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Overview
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In this section, you will discover how to install Cirus Insight LFG module and how to use it, in particular:
Integration between Salesforce and Gmail / Google Calendar was done in the past with a solution called Cirrus Insight (end July 2017). This solution is not giving satisfaction to a lot of users mainly for performance reasons. |
Lightning for Gmail is a solution provided directly from Salesforce (cost included in the licence cost) that provides similar features in a more efficiently way. This feature is only available for full Salesforce licences, not for Community licences. |
Concerned profiles:
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Table of content
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Step By Step
First ensure Cirrus Insight is not running | |
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To avoid feature overlapping, please check that Cirrus Insight extension is either not installed or deactivated on your Chrome Browser. If you are a Cirrus user, please deactivate the plugin rather than uninstall it. You should receive an email from Cirrus to notify you that the sync has been stopped.
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Check full documentation: https://docs.google.com/presentation/d/1apDD4Vs67ajMvCZiKuAfJJ_3Krq24FzAZm5XkFlfTiw
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Related articles
- Navigation & Search
- Chatter
- Activity: Synchronize events with Google Calendar (Cirrus)Activity: Send an email from Gmail to Salesforce (CirrusLightning For Gmail)
- Contact: Create a contact in Salesforce and from Lightning for Gmail
- Activity: Create a customer visit in Salesforce and from Google Calendar (Lightning For Gmail)
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