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At Salesforce’s annual Dreamforce conference in 2017, a strategic partnership with Google was announced.
Often, these alliances come and go. However, the Salesforce/Google partnership has gained momentum. Google had a noticeable presence at the 2018 Dreamforce conference.
Among a wide range of facets to the partnership are the following five Salesforce to Google Workspace integrations.
All these integrations all work with both Lightning Professional and Lightning Enterprise. The first integration also works with Salesforce Essentials.
Known as Lightning for Gmail, this is a client side integration (on the Gmail side) between a Google Workspace 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.
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 Google Workspace.
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 Google Workspace 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.
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.
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.
This is managed through the same Google Configurations as Contact sync.
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.
Here are setup instructions for connecting Salesforce Files to Google Drive.
Salesforce is now one of a number of data sources for Google Sheets.
Data connector for Salesforce, a free add-on for Sheets, creates an interactive connection between a Sheets file and a Salesforce org.
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.