{"id":463,"date":"2017-03-27T10:10:47","date_gmt":"2017-03-27T08:10:47","guid":{"rendered":"https:\/\/texei.com\/non-classe\/google-to-salesforce-integration-step-by-step\/"},"modified":"2023-08-15T17:46:37","modified_gmt":"2023-08-15T15:46:37","slug":"google-to-salesforce-integration-step-by-step","status":"publish","type":"post","link":"https:\/\/texei.com\/en\/advices\/google-to-salesforce-integration-step-by-step\/","title":{"rendered":"Google to Salesforce integration step by step"},"content":{"rendered":"<p>At <a href=\"http:\/\/www.texei.com\" target=\"_blank\" rel=\"noopener\">Texe\u00ef<\/a>, we have recently been through <a href=\"https:\/\/releasenotes.docs.salesforce.com\/en-us\/spring17\/release-notes\/rn_sales_lightning_for_gmail.htm\" target=\"_blank\" rel=\"noopener\">Lightning Sync for Gmail<\/a> to activate this Spring\u2019 17 fresh new feature for one of our client\u2026 and it wasn\u2019t as easy as it seems\u2026<\/p>\n<p>Despite an <a href=\"https:\/\/help.salesforce.com\/articleView?id=lightning_sync_admin_google_implement.htm&amp;type=0&amp;language=en_US&amp;release=206.13\" target=\"_blank\" rel=\"noopener\">official documentation<\/a> was released by Salesforce to help us handle the technical part of the configuration, it can still remains complicated for those of us who aren\u2019t familiar with Google admin consoles and APIs.<\/p>\n<p>We hope that the following step by step tutorial will enable Salesforce Admins to save time configuring this <a href=\"https:\/\/help.salesforce.com\/articleView?id=lightning_for_gmail_overview.htm&amp;type=0\" target=\"_blank\" rel=\"noopener\">new awesome feature<\/a>.<\/p>\n<h2><\/h2>\n<h2>Before we start, you\u2019ll need to open 3 different tabs in your favorite browser :<\/h2>\n<ol>\n<li>Once logged in into your Salesforce org, navigate to <strong>Setup<\/strong> \/ <strong>Email<\/strong> \/ <strong>Lightning Sync<\/strong> \/ <strong>Sync Setup<\/strong><\/li>\n<li>As your company use Google for work to manage emails, go to <a href=\"https:\/\/console.cloud.google.com\/\" target=\"_blank\" rel=\"noopener\"><strong>https:\/\/console.cloud.google.com<\/strong>\/<\/a> also known as Google Cloud Platform and be sure to login with your admin credentials (the ones you use to manage your company email service)<\/li>\n<li>You\u2019ll also need to configure (as an admin) your google for work console which can be found at this URL: <a href=\"https:\/\/admin.google.com\/\" target=\"_blank\" rel=\"noopener\"><strong>https:\/\/admin.google.com\/<\/strong><\/a><em>your_google_domain\/<\/em><\/li>\n<\/ol>\n<h2><\/h2>\n<h2>Now that you\u2019re ready let\u2019s go through the technical stuff :<\/h2>\n<h3>1. From the Salesforce setup\u00a0page<\/h3>\n<p>Make sure to enable Lightning Sync and choose your connection method: OAuth 2.0 for Google.<\/p>\n<figure class=\"wp-caption\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/16ea3-1ebetkvuxiw6xksd-fgdxkq.png\" alt=\"Lightning Sync Setup\" width=\"800\" height=\"324\" data-width=\"2286\" data-height=\"928\" \/><figcaption class=\"wp-caption-text\">You should also make sure Enhance Email feature is enabled for your\u00a0org.<\/figcaption><\/figure>\n<h3>2. From your google cloud platform\u00a0console<\/h3>\n<h4>Navigate to <strong>API Manager<\/strong> with the hamburger menu<\/h4>\n<figure><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/f44bc-1s6ytrumh7xqi6zuolim3qq.png\" alt=\"Google Cloud Platform\" width=\"800\" height=\"510\" data-width=\"1928\" data-height=\"1230\" \/><\/figure>\n<p>&nbsp;<\/p>\n<h4>Create a <strong>new project within your google domain<\/strong><\/h4>\n<p>It can be easily done from the menu top bar.<\/p>\n<figure><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/8333f-1nxybu6xgfw-au1kafzy70a.png\" alt=\"Create a new project within your google domain\" width=\"800\" height=\"225\" data-width=\"1100\" data-height=\"310\" \/><\/figure>\n<p>&nbsp;<\/p>\n<h4>Creation of a new project takes a couple of seconds in order to be provisioned<\/h4>\n<figure class=\"wp-caption\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/60319-19lp0wmxjqtoanklpbllg5g.png\" alt=\"Creation of a new project Salesforce sync\" width=\"800\" height=\"412\" data-width=\"1032\" data-height=\"532\" \/><figcaption class=\"wp-caption-text\">Be sure to choose a meaningful name. It generally takes 10 to 30 seconds to provision the newly created\u00a0project.