As a result, today’s organizations need to integrate their CRM (customer relationship management) systems. The wide range of CRM applications provided by Salesforce, for example, are often used in isolation. the best results come from the integration of 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 on the market. customer data, contact information and marketing data is stored in this system to help with customer relationship management. also create sales forecast reports for your leads. 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 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 much easier to maintain and grow your customer relationships due to increased customer focus.
key characteristics of the sales force
Using salesforce, organizations have been able to build stronger relationships with their customers. salesforce has several important features, including the following:
- salesforce enables businesses to assess and improve campaign performance by tracking and analyzing leads. As a result, you’ll be in a better position to make decisions about how and where to spend your marketing budget.
- Salesforce Dashboards can be customized to display the most important metrics and forecasting capabilities for your company. With the help of these analytics, you can make better business decisions.
- Salesforce gives companies a holistic view of their consumers. As a result, they have immediate access to information such as activity logs, customer conversations, contacts, and internal account discussions.
- After each sale, Salesforce gives customers the ability to evaluate their products, rivals, and other relevant data. Compared to other options, this is what makes it so popular.
steps to configure salesforce google calendar integration
In light of your knowledge of both systems, let’s begin the process of setting up the Google Calendar integration with Salesforce. 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 basics of both systems, let’s take a look at how to integrate Google Calendar with Salesforce. Setting up the Google Calendar Salesforce integration can be done in a number of ways. einstein salesforce activity capture is one of the most widely used approaches.
Using einstein’s activity capture, you can sync your google calendar with salesforce in no time. Activity metrics included in Einstein Activity Capture are also helpful to 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 einstein activity capture
first, sign in to your salesforce account. To enable einstein activity capture, follow the steps below:
- in the quick search box, type einstein activity capture, then select settings as shown below.
- select einstein activity capture in 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 described in the following sections:
- permission sets can be found in the quick search box under settings.
- permission set: select the standard einstein activity capture checkbox as follows .
- click manage assignments to distribute permissions to an unlimited number of recipients.
step 3: set up your google account with salesforce einstein activity capture
To set up your google calendar, you must first assign the user permission set.
- From the top right corner, click the username, search for einstein activity capture, then select settings.
- The meeting inbox window will appear; click next and follow the wizard instructions.
- connect with your google account by clicking 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.
plus, salesforce will automatically sync your google calendar activities. You have now completed the setup process for the Google Calendar Salesforce integration. that’s all.
conclusion
Synchronizing data between Google Calendar and Salesforce just got easier with the help of this article. Google Calendar and Salesforce were also covered, as well as an overview of their most important features. Plus, you gained a better understanding of the benefits of integrating your Google Calendar with Salesforce. To keep track of your upcoming events, you can now create your own Salesforce Google Calendar integration.