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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Revising my review as I'm guessing it's not rendering for me because I'm not using a Gmail work account. Will update after I test with that type of account.
Cant Expand the Pane....Salesforce Icon and Arrow viewable but not clickable??
This appis fantastic. The functionality is super close to what you get out of Salesforce for Outlook.
Very easy to use. Looking forward to continue to use it on my day to day work.
Very useful tool to save a ton of time relating things to SF from email! Much improved from previous versions that used to use up way too much memory. Still does not pull up Custom Objects properly. In the Lightning App Builder it gives you an option for "Other Related Records", however when you put that on layout, it does not pull your Custom Objects (that have the email address filled in) in the SF pain of GMail - only Contacts and Accounts.
I did have to contact Salesforce support to activate "Enable Enhanced Email with Lightning for Gmail" (to enable the "relate" functionality). After that, very happy with the functionality!
Hi Carlos, Great work with the extension. Would it be possible to please implement the following - 1) Support Person Accounts. Unfortunately, it's rendering the contact record by default. You can choose the Account record too, but not Person Account layout. 2) Ability to access Salesforce Templates and select the record(s) to merge fields. Ie Select the person (are whoever is in the lightning sidebar by default) and then the Case, Opportunity or Custom Object to relate and merge the template fields. Similar to Cirrus Insight. 3) Mouse-over email lookup. It would be great if you could hover the mouse over the email address and it searches the Lightning sidebar automatically for the Person/Contact/Account. Especially useful when replying through an email ticketing system where the email isn't associated with the record in Salesforce. Would save having to copy/paste and search salesforce each time before replying. Thanks! EDIT: Please allow 1. Auto sync of emails to Salesforce. 2. When using an email template, please do not delete the email signature from Gmail. 3. Force load the salesforce sidebar when opening mailto: emails in new tabs. Thank you!
メール内容をSF側に保存する機能はないので、mail-to-salesforceを使うしかないみたいです。Panelも少し小さいですが、Salesforce1の見た目です。 追記:Salesforce Inboxを利用していましたが最近のNew Gmailのレイアウトで機能しなくなり、このExtensionに統合されたようです。Inboxの機能を利用するには、設定 > Gmail Integration and Sync > Gmail Integration (expand hidden parts) > Inbox in the Gmail Integration (ON)とする手間があります。 それ以降は、Saleforce Inboxの機能も利用できレイアウトもLightning App Builderでカスタマイズもできるようになりました。 https://help.salesforce.com/articleView?id=lightning_for_gmail_customize_mailapp_pane.htm&type=5
GMail got Freezes Everytime , try to imrove the Performance
The button doesn't do anything when clicked on.