail account

And give Salesforce access to Google. 

Salesforce acces to Google

Step 3: Choose an account 

Choose account from integration

If your Gmail email is different from your Salesforce user’s email, link your Google Account. 

Integration account linked

Finally, you are all set and ready to go! 

How can this Gmail integration in Salesforce increase your productivity? 

By gaining  quick access to customer information and logged emails without the hassle of toggling between tools. 

Gmail integration in Salesforce access

By creating new records from your Gmail. 

Gmail integration new records

By using the Salesforce email templates to communicate with customer and partners. 

Gmail integration email templates

By searching for your records. 

Gmail to Salesforce integration email records

This Salesforce integration can also be configured or automated to the user’s specific needs. It can help you track an email sent to Gmail as an activity in Salesforce or track all the account’s information and exchange it with their clients, the last interaction you had with a client and how long ago it was.  Additionally, if a team member is on vacation, on leave, or your project is working with a different project lead, and you need to check out a client’s or account’s information from email correspondence, you will be able to seek any required information by going through their record on Salesforce and checking all the emails that the team member had exchanged with the client to get up to speed.  

You can also have a Salesforce environment created to set up email templates and relate them to specific contacts, accounts records, expense reports, etc. However, you can’t switch between settings. If you have different users in this Salesforce integration, you need to log off and log in again with the new username information.   

In Conclusion 

Make the most out of your Salesforce Platform, increase your and your team’s productivity, gain quick access to all client’s interactions, customize and automate your Gmail processes to relate to your Salesforce environment, and have everything more accessible in one central place with this Salesforce integration. It is very straightforward.   

If you require more assistance to complete this Gmail integration in Salesforce or would like to help all of your employees implement this, you can contact one of our experienced team members. We can guide you and your team through a successful integration process or customize it to fit your specific needs.   

“G Suite Integrations with Salesforce is a great way to increase efficiency and not only for the sales rep themselves. The ability to track the sales rep communication exchanged with the client by all the sales team is a huge win. For example, when that sales rep is away on leave and did not have the time to share the information before they had to leave, due to the integration, their manager and pairs have access to all the communication on, let’s say account, record (note: it depends on the record visibility access configuration).”

Cloudsquare Salesforce Expert 

Don’t miss out on this fantastic Salesforce integration!