Google/Salesforce Integration – Step by step instructions.
Following this step by step process will enable you to integrate your Salesforce and Gmail so you can use in conjunction with one another.
Step 1. Follow the link below to Chrome Web Store
Step 2. Ensure that you’re logged into Gmail with your Blue Toro email address.
Step 3. Type ‘Lightning Gmail’ in the search bar at the top left-hand side of the screen.
Step 4. You will need Salesforce Lightning for Chrome – Click the ‘add to chrome’ button.
Step 5. A box will appear with two options, click on the ‘add selection’ option. This is now added to your Chrome account.
Step 6. Open a new window and go to your Gmail inbox.
Step 7. Go to the salesforce icon at the top right hand of the screen and click on the blue cloud icon.
Step 8. You will now have an option to Log into Salesforce on the right-hand side of your screen. Click the ‘Login to salesforce’ button and enter your login details.
Step 9. You should now have access to Salesforce on the right-hand side of your Gmail account. It should look like this.
Step 10. If this process did not work, contact head office for assistance.