Gmail™ Integration: Reminder to Log, Email Tracking Improvements, and Scheduled Email
Sales reps receive a reminder to log the emails they send. Reps can
track emails with the side panel closed and navigate from the tracking history to the original
email. And more options are available for emails scheduled to send later.
Get Reminders to Log Emails from Gmail to Salesforce
Sales reps are busy and must log emails quickly and with fewer clicks. Reps are now prompted to log their emails to Salesforce after they send them. No need to expand the Gmail integration pane to log the email, and reps no longer have to sift through their Sent folder to log emails. This feature gives reps flexibility and control over their workflow, and allows them to log emails how they want to.
Track Emails in Gmail Automatically
Reps can now track emails without opening the Gmail integration side panel, reducing the number of clicks while ensuring information they need is captured. Enable email tracking in the integration pane, and rest assured that the last tracking preference is remembered
Save Time When Viewing Tracking Details in Gmail
Reps can now navigate from the engagement information in the Tracking tab directly to the email that was tracked. Less time searching for email communications means a quicker response and more efficient selling.
Do More with Scheduled Emails
Have your cake and eat it too. Sales reps can now schedule emails to send later while also logging and tracking their email when it is sent. Previously, reps couldn’t track or log scheduled emails. Now, reps can send emails at opportune times for the biggest impact, and set their email to know when their recipient is engaged.
See the Object Types Accessed Most Often in Gmail
When logging an email or event, reps now see their most frequently accessed object types first. Seeing what they access most often first reduces the need to scroll through a long list looking for what they need.
See More Relevant Records Matched to an Email in Gmail
If an email address matches a Salesforce contact or lead and also matches a Salesforce user, the user record is selected as the default matching record. This selection helps to refine the list of related records. If necessary, reps can choose a different record type as the default selection for the matched pair.