How to log a meeting from Google Calendar onto Salesforce | Scribe

    How to log a meeting from Google Calendar onto Salesforce

    • Leni Vasquez |
    • 0 steps |
    • 50 seconds
    This Scribe guide will help you log a meeting from your Google Calendar onto Salesforce.
    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)
    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.
    Click on the meeting you want to log.
    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.
    Click "Add to Salesforce"
    Click "New Contact"
    Click the "First Name" field.

    Add a new Account into SFDC

    Click the "First Name" field.
    Click the "Account Name*" field.
    Click "New Account"
    Click "--None--"
    Click "Save"

    Log Meeting as Event

    Click "Log Event" and then save.
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