Setting up the Gmail Integration

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  1. Click the gear icon, located in the top right corner, and click on Setup.

  2. In the top left Quick Find, search for "gmail", and click on “Gmail Integration and Sync”.

  3. Click the switch button on the right to activate the Gmail Integration

  4. Download the Salesforce Gmail Chrome extension at the following link:

  5. Log-in to the Salesforce chrome extension on the right side of your Gmail account with your Apto credentials.




Next, connect your Google Calendar with Apto using Einstein Activity Capture.

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