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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Excelente!
Elegant & pleasing on the eye, it also has a wonderful range of use-cases (e.g, log email after send). Well done!
Very helpful with getting email data into Salesforce and also creating new leads, accounts, etc.. Was extremely helpful for Google Calendar events until it recently disappeared.
今までCirrus Insightを使って特に支障はなかったですが、メール内容をSFのレコードに紐づけて記録する用途ならこちらで十分と判断し乗り換えました。Cirrusのデフォルト動作の自動登録に比べて手動で明示的に記録しなければいけないですが、逆にゴミが少なくなってよいとおもいます。
Every time I launch Gmail I have to toggle back to the classic view to get the extension to display and then back to the new Gmail. I can see the extension is loaded, but the UI doesn't display until I perform the toggle. I tried removing and reinstalling the extension, but that also only works until I restart Chrome. Has anyone else experienced this problem? Is there a more permanent solution?
Una excelente funcionalidad que mejora la productividad comercial.
I'm facing the same issues with having install/uninstall extension or restart machine for plugin to work. I also want to put in a +1 for being to create new records (i.e. contacts, leads, accounts, etc. as I would most like to use this plugin for new inbound emails to create a new record in Salesforce. UPDATE - As of 2019, I'm happy I can now create records from the extension. Follow https://help.salesforce.com/articleView?id=000269428&language=en_US&type=1 if you're having issues.
Lightning for Gmail makes the connection between Gmail and Salesforce so much better. You can log emails and look up records in Salesforce. There are some limitations but for a free extension, you can't really complain. I highly recommend it for anyone using Gmail and Salesforce.
The ability to know if someone has viewed your email really takes some of the guesswork out of follow-ups. My only criticism is there is no way to collapse the window, so writing emails with Gmail Lightning active tend to clutter the screen.
It has intelligence built in to it