Use the Salesforce app in Google Chat

Use the Salesforce app in Chat to search for accounts, contacts, leads, and opportunities in Salesforce.

Before you begin

• You need permission to install apps from your Google Workspace administrator.
• Add the app to Chat. Learn how to find apps and add them to Chat.
• You need a Salesforce account.

Set up the Salesforce app in Chat

1. Open Google Chat.
2. Open a direct message with the app or go to a space with the app.
3. Enter any message, such as "help:"
   • In a direct message, enter help.
   • In a space, enter @Salesforce help or /Salesforce help.
4. Click Configure.
5. Sign in to your Salesforce account.
6. At the "Allow Access" window, click Allow and then close your browser.

Search using the Salesforce app

1. Open Google Chat.
2. Open a direct message with the app or go to a space with the app.
3. Enter show query, where query is any keyword, such as "smith."
   • In spaces, enter @Salesforce show query or/Salesforce show query.
   • The app returns results for accounts, contacts, leads, and opportunities.
4. Click a result and then click Open In Salesforce.
5. To sign out of Salesforce:
   • In a direct message, enter logout.
   • In a space, enter @Salesforce logout or /Salesforce logout.