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Techila/Integrations/Salesforce Gmail integration
ProductivityGmail integrationChrome extension

Salesforce Gmail
integration.

See Salesforce records next to your Gmail inbox, log emails and events to them, and capture activity automatically when you need it.

Salesforce Gmail integration is Salesforce's own connection between Gmail and Salesforce. An admin turns it on in Setup, and each user installs the Gmail Integration Chrome extension, which adds a Salesforce panel to Gmail for viewing records and logging emails. Einstein Activity Capture can add automatic syncing of emails, events and contacts.

How it works

How do you set up the Salesforce Gmail integration?

Enable Enhanced Email first, then turn on the Gmail integration in Setup under Gmail Integration and Sync. Each user installs the Gmail Integration Chrome extension from the Chrome Web Store and connects their Salesforce account in Gmail, which adds a Salesforce panel to the inbox.

The connector

Gmail and Salesforce, working as one.

Techila Global Services is a Salesforce Summit Partner. We set up the Gmail integration and, where it fits, Einstein Activity Capture: the Setup changes, the Chrome extension rollout, the panel users see in Gmail and the rules for which emails and events reach Salesforce.

When a team needs more than logging, such as automated follow-ups or data from Google Workspace in other Salesforce processes, we design that as a separate integration and document it.

Salesforce integration guide

What are the options for connecting Gmail to Salesforce?

Ways to connect Gmail and Salesforce compared
OptionWhat it doesLimits to check
Gmail integration (Chrome extension)Shows Salesforce records in Gmail; reps log emails, attachments and events to records, create records and use templatesRuns in Google Chrome; needs a Standard Salesforce license with Sales Cloud, Service Cloud or Lightning Platform
Einstein Activity CaptureSyncs contacts and events between Google and Salesforce and adds emails and events to the activity timeline of related recordsNeeds its permission set; the version depends on your licenses
InboxAdds Insert Availability for meetings, open and link-click tracking, text snippets and scheduled sending to the Gmail integrationSet up the Gmail integration first; needs a license that includes Inbox
Middleware or custom API workCustom flows between Google Workspace and SalesforceUse when the standard features don't cover a process; needs design, monitoring and an owner

What moves between Salesforce and Gmail?

Salesforcevia Chrome extension and Einstein Activity CaptureGmail
  • Records shown in Gmail (from Salesforce to Gmail)
  • Emails, attachments, events logged (from Gmail to Salesforce)
  • Contacts (Einstein Activity Capture) (both ways)
  • Events (Einstein Activity Capture) (both ways)
  • Emails added to record timelines (from Gmail to Salesforce)
Shows what the Gmail integration and Einstein Activity Capture move, as Salesforce's help and Trailhead pages describe them (read 10 November 2026).

Trailhead says the Gmail integration isn't available in the Trailhead Playground, and that the Block third-party cookies option in Chrome must be off for it to work.

How do you set up the Gmail integration?

  1. Enable Enhanced Email. Salesforce says it must be on before you activate the Gmail integration.
  2. Turn on the integration. In Setup, enter Gmail in Quick Find, open Gmail Integration and Sync and turn on the Gmail integration.
  3. Install the extension. Each user installs the Gmail Integration Chrome extension from the Chrome Web Store and connects their Salesforce account in Gmail.
  4. Shape the panel. Optionally, turn on Customize Content with App Builder and assign an email application pane, so each team sees the fields it needs.
  5. Add automatic capture. If emails and events should be logged without clicks, set up Einstein Activity Capture and assign its permission set.

We can run these steps with your admin and a pilot group. Book a call to plan it, or see our Salesforce integration services for wider integration work.

Is there AI in the Salesforce Gmail integration?

Trailhead lists Einstein Email Insights as part of Einstein Activity Capture, alongside contact, event and email capture. Salesforce has also announced that four legacy Einstein Activity Capture features retire in Spring '27 (February 2027): Activity 360 Reports, the Activities Dashboard, Activity Metrics and Recommended Connections.

If you plan reporting on email activity, Salesforce says it is moving Einstein Activity Capture to Sync Email as Salesforce Activity, which stores email and event data as standard Activity records. Other connector pages are on Salesforce integrations.

Architecture

How does Gmail connect to Salesforce?

Gmail

Email and calendar

Gmail integration + Einstein Activity Capture

Chrome extension and sync

Salesforce

Records and activity timeline

What's included

What does Techila's Gmail integration work cover?

/01
Option choice
Gmail integration, Einstein Activity Capture and Inbox, matched to your licenses.
/02
Setup and rollout
Enhanced Email, Gmail Integration and Sync settings, and a Chrome extension rollout plan.
/03
Panel design
The Salesforce fields and actions each team sees inside Gmail.
/04
Capture rules
Which users, emails and events sync, and which addresses are excluded.
/05
User support
Help for users who can't connect the extension or don't see the panel.

Looking for delivered work? See case studies

FAQ

Frequently asked questions.

What architects ask before commissioning a Techila integration.

Sources

Last reviewed:

  1. Salesforce Help, Gmail integration setup and activation guide (read 10 November 2026)
  2. Trailhead, Gmail integration and Einstein Activity Capture setup (read 10 November 2026)
  3. Trailhead, Learn about email and calendar integration tools (read 10 November 2026)
  4. Salesforce Help, Retirement of Einstein Activity Capture features: Activity Metrics, Activities Dashboard, Recommended Connections and Activity 360 Reports (read 10 November 2026)

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