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Set Up the Gmail Integration and Lightning Sync

Learning Objectives

After completing this unit, you’ll be able to:
  • Enable and set up the Gmail integration.

  • Enable and set up Lightning Sync.

Roll Up Your Sleeves

Setting up the Gmail™ integration and Lightning Sync isn’t difficult, but it does require some time. And if you don’t administer Gmail accounts for your company, you can get that admin to work with you on setting up Lightning Sync.

Before Ursa Major’s admin, Maria Jimenez, invests time in any setup, she reviews system requirements for the Gmail integration and Lightning Sync.

Gmail Integration and Lightning Sync System Requirements

For Your You Need
Email G Suite Gmail with a unique email domain in this format: @yourcompanyname.com

G Suite Gmail lets Google servers communicate with Salesforce.

Browser Google Chrome™, most recent stable version
Check, check, and check! Maria has the green light to start the setup process. Here’s how she does it.

Set Up the Gmail Integration

  1. Click Setup icon and select Setup.
  2. In the Quick Find box, enter Gmail, then select Gmail Integration and Sync.
  3. Turn on the Gmail integration.

    Settings to enable the Gmail integration.

  4. To let reps relate emails they are composing to Salesforce records, expand the Gmail integration settings and turn on Use Enhanced Email with Gmail.
  5. Give your sales reps instructions to Set up the integration in Gmail.

Set Up Lightning Sync for Google

These steps include high-level details for you to set up Lightning Sync. And where it’s necessary, we include links to nitty-gritty details in Salesforce Help.
  1. Enable Lightning Sync. From Setup, in the Quick Find box, enter Gmail, and then select Gmail Integration and Sync. Turn on Lightning Sync.
  2. Select how you connect to your email server. Get more information on how to choose and configure a method for connecting to Google.
  3. To test the connection to Google, run the Lightning Sync connection test. The test checks several points of connectivity between Salesforce and Google. When the test is complete, it provides a summary describing your connection status. See detailed instructions for running this test.
  4. Define sync settings for your sales reps, such as:
    • Who can sync and what kinds of items they can sync
    • Whether you want to limit items
    • What happens when a rep deletes an item from either Gmail or Salesforce
    Get guidance on these decisions and detailed steps for sync setup.
  5. Tell your reps how they can prevent certain events from syncing. Your reps, for example, most likely want to keep personal events from syncing to Salesforce. Learn how to prevent certain events from syncing to Salesforce.

Customize the Gmail Integration Pane

After Maria finishes the basics for setting up the integration and Lightning Sync, she customizes features to give her reps the best selling experience. Here’s how.
  1. From Setup, in the Quick Find box, enter Gmail, and then select Gmail Integration and Sync.
  2. Consider enabling these options to optimize your reps’ experience in Gmail.
    • Enable use Enhanced Email with Gmail. Instead of adding email messages to Salesforce as tasks, sales reps add them as email messages. It’s a better experience that way. This setting also lets reps log emails that they are composing to Salesforce. Learn how to configure the integration with enhanced email.
    • Customize content with Lightning App Builder. You get loads of flexibility customizing how Salesforce content appears in Gmail. Learn how to use Lightning App Builder to make your reps even more productive.
      Tip

      Tip

      Create Lightning Email Templates and add the Templates component to a customized App Builder Email Application Pane. Reps can quickly craft email messages using templates instead of writing messages from scratch. Learn how to use Lightning email templates with Gmail

Congratulations! You successfully set up and customized your Gmail integration. But your quest to integrate Salesforce with Gmail doesn’t have to end here. In the next unit, you learn about how adding Inbox features to your Gmail integration provides your reps with email tools that help them work smarter and sell faster.
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