How do I send an Email with attachments in Salesforce?
In Lightning Experience Go to the Email tab. Select the Email template that you wish to add an attachment to by clicking on the Insert, create or update Template button. Select Insert Template. Click the Attach file button and select the file you wish to attach to the template.
How do I sync Salesforce with Google?
From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync. Select Let users sync contacts, events, or both between Google and Salesforce to enable Lightning Sync. Click Let users sync contacts, events, or both between Google and Salesforce to see additional setup steps.
How can I use my Gmail account in Salesforce?
Ensure that Use Enable Enhanced Email with Gmail is on to log emails as standard message objects and activate Email to Salesforce. This setting lets reps add (or log) emails and their attachments to Salesforce records as Salesforce emails.
How to integrate Salesforce Lightning with Gmail sync?
Step 1: Login to your Salesforce Lightning account and it will take you to the home screen as shown below – Step 2: At the home page from upper right corner click on Setup icon as shown below – Step 3: As soon as you click on Setup option, there is one Quick find box in the upper left corner.
Where is Gmail data stored in Salesforce?
Data is stored in Google, in Salesforce, and some data is stored using a public cloud provider. Want to Get Hands-On with the Gmail Integration and Einstein Activity Capture?
Why do sales reps need to share emails on Salesforce?
Sales reps don’t waste time logging emails and events to Salesforce records. Plus, when subsequent activity occurs on added emails or events, that new activity is automatically added to Salesforce. Sharing settings let you decide who can view the related emails and events, so that teams work together better.