How Using Salesforce and Gmail Together Can Benefit Your Business : AwsQuality
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A function called Salesforce Gmail connectivity was only introduced in November 2016. Users of Salesforce can now combine their Salesforce data with Google services like Gmail and Docs.
The days of switching back and forth between your CRM and email are long gone. You may set up Salesforce to automatically log your email and calendar activity, enhancing team productivity and efficiency.
Thanks to this integration, you can access your Salesforce data directly from your Gmail account! Thanks to this, you can examine your sales statistics and interact with that data directly from your Gmail account. You might quickly add a potential customer to Salesforce from your Gmail account, for instance, if you get an email about them.
What are the Advantages of Integrating Gmail with Salesforce for my Company?
The integration of Gmail and Salesforce can help your company in a variety of ways. Here are just a few advantages:
A rise in productivity
Thanks to the connection between Gmail and Salesforce, you can access and interact with your sales data directly from your Gmail account. This enables you to respond quickly to any possible leads or sales opportunities.
Increased Effectiveness:
Thanks to the Salesforce Integration with Gmail users may examine sales data without logging into Salesforce. Because sales representatives no longer have to switch between many applications to fulfil their jobs, efficiency is increased.
Simplified Data Entry:
You may quickly add new contacts or leads to Salesforce by connecting your Gmail account to it! Sales representatives can now spend more time selling instead of entering data!
Greater Exposure:
Sales representatives get more visibility into their sales pipeline because of the Salesforce and Gmail Integration. This enables them to decide more effectively where to concentrate their efforts and how to expand their company.
Don't forget to check out: Introduction To Salesforce Integration
How Does it Function?
First, synchronizing Gmail messages with Salesforce cases is how the Gmail and Salesforce interface functions. This implies that once you get an email in your Gmail account, a new topic for the relevant contact will be immediately created on salesforce.com. Every time the status or another field inside the message changes, it also updates this case.
Increased productivity due to routine task automation and more effective workflows across many corporate apps is one of the primary advantages. For instance, if several individuals are working simultaneously on a project, everyone can access up-to-date information on what is happening without needing to ask questions or check in with one another constantly.
Additionally, by eliminating the need for users of Salesforce to log in or access Salesforce from their PCs manually, the integration of Gmail with Salesforce saves time and money. You can access your sales data from anywhere, including mobile devices, if you've connected with salesforce.com and Gmail, Google Docs, and other Google services!
How Can I Begin Using Salesforce Gmail?
Ensure that your Gmail and Salesforce accounts are linked through single sign-on to use this feature (SSO). Follow these directions if they aren't already connected in this way:
- Sign in at salesforce.com.
- Choose "My Settings" from the menu by clicking on your name in the top right corner of the page.
- Click "Add Application" in the "Connected Applications" section after scrolling down.
- Choose Gmail from the available programs, then adhere to the directions to link your accounts.
- Verify that the salesforce.com application management page has Gmail and Salesforce integration enabled.
View a list of the data that is available here once your Salesforce and Gmail accounts are linked:
- Go to settings in each profile after SSO is enabled for both, and add an application connection to the "Salesforce" or "Gmail" logo.
How do I configure Google Apps so that Gmail and Salesforce are integrated?
Make sure your Salesforce account is already SSO-enabled before anything else. This indicates that you have linked it to an SSO provider, such as Google or Okta. If you haven't already done this, follow these instructions:
- Sign in as an administrator to Salesforce.
- In the page's header, select the "Setup" tab.
- Click "Single Sign-On Settings" after typing "Single-Sign-On" into the search field.
- The "Edit" button will appear next to "Google Apps Domain" or "Okta Domain."
- Click "Save" after entering your Google Apps domain or Okta domain.
Setting up Google Apps for Business is the next step after your Salesforce account has SSO enabled. You can accomplish this by carrying out the following steps:
- Visit admin.google.com to access your Google Admin Console.
- The Google Apps Marketplace can be accessed by clicking "Apps" in the top menu.
- At the top of the website, on the top right, select "Marketplace home."
- When the search results for "Salesforce" show, click on the link for "the integration of Gmail with salesforce."
- To integrate Salesforce Gmail with your Google account, follow all instructions. There should be little time required.
You must enable the Salesforce to Gmail Integration with Google Apps on the salesforce.com application management page after setting it up:
- Sign in as an administrator to Salesforce.
- In the page's header, select the "Setup" tab.
- When "Application Management" displays, enter "application management" into the search bar and click it.
- Select Google Apps from the list of available options by clicking on the "New" button next to "Integrations & Connections."
- Fill out both forms using your Salesforce username (the email address you use to enter into Salesforce), hit "Save," and then hit "Allow" to give salesforce.com permission to read your Gmail messages.
- To activate the Gmail and Salesforce integration, click the "Enable" button.
Once configured, the Gmail and Salesforce integration will be accessible as a tab in the Google Apps Marketplace. Within Gmail, all of your sales information can be seen here.
But Why Use Gmail?
Google offers Gmail as a free email service. Similar to other email providers, it runs smoothly. You can send and receive emails using Gmail, add contacts to a contact list, stop spam, and perform other standard email tasks. In addition, Gmail has several other distinctive features that elevate it beyond competing for online email services.
Check out another amazing blog by AwsQuality here: Salesforce And Google Analytics Integration: All You Should Know
So why would you want to integrate Salesforce with Gmail?
The benefits of Gmail Integration with Salesforce Lightning for your company can be attributed to various factors. You can first access all of your sales data from within Gmail. As a result, you may access information about your clients, email history, and sales prospects right from your inbox!
Collaboration with other Salesforce users is also made simple by connecting Gmail and Salesforce. From Gmail, you can collaborate with teams and individuals to amend sales reports in real-time and assign assignments to other team members.
Salesforce Integration with Google Apps Will Save You Time
Time is money in sales. Your sales representatives can spend more time selling if they spend less time entering data and organizing their sales information. By reducing the number of tasks that need to be completed in several locations, you can assist your sales team save valuable time by integrating Salesforce with Gmail. Salesforce data will be easily accessible in your inbox, allowing sales representatives to work more efficiently.
In conclusion, sales teams may find Salesforce Gmail connectivity an effective tool. Reducing the time spent on various platforms enables sales professionals to manage their CRM data more, collaborate with other sales team members, and boost productivity!
The post How Using Salesforce and Gmail Together Can Benefit Your Business appeared first on Forcetalks.
February 24, 2023 at 07:39PM
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