extension ExtPose

Salesforce

CRX id

jjghhkepijgakdammjldcbnjehfkfmha-

Description from extension meta

Work with Salesforce records directly in your email application with the Gmail integration.

Image from store Salesforce
Description from store Boost productivity by bringing the power of the Salesforce Platform to Gmail. The Gmail integration lets you experience Salesforce right in your Gmail and Google Calendar, with the ability to: - View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Gmail; your Salesforce data appears directly in Gmail - Search and browse Salesforce records inside Gmail - Create new Salesforce records, including Custom Object records, directly in Gmail - Add emails and appointments to Salesforce records in one click, even when composing emails - Quickly craft emails with Salesforce Templates - Manage Salesforce Tasks right from Gmail - Use the Lightning App Builder in Salesforce Setup to tailor the extension layout, choose features according to your business needs, and assign them to specific user profiles Users with a premium Inbox license get Inbox features in the Gmail integration to: - Schedule appointments more efficiently - Know when recipients open emails and interact with content - Schedule emails to send at the best time - Save and insert common phrases with ease using text shortcuts - View custom object records relevant to the email selected in Gmail Notes - Works in Chrome with G-Suite corporate email accounts only - Works with both Salesforce Lightning Experience and Salesforce Classic UI - Requires a subscription to Salesforce - Setup directions and system requirements: https://help.salesforce.com/articleView?id=lightning_for_gmail_user_overview.htm&type=5 The Gmail integration's Terms of Use can be found here: https://c1.sfdcstatic.com/content/dam/web/en_us/www/documents/legal/Agreements/software-order-form-supplements/gmail-integration-order-form-supplement.pdf

