Salesforce app for Google Chat

Use the Salesforce app in Chat to search for accounts, contacts, leads, and opportunities in Salesforce.

Before you begin

Set up the Salesforce app in Chat

  1. Open Chat.
  2. Open a direct message with the app or go to a space with the app.
  3. Enter any message, such as "help:"
    • In a direct message, enter help.
    • In a space, enter @Salesforce help.
  4. Click Configure.
  5. Sign in to your Salesforce account.
  6. At the "Allow Access" window, click Allowand thenclose your browser.

Search using the Salesforce app

  1. Open Chat.
  2. Open a direct message with the app or go to a space with the app.
  3. Enter show query, where query is any keyword, such as "smith." In spaces, enter @Salesforce show query.
    The app returns results for accounts, contacts, leads, and opportunities.
  4. Click a resultand thenclick Open In Salesforce.
  5. To sign out of Salesforce:
    • In a direct message, enter logout
    • In a space, enter @Salesforce logout.

Using the app in spaces

To use the app in spaces, you need to explicitly @mention the app in each message to the app (including in replies to messages from the app). The @mention confirms you're sending the message to the app and not to others in the space.

 


Google, Google Workspace, and related marks and logos are trademarks of Google LLC. All other company and product names are trademarks of the companies with which they are associated.

 

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