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Google Calendar Salesforce Integration in 3 Easy Steps

Google Calendar + SalesForce Intregration

As a result, today’s organizations need to integrate their CRM systems (Customer Relationship Management). The extensive range of CRM applications provided by Salesforce, for example, is frequently used in isolation. The best results come from integrating these solutions with other platforms.

In terms of Cloud-based CRM (Customer Relationship Management), Salesforce is one of the most powerful and commonly used software in the market. Customer data, contact information, and marketing data are all stored in this system to help with Customer Relationship Management. Create Sales Forecast Reports for your leads as well. Integration with Outlook, Gmail, and other email clients is also possible. In terms of business operations and client management, they have pretty much everything you could ask for.

Consequently, Salesforce enables you to design a custom-tailored solution to meet the demands of your business. Businesses of all sizes can benefit from its pay-as-you-go concept, making it a feasible and attractive option. Salesforce makes it a lot easier to maintain and grow your customer relationships because of the increased focus on the customer.

Key Salesforce Features

Using Salesforce, organizations have been able to build stronger relationships with their customers. Salesforce has a number of important features, including the following:

  • Salesforce enables firms to evaluate and improve campaign performance by tracking and analyzing leads. As a consequence, you’ll be in a better position to make decisions about how and where to use your Marketing budget.
  • Salesforce’s dashboards can be customized to show your company’s most important metrics and forecasting capabilities. With the help of these analytics, you can make better business decisions.
  • Salesforce gives businesses a comprehensive view of their consumers. As a result, they have immediate access to information like as activity logs, conversations with customers, contacts, and internal account discussions.
  • After each sale, Salesforce provides customers with the ability to assess their products, rivals, and other relevant data. In comparison to other options, this is what makes it so popular.

Steps to Set Up Google Calendar Salesforce Integration

In light of your knowledge of both systems, let’s begin the process of configuring Google Calendar Salesforce integration. There are a variety of ways to integrate Google Calendar and Salesforce. Salesforce Einstein Activity Capture is one of the most widely used approaches. Now that you’re familiar with the fundamentals of both systems, let’s take a look at how to integrate Google Calendar with Salesforce. Setting up Google Calendar Salesforce Integration can be done in a number of ways. The Salesforce Einstein Activity Capture is one of the most used approaches.

Using Einstein Activity Capture, you can sync your Google Calendar with Salesforce in a jiffy! The activity metrics included in Einstein Activity Capture are also helpful for Salesforce users in their decision-making.

The following are the steps to integrate your Google Calendar with Salesforce:

Step 1: Log in to your Salesforce Account and Enable the Einstein Activity Capture

First, log into your Salesforce account. To enable Einstein Activity Capture, perform the steps outlined below:

  1. In the Quick Find box, type Einstein Activity Capture, then select Settings as shown below.
  2. Select Einstein Activity Capture from the Settings tab and turn it on as indicated in the screenshot below.

Step 2: Assign User Permissions

Einstein Activity Capture can now be activated by following the instructions outlined in the following sections:

  1. Permission sets can be found in the Quick Find box under Setup.
  2. Permission set: Select the Standard Einstein Activity Capture checkbox as indicated below.
  3. Click Manage Assignments to distribute the permissions to an unlimited number of recipients.

Step 3: Configure your Google Account with Salesforce Einstein Activity Capture

In order to configure your Google calendar, you must first assign the user permission set.

  1. From the top right corner, click the username, look for Einstein Activity Capture, then select Settings.
  2. The Meet Inbox window will appear; click Next and follow the wizard’s instructions.
  3. Connect with your Google account by clicking the Connect My Google Account

Your Google account will now appear in the Connected Account area of your Einstein Activity Capture settings menu after it has been added.

Additionally, Salesforce will automatically sync your Google Calendar activities. You’ve now completed the Google Calendar Salesforce Integration setup process. That is all there is to it.

Conclusion

Syncing data between Google Calendar and Salesforce was made simple with the help of this article. Also covered were Google Calendar and Salesforce, as well as an outline of their most important features. In addition, you gained a better understanding of the advantages of integrating your Google Calendar with Salesforce. In order to keep track of your upcoming events, you may now create your own Google Calendar Salesforce Integration.

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