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Gmail to Salesforce - TRUE Integration

Email Clients & Office Suites

To integrate with Gmail and Google Apps, the proposed solution is to add the unique Email-To-Salesforce email address to be blind-copied on every email sent. Currently, emails BCC'd to one's personal add-to-Salesforce email address can be associated only with Contacts, not Contacts AND/OR opportunities as with the Outlook integration tool. This means that one must go to every individual Contact to view the overall Account or Opportunity activities. There is no master Opportunity or Account activity list. Additionally, adding emails received in Gmail is not possible. Only emails that Salesforce users send can be associated with Salesforce -- that is, only HALF of all correspondance is tracked. How is one supposed to manage Opportunities if is not possible to see all correspondance/activities in one place? Can the "Add to Salesforce" and "Sync" functionality available for Outlook not simply be added to Gmail?

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Latest Comment from Salesforce

  • Damien Joly - 2 years ago

    Einstein Activity Capture (EAC) integrates with Gmail/Gcal, Office 365, and Microsoft Exchange 2013/2016 (coming in Winter'18). All customer Emails and meetings are automatically associated to Lead, Contact, Account, Opportunity, and Person Accounts. EAC integrates to the email server, so no matter where emails and meetings are being received or sent from (device agnostic, email client agnostic), they will always be added to Salesforce. This feature is only available in Salesforce Lightning, it does not work in Classic. Read more here -
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