Cannot enable Enhanced Email for Lightning for Gmail
All documentation says you have to make sure Enhanced Email is enabled (it is), and that enable the feature from the Lightning for Gmail setup page - but I can't find that option anywhere. Is this something that we need salesforce to activate first?
Thanks for the response. Actually, I know where the Lightning for Gmail setup page is. But, if you click that and go to the settings page, there is no setup option in that page to enable "Enhanced Email for Lightning for Gmail" (the feature that allows you to associate emails from gmail directly into a record. Would you know where that is?
See screenshot below.
Enhanced Email Enabled by Default,
Enhanced Email is automatically enabled for most organizations except those that use Email-to-Case. If you use Email-to-Case and you’re ready to enable Enhanced Email, use these steps. This feature is available in both Lightning Experience and Salesforce Classic.
- From Setup, enter Enhanced Email in the Quick Find box, then select Enhanced Email.
- Click Enable.
- Update the Email Message page layout to:
- Add the Related To field.
- Then, your users can see which records are related to an email.
Considerations for Enhanced Email with Lightning for Gmail------>https://help.salesforce.com/articleView?id=lightning_for_gmail_enhanced.htm&language=en_US&release=206.5&type=0
I downloaded the chrome extension. I Activated everything in Salesforce.
But There is nothing in the Chrome extension that allows me to push emails I write from gmail in Salesforce. And same about the emails I receive. I have nothing in Gmail that allows me to push it to Salesforce.
Thanks for your help.
"To let sales reps experience Enhanced Email with Lightning for Gmail, first verify that Enhanced Email is enabled for your organization. Then, enable Enhanced Email for this feature from the Lightning for Gmail Settings page."
The enhanced email is enabled but somehow I can't find that section in the Lightning for Gmail Settings page where yoiu can enable Enhanced Email for Gmail. Hope that clarifies my question more.
Good to know I'm not the only one having this problem! It's the Enhanced Email with Lightning for Gmail - that's the feature that will allow users to push emails into records in salesforce which unfortunately, is nowhere to be found. The screenshots of the lightning chrome extension has the "add email" gray icon beside the record (similar to how it looks like on Lightning for Outlook or Salesforce for Outlook) so I am guessing it is just a setting that needs to be enabled, just like what the documentation says.
Anyway, The documentation mentions a couple of steps to enable it but the second step seem to be missing. I've logged a case to salesforce anyway and it has been escalated to a higher tier. I will keep this thread updated once I get the answer. Thanks again for finding time to respond!
I have tried pointing it to Production, got the Chrome extension and using Chrome. As I mentioned before, everything for me is working, except for the ability to associate emails (branded by salesforce as Enhanced Email for Lightning for Gmail).
Oh you might already know this but as for the Chrome Extension, you can go to the Chrome extensions page and in the options under the plugin, you can change the server url to point to Sandbox or a custom URL so you can test the whole setup in Sandbox still.
I am copying what they wrote me:
"Thank you for taking my call. This is Odette from Salesforce.com and I have taken ownership of your case 15736911. I see that Lightning for Gmail has already been set up and Enhanced email has been enabled for your Organization. However, you are still not seeing the relate icon in Gmail. This is because the permission "Enhanced Email with Lightning for Outlook Enabled" has not been enabled for your Organization. With that, letme go ahead and reach out to our Senior Support for assistance since they are the ones who has the permission to enable it. I will let you know once done so you can verify if the issue has been resolved or if you're still not seeing the relate icon. Cheers!"
Let's keep in touch. Regards.
Good news, I've got the feature. I can now log easily email from Lightning for Gmail into SF. That's really good!
Hope you've it too now. Thanks and Regards.
Keep in touch, Regards.
Just to update you, also the "attachment issue" has been solved. The Gmail integration is working so good. so defenitely that's an helpful solution. Again, in case of needs with your SF support, pls refer to the case number I've posted earlier. Looking forward to hearing from you soon about this. Regards.