Gmail Integration and Sync connects Salesforce to Gmail — Salesforce sidebar in Gmail (read CRM data while in inbox), email + calendar two-way sync, log emails to records with one click. Foundational productivity feature for sales teams using Google Workspace. Setup is org-side enablement plus per-user OAuth.
- Open Setup → Gmail Integration and Sync
Setup gear → Quick Find: Gmail → Gmail Integration and Sync.
- Tick Enable Lightning for Gmail (the sidebar)
Adds the Salesforce sidebar to Gmail. Each user installs the Chrome extension separately.
- Tick Enable Email Sync for selected users
Two-way email sync. Configurable scope (sync all emails, only those flagged with Salesforce, etc.).
- Tick Enable Calendar Sync
Two-way calendar sync. Salesforce Events ↔ Google Calendar.
- Configure per-user permissions via Permission Set
Setup → Permission Sets → Standard Lightning Sales User → Lightning for Gmail. Assign to users who should have access.
- Direct each user to install the Salesforce Chrome Extension
Chrome Web Store → Salesforce → Add to Chrome. Each user authorizes via OAuth on first use.
- Save
Setting is enabled. Users with the permission set + extension see the sidebar in Gmail.
Browser extension surfacing CRM data.
Configurable scope and direction.
Salesforce Events ↔ Google Calendar.
Each user authorizes individually.
- Gmail Integration uses Einstein Activity Capture (EAC) for sync. Setup is split between this Gmail page and EAC settings — coordinate both.
- Per-user OAuth is required. A user without OAuth done has the extension but no Salesforce data — confusing UX. Plan a rollout with explicit user instructions.
- Email Sync vs Lightning for Gmail are separate features. Sidebar (read-only) is the lightweight integration; Sync (data flows both ways) requires Einstein Activity Capture.