Contacts and Accounts

Learn more about your contacts and your organization's contacts and accounts in SalesforceIQ.

Overview: Contacts and Accounts

Lists in SalesforceIQ are comprised of leads, opportunities, deals, and so on. These items can be either individual Contacts or Accounts.

In SalesforceIQ, Contacts are the individual people, or points of contact, a user adds to a List and/or an Account.

By comparison, an Account refers to the Accounts a user adds to a List. Accounts are comprised of all the Contacts in that Account.

For instance, Jim, Pam, Dwight, and the rest of the individuals who work at Dunder Mifflin are Contacts. Dunder Mifflin itself is the Account.

Video: Accounts vs. Contacts (~1.5 min)

Learn More

See the following articles to learn more about working with Contacts:

Overview: Contact Gallery

The SalesforceIQ Contact Gallery gives you a single centralized place to add and manage all your SalesforceIQ Contacts.


From the Contact Gallery, you can do any of the following:

Because the Contact Gallery is set up simiiarly to a List Grid, you can also create and delete Contact properties (shown as columns in the Gallery); hide and reorder columns; and sort columns in the same way you can with Grid fields.

View and share Contacts

Your Contact Gallery includes all Contacts that SalesforceIQ has automatically added to Lists and shared with other members of the Organization, as well as Contacts you import or add.

To access your Organization's Contacts in the Contact Gallery, click at the top of the screen and select Contacts.

Note: If the wrong Organization is displayed, click at the top of the screen, hover over the currently displayed Organization name, and select a different Organization.

Sharing Contacts

When you turn on Email Contact Sync, all Contacts you add to Organization Contacts are automatically shared across your Organization.

Note: Sharing is available only for Organizations with at least two users.

  1. Click at the top of the screen, and then select Contacts.
  2. Click and select Enable Email Contact Sync.

Note: After you share Contacts, there is no automatic way to remove them from your Organization Contacts. Instead, you must follow the steps in the procedure above and select Disable Email Contact Sync, and then archive the Contacts you no longer want shared by clicking at the top of the screen, selecting Contacts, and archiving the Contacts.

Add a Contact to an Account List

In SalesforceIQ, every object you add to a List—a lead, opportunity, etc.—is associated with either an Account or a Contact. If you want activity for a List object on an Account-based List to appear in the Stream view, you must add one or more Contacts (also known as Point of Contact) to that List object.

Adding a Contact with an email address or phone number populates email and event communication in the Stream, and auto-populates data in the Grid with our Intelligence Fields.

You can add a Contact to an Account List object from any of the following locations:

You can also remove a Contact from an Account List object from the Stream, Grid, or Account Profile page.

Add a Contact to an Account List Object from the Stream

  1. If the Stream view isn’t displayed, click in the upper-left corner of the screen, and then click the Account List object you want in the left panel.
  2. At the top of the Stream, click X contact(s).
  3. Do one of the following:
    • If the Contact you want to add is already associated with the Account—Click the Other Account Contacts tab. Hover over the Contact name and click + that appears to the right.
  • To add an existing Contact to both the Account and the List object—Type the Contact name in the Add new contact to this account box. Select the Contact from the search results.
  • To create a new Contact and add it to both the Account and the List object—Type the Contact name in the Add new contact to this account box. Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.

Add a Contact to an Account List Object from the Grid

  1. In the List Grid view, click to the right of the lead, opportunity, etc. name.
  2. The Edit screen displays all Contacts associated with this Account, if any. If the box to the left of a Contact name is checked, that means that the Contact is also already associated with this List object for the Account. Do any of the following:
    • To associate all Contacts on the Account with this List object—Check the box directly below the Add a contact field.
  • To associate individual Contacts on the Account with this List object—Check or uncheck the boxes next to the Contact names.
  • To add an existing Contact to both the Account and the List object—Type the Contact name in the Add a contact box. Select the Contact from the search results.
  • To create a new Contact and add it to both the Account and the List object—Type the Contact name in the Add a contact box. Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.

