WHITE PAPER GOOGLE AND SALESFORCE

Transcription

1 GOOGLE AND SALESFORCE integration

2 CONTENTS 2 Integrating Google Apps and Salesforce 3 Native Integration (Out of the Box Integration) 4 Third Party Applications 5 Custom Integration 6 Maximize Your Cloud Investment With Integrations INTEGRATING GOOGLE APPS AND SALESFORCE Born in the cloud, Cloud Sherpas is a leading Cloud Services Brokerage offering services that span the complete lifecycle - from strategy and implementation to integration and customization - of cloud solutions from salesforce.com, Google, ServiceNow and more. By helping organizations adopt, manage and enhance their solutions, Cloud Sherpas becomes a trusted partner and guide for businesses seeking to take advantage of all the benefits cloud technology has to offer. An integral part of any organization s cloud strategy is integration, as the ability to integrate multiple cloud solutions gives end users the ability to work more efficiently and maximize the benefits of the cloud. While the types of integrations that are most beneficial vary from one organization to the next, some of the most common integrations for enterprises are between their messaging, collaboration, sales automation and customer relationship management systems. Because these platforms provide a standard set of APIs (Application Programing Interface), this can reduce the complexity of the integration. This paper provides specific details for accomplishing a wide range of integrations between Google Apps for Business and Salesforce Sales Cloud. If your organization operates on both Google and Salesforce, you already understand the power of each of these cloud solutions and recognize their ability to transform your organization. But imagine if you could further maximize your investments by combining the power of these two cloud solutions through an integration that allows your end users to work seamlessly between them. There are many ways to integrate Google and Salesforce to realize these benefits, but here is a guide, compiled by the cloud experts, that highlights just a few such integrations. Specifically, this paper presents three approaches to integration - native (out of the box) integrations, third party integrations and custom integrations - as well as when it is appropriate to use each. 2 Google and Salesforce Integration

3 NATIVE INTEGRATION (OUT OF THE BOX INTEGRATION) As a first step, organizations should explore the native features that are provided within the platforms before looking to build or purchase additional services. Salesforce and Google are committed to providing a great user experience, and, often, the native features provide a no-cost, zero-maintenance solution to accomplish your integration needs. Within Salesforce, there are a few out of the box Associate Google Docs with any Salesforce record from within Salesforce View and edit Google Docs associated with records from within Salesforce Share Google Docs with other Salesforce users on the same instance Associate Google Docs with Salesforce records outside of Salesforce with the Add Google Doc to Salesforce browser button Link Google Docs with Salesforce to view and manage all content from one screen integration points that an administrator can enable for the organization. These integrations allow customers to quickly leverage multiple platforms to capture and maintain a history of activity as it relates to an opportunity. Log activity automatically - Send Gmail to Salesforce For better or worse, a large portion of communication with your customers happens via , often outside Reduce storage costs - Add Google Docs to Salesforce Typically, many organizations store contracts, documents and attachments directly in Salesforce. While this method does provide universal access to the information, the costs associated with this redundant storage and the difficulty of collaborating/updating the attachment content is unnecessary. the context of Salesforce. The Send Gmail to Salesforce integration enables users to associate s they send from Gmail to records in Salesforce. Specifically, users can take advantage of this functionality to log s as activities on lead and contact records and set this to occur automatically. Additionally, this integration will automatically add the sender s to Salesforce address to the BCC field of the . By integrating Google Docs with your instance of Salesforce, you gain quick access to the first-rate collaboration capabilities of Google Docs as well as the ability to associate the documents with Salesforce entries. Specifically, users will be able to: 3 Google and Salesforce Integration

4 Work the way you like - Gmail Compose in Salesforce To take the Send Gmail to Salesforce integration one step further, you can add Gmail compose functionality directly into Salesforce. With this integration, Gmail links are added to Salesforce and Compose Gmail buttons appear in the Activity History for leads and contacts. Clicking on these Gmail links will direct users to their Gmail accounts and a new template with the To field pre-populated will appear automatically. If this integration is working in conjunction with the Send Gmail to Salesforce integration, then the BCC field will also include the sender s to Salesforce address by default. THIRD PARTY APPLICATIONS Many third party applications can be accessed through the Salesforce AppExchange or the Google Apps Marketplace. By leveraging standard APIs (Application Programing Interface), which are available in both Google Apps and Salesforce, third party vendors can quickly build applications that offer more robust integration points than they could otherwise offer. providers that we see as strategic solutions. It is important to note that this is not a comprehensive list of third party applications, rather it is a list of some of the applications that we recommend to customers. Contextual awareness in your inbox - Cirrus Insight Cirrus Insight offers Google-to-Salesforce integration by providing the following features: Instantly view leads, contacts, activities, cases, opportunities and more right in Gmail. Log s with a click. Easily create new leads, tasks, events and log calls from inbox. Sync Salesforce contacts with Google Contacts and Salesforce calendars with Google Calendar with only a 30-second install for Chrome or Firefox Marketing Automation Marketing automation provides powerful tools for targeting marketing communications and lead generation. Most marketing automation platforms work in conjunction with Google Apps to deliver the functionality that marketing teams need to drive business without any additional cost. For example, the Gmail tracking app, provides the ability to capture new leads directly in Salesforce by using a browser extension for the Chrome browser. In addition, marketing automation tools integrate with Google Sites by allowing you to embed conversion forms into Google sites to capture prospect information or customer feedback. This information is then stored in your marketing automation platform and can become information that is reported and acted upon in as part of any number of existing or new workflows. Cloud Sherpas has been working with customers to evaluate, select and deploy the applications that best meet their business requirements for many years, and in this process we have established partnerships with several Contracts Management - DocuSign DocuSign integrates with both Google Apps and Salesforce to offer many benefits. For example, DocuSign integrations allow users to take advantage of the collaborative features of Google Docs to create and collaborate on contracts and pre-populate fields in the document with customer data 4 Google and Salesforce Integration

