6 Step Essential SF DevOps Guide – Salesforce integration with Gmail

When it comes to the use of Salesforce CRM for enterprise sales management and SF DevOps for better collaboration of development and operations, most of the time, it becomes essential for organizations to ensure seamless integration with Gmail too. So, Salesforce admins and developers are looking for options to use Salesforce and Gmail to increase their productivity and better support them. As many of the Sales team members also rely on Gmail and the clients, this integration becomes a necessity for many. As per research, about 30 percentage of the time of the salespeople is spent on emails. So, the sales teams must bring Salesforce data to other email platforms (Gmail being the most widely used mail client) where they tend to spend most of their time.

With Salesforce and Gmail integration, salespeople now do not have to toggle between these two applications, but everything is made available on a single platform at their fingertip. Email tracking is much possible promptly through the highly relevant Salesforce records. In this article, we will discuss the top benefits salespeople have by integrating Salesforce with Gmail for a seamless e-mail experience.

Salesforce integration with Gmail

At the first point, Salesforce integration with Gmail helps to:

  • Reduce data redundancy and also to minimize the time spent for doing multiple entries at different platforms.
  • Anytime access to all essential records from Salesforce and stay connected with all leads and opportunities.
  • All the contacts are made available at a single place, and all the records can be accessed from anywhere anytime with ease.
  • Real-time and quick communication is essential for the sales team members, made possible with Salesforce -Gmail integration.
  • Sales teams also become more active as they can spend maximum time on productive things than doing random mail and data entries.

Why Gmail and Salesforce for the salespeople?

As we know, Gmail is one of the most popular email client, which is used by billions of people across the globe. It is considered the quickest mode of communication to help keep your relationships going. Gmail also helps to manage your contacts and also to schedule meetings, track appointments, set important events and reminders, etc.

As Gmail in case of email, Salesforce is also the most popular tool for CRM and sales teams to manage the leads, contacts, opportunities, etc. Using the Salesforce calendar, one can schedule appointments with clients and meetings, etc. efficiently and quickly. On Salesforce, you also have an opportunity to track the business deals and visualize the pipeline to see the customer journey from start to end. Keeping a close track of this pipeline will help you put a closer eye on the most crucial activities related to marketing and sales and improve sales and conversion plans.

As any sales representatives tend to do the same things on both Salesforce and Gmail in terms of contact management, scheduling, and communication, in typical cases, there are high chances for redundancy. It becomes an effort overhead for users to enter and maintain the same data at two different places. We can also see that such data replication also reduces credibility in terms of future updates that failed to reflect the same on both. This is one place where “Lightning for Gmail” will come into the help of the SF DevOps and Salesforce CRM users.

Lightning for Gmail with Salesforce

Salesforce adoption is widely encouraged among the corporate sales teams lately. Any important content can be easily synchronized with the use of this. So, you do not have to worry about redundancy and set yourself free from the need to replicate data entry. Also, as the Salesforce features can be accessed through Gmail, there is no need for the users to switch between tables to fetch data, and also can make the teams more productive and effective than earlier. With this approach, contracts and evens can be easily synchronized, and the chances of data duplication and redundancy get minimized to a larger extent.

All these will further contribute to the sales team’s significant wins as they can focus more on their core activity of sales than getting deviated into other repetitive tasks. Now, let us see how to do Salesforce integration with Gmail.

Salesforce – Gmail integration

Lightning for Gmail setup Is not difficult, but it may take a certain amount of time for the users to understand the things before you execute the job. First, let us look at the basic requirements for Lighting for Gmail.

  • To do this, you need to have a unique email address that has to be written with the extension @yourcompany.com, etc.
  • This feature is made available in both the Classic and Lightning versions.
  • Let the Gmail servers communicate with Salesforce to get it done.
  • Always use the latest and stable Chrome version to ensure the best possible outcome.

Now, let us explore the step by step approach for setting up Lightning for Gmail:

First step:

With your username and password, log in to the Lightning account. The home screen will be displayed with the options.

Second step:

On the home screen, you can see the setup icon on the top of the page right corner, choose the ‘Integrate Salesforce with Gmail’ option.

Third step:

Once the setup options are clicked, you can see a Quick find box there, which is visible at the upper left corner.

Fourth step:

Just key in Lightning for Gmail at this space and choose the Lightning option for Gmail. Sync the option as soon as it gets displayed on the screen.

Fifth step

From the settings of Lightning for Gmail and Lightning Sync, you may try to configure these two or choose just one as per your needs.

Sixth step

Based on your experiences, you may enable the most appropriate option as shown on the screen, to get the maximum benefit of this setup as importing Gmail to Salesforce. Use the most attractive theme-based templates or compile the big sized files for active synchronization of the emails.

Seventh step:

Once these options are made available, the sales team can start customizing the content using the Lightning App Builder and then use relevant templates to enable more meaningful communication instead of writing emails from scratch.

Once done, Salesforce and Gmail integration can be a wise decision for your enterprise operations, which will help the salespeople be quicker and more productive. Still, it will also help the entire business develop to attain more speed and be more reliable.

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