Latest reviews

  • (2021-04-06) Christian Ortez: Used Inbox by Salesforce and it was easy to create a contact to our CRM. It was finally removed today as support was taken away. Was forced to download this plugin. I am sure it's useful, but without the ability to create a contact from the dialog box, then it's practically useless to me in my day to day new business activity, Salesfore... Please enable that ability for this extension. Please.
  • (2021-03-26) Nick Valeriote: Does anyone know if there are conflicts with using this extension when a user has Kiwi for Gmail (https://www.kiwiforgmail.com/) already installed? Someone at work mentioned this might be an issue, and I'm wondering if this is true. I do not have Kiwi myself.
  • (2021-03-13) Alex Stojanovic: Great tool, significantly reduces administration time!
  • (2021-03-12) Giancarlo pastorello: Sensacional, faz de tudo.
  • (2021-03-11) Adam Blaby: Doesn't work for me. Constant issue connecting....
  • (2021-03-11) Belal Anabtawi: Helpful, easy to use, and it connects all emails and logs them to related Accounts and contacts.
  • (2021-03-08) Clara Roa: This is a great tool that I use everyday at my nonprofit. It works great!
  • (2021-03-08) Chris Chambers: I love the gmail integration. It works great! The other CRM's i've worked with are all or nothing but this let's you relate the important information and let's the junk slide, you can tell if there is already a case or opportunity for this communication and relate activities or get caught up easily.
  • (2021-03-08) Carsten Winter: Ermöglicht ein einfaches hinterlegen von Emails in der Salesforce-Datenbank
  • (2021-03-05) Lloyd Hunt: It's Okay, It would be nice if they would simply create their own email client software that can be used in Salesforce directly. Many other CRM's do this. Additionally, I have had a number of issues with Inbox and Salesforce extensions over the years. and as such I have found that it is less reliable than simply bcc'ing the email to salesforce feature.
  • (2021-03-05) Ronald van der Gaag: Great extension, very efficient.
  • (2021-03-04) Kaden Hyde: I have loved using Salesforce everyday and don't know where I would be without it. This email extension streamlines the process so that I can be a better sales person. Definitely 5 stars!
  • (2021-03-03) Chris Moutzikis: Works very well and saves time from not having to switch between Gmail and salesforce wen working. What would make it better is a feature that would enable turning emails into salesforce tasks or a way to flag them forreply, followup, waiting on infor before relying etc.
  • (2021-02-25) essence montgomery: Any plans to add the ability for delegated users? or multiple SF users accounts to be linked to shared inboxed?
  • (2021-02-25) Antonio Lenguasco: I logged some emails and then when I went to log some more, I'm getting the error message "We couldn't relate your email to this record. Close the Salesforce pane and open it again. Then, try to relate your email to the Salesforce record. Confirm to retry." I did what it says 5 times with no luck. Turned off my computer, clean cache and cookies... nothing seemed to work.
  • (2021-02-24) Michelle Timchuk: It has a few issues with stability in connection to gmail. I have to refresh and reload my gmail often to get things back up. I've also had to uninstall and reinstall the extension a couple times to solve loading issues. Seems to work better if your refresh your gmail frequently, would like to see that improve, but otherwise great tool. Thanks!
  • (2021-02-19) Samantha Rychlicki: We are just starting to use Salesforce at Lifetouch Photography and I have nothing but good things to say about it. This extension works smoothly and we are able to get our emails in as well as see what are tasks for the day are.
  • (2021-02-17) Bryan Tews: Great tool and embedded, easy to use and helps a ton with data capture!
  • (2021-02-17) Charline Spruyt: Great sync, no need to move back and forth between two systems. Easy to see latest updates
  • (2021-02-17) Igor Inocima: Works pretty well, extending features not available in Salesforce itself, such as classifying emails after being sent or received via other ways, such as the mobile gmail app.
  • (2021-02-16) Marjolaine Hudjik: The only tricky is saving emails with attachments
  • (2021-02-16) Denise De Jesus: It's a very useful integration and ensures that I don't miss any emails linked to an account. It is fast too so that's a true bonus. Thanks SF.
  • (2021-02-15) Ashley Miller: I believe this software is extremely useful and beneficial for many reasons: the main reason being communication. I find that this integrated program has a lot to offer. The training classes are perfect for beginner's and advanced users. You could always learn something new. The platform itself is very helpful especially the chatter capability, and the automatic link to email. I am very pleased with this platform and believe it improves our team's capabilities. The simplicity of this program is excellent. Thank you for providing additional support!
  • (2021-02-12) Adam Macino: When it works, its great. For 2 weeks now when I go to log an email it errors out. I tried to uninstall and reinstall, I cleared my cache and cookies, but I am back to manually entering and logging which is a major pain.
  • (2021-02-11) Leonardo Alves de Oliveira: great for day to day use
  • (2021-02-10) Samuel Hart: Super useful to add info from emails or calendar and to search in your SF database
  • (2021-02-10) Jonas Lindskog: Really enjoy the email integration with Salesforce. Saves a bunch of time, and I especially enjoy the read receipts. They have helped revive several conversations that I thought were long dead.
  • (2021-02-09) Spiros Nicholaos (Spiro Apostolopoulos) Apostolopoulos: Great extension. Much easier to use and more intuitive than Cirrus. There are occasional issues with the Gmail needing to be reloaded or the save function not working, but overall it's a great extension.
  • (2021-02-09) Sheila Hellier: still figuring it out, but love it so far(June 2020) Have now been using it for 8 months and can't imagine life without it. I am in crisis whenever it goes down. It is not always as stable as i would like. Feb 2021
  • (2021-02-08) Benedetto Virzi: Ottima estensione ma sarebbe meglio segnalare prima le mail troppo grandi che verranno troncate
  • (2021-02-08) Joe LoConte: Can be a little buggy at times, but it saves a lot of time logging information. It also works with custom objects which makes it super valuable to me.
  • (2021-02-08) Clay Burton: It's a great integration. I use it daily and helps my productivity. Everyone once in awhile it needs to be refreshed to regain sync, but that's a small task to complete periodically for the value I get from it.
  • (2021-02-08) Colin Maher: Does what it says on the tin. Once the morning authentication is complete, it works a treat and continues through the day.
  • (2021-02-04) Germain Bourgeois: A very useful extension; save a lot of time and ensure that all the contacts in Gmail are in Salesforce.
  • (2021-02-03) Curtis Leone: seamless and captures what I need. An efficient process that allows me to dedicate time for other areas of business.
  • (2021-02-01) Michael Schlitzer: It does what it says it will do and I don't have to do it twice - that's good enough for me.
  • (2021-01-29) Frank Schmid: I love to use it!
  • (2021-01-27) Nathan K Johns: Works Well with SalesForce CRM I wish it wouldn't time out as often. To reconnect requires me to reload the page which then drops my email drafts.
  • (2021-01-27) Jeffrey Meads: Easy to use and even better with the most recent update!
  • (2021-01-26) Alp Kargören: The most useful extension I've ever used! I'm able to log anything about the customer to the SF on the same screen.
  • (2021-01-26) Priscilla Ferreira Aguiar: Mudou minha vida
  • (2021-01-25) Nancy Osborne: Love this Extension!!!
  • (2021-01-25) Marcia Blanco: Excelente a integração, otimiza tempo ! Eficiente! parabéns! Parceria excelente!
  • (2021-01-21) Marcos Panichi: Working as promised, I can relate events, include contacts ande define what kind of meeting was related. Very easy and good tool for CRM Productivity.
  • (2021-01-19) Liesa Ross: Very helpful app on a daily basis. For the most part, it's intuitive and instantly documents in Salesforce. Only sometimes is it not exactly clear which options need to be tended to and which don't need to be.
  • (2021-01-19) Matt de Camara: Awesome app
  • (2021-01-17) Lluis Lorenzo: Llevamos 3 meses con Salesforce y cada día descubrimos nuevas maneras en las que nos facilita el trabajo.
  • (2021-01-15) Handiyadi Tantiono: Love this extension. Makes my job much faster without the need to switch back to Salesforce.
  • (2021-01-15) Hefzi ba Dragonné Arroyo: Una gran opción para decidir qué emails o conversaciones registrarás en Salesforce; fácil de usar y de navegar. Me encanta
  • (2021-01-15) Sara Fleming: This Extension is an absolute game-changer, and a significantly more useful and responsive tool than the standard 'bcc to SalesForce' method. You can minimise it to being barely noticeable, you can relate emails to accounts, opportunities etc before or after you send them (even historical sent emails), and you can create new contacts straight from the Extension. It's fantastic, anyone using gMail and Salesforce (Classic or Lightning) should immediately download this!

Statistics

Installs
271,568 history
Category
Rating
4.3 (1,111 votes)
Last update / version
2021-02-04 / 2.230.2
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