Use the Salesforce app in Google Chat

Salesforce & Google Chat Integration Guide for Salesforce Administrators

1. Introduction

This guide provides step-by-step instructions for configuring your Salesforce organization to support the Google Chat integration. This integration uses a per-user authentication model, allowing users to securely connect their own accounts to use Salesforce functionalities directly from Google Chat.

2. Prerequisites

• Salesforce Edition: Enterprise, Unlimited, Performance, or Developer Edition. API request limits and allocations are available at the following link: Salesforce API limits
• Administrator Permissions: You must be a Salesforce Administrator with permissions to create External Client Apps and Permission Sets.

3. Configuration

Step 1: Install and Authorize Salesforce chat app

1. Open Chat.
2. Open a direct message with the app or go to a space with the app.
3. Click the "Sign in" button. If you don’t see it, then initiate /sf_search command.
4. In the opened dialog click configure.
5. Sign in to Salesforce using your Salesforce admin account.
6. At the "Allow Access" window, click Allow and then close your browser tab.

Step 2: Install Salesforce Connected app

1. Sign in to Salesforce using your Salesforce admin account.
2. Navigate to Setup and then Appsand then Connected Apps and then Connected Apps OAuth Usage menu item.
3. Find "Salesforce for Google Chat" Connected app and Install the app

Step 3: Create a Custom Permission Set for Users

This Permission Set will grant users the specific object and field access needed to use the integration's features.

• A. Create the Custom Permission Set:
  1. Navigate to Setup and then Users and then Permission Sets.
  2. Click New.
  3. Enter the following details:
     • Label: Google Chat Integration Access
     • API Name: Google_Chat_Integration_Access
  4. Click Save.
• B. Configure Object and Field Permissions:
  1. In the newly created Permission Set, click Object Settings.
  2. For each object, click its name, click Edit, and configure the specified Object Permissions and Field-Level Security. To be searchable, objects must have Read access enabled.
  3. Click Save.
• C. Configure System Permissions:

1. In the newly created Permission Set, click System Permissions.
2. Click Edit.
3. Check the box for API Enabled and click Save. This permission is required for users to make any API calls.

For more comprehensive documentation, please refer to the following link: Create a Salesforce Permission Set

Step 4: Assign Permissions to Users

Assign the new Permission Set to all users who need to use the Google Chat integration.

1. Navigate back to the Google Chat Integration Access Permission Set.
2. Click Manage Assignments.
3. Click Add Assignments.
4. Select the checkboxes next to all users who should have access to the integration.
5. Click Assign.

Step 5: Post-Installation

Newly provisioned users may initially encounter limited or absent results when utilizing the /sf_search command within the Google Chat application. This occurs until a search activity profile is established within Salesforce, a process that typically spans a few days. To enable full functionality of the /sf_search command in Google Chat, users are required to perform searches via the Salesforce user interface during this initial period. To expedite this process, users can also pin the most important record types in the Salesforce classic search results.

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