Help your sales teams see, create, and modify Salesforce records directly in Gmail™.
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 |
| User Permissions Needed | |
|---|---|
| To enable the Gmail integration | Customize Application |
Important Before you let your sales teams experience the integration with Gmail,
verify that Enhanced Email is enabled for your organization.
After enabling Enhanced Email for Gmail, complete these steps to enable the integration for your sales teams.
- From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync.
- Enable and expand Let users access Salesforce records from Gmail.
- To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.
Next, to begin working with the integration, your sales team members complete their short setup procedure in Gmail.