The central purpose of server sync is auto-synchronization of Contacts/Events in both Gmail and Salesforce. Post-Server Synchronization Functionality The side panel can also be used to relate events in Google Calendar.The side panel will auto display People records (Leads, Person Accounts, Contacts) matching the email addresses in the email you clicked on.See Salesforce notifications via the bell icon.Click the icon to the right of “+” to open a new tab in Salesforce (specifically on the record you’re currently viewing in the side panel).Customize what can be created via Lightning for Gmail Setup menu under Email Application Publisher Layouts.

Create records via the “+” icon in the side panel Publisher.Easily accessible side panel to search and maneuver (Create, Read, Update) Salesforce data from the inbox.There is a lot of functionality that comes with Lightning for Gmail extension out-of-the-box: This article will outline Lightning for Gmail functionality in two parts (1) functionality available by installing only the Chrome extension (without a server synchronization) and (2) functionality available after a one-time sync configuration between Google and Salesforce servers. There are differences in functionality depending on whether or not a server-level synchronization is configured. This extension creates a side panel that, after logging in, enables users to search, edit, create, and relate (emails to) records in Salesforce. With Lightning for Gmail, clients can integrate their Gmail inbox with their Salesforce instance via a Chrome extension called Salesforce Lightning for Gmail. With Summer 17’ Salesforce has added a free (and viable) alternative to paid apps that integrate your email inbox with Salesforce – this new alternative is called Lightning for Gmail.

Salesforce lightning inbox google app