Difference between revisions of "Synchronize Salesforce with Google"

Latest revision as of 12:00, 7 November 2022

CompanionLink will synchronize your Salesforce.com account with Google. And we'll do it securely using an HTTPS connection. This gives you the ability to work with your Salesforce.com data in Google. You can also synchronize your Google data to Salesforce.com, make edits, and sync back to Google.

CompanionLink installs on your PC and creates the connection between Salesforce.com and Google.

Sync these Saleforce.com records with Google:

Accounts
Contacts
Opportunities
Calendar Events and activities linked to contacts
Tasks
Calendar Reminders

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Salesforce.com Accounts and Contacts Sync

Contacts and Accounts can be created and synchronized in both directions
Edits made in Google and Salesforce can be synchronized
Salesforce Accounts begin with "Acct." in your Google Contact list

Accounts in Salesforce.com:

Contacts in Salesforce.com:

Salesforce.com Accounts and Contacts in Google:

CompanionLink lets you decide which Salesforce.com Accounts and Contacts to sync:

For Contacts you can choose to sync:

My Contacts
Account Contacts
All Contacts

For Accounts you can choose to sync:

My Accounts
Team Accounts
All Accounts

Salesforce.com Opportunities Sync

Create Opportunities in either Google or Salesforce
Edits made in Google and Salesforce can be synchronized
Opportunities will appear in Google's task list

This Opportunity was created in Salesforce:

This is the Salesforce Opportunity Open in Google:

Salesforce.com Tasks Sync

Create Tasks in either Google or Salesforce
Edits made in Google and Salesforce can be synchronized
Task will appear in Googles's Task list

This Task was created in Salesforce:

Here is the Salesforce Task open in Google:

Salesforce.com Calendar Sync

Calendar alarms will sound in Google and Salesforce
Create events in either Google or Salesforce
Edits made in Google and Salesforce can be synchronized

This Meeting was created in Salesforce:

Here is the Salesforce Meeting open in Google:

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