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
  • GmailGmail
  • SalesforceSalesforce

Integrate SFDC with Gmail account

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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.
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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"
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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"