With the Salesforce for Gemini add-on, you can get information from Salesforce, and create leads and contacts, all without leaving Gemini in Gmail on the web. During Alpha, this feature is only available in English.
Get the Salesforce for Gemini add-on
- Install the extension from the Google Workspace Marketplace. Note: The extension is only available if your Google Workspace administrator has assigned you a supported Gemini license and made the extension available for installation.
- Open the extension and follow the instructions to link your accounts.
Ask Gemini for help with Salesforce tasks
Open Gemini in Gmail on the web and ask to view information or create leads and contacts.
Tip: Include “in Salesforce” so Gemini knows to use the Salesforce add-on
When you have a relevant email message open, you can enter the following prompts:
- Create a lead in Salesforce
- Create a contact in Salesforce
- View this opportunity in Salesforce
- View this lead in Salesforce
- View this contact in Salesforce
When you’re in the main Gmail inbox view or have an unrelated message open:
- View lead name in Salesforce
- View my opportunity name opportunity in Salesforce
- Show me the account name account in Salesforce
- Create a contact for contact name in Salesforce and add contact email as her email
- Create a lead in Salesforce with name lead name and company company name
Use suggested prompts
When Gemini detects a message from a potential customer, you see a Take action on this sales inquiry suggested prompt below the subject when you open it. You get options to create a lead, research the company, view opportunity details from Salesforce, or export the message to Salesforce.
For details, go to Take action on messages from sales leads with Gemini.