Lightning for Gmail Setup

Follow

**Note: This content is intended for system administrators and is technical in nature**

Lighting for Gmail enables you to work with Practifi directly within Gmail. You can search records, synchronise email and calendar events, and access the feed.

To enable Lighting for Gmail, first it must be enabled in your Salesforce org, and then each user must install the Lightning for Gmail Chrome extension to use the integration.

  1. Navigate to Salesforce Setup.
  2. Expand “Lighting for Gmail and Sync” in the left-hand pane
  3. Click Settings
  4. Enable “Let users access Salesforce records from Gmail”.

To install and enable the Chrome extension:

Please note that each user wanting to use the integration needs to perform these steps, and that this integration only supports the Chrome browser.

  1. Visit this URL in your browser https://sfdc.co/LightningForGmail
  2. Click the green continue button.
  3. In the Chrome webstore click “Add to Chrome”.
  4. Navigate to Gmail https://mail.google.com
  5. Login to Gmail.

And that’s it! You’ll notice a Salesforce pane on the right-hand side of the screen.

To use Lighting for Gmail (in no particular order):

  • Before you can do anything, you need to log into Salesforce. Click the login button in the Salesforce pane and supply your credentials.
  • You’ll notice the Salesforce pane will change as your browse through your email, for example by attempting to find records with matching email addresses.
  • You can search records in Salesforce by typing in the search box.
  • Alternatively, you can create new records in Salesforce by clicking the plus icon.
  • Once you create or locate an appropriate record, you can associate it with an email message by pressing the “Relate” button, next to the record.

For more detail see the documentation https://help.salesforce.com/articleView?id=lightning_for_gmail_setup.htm

 

1 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.