Add a Contact to an Account List Object from the Account Profile page

  1. In the upper-right corner of the screen, click to open the search field.
  2. Enter the Account name and select the Account from the search results. Note: Alternatively, you can browse to the Account by clicking at the top of the screen, selecting Accounts, and then clicking the Account name.
  3. In the table at the top of the Account Profile page, click X Contact(s).
  4. Do one of the following:
    • If the Contact you want to add is already associated with the Account—Click the Other Account Contacts tab. Hover over the Contact name and click + that appears to the right.
  • To add an existing Contact to both the Account and the List object—Type the Contact name in the Add new contact to this account box. Select the Contact from the search results.
  • To create a new Contact and add it to both the Account and the List object—Type the Contact name in the Add new contact to this account box. Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.

Add a Contact to a List object for a new Account from the Contact Profile page

  1. In the upper-right corner of the screen, click to open the search field.
  2. Enter the Contact name and select the Contact from the search results. Note: Alternatively, you can browse to the Contact by clicking at the top of the screen and then clicking the Contact name.
  3. On the Contact Profile page, click Add to List.
  4. Select the Account-based List to which you want to add the Contact.Note: If you want to add the Contact to a Contact-based List, follow these steps instead.
  5. On the screen that appears, enter the name of the Account you want to create.
  6. Click Create new account [name] at the bottom of the search results.
  7. A default name is displayed the List object—for example, the opportunity name for an Opportunities List. This is the name that appears in the Grid view. Edit the name if desired. It can be the same as or different from the Account name.
  8. The Contact from the Contact Profile page is automatically added to the Account and the Account List object. It appears under the Add a contact field. To add an additional Contact to the Account, enter the Contact name in the Add a new contact field.
  9. If you selected the option to add an additional Contact to the Account, a list of suggestions appears. Do any of the following:
    • To add an existing Contact to both the Account and the List object—Select the Contact from the search results.
    • To create a new Contact and add it to both the Account and the List object—Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.
  10. Repeat step 9 to add additional Contacts.
  11. Click Add.

Add a Contact to a List object for an existing Account from the Contact Profile page

  1. In the upper-right corner of the screen, click to open the search field.
  2. Enter the Contact name and select the Contact from the search results. Note: Alternatively, you can browse to the Contact by clicking at the top of the screen and then clicking the Contact name.
  3. On the Contact Profile page, click Add to List.
  4. Select the Account-based List to which you want to add the Contact. Note: If you want to add the Contact to a Contact-based List, follow these steps instead.
  5. On the screen that appears, enter the name of the Account with which you want to associate the Contact.
  6. Select the Account from the list of matches.
  7. If multiple Accounts exist for the Account you selected, they are displayed. Click the one you want to use.
  8. Do one of the following:
    • If a List object doesn’t yet exists for the Account you selected—A default name is displayed the List object—for example, the opportunity name for an Opportunities List. This is the name that appears in the Grid view. Edit the name if desired. It can be the same as or different from the Account name.
    • If one or more List objects already exist in your List for the selected Account—The objects are displayed. To edit an existing object, click it. To add a new object, click Add a new [List object] with this account.
  9. The Contact from the Contact Profile page is automatically added to the Account and the Account List object. It appears under the Add a contact field. To add an additional Contact to the Account, enter the Contact name in the Add a new contact field.
  10. If you selected the option to add an additional Contact to the Account, a list of suggestions appears. Do any of the following:
    • To add an existing Contact to both the Account and the List object—Select the Contact from the search results.
    • To create a new Contact and add it to both the Account and the List object—Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.
  11. Repeat step 10 to add additional Contacts.
  12. Click Add.
  1. Click at the top of the screen, and then select Contacts.
  2. Check the boxes to the left of the Contacts you want to add to the List object.
  3. Click Add to List.Note: You can also add a single Contact to a List by clicking to the right of the Contact name and selecting Add to List.
  4. Select the Account-based List to which you want to add the Contact.Note: If you want to add the Contact to a Contact-based List, follow these steps instead.
  5. On the screen that appears, enter the name of the Account you want to create.
  6. Click Create new account [name] at the bottom of the search results.
  7. A default name is displayed the List object—for example, the opportunity name for an Opportunities List. This is the name that appears in the Grid view. Edit the name if desired. It can be the same as or different from the Account name.
  8. The Contact from the Contact Profile page is automatically added to the Account and the Account List object. It appears under the Add a contact field. To add an additional Contact to the Account, enter the Contact name in the Add a new contact field.
  9. If you selected the option to add an additional Contact to the Account, a list of suggestions appears. Do any of the following:
    • To add an existing Contact to both the Account and the List object—Select the Contact from the search results.
    • To create a new Contact and add it to both the Account and the List object—Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.
  10. Repeat step 9 to add additional Contacts.
  11. Click Add.
  1. Click at the top of the screen, and then select Contacts.
  2. Check the boxes to the left of the Contacts you want to add to the List object.
  3. Click Add to List.Note: You can also add a single Contact to a List by clicking to the right of the Contact name and selecting Add to List.
  4. Select the Account-based List to which you want to add the Contact. Note: If you want to add the Contact to a Contact-based List, follow these steps instead.
  5. On the screen that appears, enter the name of the Account with which you want to associate the Contact.
  6. Select the Account from the list of matches.
  7. If multiple Accounts exist for the Account you selected, they are displayed. Click the one you want to use.
  8. Do one of the following:
    • If a List object doesn’t yet exists for the Account you selected—A default name is displayed the List object—for example, the opportunity name for an Opportunities List. This is the name that appears in the Grid view. Edit the name if desired. It can be the same as or different from the Account name.
    • If one or more List objects already exist in your List for the selected Account—The objects are displayed. To edit an existing object, click it. To add a new object, click Add a new [List object] with this account.
  9. The Contact from the Contact Profile page is automatically added to the Account and the Account List object. It appears under the Add a contact field. To add an additional Contact to the Account, enter the Contact name in the Add a new contact field.
  10. If you selected the option to add an additional Contact to the Account, a list of suggestions appears. Do any of the following:
    • To add an existing Contact to both the Account and the List object—Select the Contact from the search results.
    • To create a new Contact and add it to both the Account and the List object—Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.
  11. Repeat step 10 to add additional Contacts.
  12. Click Add.

