Access Salesforce from Gmail using Lightning for Gmail

Author - Kiranpreet

Access Salesforce from Gmail

You can access salesforce data from gmail directly. Sales Reps can easily view and search relevant data from gmail, then relate important emails with salesforce record without logging in salesforce org using lightning for Gmail in Salesforce. You can create following things from gmail in salesforce.

a) New case
b) New task
c)New Explorer
d) New opportunity
e) New offer

How to enable Lightning for Gmail in Salesforce?

1. Open your Salesforce org. Click Setup.
2. Expand “Lightning for Gmail and Sync” under Administration section. Click Settings.
Access Salesforce from Gmail

3. Enable “Lightning for Gmail”.
Access Salesforce from Gmail

4. Add “Salesforce Lightning for Gmail” Google Chrome extension.
5. Open Gmail in chrome.
6. Click Login to Salesforce.
Access Salesforce from Gmail

7. Enter your Salesforce username and password.
Access Salesforce from Gmail

8. Click continue to give access. It will link to Salesforce.
Access Salesforce from Gmail

Webner Solutions is a Software Development company focused on developing Insurance Agency Management Systems, Learning Management Systems and Salesforce apps. Contact us at dev@webners.com for your Insurance, eLearning and Salesforce applications.

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