Can you sync Google Calendar with Salesforce?
With Lightning Sync for Google, you can rest assured that not only your calendar events stay synced with Salesforce, but your contacts do as well. That’s because when you make an update to a contact in Gmail, it syncs to Salesforce automatically.
How do I sync my Gmail calendar with Salesforce?
To sync a Google Calendar event to Salesforce when you create the invite:
- Go to your Google calendar and create an event.
- Make sure you toggle ON the “Sync Calendar Event to Salesforce” so that the the event will sync.
How do I sync my Google Calendar in Salesforce lightning?
From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync. Click Let users sync contacts, events, or both between Google and Salesforce to see more setup steps. From the Set Sync Settings and Check Status section, click New Config. Click New Lightning Sync Configuration.
How does Salesforce integrate with Gmail?
From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.
What can reps do in Gmail Google Calendar and Salesforce?
When you integrate Gmail and Google Calendar with Salesforce, you help your reps spend less time entering data and switching between applications. You also help sales teams track important email conversations relevant to Salesforce records.
How do I add Salesforce extensions to Gmail?
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
What is lightning scheduler Salesforce?
Salesforce Lightning Scheduler is a Salesforce add-on that allows your customers to book appointments with your business. With this tool, you enable customers to schedule a meeting, phone call, video call, or in-person discussion with members of your team, right on your website.
How do I connect Google to Salesforce?
To activate Gmail to Salesforce:
- From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.
- From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings.
- Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.
How do I connect Einstein activity capture to Gmail?
Give users access to Einstein Activity Capture through a permission set. From Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings….Set Up Einstein Activity Capture
- Connecting to Google.
- Creating a configuration that controls what to capture and sync.
- Assigning users to a configuration.
How do I forward Gmail to Salesforce?
Open up a browser and log in to your Gmail. Click the gear icon in the upper right and select Settings. Click the Forwarding and POP/IMAP tab. On that page, in the Forwarding section, select Add a forwarding address.