create email application pane lightning app builder

Similar to Lightning for Outlook/Gmail, Lightning Sync is a toolset already included with your Salesforce licenses. See the related knowledge article for more information. I MPORTANT: Lightning Sync will no longer be available for new customers with the Winter ’21 release.

Enter Lightning Sync and Einstein Activity Capture (EAC). These are all really great features for sales reps and several of my clients love having these features at their fingertips.īut neither Lightning for Outlook/Gmail or Inbox allow user to sync their calendars to Salesforce. Meeting scheduler and calendar booking tools.Email tracking (who opened the email and how many times).Once you’ve purchased and awarded Inbox licenses, users have enhanced capabilities including: Salesforce has had many integrations of the product, and it is now folded into the Lightning for Outlook/Gmail architecture. Inbox is a paid email integration tool from Salesforce and is a product that was actually a result of the RelatedIQ acquisition. Lightning for Outlook/Gmail is a great introduction to email and Salesforce integration. As a System Admin, I can customize the panes, add or remove record information, and have an impact on how the user engages with the application all through the Lightning App Builder! What I love about Lighting for Outlook/Gmail is that it’s customizable. Styled in the Lightning Design Language, they are easy to use and navigate Lightning for Gmail These updated applications are meant to be lightweight and minimal on features (which is a nice entry point for email integration). Lightning for Outlook/Gmail is included with your Salesforce subscription, and allows users to manually link emails to records in Salesforce. And keep in mind, I’m focusing just on Salesforce solutions – not 3rd party applications.

While this post isn’t about email integration options specifically, I do want to discuss them briefly because there is overlap. We now have choices and can mix and match solutions for a better fit. There is no longer a single tool to do both email and calendar integration. And, like most tech companies, we have seen a bit of an unbundling of apps in this space. Salesforce for Outlook has officially been retired (thank you!) in favor of the newer products. Lightning Sync has been around for a few years, and Einstein Activity Capture (EAC) is a relatively new addition to the integration lineup (and Salesforce AEs have been pushing it hard). However, the newer tools offered by Salesforce to integration email and calendar are actually pretty good.

Create email application pane lightning app builder