Omnibar for G-Suite
This article describes how G-Suite users can use Omnibar within their inboxes and calendars.
In Gmail, users can open or hover over any email or open a calendar event and automatically have the corresponding prospect's record appear in Omnibar if they exist in Salesforce. If no matching records are found, you can create a record on the spot with the Omnibar by selecting the "+" symbol!
After updating with the corresponding record, Omnibar can also allow users to complete the following:
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You can open related records to view accounts, opportunities, or custom objects related to the person you're emailing.
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Show "All recipients" to switch between multiple prospects on a thread or view Related Records.
3. Update Salesforce fields directly from Omnibar (such as Title or Opp stage) if a deal moves through the pipeline.
4. Create a new record if the person you email still needs to be in Salesforce.
Pro tip: Before sending an email or jumping on a meeting, Omnibar can be used to:
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Check the activity history for the contact and account to make sure you are up-to-date on recent engagements and any account status changes
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Check out opportunity notes to make sure you get brought up to speed on deal stages
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Add to flow: You can add leads or prospects directly to a flow from the Omnibar to follow up with.
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Create an action: Create a one-off action outside of your flows to engage with your prospects
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Check out LinkedIn Sales Nav
Omnibar in Google Calendar
When you're viewing your Google calendar, prepping for a meeting, or inviting prospects/clients to a meeting, you can have all of the Salesforce/LinkedIn context available to you with the Omnibar:
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Open Omnibar either in your entire Calendar View or inside an individual event
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Hover over email addresses in the attendee list for Omnibar to update that person's Salesforce record.
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Quickly create a contact or lead by clicking the '+' icon if someone on the meeting is not in Salesforce yet.
