Introducing the Salesforce for Gemini extension in Gmail
What’s changingPreviously, we announced third party extensions for Salesforce and AI in Workspace. Beginning today, you can install the Salesforce extension for Gemini in Google Workspace, which will allow you to get information from Salesforce and create leads and contacts directly from Gemini in the side panel of Gmail. You can ask Gemini for help with Salesforce tasks directly from an email or your inbox. This includes things like “Create a lead in Salesforce”, “Create a contact in Salesforce” or “Show me the [Name] account in Salesforce” and more. You can also take more complex actions, like “Research a lead’s company” which will return a relevant summary of information. Or you can pull information directly from Salesforce into Gmail by using the “Take action on this sales inquiry” to generate a sales brief based on an email message or thread. Who’s impacted Admins and end users Why you’d use it The Salesforce extension for Gemini in Google Workspace enhances CRM interaction by connecting you directly to Salesforce data without the need to switch between Gmail and Salesforce. You can ask questions and receive immediate answers, and generate valuable insights, helping to uncover potential opportunities. Further, features like email summarization, quick actions to add leads, and suggested responses let you focus more on selling and less on searching for information and more time building stronger customer relationships. Additional details The extension is currently only available in English and when using Gmail in a browser. Getting startedAdmins: Admins will need to install or allowlist the Salesforce for Gemini extension before end users can access it. Visit the Help Center to learn more about managing the Marketplace app allowlist for your organization and controlling access to the Salesforce for Gemini extension.End users will need a Salesforce account to use this extension. End users: A Salesforce account is required to access this feature. Visit the Help Center to learn more about using the Salesforce for Gemini extension in Gmail. Rollout pace Rapid Release and Scheduled Release domains: Available now. Availability Available to Google Workspace: Business Standard and Plus Enterprise Standard and Plus Customers with the Gemini Education or Gemini Education Premium add-on Anyone who previously purchased these add-ons will also receive this feature: Gemini Business* Gemini Enterprise* *As of January 15, 2025, we’re no longer offering the Gemini Business and Gemini Enterprise add-ons for sale. Please refer to this announcement for more details. Resources Google Help: Use the Salesforce for Gemini extension in GmailGoogle Admin Help: Control access to the Salesforce for Gemini extensionGoogle Workspace Marketplace: Salesforce for Gemini Extension
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What’s changing
Previously, we announced third party extensions for Salesforce and AI in Workspace. Beginning today, you can install the Salesforce extension for Gemini in Google Workspace, which will allow you to get information from Salesforce and create leads and contacts directly from Gemini in the side panel of Gmail.
You can ask Gemini for help with Salesforce tasks directly from an email or your inbox. This includes things like “Create a lead in Salesforce”, “Create a contact in Salesforce” or “Show me the [Name] account in Salesforce” and more.
You can also take more complex actions, like “Research a lead’s company” which will return a relevant summary of information. Or you can pull information directly from Salesforce into Gmail by using the “Take action on this sales inquiry” to generate a sales brief based on an email message or thread.
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Who’s impacted
Admins and end users
Why you’d use it
The Salesforce extension for Gemini in Google Workspace enhances CRM interaction by connecting you directly to Salesforce data without the need to switch between Gmail and Salesforce. You can ask questions and receive immediate answers, and generate valuable insights, helping to uncover potential opportunities. Further, features like email summarization, quick actions to add leads, and suggested responses let you focus more on selling and less on searching for information and more time building stronger customer relationships.
Additional details
The extension is currently only available in English and when using Gmail in a browser.
Getting started
- Admins:
- Admins will need to install or allowlist the Salesforce for Gemini extension before end users can access it. Visit the Help Center to learn more about managing the Marketplace app allowlist for your organization and controlling access to the Salesforce for Gemini extension.
- End users will need a Salesforce account to use this extension.
- End users: A Salesforce account is required to access this feature. Visit the Help Center to learn more about using the Salesforce for Gemini extension in Gmail.
Rollout pace
- Rapid Release and Scheduled Release domains: Available now.
Availability
Available to Google Workspace:
- Business Standard and Plus
- Enterprise Standard and Plus
- Customers with the Gemini Education or Gemini Education Premium add-on
- Gemini Business*
- Gemini Enterprise*
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