See the Big Picture for Setting Up Lightning Sync for Google
- Learn About Lightning Sync for Google FeaturesKeep contacts and events in sync between your Google applications and Salesforce. Lightning Sync for Google requires a G Suite account.
- Prepare Your G Suite Account for Lightning SyncThe IT pros or Google administrator at your company can prepare Google servers to communicate with Salesforce. Your Google admin can complete these steps by logging in to your company’s Google API Console and Google Admin Console.
- Prepare Salesforce for Lightning Sync for GoogleAfter an IT pro or Google administrator has prepared your Google for Work account for Lightning Sync, complete the necessary steps to prepare Salesforce, too. From Salesforce, first register the Google API site. Then, select settings to connect the applications using OAuth 2.0 for Google.
- Run the Lightning Sync Connection Test for Google UsersRun the Lightning Sync connection test to confirm whether you and your IT pros have set up Lightning Sync successfully. Or, run the connection test if Lightning Sync was syncing your reps’ items successfully, but suddenly stops.
- Tell Sales Reps How to Prevent Certain Google Calendar Events from Syncing to SalesforceTell your Lightning Sync users how to manage which of their calendar events sync with Salesforce. We recommend that sales reps prepare events that they don’t want to sync before you kick off the sync process. However, reps can manage which events sync at anytime.
- Get Ready to Sync Events with Lightning Sync for GoogleChoose which events sync from Google Calendar™ to Salesforce when your Salesforce admin sets you up to use Lightning Sync for Google.
- Define Lightning Sync for Google Settings for RepsAfter reps prepare their Google Calendar™ events to sync with Salesforce, admins can define sync settings for groups of reps in Lightning Sync configurations. This step kicks off the sync process for reps, and determines how their contacts and events sync between the two systems.
- Get Ready to Sync Contacts with Lightning Sync for GoogleLearn how to sync contacts between Google Contacts and Salesforce when you’re set up to use Lightning Sync for Google.
