Salesforce - Resolve Gmail Chrome Extension Issues

The Salesforce Gmail Integration is a Google Chrome extension that allows Sales Cloud users to copy emails/events from their CWRU Gmail/Gcal into Salesforce and associate those activities with Salesforce records. 

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Issues/Questions

How do I resolve my Gmail/Salesforce side panel not showing up at all?

  1. Confirm you are opening Gmail in a Google Chrome browser (Chrome extension so no other browser will work)
  2. Confirm you are using your "@case.edu" Gmail account (personal Gmail accounts will not connect)
  3. Follow instructions linked in (1) supporting documentation below to clear the Salesforce Gmail Chrome extension cache
    • Click back into your Gmail and refresh your browser to see if the side panel shows up
  4. Follow steps 2-6  linked in (2) supporting documentation below to clear your Chrome browser cache and add trusted site

How do I resolve my Gmail/Salesforce side panel not connecting to Salesforce?

  1. Follow pages 1-5 in the CWRU Sales Cloud Gmail Instruction Guide
  2. After trying all steps linked in this KB without success, reach out to help@case.edu for assistance

Where can I find supporting documentation?

  1. Clear the Cache of Gmail Integration Salesforce Chrome Extension
  2. Error 'refused to connect' in Gmail Integration Chrome extension