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Delivered in Summer 17
Delivered in Summer 17

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

  • Jennifer Sacks - 9 months ago

    In Winter '17, you can sync your Google Calendar into Salesforce using Lightning Sync. That feature is in Beta, meaning it's free and available to any users meeting system requirements. More information on that here:

    In addition, we have kicked off a pilot that provides customers with a visual experience into Salesforce from Gmail (Lightning for Gmail). You can ask your Account Executive to nominate your company via our internal program. 
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