<\/p>\n<\/figcaption><\/figure>\n<p>Now that you\u2019re in your new project, under the top bar menu, click Enable API and search for Calendar in the search box.<\/p>\n<h4>Choose <strong>Google Calendar API<\/strong> and click enable<\/h4>\n<p><a href=\"https:\/\/giphy.com\/gifs\/3o7btOHeTCtWd7b3uU\/html5\">https:\/\/giphy.com\/gifs\/3o7btOHeTCtWd7b3uU\/html5<\/a><\/p>\n<p>Back to the project, repeat the same operation to enable the <strong>Contact API<\/strong>.<\/p>\n<p>Once these two API activated, we need to <strong>create credentials<\/strong> from the project main page. Navigate to credentials from the left menu.<\/p>\n<h4>Click <strong>Create Credentials<\/strong> and choose <strong>Service Account Key<\/strong> from the top-down menu<\/h4>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/5120d-1vvu1cjvzz-5cl8capsmafw.png\" alt=\"API Manager : Create Credentials and choose Service Account Key\" width=\"800\" height=\"448\" data-width=\"2246\" data-height=\"1260\" \/><\/figure>\n<p>&nbsp;<\/p>\n<p>The next screen allows you to choose several options when creating a new Service Account key :<\/p>\n<blockquote><p>(1)Choose <strong>New service account<\/strong><\/p><\/blockquote>\n<blockquote><p>(2)<strong> Name<\/strong> your account<\/p><\/blockquote>\n<blockquote><p>(3) Select <strong>Project Owner<\/strong> role from the cascade drop list<\/p><\/blockquote>\n<blockquote><p>(4) Choose to generate a <strong>JSON key type<\/strong><\/p><\/blockquote>\n<blockquote><p>(5) Generate the <strong>JSON key<\/strong> ans make sure to save it locally on your computer<\/p><\/blockquote>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/a6f02-1lx50nosrsoqwfdkn3p7zhg.png\" alt=\"API Manager : choose several options when creating a new Service Account key\" width=\"800\" height=\"453\" data-width=\"2330\" data-height=\"1320\" \/><figcaption class=\"wp-caption-text\">The private key newly generated enable access to your company calendars and contacts. Be sure to keep it\u00a0safe<\/p>\n<\/figcaption><\/figure>\n<p>When done, you now need to complete a few more steps to grant your project access to G suite for your whole company.<\/p>\n<p>From the credentials screen, you can know access the newly created service account key.<\/p>\n<h4>Click on the <strong>Manage service account<\/strong> : link on the right top corner of the service accounts list.<\/h4>\n<p>It leads to your project IAM &amp; Admin console where you need to <strong>Edit your Service Account properties<\/strong><\/p>\n<h4 class=\"wp-caption\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/1d73d-1ifwwcp82ziuosnddpuzr9q.png\" alt=\"IAM &amp; Admin : edit your Service Account properties\" width=\"1200\" height=\"353\" data-width=\"2846\" data-height=\"838\" \/><\/h4>\n<p>Click Edit from the \u201c3 dots\u201d button linked to your Service account to edit properties<\/p>\n<figure class=\"wp-caption\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/bad0f-1ezmsxcwuzx1vklzf5fmkba.png\" alt=\"Edit service account\" width=\"800\" height=\"650\" data-width=\"1024\" data-height=\"832\" \/><figcaption class=\"wp-caption-text\">Tick the box to enable G suite DwD and Configure consent\u00a0Screen<\/figcaption><\/figure>\n<p>On the consent screen, make sure to select your <strong>current company email<\/strong> address and fill in the <strong>Product name shown to users<\/strong> field with a meaningful name. You can leave the others fields blank as they are optional. When you\u2019re done, save your Service Account Edit page.<\/p>\n<p>Congratulation, your Service Account is now created\u00a0! Be sure to <strong>copy your Client ID<\/strong> as we\u2019ll need it later.<\/p>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/3ddce-1t93rhgevxavwfaacddw_iq.png\" alt=\"Service Account is now created\" width=\"1200\" height=\"312\" data-width=\"2304\" data-height=\"600\" \/><\/figure>\n<h3><\/h3>\n<h3>3. From <a href=\"https:\/\/admin.google.com\/\" target=\"_blank\" rel=\"noopener\"><strong>Google for work\u00a0console<\/strong><\/a><\/h3>\n<p>Navigate to S<strong>ecurity<\/strong> \/ A<strong>dvanced settings<\/strong> \/ <strong>Manage API Access<\/strong><\/p>\n<p>&nbsp;<\/p>\n<figure class=\"wp-caption aligncenter\"><img decoding=\"async\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/9edb6-1d6-7ckbycl_5__ixsjgeba.png\" data-width=\"1728\" data-height=\"1346\" \/><figcaption class=\"wp-caption-text\">Be sure to login as admin as you need permission set to access API Management to integrate G suite with third party softwares<\/figcaption><\/figure>\n<p>When you\u2019re in, from the Manage API client access, you can add an entry to authorize your client.