Google Integration with Salesforce.com – Adwords, google Docs, Gmail

Google Integration with Salesforce.com – Adwords, google Docs, Gmail button.

Google Integration with Salesforce.com is done to use number of google services in force.com with out leaving Salesforce.com. Google and Salesforce.com have close relationship. These two provide number of complimentary products and the fact that both dominate the cloud space.

In Salesforce.com, Google Adwords, Google Docs to Salesforce.com, Google Docs Tab, Gmail to Salesforce.com, Gmail Buttons and link, Google Talk Sidebar Components can be added by administrator simply by activating these features in Salesforce.com. Google Integration with Salesforce.com service and features are designed for business users.

How to add Google Docs to Salesforce.com?

Google Integration with Salesforce(Google Docs) :- Google Docs to Salesforce.com allows users to collaborate and share Google documents to any users in our organization. Using Google Documents we can create spreadsheets, on-demand documents and different presentation. To activate Google Docs to Salesforce service follow the steps given below.

  • Go to Setup=>Administer=>Google Apps=>Google App Settings.
  • Screen Shot 2016-06-24 at 10.05.21 AM Click on Google Apps Settings. Now a new screen will display to configure google Apps Domain. Create new google apps domain if you don’t have.

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  • Click in Edit button.

Google Integration with Salesforce.comUse Google Docs & Attachments as a related list on any salesforce.com record to create, edit, or view Google docs and easily associate them to a record. use the “Add Google Doc to Salesforce.com” browser button to associate Google docs with salesforce.com records even when not currently working in the salesforce.com.

Google Docs Integration with Salesforce.com

Google Integration with Salesforce (Google Docs Tab) :- Google Docs Tab allows salesforce users to access all Google documents simply from Docs home page with out leaving the Salesforce.com User Interface. Using Google Docs Tab in Salesforce, we can also access Spreadsheets and presentations.

How to add Gmail to Salesforce.com?

Google Integration with Salesforce (Gmail):- Adding Gmail to Salesforce.com allows Salesforce users to send emails from Gmail User interface to records in salesforce.com. Before adding Gmail buttons and links in Salesforce.com we have to setup from configuration which generated new email address to our account. Then we have to add this email address to the BCC field of our outgoing Gmail message and it will be routes to Salesforce.com. We can also chat with out user using Gmail in Salesforce.

We can add Gmail Buttons and Links in Salesforce.com. When we click on these two buttons a new pop up window will be opened which automatically logs into your Gmail account and populates the To field with the correct email address.

To Add Gmail to Salesforce.com button follow the steps given below.

  • Go to Setup=>Email Administration=>Email to Salesforce.

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  • Click on Email to Salesforce link. Now a new window will be displayed where we have to activate Email to Salesforce.

Gmail to Salesforce.com

  • Click on Save Button. Now go to Setup=>Administer=>Google Apps=>Google App Settings.

Gmail to salesforce1

  • Click on Google Apps Settings link and now we have to activate Google Apps Services as shown below

gmail to Salesforce

After activating Google Apps Services Save all the settings.

How to connect Google Adwords with Salesforce?

Google Integration with Salesforce (Google Adwords):- Google Adwords are mainly used in Marketing where Google AdWords allows to track the effectiveness of our online advertisement investments. When a user click on Google AdWord online advertisement the user will be redirected to our website that hosts a Web-to-Lead form. When a visitor enters information into the Web-to-Lead form, a lead is created in our Salesforce.com organisation.

Leads that originate from Google AdWords have a Lead Source value of “Google AdWords” and an activity record that shows the Google AdWords campaign, ad group, ad headline, and keyword that drove the lead to your website. You can then track the effectiveness of your advertising with a Google AdWords dashboard and several Google AdWords reports are pre-built in salesforce.com. There are also a large number of Google-related apps on the AppExchange for additional functionality such as synching contacts and calendars, integrating with Google Maps and using Chatter with Google Alerts.

How to enable multiple Currencies in Salesforce

How to enable multiple Currencies in Salesforce

In Salesforce.com, we can manage multiple currencies in salesforce, we can edit dates exchanges rates in salesforce, we can edit currency conversion rates and also we can make currency exchange rates available in formulas.

How to enable multiple currencies in Salesforce.com?

To enable multiple currencies in Salesforce.com we have to enable manage multiple currencies. Follow the steps given below.