Remove a Contact from an Account List object

Removing a Contact from a List object removes the Contact from that object on that List. The Contact still remains in your address book and is still associated with the Account.

You can remove a Contact from an Account List object in the Stream, the Grid, and the Account Profile page.

  • From the Stream view or the Account Profile page—At the top of the Stream or in the table at the top of the Account Profile page, click X Contact(s). On the Contacts on this [List object] tab, hover over the Contact name and click [icon]. This removes the Contact from the List object and moves it to the Other Account Contacts tab.
  • From the Grid view—Click to the right of the List object name. Uncheck the box to the left of any Contact name to remove it from the List object. Click Save.

Import your LinkedIn connections as Contacts

You can easily transfer your all Contacts into your SalesforceIQ Contact Gallery.

Note: Currently, SalesforceIQ supports importing Contacts in the VCard (.vcf) format only. See the sections below for information on downloading a VCard file for Gmail or LinkedIn Contacts. For other systems, look for the VCard or .vcf format in your export options.

  1. Click at the top of the screen, and then select Contacts.
  2. Click Import Contacts.
  3. Do one of the following:
    • Drag and drop the VCard file for the Contact you want to import.
    • Click Choose Files and search for the VCard file (.vcf) file.

After your VCard file import is complete, SalesforceIQ sends you an email confirmation. Also, after you import a Contact, you can edit or update the Contact and the changes are shared across your Organization as usual.

Note: If you import a Contact that is similar to an existing Contact, in most cases SalesforceIQ creates a separate Contact entry but displays a merge suggestion for the two Contacts. In some cases, when the system has a high certainty that the two Contacts are identical, it merges the imported Contact into the existing Contact record automatically.

Download a VCard Format File for Gmail Contacts

  1. Go to your Gmail Inbox.
  2. Click Mail in the upper-left corner, and then click Contacts.
  3. In the Contacts section, click More, and then select Export.
  4. Select which Contacts you want to export.
  5. Select the option vCard format (for importing into Apple Address Book or another application).
  6. Click Export.

Download a VCard Format File for LinkedIn Contacts

  1. Go to your LinkedIn home page.
  2. Click at the top of the page.
  3. In the left sidebar, click Your connections.
  4. Click Manage synced and imported contacts in the upper-right.
  5. In the right sidebar, under Advanced actions, click Export contacts. You might be prompted to sign into your account.
  6. Click Request Archive.
  7. An email is sent to the email address you have listed under Primary Email address in LinkedIn. Open the email and click the link to download your list of connections as a CSV file.
  8. You can then use an online tool to convert the CSV to a VCard for uploading to the Contact Gallery, or import the CSV file into a SalesforceIQ Contact List.

