In my previous blog (Part I) I discussed about Lightning for Gmail - the email integration for Gmail users. In this blog (Part II) we'll look at Lightning Sync. Lightning Sync keeps contacts and events in sync between your Google applications and Salesforce. When you sync contacts and events between your Google applications and Salesforce, you increase your productivity. That’s because there’s no need to duplicate work between the two applications. In addition, Lightning Sync syncs items whether you’re working from your desk or from your mobile device using Salesforce1. Following are high level steps to configure Lightning Sync in Salesforce: Step 1: Prepare your G Suit account for Lightning Sync The IT pros or Google administrator at your company can prepare Google servers to communicate with Salesforce. Your Google admin can complete these steps by logging in to your company’s Google API Console and Google Admin Console.
- Complete these steps from Google API Console
- Create a Google project dedicated to Lightning Sync. (https://console.developers.google.com/projectselector/apis/library?pli=1)
- From the new project, to set up reps to sync events, enable Google Calendar™ API.
- From the new project, to set up reps to sync contacts, enable Google Contacts API.
- Create credentials for a service account with the role Project Owner and the key type JSON.
- Enable Domain-Wide Delegation for the service account. Doing so generates a Client ID (also known as Client name) for the service account, which you need later.
- Save the JSON private key from your service account in a secure location and share it with your Salesforce admin. (But only your Salesforce admin.)
- Complete these steps from Google Admin Console
- Navigate to your security settings, select the advanced section, and click Manage API client access.
- Authorize read-only calendar scope for the service account by entering the service account Client ID (also known as Client name) you generated in Google API Console. Enter the scope:
- https://www.googleapis.com/auth/contacts.readonly and https://www.google.com/m8/feeds
- From Salesforce Setup, Register a new remote site for https://www.googleapis.com. Don’t disable protocol security for the site, or Salesforce can’t connect with Google.
- From Salesforce Setup, enter Lightning Sync Setup in the Quick Find box, then select Lightning Sync Setup.
- Enable Lightning Sync.
- Select OAuth 2.0 for Google (Beta) as your preferred connection method.
- Upload the private key for your Google service account. Your Google admin generated the key when setting up the service account for Lightning Sync.
- Click Save.
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