Integrating your CRM (Customer Relationship Management) systems has become a must for today’s businesses. CRM software like Salesforce provides a wide range of applications that are often used in isolation. however, these solutions work best when combined with other platforms. For example, Google Calendar and Salesforce integration can significantly improve coordination between team members and can help you organize meetings effortlessly.
google calendar is a powerful and free tool for planning and scheduling events with other users. It comes with many useful features, including the ability to share calendars with others, organize daily tasks, set reminders, and much more. On the other hand, Salesforce is a popular customer relationship management (CRM) platform for businesses to manage customer and sales data. has revolutionized the way companies interact with their customers by creating a stronger bond between them.
This article will guide you through the process of setting up the salesforce google calendar integration in 3 simple steps. It will provide you with a brief overview of Google Calendar and Salesforce with their key features. You’ll also explore the benefits of setting up the Salesforce Google Calendar integration in other sections. let’s get started.
index
- prerequisites
- getting started with google calendar
- getting started with salesforce
- steps to set up google calendar integration to salesforce
- Step 1: Sign in to your salesforce account and enable einstein activity capture
- Step 2: Assign user permissions
- Step 3: Connect your google account with salesforce einstein activity capture
requirements
You will have a much easier time setting up your Google Calendar integration with Salesforce if you have met the following prerequisites:
- an active google account.
- an active salesforce account.
- familiarity with crm (customer relationship management) tools.
intro to google calendar
google calendar is a powerful and free tool developed by google to organize your calendar and coordinate events with other people. With Google Calendar, you can easily create and track daily events, as well as receive notifications about upcoming events, so you always know what’s coming up. It also provides many other useful features, such as the ability to share calendars with others, manage your daily tasks, set reminders, and much more. Plus, as long as you’re signed in to your Google account, you can view your calendar from any computer or mobile device.
The popularity of Google Calendar continues to be driven by its great built-in features and ease of integration with other applications. As a result, it is rapidly gaining popularity among users all over the world.
key features of google calendar
google calendar has gained great popularity in the market. The following are some of the key features of Google Calendar:
- Easy Scheduling: You can effortlessly schedule meetings and events by simply clicking a day on the calendar. You may also have the option to invite certain people to the meeting or event. the calendar is versatile and easy to use.
- share your calendar: google calendar allows you to share your calendar with other people, which is beneficial in many situations. for example, you can share your calendar with an assistant at work so they can help you schedule appointments or organize your travel plans.
- easy integration: google calendar can be easily integrated with other popular apps. for example, todoist and ticktick can be easily integrated with your google calendar and can automatically schedule your key tasks.
- add attachments: you can attach documents to a particular event using google calendar , so it’s available to all attendees.
- customizations: google calendar allows you to browse calendar data by day, week, or month. you can also change the calendar view to display as many days as you like in one view.
to learn more about google calendar, visit this link.
introduction to the sales force
Image Source Salesforce is one of the powerful and widely used Cloud-based CRM (Customer Relationship Management) software for online businesses. It aids in Customer Relationship Management by storing your customer data, contact information, and Marketing information. It also allows you to create Sales Forecast Reports to convert your Leads. It also enables E-mail Integration with Microsoft Outlook, Gmail, and other applications. They have pretty much everything you might want when it comes to business operations and customer management.
As a result, Salesforce gives you the ability to create a unique solution tailored to your company’s specific needs. offers a pay-as-you-go model, making it a viable and attractive option for a wide range of businesses. With a greater focus on the customer, nurturing and expanding your customer relationships is more important than ever, and Salesforce makes it so much easier.
key features of salesforce
salesforce has strengthened the relationship between companies and their customers. the following are some of the key features of salesforce:
- Lead Management: Salesforce is a marketing platform that helps businesses track leads and improve campaign performance. As a result, you’ll be better equipped to judge how and where to spend your marketing budget.
- Analytics and Forecasting: Salesforce comes with customizable dashboards that provide your business with critical performance statistics and reporting capabilities. These analytics can help you make more informed business decisions.
- Accounting Management: Salesforce gives companies a 360-degree view of their customers. This means they have instant access to activity logs, customer conversations, contacts, internal account discussions, and more.
- Opportunity Management: Salesforce enables customers to analyze their products, competitors, and other pertinent information after each sale. this makes it a popular choice compared to other solutions.
To learn more about salesforce, visit this link.
steps to configure salesforce google calendar integration
Now that you have a fundamental understanding of both technologies, let’s try to understand the procedure for configuring the Google Calendar Salesforce integration. There are several approaches to setting up the Google Calendar integration with Salesforce. One of the most popular methods is to use Salesforce’s Einstein Activity Capture.
Image Source Einstein Activity Capture is a Salesforce Integration tool that allows you to effortlessly sync your Google Calendar with Salesforce. Einstein Activity Capture also includes activity metrics that can assist Salesforce users in making better decisions.
Here are the steps you can take to set up the Google Calendar integration with Salesforce:
- Step 1 – Log in to your salesforce account and enable einstein activity capture
- Step 2 – Assign user permissions
- Step 3 – Connect your google account with salesforce einstein activity capture
step 1: log in to your salesforce account and enable einstein activity capture
The first step is to log in to your salesforce account. after that, you can enable einstein activity capture by following the procedures mentioned below:
- go to settings and type einstein activity capture in the quick search box, then select settings as shown below.
- From the settings tab, select einstein activity capture and enable it as shown below.
Image Source Step 2: Assign User Permissions
once you have enabled einstein activity capture, you now need to assign user permissions by following the steps mentioned below:
- go to settings and enter permission sets in the quick search box.
- select activity capture einstein standard permission set as shown below.
Image Source - Assign the permission set to up to 100 users by clicking Manage Assignments.
step 3: set up your google account with salesforce einstein activity capture
once you have assigned the user permission set, you can configure your google calendar by following the steps mentioned below:
- From the top right corner, click username, search for einstein activity capture, and then select settings as it’s shown in the following.
- the meet window will appear; click next and follow the wizard instructions as shown below.
Image Source - Connect with your Google account by clicking the Connect My Google Account as shown below:
Image Source Now, your Google account will appear in the Connected Account section of the user’s Einstein Activity Capture settings menu once it has been added.
plus, your google calendar events will automatically sync with salesforce. With this, you have successfully set up Salesforce integration with your Google Calendar. it’s as simple as that.
benefits of setting up the salesforce google calendar integration
the google calendar salesforce integration has numerous benefits. Some of the key benefits of setting up the Google Calendar Salesforce integration include:
- integration with google calendar salesforce improves coordination between team members and makes it easy to organize meetings for all kinds of events. You can effortlessly overlay all of your sales force’s sales and marketing appointments to ensure you’re on the right track.
- Google Calendar’s sales force integration allows you to correlate an event with an element of the sales force through the event registration function. By using this feature, the selected calendar event will be displayed along with the account in Salesforce.
- Google Calendar Salesforce integration saves time by eliminating the need to enter data into two different systems. Data is updated in one system and then automatically reflected in another.
- Google Calendar Salesforce integration enables sales reps and service agents to plan their actions more efficiently. excellent deliverability is achieved by planning and completing things on time.
conclusion
In this article, you learned how to set up the Salesforce Google Calendar integration and sync data between the two platforms. he also gave an overview of google calendar and salesforce with their key features. He also learned about the key benefits of setting up the Google Calendar integration with Salesforce. You can now create your own Salesforce Google Calendar integration to track your events and take full advantage of this integration.
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Share your experience setting up the Salesforce Google Calendar integration in the comments section below!