SalesforceIQ Setup

Just starting out with setting up your account? Complete our Setup path to learn the critical fundamentals of setting up your SalesforceIQ account, including basic terminology, building your Lists, and navigating the CRM.

  • What is a List? (~1.5 min)

Now that you’ve learned some basic terminology, attend Part 1 of our Onboarding Workshop to learn more about what Lists you need, and how to navigate your account.

  • Bought our Growth or Business Plan?

    Register here or watch on demand (~20 min)
  • Bought our Starter Plan?

    Register here or watch on demand (~16 min)

  • Does your data currently exist in a spreadsheet?

    Watch our import video to learn how to import
    that spreadsheet as a new List in Salesforce!
    (~21 min)
Learn:
  1. How to format and import data to create a new list in SalesforceIQ (3:07)
  2. How to successfully import your spreadsheet, step by step, to create a new list in SalesforceIQ (5:31)
  3. How to complete your list setup by customizing your Statuses and Fields (15:19)

Note for Starter users: Starter subscriptions include one List. You can either import into the application's default List or delete it and import into a new List.


  • Customize Statuses according to your workflow (~2 min)

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