Connect an Exchange email account

This article presents steps specific to connecting a Microsoft Exchange email account to your SalesforceIQ Account. You can learn about connecting a Gmail account here and an Office 365 account here.

You can connect an Exchange Account in two places:

The sections below describe the steps for each of these scenarios.

Note: When you connect a Microsoft Exchange email Account, SalesforceIQ syncs emails up to one year old.

To connect a Microsoft Exchange email Account, you need your Exchange email address and password. Depending on your company's Exchange installation, you might need other information as well. Because of this, we recommend the following:

Connect Your Exchange Account to SalesforceIQ During Account Signup

  1. To sign up for SalesforceIQ Account with an Exchange email Account, go to: https://www.salesforceiq.com/sign-up.
  2. Click Microsoft Exchange.
  3. Enter your email address and current email password and click Connect.

Add an Email Address Hosted on an Exchange Server

Follow these steps to add an email address hosted on an Exchange Server to SalesforceIQ.

  1. Click at the top of the screen, and then select Settings.
  2. Click Connected Accounts, and then click Connect to the right of Add a Microsoft Exchange Account.
  3. Enter your email address and current email password and click Save.

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