Use the Salesforce for Gemini extension in Gmail

Important: This feature requires an eligible Google Workspace subscription. Learn about Gemini features and plans.

With the Salesforce for Gemini extension, you can get information from Salesforce and create leads and contacts directly from Gemini in Gmail.

Learn how the Salesforce for Gemini extension works

• After you install and link the extension to your Salesforce account, Gemini in Gmail might detect when you receive a message from a potential customer. 
• When you open the message, below the subject line, you get a suggested prompt. To save the lead’s contact information and research their company, click the prompt to open Gemini in Gmail.
• The Salesforce for Gemini extension is only available: 
  • For eligible Workspace accounts.
  • In English.
  • When you use Gmail in your browser.

Set up the Salesforce for Gemini extension

Important: To use the extension, your Salesforce administrator needs to give your organization access to the extension. If you can’t install the extension, contact your administrator.

1. On your computer, open your browser.
2. Download and install the Salesforce for Gemini extension.
3. Open the extension.
4. To link the extension to your Salesforce account, follow the on-screen instructions.

Ask Gemini in Gmail for help with Salesforce tasks

1. On your computer, open Gmail.
2. At the top right, click Ask Gemini .
3. To get help with a task, enter a prompt.
   • If you have a relevant message open, enter:
     • “Create a lead in Salesforce”
     • “Create a contact in Salesforce”
     • “View this opportunity in Salesforce”
     • “View this lead in Salesforce”
     • “View this contact in Salesforce"
   • If you’re in the main Gmail inbox view, or have an unrelated message open, enter:
     • “View [lead name] in Salesforce”
     • “View my [opportunity name] opportunity in Salesforce”
     • “Show me the [account name] account in Salesforce”
     • “Create a contact for [contact name] in Salesforce and add [contact email] as their email”
     • “Create a lead in Salesforce with name [lead name] and company [company name]”

Tip: To use the Salesforce in Gemini extension, include “in Salesforce” in your prompt.

Use suggested prompts

When Gemini in Gmail finds a message from a potential customer, you get a Take action on this sales inquiry suggested prompt below the subject when you open the message. You get options to:

• Create a lead
• Research the company
• Reply to the message with details from Salesforce

Save a lead’s contact information to Salesforce

1. On your computer, from an open email, click Take action on this sales inquiry.
   • The Gemini in Gmail side panel opens and generates a sales brief based on the message.
2. Click Track this lead in Salesforce.
3. (Optional) Edit the contact information.
4. Add information for any required custom fields.
5. Click Create lead.

Research a lead’s company

1. On your computer, from an open email, click Take action on this sales inquiry.
   • The Gemini in Gmail side panel opens and generates a sales brief based on the message.
2. Click Research this company.
   • You can have Gemini save the information to a document in Drive.
3. (Optional) To edit the name of the document and its location, click Edit task.
4. Click Create document.

Reply with details from Salesforce

1. On your computer, from an open email, click Take action on this sales inquiry.
   • The Gemini in Gmail side panel opens and generates a sales brief based on the message 
2. Click Research this company.
   • In the Gemini in Gmail side panel, you get an in-depth report about the company.
3. (Optional) To edit the name of the document and its location, click Edit task.
4. Click Create document.

Salesforce for Gemini FAQs

How do I troubleshoot the Salesforce for Gemini extension?

Important: 

• The Salesforce for Gemini extension can’t search encrypted fields in Salesforce.
• If your Salesforce configuration has complex validation rules for leads or new contacts, you may get an error message in Gemini in Gmail. In this case, you can click Do in Salesforce and finish entering the data.

If you receive an error when you use the Salesforce for Gemini extension, or the prompt fails to generate a response, you can:

• Try the prompt again.
• Refresh Gmail and then try again.
• Try a different prompt from the list of suggested prompts.

If you still have issues with the extension, contact your administrator.

Why do I only get some of the options described on this page?

• Some options are only available on the first message from a potential customer, while others are only available after you engage with the lead.
• Suggested prompts only appear in Gmail on the web. They don’t appear in the Gmail app for Android, iPhone, and iPad.
• If you think a message is a sales lead, but you don't get the Take action on this sales inquiry suggested prompt:
  • In Gmail, at the top, click Support Send feedback to Google.
  • To enter your feedback, follow the on-screen instructions.
• If you don’t get a suggested prompt for any other action (for example, “Export this email”), contact your administrator.

How do I link another Salesforce account?

If you have more than one Salesforce account and want to link a different one:

1. In your browser, go to https://myaccount.google.com/security.
2. In the “Your connections to third-party app & services” card, click See all connections.
3. Click Salesforce Delete all connections you have with Salesforce.
4. In the pop-up, click Confirm.

After you delete the connection with Salesforce:

1. In Salesforce, sign in to the Salesforce account that you want to use.
2. In the Gemini in Gmail side panel, enter “Help me use the Salesforce extension” to trigger the account linking flow.
3. To link your accounts, follow the on-screen instructions.

Related resources

• Get started with Gemini for Google Workspace
• Collaborate with Gemini in Gmail