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How to Install the Salesforce Gmail Integration

To install and access the Salesforce extension for Gmail, please read the Salesforce Help Article on Gmail Integration System Requirements before getting started and follow the steps below.

Settings Required:
  1. Contact Altvia Support or have a full Salesforce licensed admin user go to ‘Gmail Integration and Sync’ and enable ‘Gmail Integration’. 

  1. In Chrome, open the Chrome Web Store.
  2. In the search bar on the top right, type “Salesforce”.
  3. When the search returns the Salesforce Gmail extension, click on ‘Add to Chrome’, then Click ‘Add Extension’, and refresh your email browser.

  1. Open an email in your inbox. You should see the Salesforce icon appear on your side panel where you can begin to use the tool.
  2. The very first thing you’ll need to do is log in to your AIM/Salesforce account. Click on ‘Log In to Salesforce’. Once the login screen appears, you will enter your AIM/Salesforce credentials.