Google has launched the Salesforce extension for Gemini in Google Workspace, enabling users to access Salesforce information and create leads directly from Gmail's side panel.
The new extension allows users to interact with Salesforce without leaving their email interface. Users can now:
- Create leads in Salesforce directly from Gmail
- Create contacts in Salesforce from email conversations
- View Salesforce account information while in Gmail
- Research a lead's company to receive relevant summary information
- Generate sales briefs based on email messages or threads using the "Take action on this sales inquiry" feature
Advantages for Sales Teams
The Salesforce for Gemini extension enhances CRM interaction by eliminating the need to switch between platforms. This integration provides:
- Immediate answers to Salesforce-related questions
- Generated insights that help uncover potential opportunities
- Email summarization capabilities
- Quick actions for adding leads
- Suggested responses
These features allow sales professionals to focus more on selling and relationship building rather than searching for information across multiple platforms.
Availability and Requirements
The extension is currently only available:
- In English
- When using Gmail in a browser
- To users with specific Google Workspace subscriptions
Workspace Subscription Eligibility:
- Business Standard and Plus
- Enterprise Standard and Plus
- Customers with Gemini Education or Gemini Education Premium add-ons
- Previous purchasers of Gemini Business or Gemini Enterprise
Implementation Process
For Administrators:
- Admins must install or allowlist the Salesforce for Gemini extension before end users can access it
- Detailed instructions are available in the Help Center regarding managing the Marketplace app allowlist and controlling extension access
For End Users:
- A Salesforce account is required to use this extension
- The feature is now available to both Rapid Release and Scheduled Release domains
