7 Ways to Supercharge Your Salesforce G Suite Integration
Not too long ago, Salesforce and Google teamed up to offer a complete 365 degree solution and incentive to sign up for the G Suite package. Salesforce customers were given a free year of G Suite to combine the power of the world’s #1 CRM together with the collaborative G Suite platform of the world’s largest search engine.
If you already have a G Suite account synced with your Salesforce CRM, you will find these integration tips especially beneficial and time saving. If you still haven’t signed up for the free trial, you can do so here. The offer is still valid until December 31, 2018.
Here are 7 ways you can get the most out of your Salesforce G Suite integrations:
Starting off our list is the G-Connector for Salesforce. And what this awesome integration does is that it unlocks the Salesforce data loading functionality of the Excel add-on (XL-Connector) in the Google Drive environment.
Lots of updates and features for those “Excelanatics” or those that need to pull data all day long. The premium option allows you to schedule automatic data pulls and pushes from Google Sheets to Salesforce as often once an hour. Ideal for larger enterprises.
One of the most sought after integrations between Salesforce and Google is Lightning in Gmail.
Salespeople are able to get a quick view of the sales related records without having to toggle back and forth and keep extra tabs open. Available with Sales Cloud, Service Cloud, and Lightning Platform in Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
Alternatively, you can learn more about the integration through the Lightning for Gmail Trailhead here.
By now, most people made the jump from Skype over to Hangouts (CloudTech included) as far as internal communications are concerned.
Through the Salesforce integration, you can utilize webhooks to send messages directly into a chat room, without having a bot associated with that room. You can go further and add Einstein Intent to get a better perspective on user experience through natural language patterns.
Unfamiliar with Einstein Intent? You can even explore the Einstein Intent Trailhead here and check out our featured blog post we did on AI titled The Future is Here: How AI is Changing Business Processes to get more acquainted with the deep learning process and everything Einstein related.
Another great collaboration feature is the Google Docs integration under the G Suite umbrella.
You can migrate GoogleDoc records to Files and link important Salesforce records together with Google Docs to collaborate easier with teammates or provide up-to-the-minute updates to customers in real-time on active projects.
Developers might want to check out the SOAP API Developer Guide
One of the more popular tools from the G Suite package is the Google Spreadsheets API. You can get even more out of your Spreadsheet integrations through Automate.io.
Automate.io offers you a bunch of nifty tricks such as the ability to add leads to Salesforce from new rows on Google Sheets, update Salesforce custom objects from new rows on Google Sheets, and update Salesforce opportunities. Check out all the Google Sheets and Salesforce Integration possibilities here
Quip is Salesforce-acquired collaboration tool that allows groups of people to create and edit documents and spreadsheets as a team. Through Quip Live Apps, you can embed polls and calendars, annotate images, and even track the next big project you and your team are working on.
Teams will be able to embed and access Drive files, such as Docs, Slides, Sheets or their Google Calendar inside Quip. If you’re new to Quip, you can sign in through Salesforce and create a free Quip account here.
Analytics 360 is easily one of the best reasons to sign up for the free trial itself. Great for tracking ROI from Google AdWords campaigns, tracking performance across all online traffic channels, and gaining valuable insights from all the data collected.
Sales agents will find the 360 integration incredibly useful since they also get a full view of the conversion funnel to measure ROI and fine-tune the marketing efforts towards the winning campaigns.
The Salesforce G Suite integration offers Salesforce users a wide range of collaboration tools and a better way to understand the customer journey.
You’ll also find these G Suite Shortcuts to come in handy and save you time, especially when you have a bunch of tasks to rotate at once.