Comments on: Google Apps and Salesforce – Finally! A first look http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/ It's a reason, not an excuse Sun, 14 Mar 2010 04:08:55 -0700 http://wordpress.org/?v=2.9.2 hourly 1 By: steve wright http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/comment-page-1/#comment-19011 steve wright Wed, 16 Apr 2008 16:25:46 +0000 http://www.momathome.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/#comment-19011 Great post. I would definitely suggest the campaigns sync to googleit actually works like syncing a seperate event or communications calendar to Google cal. It grabs any subset of campaigns in salesforce and places them on any google cal that you own and can then share with your domain. It is a great way to 1) see an events/communications cal laid over your other Google cals, 2) enforce the creation and update of campaigns through the carrott of great visibility to the entire org. It also allows you to bring over any fields from the campaign in to the details of the event in google. Great post. I would definitely suggest the campaigns sync to googleit actually works like syncing a seperate event or communications calendar to Google cal. It grabs any subset of campaigns in salesforce and places them on any google cal that you own and can then share with your domain. It is a great way to 1) see an events/communications cal laid over your other Google cals, 2) enforce the creation and update of campaigns through the carrott of great visibility to the entire org. It also allows you to bring over any fields from the campaign in to the details of the event in google.

]]> By: More on the Salesforce/Google calendar sync bug : A View from Judi Sohn http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/comment-page-1/#comment-18994 More on the Salesforce/Google calendar sync bug : A View from Judi Sohn Tue, 15 Apr 2008 00:08:16 +0000 http://www.momathome.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/#comment-18994 [...] I mentioned in my previous post, the new Google/Salesforce calendar sync seems to have a [...] [...] I mentioned in my previous post, the new Google/Salesforce calendar sync seems to have a [...]

]]> By: Judi Sohn http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/comment-page-1/#comment-18992 Judi Sohn Mon, 14 Apr 2008 23:29:40 +0000 http://www.momathome.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/#comment-18992 Post has been updated to correct the information about adding an email without writing to the contact again. Post has been updated to correct the information about adding an email without writing to the contact again.

]]> By: Judi Sohn http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/comment-page-1/#comment-18991 Judi Sohn Mon, 14 Apr 2008 23:07:39 +0000 http://www.momathome.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/#comment-18991 Ah, I see. I'll give it a try and I'll update the post accordingly. Thanks! Ah, I see. I’ll give it a try and I’ll update the post accordingly. Thanks!

]]> By: Rasmus http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/comment-page-1/#comment-18990 Rasmus Mon, 14 Apr 2008 23:06:40 +0000 http://www.momathome.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/#comment-18990 You don't have to send another email to the contact. For example, you send an email from gmail to contact@acme.com and forget to bcc email-to-salesforce. You can go to your sent box and forward the email you send to the email-to-salesforce address. It will look at that To: and CC: list in the original email you send and match those addresses to contacts. Also; if someone sends you an email, and you only want to store it in the activity history, but not send an email back, you can also just forward the email you received to the email-to-salesforce address. Let me know if this helps? You don’t have to send another email to the contact.

For example, you send an email from gmail to contact@acme.com and forget to bcc email-to-salesforce. You can go to your sent box and forward the email you send to the email-to-salesforce address. It will look at that To: and CC: list in the original email you send and match those addresses to contacts.

Also; if someone sends you an email, and you only want to store it in the activity history, but not send an email back, you can also just forward the email you received to the email-to-salesforce address.

Let me know if this helps?

]]> By: Judi Sohn http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/comment-page-1/#comment-18989 Judi Sohn Mon, 14 Apr 2008 22:58:44 +0000 http://www.momathome.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/#comment-18989 Rasmus, but that means I have to send another message to the contact in order to have their address in the To or CC fields. That's what doesn't work in practice. In Outlook, you could add an email to Salesforce without actually sending an email. Rasmus, but that means I have to send another message to the contact in order to have their address in the To or CC fields. That’s what doesn’t work in practice. In Outlook, you could add an email to Salesforce without actually sending an email.

]]> By: Rasmus http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/comment-page-1/#comment-18988 Rasmus Mon, 14 Apr 2008 22:42:42 +0000 http://www.momathome.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/#comment-18988 Great post! In regards to the Gmail to salesforce part, you can forward emails you receive to your email-to-salesforce address and they will be attached the matching leads/contacts. The matching will be done on both To and Cc'ed email addresses. Great post!

In regards to the Gmail to salesforce part, you can forward emails you receive to your email-to-salesforce address and they will be attached the matching leads/contacts.

The matching will be done on both To and Cc’ed email addresses.

]]> By: It’s Official - Salesforce and Google Apps Unite at nonprofitCRM.org http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/comment-page-1/#comment-18986 It’s Official - Salesforce and Google Apps Unite at nonprofitCRM.org Mon, 14 Apr 2008 19:22:02 +0000 http://www.momathome.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/#comment-18986 [...] Salesforce.com announced last night the much anticipated integration with Google Apps.  I haven’t had a lot of time to look at it.  Judi Sohn is already starting to implement.  Definitely watch her blog for a report out. Update: Here’s Judi’s Post [...]

]]> By: Marc http://www.judisohn.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/comment-page-1/#comment-18985 Marc Mon, 14 Apr 2008 17:33:49 +0000 http://www.momathome.com/2008/04/google_apps_and_salesforce_-_finally_a_first_look/#comment-18985 Judi, This is SUCH a great post - thanks for pointing out the details and where the interface works well and not so well. I'll kick the tires and install this on a developer account and post my thoughts on nonprofitcrm.org. Judi,

This is SUCH a great post – thanks for pointing out the details and where the interface works well and not so well. I’ll kick the tires and install this on a developer account and post my thoughts on nonprofitcrm.org.

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