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Salesforce

is a service that offers advanced CRM integration solutions and a cloud-based platform for managing large sets of customer data.

The applications of both the service and the platform are wide; as such, Salesforce could be used by many employees, regardless of their job description. Unlike Jira, which is a tech-only type of service, Salesforce could be used by a company’s marketing, sales, management, or even technical departments.

The Salesforce Chrome extension is a quick way to get access to your Salesforce records and data a lot easier. When writing emails or analyzing incoming messages, it is highly important to know who you are talking to. Whether they are a customer, a business lead, or someone from your industry, you should have available as much information about that person as you can get.

With this Chrome extension, you can easily tap into your company’s database and access, from your Gmail, the available Salesforce records your business has about the person whose email you are reading.

On the flip side, if you want to add someone to the company’s existing Salesforce records, you can do that as well, again, from your Gmail’s interface.

This Chrome extension is offered by Salesforce and allows managing your activity and correlating your Gmail correspondence and Google Calendar appointments with Salesforce’s system. For example, you can manage Salesforce tasks from Gmail, add appointments, schedule meetings, and register those records in Salesforce, or craft emails quickly by using your company’s Salesforce templates.

Thanks to this Salesforce-Gmail integration, you will ease your workflow and will have more consistency when writing or replying to your emails. Knowing things about who you are talking to and updating that information on the go will benefit and improve both your productivity and your peers’ work quality and quantity