Salesforce contacts will be displayed in Google Voice.
Google Voice calls will now be logged to any matching Salesforce contact.
Salesforce contacts are denoted with the Salesforce logo.
Who’s impacted
Admins and end users
Why you’d use it
This integration helps improve visibility across the various stakeholders that rely on Salesforce as a key tool in their workflow. When enabled, Google Voice calls will be automatically logged in Salesforce, ensuring that there is a record of that interaction for all to see. Additionally, you can jump from Google Voice to the Salesforce call log to add notes and more context. This helps eliminate the need for users to switch between multiple applications and manual record keeping, and make it easier for other team members to see the latest activity in Salesforce.
Getting started
Admins:
This feature will be OFF by default and can be enabled at the Organizational Unit (OU) level. Visit the Help Center to learn more about integrating CRM with Salesforce.
To turn on the Google Voice and Salesforce integration, navigate to Apps > Google Workspace > Google Voice > Policies > Salesforce integration
You’ll then be directed to the Google Voice and Salesforce connection page to complete the set-up.
End users: You’ll see banners in Google Voice on web and mobile when this integration is enabled by your admin.
Banners inside the Voice app will indicate when Salesforce has been integrated.
After you make a Voice Call to a Salesforce contact from either our web or mobile app, you will be notified that the call is logged to Salesforce in the call log.
You’ll see when a call has been logged to Salesforce — you can click on this notification to open Salesforce.
In the Google Cloud Community, connect with Googlers and other Google Workspace admins like yourself. Participate in product discussions, check out the Community Articles, and learn tips and tricks that will make your work and life easier. Be the first to know what's happening with Google Workspace.
On the “What’s new in Google Workspace?” Help Center page, learn about new products and features launching in Google Workspace, including smaller changes that haven’t been announced on the Google Workspace Updates blog.