Salesforce Agentforce Agent from Gmail
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Apr 10, 2025
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0:05
hello everyone in this video we are
0:07
going to see how to access Salesforce
0:11
agent force agent from
0:14
Gmail the first prerequisite for this is
0:19
we have to set up lightning for Gmail in
0:22
Salesforce and next we should have
0:26
employee agent force agent in
0:30
Salesforce we have to go to lightning
0:34
for Gmail and sync settings this is for
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classic in Salesforce lightning
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experience you have to go to Gmail
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integration and sync and then you have
0:45
to enable Gmail integration
0:48
once this is
0:52
enabled you have to add this uh Chrome
0:58
extension you have to open your Gmail
1:01
account in Chrome browser and then you
1:04
have to open the Google Chrome
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extension if you are using uh custom
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domain then you have to use uh use
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custom domain if you are going to use uh
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the regular login.salesforce.com
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uh then you can directly enter your
1:20
username and password and then you
1:22
should be able to
1:24
login once you are logged in then when
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you are on your Gmail you should be able
1:31
to access your employee agent force
1:34
agent using the Einstein
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link let's look at it
1:44
so here if you open your
1:48
uh
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extension so this is the Salesforce
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extension once this is opened you should
2:00
see
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Einstein and then you should be able to
2:05
access agent forc employee agent from
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your Gmail application or Gmail
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so I'm asking I would like to follow up
2:34
on my lead and I'm using my name can you
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write an email for it so now it will go
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and verify whether the email is there
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and then it will try to draft an
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email okay
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so if I use a random lead name and if I
2:57
don't have access to that lead record
3:00
then it won't generate this email
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so make sure you have
3:06
uh employee agent force agent so that
3:09
from your Gmail you should be able to
3:13
access the agent force
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agent please check the video description
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in the video description I have given my
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blog post from the blog post you should
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be able to set up Lightning for Gmail
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and then uh I have given some uh
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screenshots for your reference so that
3:31
you should be able to access agent force
3:34
employee agent from your
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Gmail i hope it was
3:49
helpful thank you for watching
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