Intended Audience
This article is intended for faculty and staff who have active Salesforce licenses and wish to log student interactions via email directly in the CRM.
Setting up the Salesforce Gmail Integration
To get started, you will first want to install the Salesforce extension from the Chrome Web Store. After you install the extension, follow the steps below to get signed in.
Step 1: Open Gmail or refresh your current Gmail window. The Salesforce extension will be available in the Extensions menu (puzzle piece icon in the top right corner of your browser).
Step 2: Select Log In to Salesforce
Step 3: A popup window should appear to login to Salesforce. Click the option for Use Custom Domain and type umflint (no dashes or spaces).
Step 4: If you are already logged into Salesforce within the same browser, you will be immediately signed into the extension. If not, select the UM-Flint Single Sign-On (SSO) option to then sign in with your uniqname and password
References
Troubleshooting
If you have any questions or experience any issues with this article, please visit or contact the ITS Helpdesk for assistance and request a support ticket with the ITS CRM team.
Location: 206 Murchie Science Building
Hours: go.umflint.edu/hours
Phone: (810) 762-3123
Email: flint.its.support@umich.edu