Today I have a treat for the SalesForce interested reader. While in the past we’ve covered a small amount of programming in VisualForce (and a number of permissions and records manipulations), today we’re going to talk about a new feature that a lot of people have wished for. Today, we’re going to learn about Gmail for SalesForce activation.
For a long time we’ve waited for interoperability between Gmail and SalesForce, but when it finally arrived, nobody was entirely sure how to use it. Although the process may be a bit confusing without a little guidance, like most things in SalesForce, it’s far from difficult.
The first thing you have to do is configure the Google apps setup for SalesForce with Gmail, and it’s not difficult to do. Go to “Setup”->”Administrator Setup”->”Google Apps”->”Settings.”
Now, configure the domain ( if you haven’t already). This will be done through a wizard in which you enter the administrative contact,then the apps domain, and click save. This information, if unavailable, can be acquired from a department head or an administrator.
Now, it’s time for activation, which is very simple to do. Click “Setup”->”Personal Setup”->”Email”->”My Email to SalesForce.”
In the “My Acceptable Email Addresses” box, add the email addresses you wish to link.
In “Email Associations,” configure the rules for how records are attached to email messages. A wizard will guide this process.
Now, find your email to SalesForce address, which should start with “emailtosalesforce@”, and add it to your address book. From this point on, all correspondence, opportunities, new records and other major data creations will be forwarded to the associated email address(es), for multiple record keeping and delayed global access.
Gmail for SalesForce activation is that easy to do. Like anything else in SalesForce, power is governed by usability and ease of access, not by pointless procedure and over-complication which ultimately hinders getting a job done. You can always count on anything associated with SalesForce to be easy to do.
Related information is available on salesforce tutorial for beginners page. Enjoy your readings.