CompanionLink Support Center

Synchronize Salesforce with Google

CompanionLink will synchronize your Salesforce.com account with Google. And we'll do it securely using an HTTPS connection. This gives you the ability to work with your Salesforce.com data in Google. You can also synchronize your Google data to Salesforce.com, make edits, and sync back to Google.

CompanionLink installs on your PC and creates the connection between Salesforce.com and Google.

SFWIKI SFGGL LOGO.png

Sync these Saleforce.com records with Google:

  • Accounts
  • Contacts
  • Opportunities
  • Calendar Events and activities linked to contacts
  • Tasks
  • Calendar Reminders


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Contents

Salesforce.com Accounts and Contacts Sync

  • Contacts and Accounts can be created and synchronized in both directions
  • Edits made in Google and Salesforce can be synchronized
  • Salesforce Accounts begin with "Acct." in your Google Contact list


Accounts in Salesforce.com:

SFWIKI SF ACCT.png



Contacts in Salesforce.com:

SFWIKI SF CONT.png



Salesforce.com Accounts and Contacts in Google:

SFWIKI GGL ACCT.png


CompanionLink lets you decide which Salesforce.com Accounts and Contacts to sync:

SFWIKI CL OPTIONS.png

For Contacts you can choose to sync:

  • My Contacts
  • Account Contacts
  • All Contacts

For Accounts you can choose to sync:

  • My Accounts
  • Team Accounts
  • All Accounts



Salesforce.com Opportunities Sync

  • Create Opportunities in either Google or Salesforce
  • Edits made in Google and Salesforce can be synchronized
  • Opportunities will appear in Google's task list


This Opportunity was created in Salesforce:

SFWIKI SF OP.png

This is the Salesforce Opportunity Open in Google:

SFWIKI GGL OP.png

Salesforce.com Tasks Sync

  • Create Tasks in either Google or Salesforce
  • Edits made in Google and Salesforce can be synchronized
  • Task will appear in Googles's Task list


This Task was created in Salesforce:

SFWIKI SF TASK.png

Here is the Salesforce Task open in Google:

SFWIKI GGL TASK.png

Salesforce.com Calendar Sync

  • Calendar alarms will sound in Google and Salesforce
  • Create events in either Google or Salesforce
  • Edits made in Google and Salesforce can be synchronized


This Meeting was created in Salesforce:

SFWIKI SF MEETING.png

Here is the Salesforce Meeting open in Google:

SFWIKI GGL CAL.png

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