Salesforce Lightning for Gmail

[@yitingzheng1675]

Great demo!

[@laurencetaylor2844]

Thank you appreciate it! :)

[@kevincopeland]

When you add an attachment, can you attach files you already have in Salesforce? We're actually using the Outlook plugin for this but want to add attachments from Salesforce.

[@MoniqueSirgo]

When creating a case from my Gmail account, I have an attachment to the email i am logging in as a case. How do I get the attachment to save on the case?

[@laurencetaylor2844]

In that situation, rather than using the Gmail plugg-in. It might be easier to simply forward the email to the Email-To-Case address, which will auto-create a Case and add any attachments as files to the Case. Less clicks ;)

[@MoniqueSirgo]

@@laurencetaylor2844 Will it pick up any data from the email to help auto-populate fields in the case? Our sales reps receive requests from the customer and we want the rep to create a case from the request. Of course the request comes in via their email with attachments

[@laurencetaylor2844]

@@MoniqueSirgo If the sales rep forwards it on to the email-to-case, then no it won't associate with the original sender.
It'll likely need the associated contact/account manually populated on the Case by your team. But the Case description will have the email + the attachment will be attached.
Most efficient to have your customers email the Email-To-Case email address directly :)

[@beautyofnature1843]

can we create a task in salesforce through gmail?

[@laurencetaylor2844]

Yes absolutely! Just make sure the buttons are added to your Gmail plugin for "New Task"