--00000000000057f939060b626921 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sales Nation, We are live with our two new Salesforce enhancements today! =F0=9F=8E=89 Please be sure to read the full details below and in our brand new* HCL Salesforce Playbook *to ensure you are up to speed on the changes. *New Gmail/Salesforce Integration - Available TODAY 11/30* Today the *new Salesforce/Gmail Integration* is available for all HCLs! This integration will streamline the documentation process and eliminate the need to create & manage meetings in both Salesforce and Gmail separately. *Please note this is a feature you manually turn on within Salesforce - here are the instructions to follow today: HERE = .* *Here's what to expect with the new integration:* - All Meetings created in Salesforce will automatically populate on your Gmail Calendar within minutes. - Any changes made to meetings (date/time, subject, description, deletion, etc) in Salesforce OR Gmail will be reflected on the opposite platform within minutes. - All emails sent within Gmail to referral contacts that exist in Salesforce (with email addresses) will be automatically logged in the background as activity on the Referral Account they are associated with. - Internal emails will not be logged to Salesforce. - Meetings that you create in Gmail will automatically populate on your Salesforce calendar, although the best practice will be to create new B2= B meetings in *Salesforce* (rather than in Gmail Calendar). - Internal meetings and all meetings on your Google calendar can be viewed in your Salesforce calendar by checking the box next to =E2=80=9C= Google Calendar=E2=80=9D under =E2=80=9CMy Calendars=E2=80=9D on the right hand= side (see screenshot below). *Training Resources:* - Set Up Instructions - New Gmail/Salesforce Integration (Einstein Activity Capture) - *^^ please note, step #1 can be skipped as it does not apply to existing employees at the time of this launch* - How to Turn On your Gmail/Salesforce Integration (2 minute video) - How to Use the Gmail/Salesforce Integration (6 minute video) - How to Turn Off your Gmail/Salesforce Integration (1 minute video) - How to Update your Time Zone in Salesforce (1 minute video) - *^^We have already updated everyone's Salesforce time zone accordingly but if you notice your calendar events are not syncing to= the correct times between Salesforce & Gmail, updating your time zone in Salesforce is likely the solution*. - Written Instructions can be found in our *HCL Salesforce Playbook (LINK HERE) * *New Layout for Events (Meetings) - Live TODAY 11/30* Today there is a *new & improved layout when documenting Events (meetings)*= . Please be sure to read the information below so you understand how to document meetings correctly moving forward. *Here's what to expect when documenting meetings in Salesforce:* - We removed the "Meeting Status" field (ex: Scheduled, Completed, Rescheduled, No Show) alo