Lightning Extension
Enhance productivity with new add-on features
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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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Since the last update I cannot log the emails, I only get a black screen without being able to link the email
great utility but since 18 oct 23, popup screen is not appearing and whole screen is getting greyed out/locked. you need to hit refresh to get back the control..is there any fix in sight?
I've used this for quite a while and though it's not 'perfect' and doesn't have all the options one might want. That said, it's a huge time saver in terms of logging emails to SF from Gmail and the ability to change accounts and log it to a different one afterward is very useful. As of 10/18/23, I've noticed an issue that the pop-up screen to remind you to log an email is no longer centered on the screen -- it appears off screen and cannot be accessed, so your only option is to hit 'esc'. This renders that feature more or less useless, so I hope that gets fixed soon!
Es una extensión que ahorra mucho tiempo a la hora de vincular correos y archivos a SFDC. El único pero que encuentro es que al iniciar siempre tengo que refrescar la página de gmail para que este operativo.
It has a ton of glitches and bugs but it works ok like 60% of the time
cant test in sandbox as there is no option to auth against sandbox. WHY WOULD YOU PUSH PEOPLE TO ENABLE A NEW APPLICATION IN PRODUCTION WITHOUT TESTING IT? WHAT ARE YOU SMOKING? and docs say this is dependent on enabling the google integration, which also makes zero sense. trying to test out the new 'workspace' stuff in w24, no luck so far. was able to auth sandbox by selecting custom domain on login and using mydomain.sandbox as the custom domain, but the app makes me login all the time, and workspace isnt working at all.
simplifies allocating incoming emails - and logging diary events
Freezes a lot, but otherwise a very helpful integration
Doesn't work with Microsoft 365 accounts. No where in Salesforce documentation does it explicitly state that a Google Workspace account is required. Please make this compatible for Outlook customers.
This is a great tool to track all my conversations that are related to a specific case. It saves a ton of time, rather than copying and pasting. Two clicks and the information is availabe in my case to refer to later.