Work with salesforce records directly in your email application with the Gmail integration..
Experience Salesforce directly in your Gmail and Google Calendar:
- View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments
- Search and browse salesforce records
- create new records, including custom object records- Add emails and appointments to records in one click, even when composing emails
- quickly craft emails with email templates
- Manage Salesforce tasks
Use the lightning app builder to tailor the extension layout, choose features according to your business needs, and assign them to specific user profiles
Users with an Inbox license can:
- Schedule appointments more efficiently
- Know when recipients open emails and interact with content
- Schedule emails to send at the best time
- Save and insert common phrases with ease using text shortcuts
- view custom object records relevant to an email
Notes:
- Works in Chrome with G-suite corporate email accounts only
- Works with both lightning experience and Salesforce Classic
- Requires a subscription to Salesforce
- Setup directions and system requirements: https://help.salesforce.com/articleView?id=sf.email_int_overview.htm&type=5
Review the app’s terms of service: https://c1.sfdcstatic.com/content/dam/web/en_us/www/documents/legal/Agreements/software-order-form-supplements/gmail-integration-order-form-supplement.pdf
You can Follow the below Step By Step procedure to install the Salesforce Chrome Extension to your Chrome Web browser.
It is the Salesforce Chrome extension download link you can download and install Chrome Browser.
Tags: Object Records Add Emails , View Custom Object Records , Common Phrases , Specific User Profiles , Insert Common Phrases , Salesforce Records , Browse Salesforce Records , Email Accounts , Gsuite Corporate Email Accounts , Gmail Integration Order Form , Gmail Integration , Lightning App , Object Records , Order Form , Lightning Experience , Manage Salesforce Tasks , Experience Salesforce ,
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