Gmail Salesforce Plugin
Applies To: Essentials ✅ | Growth ✅ | Pro ✅
Overview
The Gmail Salesforce Plugin allows users to log emails, create records, and view Salesforce data directly within Gmail. It bridges your inbox and CRM, making it easy to keep every conversation tracked and connected without leaving your email tab.
Key Features
Feature | Description |
|---|---|
Log Emails | Send and log emails directly to Salesforce records |
View CRM Context | Instantly see related Leads, Contacts, Opportunities, and Activities |
Create New Records | Add Leads, Contacts, or Opportunities from an email |
Pin Salesforce Sidebar | Keep the plugin open while you navigate Gmail |
System Requirements
A Gmail or Google Workspace account
Google Chrome
Installation Instructions
Step 1: Install the Chrome Extension
Visit the Salesforce Extension on Chrome Web Store.
Click Add to Chrome.
Pin the extension to your browser bar for easy access.
Step 2: Connect Your Salesforce Account
Open Gmail in your browser.
You’ll see the Salesforce sidebar on the right.
Click Log In to Salesforce.
Sign in using your Salesforce credentials and approve the connection.
Once connected, Salesforce will auto-detect the sender or recipients and surface matched records in the sidebar.
Using the Plugin
Action | How-To |
|---|---|
Log an Email | Open the email → In the sidebar, click Log Email or let it auto-log |
Create a New Lead | Click + New Lead → Fill in details → Save |
View Related Records | The plugin shows matching Leads, Contacts, and Opportunities automatically |
Troubleshooting
Issue | Solution |
|---|---|
Sidebar not appearing | Make sure the extension is installed and Gmail is refreshed |
Plugin not recognising recipients | Check if the email exists as a Lead or Contact in Salesforce |
Not logging emails | Ensure “Log Email” is toggled on in the sidebar |
You see “Authentication Required” | Click the gear icon ⚙ in the sidebar and reauthorise your Salesforce login |
Summary
The Gmail Salesforce Plugin helps ensure every conversation is logged, accessible, and tied to the right records — without switching tabs. It boosts productivity, improves data hygiene, and makes Salesforce feel like a natural part of your daily email routine.