Lightning for Gmail with Lightning Sync
What does it do?
Lightning for Gmail
- View and relate your contacts, leads, accounts, opportunities, and cases relevant to the Gmail messages you received or sent (1) via interactive side panel within your Gmail account.
- Create new Apto records, including custom objects from the Action Publisher. (Sys Admin will need to Setup Global Actions - Not part of this article)
- Search for custom object records and create a Salesforce record using actions available to you (2).
- With the inline editing feature, you can also modify records without leaving Gmail.
- Drill down for more details on a Salesforce record right from Lightning for Gmail. In addition to a record’s detail page, you get to see its Chatter feed, activity timeline, and related lists.
What Lightning Sync for Google Does:
- Syncs contacts and events between your Google applications and Apto.
Some of what Lightning Sync for Google DOES NOT do:
- Sync events from Apto to Google Calendar
- Sync recurring events
- Sync Available or Busy status on events
- Let you edit which Google contact and event fields map to Salesforce contact and events fields
Lightning for Gmail works with G-Suite corporate email accounts, in the Chrome browser.
How do I set up Lightning for Gmail?
Your Apto System Admin will have to take the following steps:
- From Salesforce Setup, enter Lightning for Gmail in the Quick Find box, then select Lightning for Gmail Settings.
- Enable Lightning for Gmail.
- To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Lightning for Gmail.
- To give sales reps access to global actions in Lightning for Gmail, create new or assign existing publisher layouts from the Lightning for Gmail Publisher Layouts section. Save your changes.
- BELOW STEPS ARE NOT NECESSARY, BUT WILL PROVIDE A MORE TAILORED SIDE PANEL IN GMAIL: Next, your System Admin can modify user’s email application pane and add standard or custom components you want your Lightning for Gmail users to see and work with from Gmail.
- From Setup, enter Lightning for Gmail in the Quick Find box, and select Lightning for Gmail Settings.
- Enable Customize content with App Builder.
- In Salesforce Classic, click Save.
- Now you’re ready to create custom email application panes with the Lightning App Builder.
- To create an email application pane: The steps are different depending on whether you’re working from Lightning Experience or Salesforce Classic.
- From Setup, enter Lightning for Gmail in the Quick Find box, and select Settings. Click New under Email Application Panes.
- From Setup, enter App Builder in the Quick Find box, and select New under Lightning Pages.
- In Lightning Experience:
- In Salesforce Classic:
- Select Email Application Pane.
- Give your pane a unique label, and click Next.
- To start with an empty layout, select the Pane template. To start with a layout prepopulated with standard components, clone the system default page.
- Click Finish.
- Drag components onto the pane.
- You can drag components up or down to rearrange their order.
- Click in the empty area of the canvas to view the page properties and add a description for your pane.
- Click Save.
Each user will need to take the following steps:
- In the Chrome Web Store, enter Lightning for Gmail in the Search box, then select the Lightning for Gmail extension.
- Click Add to Chrome and confirm Add extension to add it to your Gmail account.
- After adding Lightning for Gmail to Chrome and navigating to Gmail, to log in to Apto, enter your Apto credentials in the new pane displayed to the right of the Inbox.
Setting up Lightning Sync
Skip if Lightning Sync not required. This step will enable automatic updates between Apto and Google Apps.
NOTE: You will need your business’ Google Apps Admin to perform certain steps.
- Review latest requirements for Lightning Sync.
- Set up Lightning Sync by going to Setup > Email > Lightning Sync > Sync Setup.
- Edit and enable.
- Connect Salesforce to Email Server.
- You will need to connect Apto to Google via OAuth 2.0 for Google by selecting this option.
- You will need to add the Google API to Salesforce Remote Site Settings by searching “Remote Site Settings” in the Setup Search Bar and creating a new setting.
- Next your Google Admin will need to Upload Your Google Private Key by preparing your Google Enterprise™ account to connect with Salesforce. That process generates a Google private key, which your Google admin has to upload here.
- Your connection between your GSuite account and Apto should now be established.
- If requirements are met and issue still arises, Apto will need to coordinate ticket with Salesforce and Client.
- Setup Lightning Sync Configuration in Apto by going to Setup > … > Sync Configuration.
- Sync Settings - Contacts/Events will allow users to determine sync directions and further details regarding those objects.
- Assigned Users and Profiles are users or Profiles who will utilize this configuration when Assigned.
- Data Sets - will allow users to define what records are synced based on predetermined filters.
(Lightning Sync Configuration)