Hey everyone,
I’m trying to find a way to display Salesforce info in Gmail’s side panel. Has anyone figured out how to do this?
I gave Apps-script a shot, but it’s not working out. Keep getting an error about needing permissions to fetch the URL. It’s driving me nuts!
If you’ve got any ideas or have done something like this before, I’d love to hear about it. Even small tips would be super helpful.
Thanks for reading. Looking forward to your suggestions!
hey there! i’ve actually tackled this before. instead of apps-script, try using the Salesforce Gmail Integration app. it’s way easier to set up and gives u that sweet sidebar with all ur SF data. just install it from the gsuite marketplace and ur good to go. hope this helps!
I’ve encountered similar challenges integrating Salesforce with Gmail. While the Salesforce Gmail Integration app is a solid option, another approach worth considering is the Cirrus Insight extension. It provides robust Salesforce functionality directly within Gmail, including the ability to view and update Salesforce records in the sidebar. The setup process is straightforward, and it offers features like email tracking and meeting scheduling. Just be aware that it’s a paid solution, so you’ll need to evaluate if the cost justifies the functionality for your specific use case. Regardless of which route you choose, ensure you have the necessary permissions set up in both Salesforce and Gmail to avoid those frustrating access errors.
I’ve been down this road before, and I feel your pain with those permission errors. One solution that worked wonders for me was using Zapier to create a custom integration between Salesforce and Gmail. It’s not as plug-and-play as some of the other options mentioned, but it gives you a lot more flexibility.
You can set up ‘Zaps’ that trigger when you receive an email, pulling relevant Salesforce data into a custom Gmail sidebar. It took some trial and error to get it just right, but once it was set up, it was smooth sailing. The best part is you can customize exactly what Salesforce info you want to see.
Just a heads up, though - you’ll need a paid Zapier account to make this work, and there’s definitely a learning curve. But if you’re willing to invest the time, it can be a game-changer for your workflow. Good luck with your integration journey!