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

  • (2024-03-08) Jim Marascio: When it works, which is most of the time, it's perfect. Error messages occasionally present while drafting emails. And sometimes the load time to log emails is very slow. But overall, it's a good product. I wouldn't want to work without it.
  • (2024-01-03) Spiros Nicholaos Apostolopoulos: Good 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 good extension.
  • (2023-11-29) Dayne Nash: Great Plugin that makes adding contacts, ensuring that your key contacts you are emailing with are recorded and up to date in your CRM! great efficiency boost!
  • (2023-11-27) Antonio Palmas: Ottima estensione :)
  • (2023-11-14) Malcolm Mead: It's great. You install it as a plugin and it creates a little side window that collapses out of view easily. When you finish an email, you can go to the window and it has already found the associated people in your SFDC records, as well as associated Opportunities. You check boxes on which ones you want to associate this email to, and it updates everything in the background. You can check your tasks, look up records, and it even has an auto-update reminder feature - so you can keep the "side-car window" closed, and it will just pop up a more centralized form that shows you who will be associated if you want and which opportunities - again with full control and checkboxes. The "bonkiest" part of it is when it times out (usually overnight) because SFDC has logged you out. The little window shows a red-X so you know, and all you have to do is click the plugin icon in the upper right and re-login, or (if you've logged in already directly to SFDC) just hard reload the page and pow, it's working again. Good little widget that packs a very powerful punch. I am a tech and hate bad code ... this is not bad code.
  • (2023-11-12) Walter Dal Mut: Very useful to track information on SalesForce, few bugs on the road but in general a very good extension to use SalesForce at its best!
  • (2023-11-02) Lucas Hyllberg: Saves me countless hours and helps organize my communication well.
  • (2023-10-29) Lauren Joyce: The extension is pretty good, though it does freeze or disconnect a lot. Reloading the page usually fixes it, but it can be glitchy sometimes and it's annoying to have to try to go back and log emails after the fact
  • (2023-10-23) Elisabete Kiyomi Homma Maeda: Eu utilizo muito esta extensão, é o meu braço direito, organiza os meus casos de uma forma ágil e fácil.
  • (2023-10-22) Edmund Villasis: Our team recently experienced similar issue reported today of a javascript error when sending out an email on Gmail. The pop-up box doesn't come up anymore and instead turns the screen grey / Gmail is frozen. One can refresh the browser to reload Gmail; the email is still sent out but it is not logged into Salesforce. In another case, if one is logged into the extension and follows the prompt on the right side of the screen to 'Log Email On Send'>Save, then there is no issue. (My system info: <macOS Sonoma 14.0>; <Google Chrome Version 118.0.5993.88 (Official Build) (x86_64)>; <Salesforce Chrome Extension version 2.246.1> ***edit***as at 23 October 2023 ***changed the star rating from 2 to 5 stars. The issue has been resolved. The email logging function is back and no more freezing issue.
  • (2023-10-19) JD Herbert: Recent Failure. The pop up window to log an email is only showing partially on screen so I cant associate it with an account.
  • (2023-10-19) Juan Victoriano: When the Salesforce extension is enabled, Gmail freezes after sending an email. When the extension is disabled, Gmail sends emails without issue. Is anyone else experiencing this problem? Is there a known fix?
  • (2023-10-19) Dylan Melling: I've loved using this extension for a while, but since the last update on 10/19/2023 on a Windows device the framing on the pop up box to log is WAY off. I can only give it 2 stars as this framing issue makes it very hard for me to use the extension. Would increase my rating if it's fixed.
  • (2023-10-19) Ramon Galindo: Since the last update I cannot log the emails, I only get a black screen without being able to link the email
  • (2023-10-18) Arvind Saxena: 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?
  • (2023-10-18) Shawn Hoffman: 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!
  • (2023-10-18) Luis FERNANDEZ VILLA: 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.
  • (2023-10-04) Gorav Seth: 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.
  • (2023-10-02) Chris Tradgett: simplifies allocating incoming emails - and logging diary events
  • (2023-09-28) Leidiane Silva: Muito útil, utilizo sempre para anexar meus e-mails! Depois da atualização ficou ainda melhor!
  • (2023-09-18) Jennifer Schrutt: Freezes a lot, but otherwise a very helpful integration
  • (2023-09-13) Kevin Ascher: 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.
  • (2023-09-12) Beckie Page: 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.
  • (2023-09-11) Gilberto Amorim Moura: muito útil e tem funcionado a contento.
  • (2023-09-09) KaMele Kopplin: I have had a good experience with it. It does need to reconnect a fair amount, but that does not bother me. I find it very usable and very helpful!
  • (2023-09-06) Sam Seymour: Being able to access services from email really cuts down on the time taken to upload contacts to Salesforce
  • (2023-09-05) Luis Alvarez-Cervela: facil de uso, super util para tener todos los correos integrados en la misma solución. recomendable¡¡
  • (2023-09-01) Jack Moxon: It's great to log my emails. Very helpful
  • (2023-08-31) Kelly Coleman: A game changer. I no longer have to allocate an hour at the end of each day to input all of my notes.
  • (2023-08-31) Scott Garber: Simple, seamless, and critical to our sales process compliance.
