How to log a meeting from Google Calendar onto Salesforce
- Leni Vasquez |
- 14 steps |
- 50 seconds
This Scribe guide will help you log a meeting from your Google Calendar onto Salesforce.
1
Navigate to [https://calendar.google.com/calendar/u/0/r?pli=1](https://calendar.google.com/calendar/u/0/r?pli=1)
Heads Up! For you to access SFDC directly from your calendar you need to download the chrome extension. [https://chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha/related](https://chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha/related)
2
Click SFDC cloud.
Add contact into SFDC as a new record
Heads Up! If your contact is already in SFDC then you can skip the following steps 6-15.
3
Click on the meeting you want to log.
4
Click on the meeting you want to log.
Heads Up! If your contact is already in SFDC then you can skip the following steps 6-15.
5
Click "Add to Salesforce"
6
Click "New Contact"
7
Click the "First Name" field.
Add a new Account into SFDC
8
Click the "First Name" field.
9
Click the "Account Name*" field.
10
Click "New Account"
11
Click "--None--"
12
Click "Save"
Log Meeting as Event
13
Click "Log Event" and then save.
