Connect an Office 365 email account

When you set up your SalesforceIQ Account, you must connect an email account at that time. Follow the steps below to connect additional email accounts at any time. You can connect a Gmail or Office 365 email address, or an email address hosted on an Exchange server

This article describes the steps for connecting an Office 365 account; learn how to connect a Gmail account here and an Exchange account here.

Note:

  • SalesforceIQ doesn't currently support connecting an alias email address.
  • When you connect an Office 365 account, SalesforceIQ syncs emails up to two years old.
  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Connected Accounts.
  3. Click Connect to the right of Add a/another Microsoft Office 365 account.
  4. Do one of the following:
    • To connect the displayed Office 365 account—Click the account and enter the password.
    • To connect a different Office 365 account—Click Use another account and enter the email or phone and password for that account.
  5. Click Sign In.

Troubleshooting

If you are experiencing trouble with a connected Office 365 account, you can learn more about emails not appearing in the Stream or how to disconnect a connected email account.

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