How To: Integrate Gmail with Salesforce! (Tutorial and Feature Demo)

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  • Опубликовано: 11 сен 2024

Комментарии • 39

  • @dariustracy9840
    @dariustracy9840 11 месяцев назад +1

    This was a really useful video! The way that you deliver information is entertaining and very valuable

    • @AdamFoyston
      @AdamFoyston  11 месяцев назад

      Happy to hear that! Thank you for the comments.

  • @DerekMakerFitness
    @DerekMakerFitness Год назад

    This was great! I couldn't find a real breakdown of why you wouldn't use EAC until this. Thanks!

  • @TheReminderChannnel
    @TheReminderChannnel 2 года назад +3

    Can’t wait to watch this! This kinda stuff is very applicable in real life scenarios 👌
    Didn’t see the outlook link at the beginning of the video, I’m sure a quick search will bring it up.
    Thank you for such great and beneficial videos 🙏

    • @AdamFoyston
      @AdamFoyston  2 года назад +2

      Outlook one isn't ready yet! I did Gmail first...Outlook coming soon. I'll add the link into the video once done :)

    • @TheReminderChannnel
      @TheReminderChannnel 2 года назад +1

      @@AdamFoyston amazing 👌 💪 thank you 🙏

    • @pablovazquez8646
      @pablovazquez8646 2 года назад

      @@AdamFoyston Adam I need your help. He did this and I didn't sync the events in both directions. help

  • @mimpivideos
    @mimpivideos Год назад

    LOVE your videos! Thank you so much for making them!

    • @AdamFoyston
      @AdamFoyston  11 месяцев назад

      You are so welcome! Thanks for checking them out :)

  • @RM_2640
    @RM_2640 7 месяцев назад

    Very useful video great work. Keep it up

  • @ZsuzsannaSziber
    @ZsuzsannaSziber Год назад +1

    Was very helpful, thank you.🙂

    • @AdamFoyston
      @AdamFoyston  11 месяцев назад

      You’re welcome 😊

  • @lsag05
    @lsag05 2 года назад +2

    Content is great, but i do have a remark: the main info from Gmail screen is from the Plugin UI on the right, but u cover the bottom half with your face. Would be better to have it on the left

    • @AdamFoyston
      @AdamFoyston  2 года назад

      Eeek! sorry. I noticed that afterwards. Apologies - hopefully you can figure out but let me know if you have questions :)

  • @user-mn5sg1jv3z
    @user-mn5sg1jv3z 6 месяцев назад

    Is all the information you shared in this video still current? Specifically, the AWS, Einstein content.

  • @punyakantkaushik8429
    @punyakantkaushik8429 5 месяцев назад

    awesome. thanks.

  • @AelinsEquineTraining
    @AelinsEquineTraining 7 месяцев назад

    Question: You mention the data is held/owned by a third party company, so if I log an email into salesforce does it disappear after 24 months or does it stay in salesforce forever being that I have now logged it under a contact in salesforce?
    I'm basically looking for a way to send an email in gmail and have it logged under the same email address within salesforce.

  • @chizzyuwajubogu4776
    @chizzyuwajubogu4776 2 года назад +4

    Hey, i need some help. I have followed all the steps mentioned, but I can't seem to get the Salesforce extension on chrome to open up.

    • @TrendVideo-YT
      @TrendVideo-YT 2 года назад +1

      Facing same issue. In the extension info I found for corporate it will work only. Plz anyone suggest if it work for all.

    • @AdamFoyston
      @AdamFoyston  2 года назад

      Oh no!? Yes it might be to do with the Google Workspace/Admin/company settings? IF you remain stuck try raising a SF support ticket as they should be able to support. LEt us know how you get on :)

    • @DDDDD43330
      @DDDDD43330 Год назад

      I have the same issue. Doesnt work at all!! What a shit features

    • @DDDDD43330
      @DDDDD43330 Год назад

      @@TrendVideo-YT hey at the end did you find a way to integrate?

    • @shahwaiz335
      @shahwaiz335 Год назад +3

      Iam also unable to see the salesforce sidepanel in gmail though I followed all the instructions

  • @nagarajsv4121
    @nagarajsv4121 Год назад +1

    Hi Adam,
    Excellent Tutorial..
    I have created gmail event and logged to salesforce.
    and changed the event details in gmail and it's not updating to salesforce with latest details by editing the logged event.
    Please share your thoughts on this

    • @AdamFoyston
      @AdamFoyston  11 месяцев назад

      Thanks for the question - unfortuantely I won't be able to go in and look in your org a bit closer so I'd recommend raising a support Case with Salesforce who should be able to run some diagnostics and check if there isa sync issue somewhere. Hope you fix soon :)

  • @rachana1356
    @rachana1356 11 месяцев назад +1

    Hi Adam,
    I got "login to google" instead of "login to salesforce" and I do not have option to link accounts after allowing integration. Could you please suggest how to proceed next.

    • @AdamFoyston
      @AdamFoyston  11 месяцев назад

      Errmmmm this might be something best to raise a case about. Clearly something needs looking into, possibly a firewall issue or something missed along the way? It would need someone going in to have a better look, so raising a Support Case with Salesforce would be my first call - hopefully it works soon for you!

  • @katarimalleswari4857
    @katarimalleswari4857 7 месяцев назад

    what are the permissions a profile require to log events?

  • @shalimask1095
    @shalimask1095 Год назад +1

    I'm not able to integrate Gmail with Salesforce.all process i have done what you told.but its not working 😢

    • @AdamFoyston
      @AdamFoyston  11 месяцев назад

      Ah no! So sorry you're finding trouble with it. I'd recommend to raise a support case with Salesforce and they should be able to run a quick diagnostic to see if there is an issue with permissions or a firewall preventing it working? Best of luck. :)

  • @pablovazquez8646
    @pablovazquez8646 2 года назад +1

    Adam I need your help. He did this and I didn't sync the events in both directions. help

    • @AdamFoyston
      @AdamFoyston  2 года назад +1

      Hi Pablo - sorry to hear that. Sometimes these connectors can be a bit buggy when setting up depending on the version of your browser, etc. My best recommendation is to raise a Salesforce support ticket if you have issues still as they will be able to help. Best of luck - adam

  • @JenniferBoyle-yd9ql
    @JenniferBoyle-yd9ql Год назад +1

    how come i dont have "log email" button?? mine says "edit related records"

    • @AdamFoyston
      @AdamFoyston  11 месяцев назад

      Hmmmm not sure, could be a permission or setting thing. Check out this official Salesforce help article on that specific thing: help.salesforce.com/s/articleView?id=sf.email_int_setup_event_logging_parent.htm&type=5

  • @KristiWard
    @KristiWard Год назад

    I don't think EAC is Free any longer, even for the first 100 users

    • @AdamFoyston
      @AdamFoyston  Год назад

      Ah really? They sometimes change rights but I'm with a client at the moment and the first 100 are free still, but they have Unlimited Edition org, so maybe to do with that?

  • @omprakashtiwari1246
    @omprakashtiwari1246 6 месяцев назад

    You have extended the 4 min content to 24 min- its waste of time.

    • @AdamFoyston
      @AdamFoyston  6 месяцев назад

      Sorry! I tried to go in detail to help explain better, but I get your point. A version that has it all in 1 min and detail later might be better :)