  • Go to Setup=>Administration Setup=>Company Profile=>Manage Currencies.multiple currencies in salesforce.com
  • After enabling multiple currencies in Salesforce then we have to set up “Corporate currency”.

multiple currencies in salesforce.com

  • Click on allow support to activate multiple currencies check box.

Corporate Currency is that which reflect the currency used by the Corporate Company Headquarters. Every Salesforce user must have their “personal currency”. This personal currency is used when a user create new record, the user’s personal currency will be automatically selected.

When administrators change an existing conversion rate, all currency amounts are immediately updated with the new rate across the entire Org. This includes all conversions within opportunities, forecasts, and other amounts that use the current conversion rate. Previous conversion rates are not stored and you cannot track revenue gain or loss based upon currency fluctuations. If currency changes severely impact your company, then we have to investigate using Dates Exchange Rates.

Advanced Currency Management in Salesforce.com

In Salesforce, Campaign Opportunity Field uses dated exchange rates when calculating the amount in the campaign currency. Advanced currency management allows you to manage dated exchange rates for opportunities. Dated exchange rates allow you define a conversion rate for a specified currency’s date range.

For example, a company’s exchange rate in the 3rd quarter and 4th quarters are 1 USD to .50 EUR and 1 USD to .65 EUR, respectively. All opportunities that close in the 3rd quarter use the 3rd quarter exchange rate (1 = 0.5) while those that close in the 4th quarter use the 4th quarter rate (1 = 0.65). This retains the historical conversion rates and tends to be very beneficial to most large companies.

Force.com supports multiple currencies and advanced support for multiple currencies for opportunity management, forecasting and reporting. With multi-currency enabled each international division can track, forecast and report on opportunities in local currencies, while providing enterprise-wide forecasting and reporting in a single common currency.

Static conversion rates  instead of dated exchange rates, are used in forecasting, currency fields in other objects and currency fields in other types of reports. When advanced currency management is initially enabled, your existing static exchange rates automatically become your first set of dated exchange rates. These rates are valid until you define another set of exchange rates.

When advanced currency management is enabled, Visualforce inputField and outputField components cannot display currency fields. If you enable advanced currency management, you cannot create roll-up summary fields that calculate currency on the opportunity object. Enabling multi currency may have some unintended consequences regarding SOQL queries and aggregate functions. Be sure to check the documentation for the implications of enabling multi currency.

Salesforce Google Apps – Salesforce Tutorials

Salesforce Google Apps – Salesforce Tutorials

Salesforce Google apps like Gmail allows you to seamlessly route emails sent from the Gmail UI to records in salesforce.com. Once set up, the Force.com platform will generate a unique email address for your account. Simply add this email address to the bcc field of your outgoing Gmail message and it will be routed to salesforce.com and created as an activity on matched leads, contacts, opportunities, and other records that support activity history. Gmail to Salesforce.com works for chats as well.

Gmail Buttons and Links
 
Gmail Buttons and Links is a quick and convenient way to use Gmail from within the salesforce.com UI. The service adds a Gmail link next to email fields on all records and a Compose Gmail button on the Activity History related lists for leads and contacts. When you click one of these two buttons, the salesforce.com UI pops up a new window, automatically logs you into your Gmail account and populates the To field with the correct email address.

Google Talk Sidebar Component

If your company uses Google Talk for instant messaging, you can enable the service to display below the sidebar search on the left pane of the salesforce.com UI. The Google Talk interface allows users to stay within the salesforce.com environment and allows them to toggle it off, on or even expand into its own window. Chats for contacts and leads can also be easily logged as an activity their records.

How to add Google apps to Salesforce.com?

Google Apps in Salesforce are available for Google business accounts but not consumer accounts. Generally we identify a consumer account by the “gmail.com” domain. Example:- abc123@gmail.com is a consumer account. For Salesforce Google apps, we must register the domain with Google for our organization. Example:- mycompany.com is a business account.

In Salesforce.com, firstly we have to create Google apps account for our organization then we have to create Google apps account for our salesforce user. Follow the steps given below to add Google apps to salesforce.com. After creating a Google Apps account for your organization, create Google Apps accounts for your Salesforce users by clicking Export to Google Apps from

Setup=> Administer => Google Apps=>Google Apps Settings.

