How To: Integrate Gmail with Salesforce! (Tutorial and Feature Demo)
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- Опубліковано 9 лип 2024
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Timecodes
0:00 - Intro & Overview
1:49 - What Is Lightning Sync?
4:21 - What Is Einstein Activity Capture
10:00 - Setup Gmail Integration in Salesforce
12:11 - Install Saleforce Chrome Extension
15:00 - Authenticate Salesforce in Gmail
16:03 - Demo: Create New Records from Gmail
16:40 - Demo: Create Tasks from Gmail
18:24 - Demo: Log an Email from Gmail
21:32 - Demo: Create Events
24:16 - Learn More/Outro
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This was great! I couldn't find a real breakdown of why you wouldn't use EAC until this. Thanks!
LOVE your videos! Thank you so much for making them!
You are so welcome! Thanks for checking them out :)
This was a really useful video! The way that you deliver information is entertaining and very valuable
Happy to hear that! Thank you for the comments.
Very useful video great work. Keep it up
Was very helpful, thank you.🙂
You’re welcome 😊
awesome. thanks.
Can’t wait to watch this! This kinda stuff is very applicable in real life scenarios 👌
Didn’t see the outlook link at the beginning of the video, I’m sure a quick search will bring it up.
Thank you for such great and beneficial videos 🙏
Outlook one isn't ready yet! I did Gmail first...Outlook coming soon. I'll add the link into the video once done :)
@@AdamFoyston amazing 👌 💪 thank you 🙏
@@AdamFoyston Adam I need your help. He did this and I didn't sync the events in both directions. help
Thank you - Do you know how I can see past gmail activity in SF? i.e. 1k emails from prospecting are now accounts in SF but i cannot see the past emails sent. make sense? thx!
Is all the information you shared in this video still current? Specifically, the AWS, Einstein content.
what are the permissions a profile require to log events?
Question: You mention the data is held/owned by a third party company, so if I log an email into salesforce does it disappear after 24 months or does it stay in salesforce forever being that I have now logged it under a contact in salesforce?
I'm basically looking for a way to send an email in gmail and have it logged under the same email address within salesforce.
Adam I need your help. He did this and I didn't sync the events in both directions. help
Hi Pablo - sorry to hear that. Sometimes these connectors can be a bit buggy when setting up depending on the version of your browser, etc. My best recommendation is to raise a Salesforce support ticket if you have issues still as they will be able to help. Best of luck - adam
Content is great, but i do have a remark: the main info from Gmail screen is from the Plugin UI on the right, but u cover the bottom half with your face. Would be better to have it on the left
Eeek! sorry. I noticed that afterwards. Apologies - hopefully you can figure out but let me know if you have questions :)
Hey, i need some help. I have followed all the steps mentioned, but I can't seem to get the Salesforce extension on chrome to open up.
Facing same issue. In the extension info I found for corporate it will work only. Plz anyone suggest if it work for all.
Oh no!? Yes it might be to do with the Google Workspace/Admin/company settings? IF you remain stuck try raising a SF support ticket as they should be able to support. LEt us know how you get on :)
I have the same issue. Doesnt work at all!! What a shit features
@@mixvideoYTYT hey at the end did you find a way to integrate?
Iam also unable to see the salesforce sidepanel in gmail though I followed all the instructions
Hi Adam,
I got "login to google" instead of "login to salesforce" and I do not have option to link accounts after allowing integration. Could you please suggest how to proceed next.
Errmmmm this might be something best to raise a case about. Clearly something needs looking into, possibly a firewall issue or something missed along the way? It would need someone going in to have a better look, so raising a Support Case with Salesforce would be my first call - hopefully it works soon for you!
Hi Adam,
Excellent Tutorial..
I have created gmail event and logged to salesforce.
and changed the event details in gmail and it's not updating to salesforce with latest details by editing the logged event.
Please share your thoughts on this
Thanks for the question - unfortuantely I won't be able to go in and look in your org a bit closer so I'd recommend raising a support Case with Salesforce who should be able to run some diagnostics and check if there isa sync issue somewhere. Hope you fix soon :)
how come i dont have "log email" button?? mine says "edit related records"
Hmmmm not sure, could be a permission or setting thing. Check out this official Salesforce help article on that specific thing: help.salesforce.com/s/articleView?id=sf.email_int_setup_event_logging_parent.htm&type=5
I'm not able to integrate Gmail with Salesforce.all process i have done what you told.but its not working 😢
Ah no! So sorry you're finding trouble with it. I'd recommend to raise a support case with Salesforce and they should be able to run a quick diagnostic to see if there is an issue with permissions or a firewall preventing it working? Best of luck. :)
I don't think EAC is Free any longer, even for the first 100 users
Ah really? They sometimes change rights but I'm with a client at the moment and the first 100 are free still, but they have Unlimited Edition org, so maybe to do with that?
You have extended the 4 min content to 24 min- its waste of time.
Sorry! I tried to go in detail to help explain better, but I get your point. A version that has it all in 1 min and detail later might be better :)