Set Up the Integration with Gmail

The integration between Salesforce and Gmail™ requires both Salesforce setup and a short client-side setup procedure. But don’t worry. You can turn on the integration and get the Salesforce extension up and running fast. After you’re set up, use the Lightning App Builder to create custom email application panes that can include different features for different sales reps.

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

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.

• Gmail Integration System Requirements
  Make sure that your system meets these requirements before you integrate with Gmail™.
• Set Up the Gmail Integration in the Chrome Side Panel
  The Chrome side panel is visible as sales reps work in their email and calendar, and as they navigate from page to page in their browser.
• 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.
• Guidelines for Logging Email Attachments in the Gmail Integration
  Make sure that you understand how the Gmail integration works with email attachments.
• Enhanced Email and the Gmail Integration
  Turn on Enhanced Email for your reps, so they can relate emails to relevant Salesforce records quickly and easily.
• Turn On the Gmail Integration in Salesforce
  Help your sales teams see, create, and modify Salesforce records directly in Gmail™.