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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Enhance productivity with new add-on features
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Salesforce DX is cumbersome and slow compared to Enterprise (Lightning)
so so convenient
Put everything organized and in one place. One of the best system out there!
Keeps getting better - just needs to work on not losing connectivity and requiring screen refreshes - but a great tool otherwise! I noticed recent issues some people were having - this did the trick for our team! 1. Log in to Salesforce. 2. Click on your profile icon in the top-right corner, then click on Settings. 3. In the left-hand menu, click on Connections, 4. Under OAuth Apps, Find and click on Revoke next to all entries for "EverywhereTokenAuth." 5. Under Third-Party Account Links in the bottom, also click on Revoke next to "Lightning for Gmail". 6. Once you have revoked these, please go to your Gmail and refresh the page. Close the Side Panel/ Salesforce Anywhere and open it. The side panel should now prompt you to log in again. 7. During the login process, a pop-up from Gmail will appear. Make sure to click "Select All" for the scopes/permissions, as shown in the screenshot I've attached to this support case. 8. Once you have selected all permissions and allowed access, you should be able to log emails.
Very helpful! Helps reduce some redundancies of logging information and it gives me Calendly options now?!?! Nice.
Maintaining automation linkage between Gmail and Salesforce is vital for knowledge sharing. While the Chrome extension simplifies usage, it requires improvements in maintaining connectivity. I find myself needing to log off and log in again more frequently than anticipated to restore proper connection. Thank you for your efforts, and I encourage continued enhancements to the extension.
ChromeでGmail(Googleワークスペース)を使用し、商談に必要な情報はすべてSalesforceに格納しております。 記録が見える化出来て非常に満足です!
Es sumamente util para relacionar correos enviados desde el chrome con la respectiva oportunidad. Los adjuntos también quedan dentro del mensaje de Salesforce. Lo recomiendo.
It so essential to have a direct link and some automation between your email and your CRM. Salesforce for Chrome makes that stupid simple for all staff, so they can stay in their email and help maintain a healthy database for their organization.
Genius, Ridiculously Helpful!!