Salesforce app for Google Chat

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

Before you begin

• You need permission from your Google Workspace administrator to install apps.
• You need to add the app to Chat. Learn how to find apps and add them to Chat.
• You need a Salesforce account.

Set up the Salesforce app in Chat

1. Open the Chat app .
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. Tap Configure.
5. Sign in to your Salesforce account.
6. At the "Allow Access" window, tap Allowclose your browser window.

Search using the Salesforce app

1. Open the Chat app .
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. Tap a resulttap 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.

 

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