Lightning Extension
Enhance productivity with new add-on features
Work with Salesforce records directly in your browser.
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Sales Cloud Everywhere lets you work on your to-dos, see engagement alerts, create records, and update multiple records. You can use it in your Gmail inbox, or in a standalone window alongside any web page.
- Sell where you work: Move deals forward as you move around the web.
- Access data anywhere: Bring context to every conversation.
- Accelerate deals with real-time buyer data: Engage with people who want to engage with you.
What you can do with Sales Cloud Everywhere:
- Work with Salesforce directly in Gmail.
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Store average score: 4.2. The bars below are calculated from synced review text only, so they may be empty for extensions that have public ratings but no synced comments yet.
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Works well. I would like to see these features added... - auto log all emails - create new contact and opportunity
Gmailの画面の中にSalesforceのパネルが同居して、選択したGmailのスレッドをSalesforceの取引先責任者や商談と簡単に紐づけして活動に記録できます。 Mail to Salesforceよりも適格に関連付けする先を選択できる点が良いです。 動作も軽快!
Barely works for me. Always crashes, often will only display the authorize page.
It has been a very effective extension to Gmail
A great feature, works most of the time and super easy to use when it does...
With the latest version - after relating an email to a salesforce record, upon moving to another email, the extension is not refreshing/ reloading sometimes - shows the previous activity (Edit the logged email action). Also, when a related email is clicked, it gives an option to 'Log email' despite it being related - will have to refresh the browser everytime this happens to show the right option which is not user friendly. Uninstalled, removed and reinstalled the extension, cleared cache and cookies, still the same after all troubleshooting.
was not working with updated gmail. we shall see if it does now.
Pretty good, but now needs to be updated to be compatible with the new Gmail interface.
Works really well once you know the quirks... does not seem to want to register emails sent so I still CC them to SFA. If you save a template while in GMAIL it overwrites the merge fields in the template with the merged info of the record you are on... in a nutshell DO NOT modify templates here only in SFA. I love the way it looks up the record for a quick glance as soon as you click on the email, I can load a template and fire it off all without opening SFA
Super pratique et très utile. Disparait parfois pour des raisons inconnues. Il est possible d'associé un mail avec un compte et un contact autre.