<\/p>\n<blockquote><p>(1) In <strong>Client Name<\/strong> enter the <strong>Service Account Client ID<\/strong> you previously copied at the end of step 2<\/p><\/blockquote>\n<blockquote><p>(2) In <strong>API Scopes<\/strong>, enter these<strong> URLs, <\/strong>separated by a coma:<\/p><\/blockquote>\n<blockquote><p><strong>https:\/\/www.google.com\/m8\/feeds<\/strong><br \/>\n<strong>https:\/\/www.googleapis.com\/auth\/calendar.readonly<\/strong><br \/>\n<strong>https:\/\/www.googleapis.com\/auth\/contacts.readonly<\/strong><\/p><\/blockquote>\n<blockquote><p>(3) <strong>Authorize<\/strong> your Client to access these APIs<\/p><\/blockquote>\n<figure><img decoding=\"async\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/c7201-1gupayahni5zctdls1xg2jq.png\" data-width=\"2778\" data-height=\"540\" \/><\/figure>\n<p>&nbsp;<\/p>\n<p>For official Salesforce\u2019s information about these APIs, please see <a href=\"https:\/\/help.salesforce.com\/articleView?id=lightning_sync_admin_google_prep_google.htm&amp;type=0&amp;language=en_US&amp;release=206.13\" target=\"_blank\" rel=\"noopener\">this help page<\/a>, section 2 \/ c.<\/p>\n<h3>4. Back to Salesforce Setup to (finally) configure Lightning Sync for\u00a0Gmail<\/h3>\n<p>First, make sure you properly enabled Lightning Sync feature and chose the right authentification method -&gt; OAuth 2.0 for Google<\/p>\n<p>Next, you\u2019ll have to <strong>import the JSON key file<\/strong> you generated in step 2.<\/p>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/f900b-1k8cgnsz-jkhm8g7h68p3uw.png\" alt=\"Lightning Sync Setup\" width=\"800\" height=\"543\" data-width=\"1756\" data-height=\"1194\" \/><\/figure>\n<p>&nbsp;<\/p>\n<p>Before testing your connection, you\u2019ll need to <strong>wait for a couple of minutes<\/strong> (2 to 5 generally)<\/p>\n<p>In addition, you\u2019ll need to <strong>configure a new user<\/strong> (or group) in order to test your Google to Salesforce connection. Make sure to <strong>activate your configuration<\/strong> when done.<\/p>\n<p>This basic configuration is easily done through the <strong>Sync Configuration<\/strong> menu. It provides a step by step menu to provision a new user and choose the data set you want to synchronise.<\/p>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/e449f-1mgi4owi98pdf9zsupwr31q.png\" alt=\"Setup Sync Configurations\" width=\"1200\" height=\"361\" data-width=\"2828\" data-height=\"852\" \/><\/figure>\n<h3><\/h3>\n<h3>5. Test your connection<\/h3>\n<p>This can be done either in Sync Setup or Sync Status. Just enter the user\u2019s email adress you want to test. If successful (and it should be the case), you\u2019ll be notified.<\/p>\n<figure class=\"wp-caption\"><img decoding=\"async\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/09\/a3d85-1ch3bu0jpxhyxveydogy1tw.png\" data-width=\"2810\" data-height=\"526\" \/><figcaption class=\"wp-caption-text\">Do not forget to wait a couple of minute before testing, time for the APIs to run\u00a0\u2026\u00a0:-)<\/figcaption><\/figure>\n<p>Finally, enjoy your google calendar right into Salesforce\u00a0!<\/p>\n<p>For the contacts synchronisation, note that a new Salesforce Sync group has been added to your Google contact account.<\/p>\n<p>Any questions\u00a0or\u00a0suggestions\u00a0? Fell free to leave a comment\u00a0!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>At Texe\u00ef, we have recently been through Lightning Sync for Gmail to activate this Spring\u2019 17 fresh new feature for one of our client\u2026 and it wasn\u2019t as easy as it seems\u2026 Despite an official documentation was released by Salesforce to help us handle the technical part of the configuration, it can still remains complicated [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":5248,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[300],"tags":[],"class_list":["post-463","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advices"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Google to Salesforce integration step by step - 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