Previously, Google announced third-party extensions for Salesforce and AI in Workspace. Beginning today, you can install the Salesforce extension for Gemini in Google Workspace, which will allow you to get information from Salesforce and create leads and contacts directly from Gemini in the side panel of Gmail.
You can ask Gemini for help with Salesforce tasks directly from an email or your inbox. This includes things like “Create a lead in Salesforce”, “Create a contact in Salesforce” or “Show me the [Name] account in Salesforce” and more.
You can also take more complex actions, like “Research a lead’s company” which will return a relevant summary of information. Or you can pull information directly from Salesforce into Gmail by using the “Take action on this sales inquiry” to generate a sales brief based on an email message or thread.
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The Salesforce extension for Gemini in Google Workspace enhances CRM interaction by connecting you directly to Salesforce data without the need to switch between Gmail and Salesforce. You can ask questions and receive immediate answers, and generate valuable insights, helping to uncover potential opportunities. Further, features like email summarization, quick actions to add leads, and suggested responses let you focus more on selling and less on searching for information and more time building stronger customer relationships.
The extension is currently only available in English and when using Gmail in a browser.
Available to Google Workspace:
Business Standard and Plus
Enterprise Standard and Plus
Customers with the Gemini Education or Gemini Education Premium add-on
Anyone who previously purchased these add-ons will also receive this feature:
Gemini Business*
Gemini Enterprise*
Source: Google
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