5 from Salesforce. Contracts can then be sent to a customer, signed and stored in Salesforce as part of the entry or stored in Google Drive and associated to the Salesforce entry. Single Sign-On and Active Directory Co-existence Many enterprises have invested in having a single source of truth when it comes to a user/employee directory. Often, the tool of choice is ActiveDirectory, and organizations want to continue to use this infrastructure as the source of authentication between both Google and Salesforce. Because both Google Apps and Salesforce conform to industry standards for security and Single Sign-On (SSO) technologies, many third party solutions can integrate the platforms. Solutions such as OneLogin and Okta utilize SAML technology to provide SSO and are both pure, cloud-based technologies. SecureAuth also utilizes SAML to provide SSO to Google and Salesforce while offering an on-premise appliance that helps to integrate back-office systems as well. Additionally, organizations are increasingly looking to extend their applications outside the firewall for collaboration with external communities, and SSO is a key piece of the solution to provide this extended access in a secure and compliant way. CUSTOM INTEGRATION In situations where neither the native integrations nor the third party applications solve the integration feature requirements, customers can leverage Cloud Sherpas to build custom integratable applications on either the Google or Salesforce development platforms. Google Maps and Geo Many Google and Salesforce customers ask for the ability to visualize their Salesforce customer data in a Google Map in a simple way. Some common requirements include the abilities to place a pin on a map for the location of a particular customer, to place multiple pins on a map to show all customers within a certain radius of another customer and to create a heat map of the density of customers in particular locations. These types of maps can be made available by adding a tab in Salesforce for the users to visualize the data in a manner that is meaningful to them. Send-to-Salesforce The custom Send-to-Salesforce capability is similar to what is available with Cirrus Insight, but it only requires one-time build and deployment costs, not ongoing license fees. The Send-to-Salesforce custom-built capability enables users to add s in Gmail to Salesforce as Activities related to a Case, Opportunity, Contact, Lead, Account or one of several custom Salesforce objects. With Send-to- Salesforce, users can not only add s that they already received to Salesforce, but they can also automatically add new s as they are sent. Additionally, users can search various Salesforce object types and select which one they want to associate with the particular activity. This application also allows business to customize the Gmail interface to include buttons for performing these operations. Calendar Integration The custom calendar integration is similar to what is available with Cirrus Insight, but again, it only requires onetime build and deployment costs, not ongoing license fees. Salesforce to Google This calendar application allows users to sync all calendar entries from their Salesforce Calendars to their Google Calendars. This synchronization application has the ability 5 Google and Salesforce Integration

6 to run a manual or automatic calendar sync. When finished, users see a secondary calendar called From SFDC in their Google Calendar view. This calendar contains all Salesforce calendar entries that were created by the user. Google to Salesforce This custom application has advanced synchronization features that allow users to interact with the application to select objects associated to calendar events in Google. This functionality enables users to search and select Salesforce objects associated with Google Calendar events. Google Sites Integration This solution allows you to use a standard iframe to display a Google Site page within a Salesforce record. Google Drive Integration This solution allows Google Drive folders and content to be displayed and accessed from within a Salesforce record. Chatter and Google Sites Integration This solution allows you to display Chatter information within a Google Site. For example, if you have a Google Site related to a particular business group, such as Sales, you can display all relevant Chatter information directly on that team s site. MAXIMIZE YOUR CLOUD INVESTMENT WITH INTEGRATIONS Interested in learning more about how a Google and Salesforce integration can maximize your cloud investment and help your end users work more efficiently? The Cloud Sherpas team has the expertise you need to help identify which integration options will work best with your existing cloud strategy and business processes. DERIK VANVLEET, Director of Cloud Strategy Derik brings over 12 years of experience in IT Management to Cloud Sherpas. In his current role, Derik is the technical guide for companies considering a move from their messaging and collaboration systems to the cloud. Prior to joining Cloud Sherpas, Derik worked as a Senior Solutions Engineer in the Microsoft Business Unit at Quest Software and as Technical Account Manager on the Quest Partner team. Early in his career, Derik was an IT and Systems Administrator for a major bank managing the Active Directory and Exchange migration for over 10,000 users. Derik holds a bachelor s degree in Management Information Systems from the University of Memphis and an associates degree in Engineering Technology. ALEX ROBERTS, IP Manager Alex is an IP Manager at Cloud Sherpas, where he leads efforts to develop high value IP assets for Cloud Sherpas clients. Prior to taking on this role, Alex was a Senior Consultant at Cloud Sherpas specializing in CRM Strategy and Implementations. During his time with Cloud Sherpas, Alex has worked on multiple CRM Assessment projects for investment banks and multinational insurance companies, helping clients make key decisions for a wide variety of CRM business cases. Prior to join Cloud Sherpas, Alex worked as a Management Consultant for Fitzgerald Analytics, where he worked with Fortune 1000 Financial Services and Retail companies. FIND OUT WHAT CLOUD SHERPAS CAN DO FOR YOU Our focus is on helping organizations meet all their cloud needs, including running business applications like messaging, collaboration and CRM in the cloud, developing custom cloud solutions using platforms and infrastructure as a service and integrating existing cloud solutions with other clouds and business systems. Let us help you leverage the cloud. Contact your sales representative or visit us online at or call (888) Piedmont Road Building 8, Suite Google and Atlanta, Salesforce GA Integration PLATINUM CLOUD ALLIANCE PARTNER Google Partner of the Year