How do I Sync my Gmail contacts with Salesforce?

How do I Sync my Gmail contacts with Salesforce?

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 do I connect Gmail to Salesforce?

To activate Gmail to Salesforce:

1. From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.
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.

How do I link my Salesforce email to Gmail?

Set Up the Gmail Integration

1. Click.
2. From Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync.
3. Turn on the Gmail integration.
4. Ensure that Use Enable Enhanced Email with Gmail is on to log emails as standard message objects and activate Email to Salesforce.

Where do logged emails go in Salesforce?

Logging Fields and Statuses When you log an outbound email, it’s logged to the selected Salesforce records as Sent. Outbound emails include emails logged from the Sent folder, the Log Email on Send option, or from the Reminder to Log pane.

How do I add an email account to Salesforce?

Set Up Email to Salesforce

1. From your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.
2. Enter your own email address in My Acceptable Email Addresses .
3. Under Email Associations, select options as needed.

Which email systems can you connect to Salesforce?

Use the Outlook and Gmail Integrations With the integration to Salesforce, see relevant Salesforce records in Outlook® and Gmail™, and relate email messages to Salesforce, keeping your teammates up-to-date with your communications.

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?

How to enable and use email sync in Gmail?

Email Sync is a background process that automatically logs emails to and from leads/contacts to Salesforce. 1. From Gmail, navigate to Cirrus Insight Settings (the wrench icon in the top menu bar).