Note: If you're using Internet Explorer and you see a yellow pop-up blocker across the top or bottom of the page, click the yellow bar, select Save As, and save the file to your desired location.

Migrate external data

SalesforceIQ offers a variety of options that make it easy for users to migrate data from an external system into SalesforceIQ. Here is an overview of those options and some considerations for using them.

  • Importing data to a List—SalesforceIQ offers an easy tool that allows admin users to import existing customer data into a List in SalesforceIQ. The tool walks you through formatting your file correctly to import Contacts, Accounts, and List-specific items such as opportunities or leads. An admin user can import data either to a new List the admin creates in SalesforceIQ or to any existing List in the Organization.
    Note: The import tool includes a downloadable sample CSV template to help you format your data correctly.
  • Migrating your data from Sales Cloud to SalesforceIQ—Depending on your Sales Cloud edition, you can use prebuilt or custom-built reports to migrate your data into SalesforceIQ.
  • Importing Contacts—Any user can import Contacts from an external system to their SalesforceIQ Contact Gallery.
  • Capturing communication activity that is in the other system before you create your SalesforceIQ Account—If your email and calendar events are hosted in Google Apps, our system syncs existing emails and calendar events up to six months old. If you're hosted on Exchange, we sync emails up to two years old. Learn more about our Sharing model and how to share communication.

Edit Contact information

You can edit a Contact’s information from the Contact Profile page or from the Contact Gallery.

You can also upload or change your own Contact profile photo and report incorrect Contact data.

Edit a Contact’s Information From the Contact Profile Page

  1. In the search field in the upper-right corner of any SalesforceIQ screen, enter the Contact name.
  2. Click the Contact name in the search results.
  3. On the Contact Profile screen, under Contact Details, click Edit.
  4. Add, edit, or remove Contact information, including the name, email address, or other details, or designate the primary contact email or phone number. You can also add a link to a LinkedIn profile. The information you enter auto-saves.
  5. You can also click Edit under Experience to add or edit work experience, current company, and title. After editing the experience information, click Save.
  1. Click at the top of the screen, and then select Contacts.
  2. To the right of the Contact name, click , or click and select Edit.
  3. Do any of the following:
    • To enter new information in a blank field—Click Click to Edit and enter the information.
    • To edit existing information for all fields except email or phone—Click the existing entry and enter the new information.
    • To edit email or phone information—Hover over the existing entry, click , and enter the new information.
  4. Click Done.

Upload or Change Your Profile Photo

You can pick a new profile photo, or upload a photo to use as your profile photo. If you upload a photo, this becomes your default image anywhere your Contact profile appears in SalesforceIQ. Other users can't override this default image.

  1. Click at the top of the screen, and then select Settings.
  2. Click Your Information to display any photos connected to your Account. Your current profile photo is displayed on the left.
  3. To change your profile photo, select it from the photos on the right.
  4. To upload a new photo to use as your profile photo, click Upload Photo and browse to the photo you want.
  5. Click Save.

Report Incorrect Contact Data

If you notice incorrect data on a Contact's profile page, you can report that information to SalesforceIQ. Your feedback will help us to improve the quality of our contact data over time.

Note: After you report incorrect Contact data, you can edit the information using the procedure above.

  1. On the Contact profile page, click in the upper-right corner.
  2. Fill out the report form.
  3. Click Submit Report.

Contact properties

Contact properties are the types of data that you store on the Contact Profile page. The default Contact properties are as follows:

  • Name
  • Email
  • Phone
  • Address
  • LinkedIn
  • Twitter
  • Company History (list of all companies in the Experience section on the Contact Profile page)
  • Current Company
  • Current Title
  • Current Company Duration

These default Contact properties also appear as fields in the Contact Gallery.

All users can perform the following tasks for a Contact property:

Organization admins can also create custom Contact properties.

Add a Contact Property as a Field in the Grid

For Contact-based Lists only, you can add any existing Contact property as a field in the Grid.

  1. With the List open, click to display the Grid view.
  2. Scroll to the far right of the Grid and click Add a Field.
  3. On the screen that appears, select Contact as the field type, and then select from the options that appear.
  4. Click Save.

Edit or Delete a Contact Property Value

Contact property values can be updated in three places:

  • The Contact Profile page
  • The Contact Gallery
  • The Grid (Contact-based Lists only)

Note: You can add multiple values for Name, Email, Phone, and Address Company properties.

