--- schema_version: "1" id: a2b289f900e7d726079fec3efe12e8514287aaed8ce9f167681495eee5eae687 title: Guidelines for Setting Up the Gmail Integration collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/app_for_gmail_setup_considerations.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.app_for_gmail_setup_considerations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6e30b9311888153ae5c4c7d3d26d3ee9f2376eb0c5d47978eb9ea45abb067be2 description: Before setting up the integration with Gmail, review which features you want to enable and whether sales reps need access to different components. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Guidelines for Setting Up the Gmail Integration Before setting up the integration with Gmail, review which features you want to enable and whether sales reps need access to different components. ### Required Editions
Available in: Salesforce Classic and Lightning Experience
Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
## Salesforce Chrome Extension and Access - Each sales rep needs the Salesforce Chrome extension, which is available from the Chrome Web Store. A local install file isn’t available. The application automatically updates with each Salesforce release. - When accessing the integration in new Salesforce orgs in Winter ’22, if the Keep Gmail and Salesforce Connected option in Gmail Integration and Sync is on, users who are assigned the Multi-Factor Authentication for User Interface Logins user permission aren’t required to enter multi-factor challenges. If your company requires users to log in each time that their Gmail integration session expires, turn off Keep Gmail and Salesforce Connected, or set up Salesforce users with multi-factor authentication using a High Assurance session. ## Gmail Integration Features and Optional Configuration - The Gmail integration uses publisher layouts to define global quick actions such as creating contacts, leads, and opportunities. The integration includes a default set of actions. To give users access or to deny access to certain global quick actions within the integration, add or change the publisher layout. - To allow users to log an email from Gmail to Salesforce, enable Enhanced Email. - To allow users to log an event to more than one contact, enable Shared Activities. - There are limitations if an object has multiple record types and the New button in the object’s related list is overridden. The integration supports the New button only if you skip the record type selection page in the override configuration. #### See Also - [Enhanced Email and the Gmail Integration](https://help.salesforce.com/s/articleView?id=sales.app_for_gmail_enhanced.htm&release=264.0.0&type=5 "Turn on Enhanced Email for your reps, so they can relate emails to relevant Salesforce records quickly and easily.") - [Multi-Factor Authentication](https://help.salesforce.com/s/articleView?id=xcloud.security_overview_2fa.htm&type=5&language=en_US) - [Add Salesforce Inbox Features to the Outlook and Gmail Integrations](https://help.salesforce.com/s/articleView?id=sales.email_int_setup_inbox_add_features.htm&release=264.0.0&type=5 "Add Salesforce Inbox features to your integration with Microsoft® Outlook® or with Gmail™ to give your reps access to more tools to increase their productivity. You already have the integration enabled. With the addition of an Inbox license, you can easily add Inbox productivity features.") - [Customize the Email Application Pane for Outlook and Gmail](https://help.salesforce.com/s/articleView?id=sales.email_int_setup_custom_pane_parent.htm&release=264.0.0&type=5 "You can tailor the email application pane used in Microsoft® Outlook® and in Gmail™ to better fit how your reps do their work.") - [Email Application Publisher Layouts](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_set_up_publisher.htm&release=264.0.0&type=5 "Salesforce admins can set up Outlook integration and Gmail integration users to create accounts, cases, leads, opportunities, and custom objects directly from their email applications. Reps create records using actions menus, which you can set up from Salesforce. Your company’s Salesforce edition determines how you set up action menus and whether you can customize them.") - [Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5 "Eliminate manual data entry and transform a list of engagements into action. Einstein Activity Capture syncs your Microsoft or Google account with Salesforce, linking email and calendar activities to the relevant contacts, leads, and opportunities. Einstein Activity Capture gives your team and AI agents the critical context needed to make their next move.") - [Email Address Internationalization (EAI)](https://help.salesforce.com/s/articleView?id=sales.emailadmin_eai.htm&release=264.0.0&type=5 "Connect with users across the globe by using non-Latin-based characters in email addresses when sending emails from Salesforce.")