Salesforce and Gmail Integration

Setup the Integration #

This tutorial demonstrates connecting a Gmail/Google account to Salesforce, enabling email and calendar integration features. This setup is necessary before sending and tracking emails within Salesforce.

Step-by-Step Process: #

1. Access Salesforce Settings
   • Log into your Salesforce account
   • Click on the profile icon in the top right corner
   • Select “View Profile”
   • Click on “Settings.”
2. Navigate to Connected Accounts
   • Look for “Connected Accounts” in the left sidebar
   • Click on “Email and Calendar Accounts.”
   • You’ll see a list of currently connected accounts (if any)
3. Start New Account Connection
   • Click the “New Account” button
   • A popup window will appear
   • Select “Connect my Google Account” as the provider
4. Connect Google Account
   • Choose your Google/Gmail account from the list
   • Important: Use the same email account that’s associated with your Salesforce profile
   • Enter your password if prompted
5. Grant Permissions
   • Review the access permissions requested by Salesforce
   • Salesforce will need access to the following:
     • Email
     • Contacts
     • Calendar
   • Select all required permissions
   • Click “Continue.”
6. Verify Connection
   • Wait for confirmation that the account is connected
   • Once connected, you can start:
     • Sending emails from Salesforce
     • Checking your Gmail calendar in Salesforce
     • Using other Google account integrations

Additional Note:

• This setup is a prerequisite for using email tracking and calendar sync features in Salesforce
• Make sure to use the same Google account that’s associated with your Salesforce profile for proper integration

Sending Emails and Tracking #

Step-by-Step Process: #

1. Access Email in Salesforce
   • Navigate to a lead’s profile
   • Click on the email link anywhere on the screen
   • A popup email window will appear
2. Compose Email
   • Select the “From” address (Gmail account)
   • Verify recipient (lead’s email)
   • Enter subject line
   • Write email content
3. Send and Track Email
   • Click the “Send” button
   • Email will be recorded in the Activities panel
   • Initially shown as “unopened.”
   • Status updates when the recipient opens the email
4. View Email Tracking Details
   • Check the Activities panel to see the email status
   • The “Unopened” tag appears for unread emails
   • Once opened, it shows the timestamp of when the lead read it
   • Can refresh the view to see the updated status
5. Access Detailed Information
   • Click on individual email items to see details
   • View message content
   • Check sending status
   • See modification dates
   • Review all tracking data
6. Monitor Engagement
   • View the Engagement section
   • Track which emails were opened
   • See dates and times of engagement
   • All activities are automatically recorded

Additional Note:

• The same integration allows calendar synchronization between Salesforce and Gmail.
• Events created in Salesforce will be reflected in the Gmail account.