To update a Contact property from the Contact Profile page:

  1. Navigate to the Contact Profile page either via search, from the Contact Gallery, or by clicking the Contact’s name from the Stream.
  2. Scroll down to the Contact Details or Experience section.
  3. Click into the field you want to update, and make your changes as follows:
    • To add a new Company property—Click Add new and enter the information.
    • To edit the property information—Click in the field and enter the new information.
    • To delete the information—Click .
    • To make the information primary if you have more than one entry for that information (for example, multiple email addresses)—Click .
  4. Click Save.

To update a Contact property from the Contact Gallery or the Grid:

If the Contact property has been added to a Contact-based List as a field, you can update it from the Grid like any other field type. You can also update any Contact property from the Contact Gallery.

Note: You can’t edit the Current Company Duration or the Company History fields from the Contact Gallery or the Grid.

  1. Grid: Click on the Contact-based list.
    Contact Gallery: Click and then select Contacts.
  2. For a List, confirm that the relevant Contact property has been added as a field to the List. The Contact Gallery displays all Contact properties by default.
  3. Find the Contact you want to update by filtering or searching in the List or Gallery.
  4. Double-click in the cell.
  5. Edit the cell for the Contact property you want to update by doing one of the following:
    • To add a new Company property—Click Add New and enter the information.
    • To edit the property information—Click in the field and enter the new information.
    • To delete the information—Click .
    • To make the information primary if you have more than one entry for that information (for example, multiple email addresses)—Click .

Using Contact Properties

  • View multiple values for Company properties in the Grid—If you have a Name, Email, Phone, or Address field with multiple values, double-click in the field to view all the values. Multiple values are indicated by a blue triangle in the upper-right corner of the field.
  • Filter and sort in the Grid—You can filter and sort Contact properties in the Grid, so users can create unique filters and saved filters.
  • Customize Contact properties in the Contact Gallery—You can sort, reorder, and hide/show Contact properties displayed in the Contact Gallery.
  • Reporting—Currently, you can’t report on default Contact properties.

Create custom Contact properties

Contact properties are details about your Contacts that you store on the Contact Profile page. All users can add or edit the default Contact properties available in SalesforceIQ. In addition, admin users only can create custom Contact properties, as described here.

After an admin creates a custom Contact property, it appears on the Contact Profile page and Contact Gallery and can be added to the Grid on a Contact-based List as a Contact field type.

An admin can create a custom Contact property from the settings or from the Contact Gallery.

Create a Custom Contact Property From the Settings

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Contact Properties.
  3. Click the property type you want to add—Single Select in this example.
  4. Enter the property information and click Add Property.

The property now appears in the list of existing properties, on the Contact Profile page, and in the Contact Gallery.

Any field you add in the Contact Gallery is a custom Contact property. After you add the field, the property appears on the Contact’s Profile page.

  1. Click at the top of the screen, and then select Contacts.
  2. Click the downward-facing arrow to the right of any field header and select Add New Field.
  3. Select the property field type—Single Select in this example.
  4. Enter the property details and click Add Property.
  5. Click Save.

The property now appears in the list of existing properties, on the Contact Profile page, and in the Contact Gallery.

Merge/unmerge Contacts

Merge Contacts

If a member of your Organization creates duplicate Contacts, you can merge them and retain all of the List data in one profile. You can merge as many Contacts as you want.

As part of the merge process, you can edit the combined Contact entry details so that the merged Contact contains exactly the information you want.

  1. Click at the top of the screen, and then select Contacts.
  2. Check the boxes to the left of each Contact name you want to merge.
  3. Click Merge at the top of the screen.
  4. Select one Contact as the master Contact. The entries will be merged under this master Contact.
  5. Click Merge.
  6. To edit any of the combined details, hover over the entry and do one of the following:
    • To make this information primary for the merged Contact (for example, the primary Contact name): Click .
    • To delete this information from the merged Contact: Click .
    • To edit this information for the merged Contact: Click .
  7. Click Done.

After you merge Contacts, you will have one Contact profile showing all of the associated entries by List name.


Unmerge Contacts

  1. Click at the top of the screen, and then select Contacts.
  2. Click the Contact name.
  3. On the Contact Profile page, click Unmerge below the Contact name.
  4. Confirm the Contact details in the screen that appears, and then click Unmerge Contacts to confirm.