  • (2023-08-30) Nate Kunsman: Super convenient and helps me keep my projects well organized.
  • (2023-08-30) Kat Guenther: Have loved having the ability to use my business gmail account and still be able to log my emails under my clients' accounts without having to duplicate my steps in each platform. It has also saved me a couple of times when I need to quickly look up a client's account information when they call me. Once I've pulled up their account, I can click the button in the upper right hand corner to open that specific account in a new tab and review my recent notes. I do wish I could add/log a call from a client within the integration. I have noticed some of the clunkiness that the other reviews have mentioned. When I notice the integration not logging my emails, I refresh my webpage and it resolves the issue. I do the same thing when the integration side window doesn't come up when first accessing my email account. Overall, a great timesaver! Nothing is perfect, but hopefully SF will read these reviews and can readjust their coding and include more features.
  • (2023-08-28) Alex Husted: It could totally still use some improvement, but it is SOOO much better than the old BCC method we were using to get emails into Salesforce.
  • (2023-08-28) Christine McPherson: Gone are the days of copying and pasting emails and calendar events from your Gmail to Salesforce. This extension saves you some much time and helps keep track of where accounts are in your pipeline. Highly recommend.
  • (2023-08-25) Giuliano Matache: Sencillo de usar y muy práctico, ayuda a la hora de agilizar tareas repetitivas como copiar manualmente correos y asociarlos correctamente en Saleforce.
  • (2023-08-22) Alyssa Dahmer: This is a very user-friendly extension that enhances my productivity and saves my sanity.
  • (2023-08-22) Wes Sovis: Huge time saver. Big fan.
  • (2023-08-16) Alexander Hamacher: saves a lot of time
  • (2023-08-14) Justin Stone: This extension is a great tool to have, and is very needed in organizations that use Google Workspace and SalesForce together. Unfortunately, the tool itself is a little slow and/or does not work a lot of the time, leaving me (and my colleagues) to manually go back into our sent items and log emails that should have been logged on send. I don't mind that the pop-up comes up to log an email every time, as clients may have more than one account, so it is good to make sure communications are getting logged to the correct account for the client, but I would prefer it if it always worked. There's no reason I can see for it to randomly decide not to work part of the time, either, as I usually have Salesforce and Gmail both open and logged in at the same time; nothing has timed out that I can see; and my internet is a good , high-speed connection. I think if the coding for the tool gets cleaned up a bit and it starts working much more reliably, this would be the go-to solution for integration between Salesforce and Google for many to most users. Right now, it still feels like a beta or a minimum viable product that has not yet been brought up to its full potential.
  • (2023-08-10) Billy McKay: As most of the other reviews state, this is clunky and slow. I always have to wait for it to pop up, some green boxes saying a label is attached pop up every time in the way of the ok button - overall pretty poor and would love to see some improvement!
  • (2023-08-10) Adam Pomson: as many other comments state; please invest some proper QA here it logs out all the time and if you are not running SF in another browser tab it fails to work why cant it allow for sign in indepently it also is not good at picking up email contacts all the time, often fails to identify mind boggles why an org such as SF cant invest in this this is why so many 3rd party tools exist to fix SF
  • (2023-08-09) Vasanth Balakrishnan: It is absolutely essential to log activity in SFDC from your GSuite calendar activities, but it is clunky, unintuitive, slow and very annoying with timeouts/logouts. A necessary tool that could be so much better.
  • (2023-08-01) Luis Fuentes: Its very clunky and slow. You would think this is something from a lone, young dev that is just starting to learn how to code, let alone an industry leader like Salesforce.
  • (2023-07-26) Dylan Andersen: Fantastic extension - truly makes interacting with customers and keeping track of conversations seamless!!
  • (2023-07-25) Abner Santos: Good: logs all communication with leads, keeping valuable records and data; emails go with a tracker. Mediocre: performance. It's 2023, my computer is fast, this extension can be too slow sometimes finding a lead and/or updating the record. Bad: doesn't let you log emails sent from aliases under the same (parent) account; needs better integration with Gmail Multi-Send for campaigns and mass emails.
  • (2023-07-19) Sheridan Gabrisch: So quick and easy to log emails!
  • (2023-07-17) Marta Dyer-Smith: I can't remove this extension. I removed it from google app store in our organisation google admin console, but the extension is still in my chrome browser and there is no "remove" button, like in all other extenstions
  • (2023-07-17) Nicolas Sotelo: Se desconecta demasiado frecuentemente para mi gusto. Y es un poco complicado el manejo de las settings. Son pequeñas cosas, la verdad es que en general funciona muy bien, pero tiene chance de mejora aun
  • (2023-07-12) Ashok kumar Kothandan: Useful to integrate emails
  • (2023-07-10) Erin Heimann: Overall a useful tool for activity tracking. I have to log out and log back in every morning for the connection to work though.

Statistics

Installs
400,824 history
Category
Rating
4.3805 (1,427 votes)
Last update / version
2024-03-23 / 2.246.10
Listing languages
en-US

Links