Salesforce google apps

  • To use Salesforce Google apps we have to configure three main steps they are first create Google app account, Configuring Google apps domain settings, Activating Google apps services, Creating google app users.

Salesforce google apps2

How to Enable Salesforce Translation Workbench

How to Enable Salesforce Translation Workbench

Salesforce Translation Workbench can translate virtually everything from custom picklist values to custom fields into a supported language. Salesforce.com allows users to work in their language of choice with a simple language attribute on the users’ record. The salesforce.com UI is available in Danish, German, English, Spanish, Finnish, French, Italian, Japanese, Korean, Dutch, Portuguese (Brazil), Russian, Swedish, Thai, Chinese (Simplified) and Chinese (Traditional). To translate customizations to our Organisation or to override translations from managed packages, use the Salesforce Translation Workbench. Using Salesforce Workbench Translation customizations are also available for partner and customer portal users. As an administrator we should add translatable languages to our Organisation and optionally assign a user responsible for translating customizations. The admin interface allows you to translate the text for buttons and link labels, custom fields, standard field help, record types, picklist values, web tabs and plus much more.

How to enable or disable Salesforce Translation workbench?

To enable Salesforce Translation workbench follow the steps given below.

  • Go to Setup=>Administer=>Translate Workbench.

How to Enable Salesforce Translation Workbench

  • To enable Salesforce Translation Workbench click on Translate Settings and a new page will be opened now click on Enable button as shown below.

Salesforce Translation Workbench

  • To disable Salesforce Translation Workbench click on Disable button as shown below.

disable Salesforce Translation Workbench

Once enabled, the Translation Workbench imposes some changes to your salesforce.com Org:

  • Picklist values must be edited individually and you can no longer mass update picklist values (mass add is still available)
  • When sorted alphabetically, picklists are sorted alphabetical by the Org’s default language
  • Reports may have a language drop down for certain filter criteria
  • Web-to-Lead and Web-to-Case require a language selection before generate the HTML
  • Not everything in salesforce.com is translatable. You are currently not able to translate Visualforce tabs, homepage components elements or record type descriptions.

How to add Translated languages or Translators in Salesforce.com?

In Salesforce.com to add new language click on new button to activate or add new translated language. To make the translates language available to all users in salesforce click on activate button. Like wise to add new translator in salesforce select any language from the available list and click on Add button.

How to Send Mass Email in Salesforce

How to Send Mass Email in Salesforce

Mass Email in Salesforce is not designed to be an email marketing solution. Here in email distribution lists we have contacts, leads, person accounts, or users that are accessible to your user in salesforce.com. Using this feature we can send mass email in salesforce up to a maximum of 1,000 external email addresses per day and the number of external email addresses in your list is dependent on our Salesforce edition. We can send unlimited mass emails to internal users in Salesforce.com.

Before sending  Mass Email in Salesforce check the following points.

  1. For use with mass emails, we have to create email templates using plain text or HTML (with and without letterheads) which includes record-specific data via merge fields, graphics and attachments.
  2. Mass emails can be sent immediately or scheduled for delivery.
  • Users can view and cancel mass emails they schedule by clicking Setup -> Email -> My Mass Emails.
  • Administrators can view and cancel mass emails scheduled by all users in their Organisation by clicking Setup -> Monitoring -> Mass Email.

Send mass email in Salesforce

In Salesforce.com we can send mass Email to contacts, leads, Salesforce users. For example we want to send Mass Emails for a person Contact then we to navigate to Contact or cases tab and click on Mass Email Contacts. To send Mass emails to Leads go to Leads tab and click on mass Email Leads link.

Points to be noticed when sending Mass Email in Salesforce.

  • The “from” email field is automatically generated with the sending user’s email address and cannot be changed.
  • You cannot send a mass email using a Visualforce email template.
  • Salesforce.com has some issues with whitelisting of mass emails that may cause your mail to in up in the recipient’s spam folder.

If our Organisation has more complex mass email requirements or needs to send very large volumes of mail, we have to go for one of the many mass email applications available on the AppExchange. Pricing typically depends upon volume but these applications do offer some attractive features such as the ability use pre-designed templates, easily build segmented lists, track post-launch statistics (opens, clicks, bounces, unsubscribes, etc.) and opt-in/out management all from within salesforce.com.