Bring up the Gmail Integration in Lightning Experience, turn on the supporting settings first, then connect the capture engine and the users. Do this with the Google Workspace admin lined up.
- Confirm Lightning Experience and turn on Enhanced Email
Make sure the org is in Lightning Experience, since the Gmail toggle is blocked in Classic. In Setup, enable Enhanced Email so logged mail is stored as Email Message records instead of truncated Tasks.
- Turn on the Gmail Integration
In Setup, open Gmail Integration and flip the switch that lets users access Salesforce while working in Gmail. Review the sidebar options, such as logging to multiple records and showing suggested records.
- Set up Einstein Activity Capture
Open the Einstein Activity Capture page, create a configuration with Google as the source, choose a sharing model deliberately, and assign the users who should have emails and events captured.
- Coordinate the Google Workspace allow-list
Work with the Workspace admin to allow-list the Salesforce add-on for every relevant organizational unit in admin.google.com, so reps are not blocked at the OAuth consent.
- Have each rep install and connect
Direct reps to install the Chrome extension and the Google Workspace add-on, then complete the OAuth handshake. Confirm each rep actually connected before calling the rollout done.
The main org-wide switch that enables the Gmail sidebar. Requires Lightning Experience and is blocked in Salesforce Classic.
Stores logged emails as full Email Message records. Turn this on before reps start logging or they get thin Task records.
Controls who can see captured emails and events. Sharing everything exposes every captured body to other EAC users, so choose with privacy in mind.
The set of reps assigned to the EAC configuration. Only assigned users have their Google activity captured automatically.
- The org toggle does not enable any single rep. Each user must install the add-on and complete OAuth before the link works.
- Skipping Enhanced Email gives reps a sidebar that creates truncated Task records instead of full Email Messages.
- Lightning Sync retires in April 2027, and EWS-based Microsoft configurations stop capturing after Microsoft retires EWS in October 2026. Migrate to EAC ahead of those dates.
- A missing Google Workspace allow-list blocks the OAuth consent for whole teams and fails silently, so coordinate with the Workspace admin first.