How to integrate Salesforce with your Gmail and log a Gmail email | Scribe

    How to integrate Salesforce with your Gmail and log a Gmail email

    • Leni Vasquez |
    • 17 steps |
    • 2 minutes

    Integrate SFDC with Gmail account

    information ordinal icon

    Tip! Make sure you have downloaded the SFDC chrome extension first and make sure to pin it: [https://chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha/related](https://chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha/related)

    1

    Navigate to [https://mail.google.com/mail/u/0/#inbox](https://mail.google.com/mail/u/0/#inbox)

    2

    Take a look at this preview! Steps below

    Take a look at this preview! Steps below
    3

    Click "Get Started"

    4

    Click "Next" Click "Finish"

    Click "Next" Click "Finish"

    Log an Email

    5

    Click here.

    6

    Click this link.

    information ordinal icon

    Tip! If your contact is already in SFDC then you can skip this step and go to step 12.

    7

    Click "Add to Salesforce"

    8

    Click "New Contact"

    9

    Click the "Account Name*" field.

    10

    Click "Save"

    11

    Click "Log Email"

    12

    Click here.

    13

    Click "Save"

    information ordinal icon

    Tip! You can double-check your email was connected by clicking directly into the account.

    14

    Click "RunningRemote"

    15

    Click "This link opens in a new window Show this record in Salesforce"