How to Integrate Gmail to Salesforce


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Gmail Integration Options in Salesforce Classic

In Salesforce Classic, you can integrate Gmail to Salesforce in the following ways:

  • Gmail to Salesforce
  • Gmail Buttons and Links

Gmail to Salesforce

Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history.

It’s important to know that after you activate Gmail to Salesforce, you can’t deactivate it.

To activate Gmail to Salesforce

  1. From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce. Confirm that it’s activated.
  2. From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings.
  3. Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.

Gmail Buttons and Links

Gmail Buttons and Links adds Gmail links next to email fields on all records and adds Compose Gmail buttons in Activity History on leads and contacts.

When you select a Gmail link or Compose Gmail, Salesforce automatically logs you in to your Gmail account and automatically populates the To field. If Gmail to Salesforce is activated, Salesforce also populates the BCC field with your Email to Salesforce address.

To activate Gmail Buttons and Links:

  1. From Setup, enter Google Apps in the Quick Find box, then select Google Apps Settings.
  2. In the Activate Google Apps Services list, click Edit next to Gmail Buttons and Links.
  3. To activate Gmail Buttons and Links, select Active.
  4. To add Gmail links next to all email fields (except email fields on pages under Setup), select Gmail Links
  5. To add Compose Gmail buttons in Activity History on leads and contacts, select Gmail Buttons.
  6. Read and indicate whether you agree to the Terms of Use.
  7. Click Save.

This blog information is very useful to learn about Gmail to Salesforce Integration.


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