Six Ways To Connect G Suite and Salesforce

At Salesforce’s annual Dreamforce conference in 2017, a strategic partnership with Google was announced.

Often, these alliances come and go. However, Salesforce and Google have continued to cozy up to one another. Google had a noticeable presence at the 2018 Dreamforce conference.

Google Booth at Dreamforce 2018

Among a wide range of facets to the partnership are the following six Salesforce to G Suite integrations.

Salesforce Gmail Integration

Known as Lightning for Gmail, this is a client side integration (on the Gmail side) between a G Suite user’s Gmail account and their Salesforce account.

Once the integration is enabled by a Salesforce admin, any user who wants to connect Gmail to Salesforce simply needs to install a Chrome extension.

Salesforce Lightning for Gmail

Users can log inbound and outbound emails to Salesforce records. A collapsable side panel contains virtually the same Lightning Experience as a mobile phone.

Since this integration is client side, it works with both consumer Gmail and with G Suite.

Key Benefits To The Salesforce Gmail Integration

1. Results in higher Salesforce adoption by users who “live in Gmail.”

2. Ensures that important prospect and customer email communications are shared among team members.

Salesforce Contacts to Google Contacts Sync

One of two components of Lightning Sync, this is a server side integration. The integration needs to be configured by a Salesforce administrator and a G Suite administrator.

Salesforce Contacts that are owned by a Salesforce user and that match a filter criteria can be synchronized down to a label in Google Contacts called Salesforce Sync.

Salesforce Sync Label in Google Contacts

Contacts can also be synchronized from Google Contacts to Salesforce, but this direction is not commonly configured.

One or more Google Configurations can be set up in Salesforce. A configuration specifies synchronization direction and Salesforce Contact filters. Each Configuration can be assigned to one or more users.

Key Benefits To The Salesforce Google Contacts Sync

1. More complete information in Google Contact records compared to using the Gmail “Add to Contacts” function.

2. This message becomes less frequent during email composition: “Make sure this is someone you trust. name@company.com does not belong to your organization and is not in your contacts.”

Salesforce Events to Google Calendar Sync

Calendar sync is the other component of Lightning Sync. A common configuration is to synchronize today’s and future Google Calendar events to Salesforce Events.

Google Configuration in Salesforce

This is managed through the same Google Configurations as Contact sync.

Key Benefits To The Google Salesforce Calendar Sync

1. Users will have an additional reminder of “Today’s Events” in the Salesforce Home tab.

2. If a user links a Google Calendar event to a Salesforce record, the event will display in the Salesforce record’s Activity Lightning Page component.

Google Drive Integration With Salesforce Files

In Salesforce’s Lightning Experience, Files has replaced the legacy Attachments functionality.

A server side integration allows Google Drive files to be displayed within the Files component of Lightning Pages, the Files tab and even a in a custom Google Drive tab.

Salesforce Account with Google Files

Key Benefits To The Salesforce Google Drive Integration

1. Since Salesforce has limited storage and G Suite Business has unlimited storage, organizations that need to associate large files and/or a large number of files with Salesforce Accounts, Contacts, Cases, etc. can avoid purchasing expensive additional Salesforce storage.

2. Google Docs, Sheets, Presentations, etc. do not need to be first downloaded into a PDF or Microsoft format and then uploaded into Salesforce Files. This saves time for users.

3. Google Drive files can be previewed with one click and edited after an ‘Open in Google Drive’ click. Also a time saver.

Here are setup instructions for connecting Salesforce Files to Google Drive.

Google Sheets Integration With Salesforce Data

Salesforce is now one of a number of data sources for Google Sheets.

Google Sheets Data connector for Salesforce

Data connector for Salesforce, a free add-on for Sheets, creates an interactive connection between a Sheets file and a Salesforce org.

Hangouts Chat and Meet Integration With Salesforce

These integrations are currently in a “planned” status. One of the original partnership “coming attractions” announcements stated, “Access relevant customer and account details, service case histories and more from Salesforce CRM directly within the Hangouts Meet interface.”

We will update this post when more information becomes available.

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