Note: If you merged more than two Contacts, or if a Contact was merged two or more times, you need to complete the unmerge process for each merge.

When you unmerge Contacts, existing Stream content doesn't change. However, going forward, email communication involving the unmerged Contact email address isn't pulled into the Stream.

Archive/restore Contacts

If you create a Contact by mistake, you can archive it for the time being. You can later restore any archived Contact.

Note:

  • You can archive multiple Contacts at once.
  • Archived Contacts are removed from the Contact Gallery entirely.
  • Archived Contacts are also removed from any List object (Contact or Account) with which they are associated. So if, for example, you archive a Contact that is a Point of Contact for an Account on a List, that Contact no longer appears as a Point of Contact for that Account.
  • Archived Contacts do not appear in search results.
  • You can’t edit archived Contacts.

Archive Contacts

  1. Click at the top of the screen, and then select Contacts.
  2. Check the box to the left of each Contact name.
  3. Click Archive at the top of the screen.

Note: You can also archive an individual Contact from the Contact Gallery in the following ways:

  • Click to the right of the Contact name and select Archive.
  • Click the Contact name and then click in the upper-right corner of the Contact Profile screen.

Restore Contacts

You can restore any Contact you archived.

  1. Click at the top of the screen, and then select Contacts.
  2. Click and select View Archived Contacts.
  3. Check the box to the left of each Contact name.
  4. Click Restore at the top of the screen.

Call a Contact

If you have the SalesforceIQ iOS mobile app or Android mobile app installed, you can call a Contact directly from the Contact Gallery or the Contact Profile page.

Call a Contact From the Contact Gallery

  1. Click at the top of the screen, and then select Contacts.
  2. Click to the right of the Contact name and select Call.

Call a Contact From the Contact Profile Page

  1. In the search field in the upper-right corner of any SalesforceIQ screen, enter the Contact name.
  2. Click the Contact name in the search results.
  3. Under Contact Details, click the phone number.

Note: If you don’t have one of the mobile apps installed, you’re prompted to install one of these tools when you try to call the Contact.

Edit/merge/delete Accounts

For any Account you set up in SalesforceIQ, you can edit the Account name, merge with another Account, or delete the Account.

Edit an Account Name

You can change the name of an Account from the Account Profile screen.

  1. In upper-right corner of any SalesforceIQ screen, click .
  2. Enter the Account name in the search field.
  3. Select the Account from the search results.
  4. On the Account Profile screen, hover over the Account name, and then click .
  5. Enter the new name.

Note: To change the name displayed for an Account on a List to track that specific opportunity, see the help article here.

Merge Duplicate Accounts

If a member of your Organization creates duplicate Accounts for the same company, you can merge the Accounts and retain all of the List data in one profile.

  1. In the search field in the upper-right corner of any SalesforceIQ screen, enter the first Account you want to merge.
  2. Select the Account from the search results.
  3. On the Account Profile screen, click .
  4. On the screen that appears, enter the name of the second Account you want to merge, and select the Account from the search results.
  5. Click Merge.

You can also merge Accounts from the Accounts page:

  1. Click at the top of the screen, and then select Accounts.
  2. Check the boxes to the left of the two Account names you want to merge.
  3. Click Merge.

After you merge the two Accounts, you will have a single Account profile showing all of the Account leads, opportunities, etc. by List name.

Delete an Account

You can delete an Account from SalesforceIQ only if it has no Lists associated with it.

  1. In the search field in the upper-right corner of any SalesforceIQ screen, enter the Account you want to delete.
  2. Select the Account from the search results.
  3. On the Account Profile screen, click .

Note: Deleting an Account does the following:

  • Removes this Account and associated Points of Contact from any existing leads, opportunities, etc. on Lists
  • Permanently deletes this Account from your Organization

Closest Connections

On a Contact's Profile page, the Closest Connections section shows the people in your Organization who have the strongest connection to that Contact.

On an Account Profile page, the Closest Connections section shows the Contacts attached to that Account who have the strongest connection to your Organization.


Closest Connections appear only on the Contact profiles for Contacts in your Organization's address book. Contact profiles for your private, unshared Contacts don't display a Closest Connections section. Learn more about the difference between Organization Contacts and personal Contacts here.

When you turn on activity sharing, SalesforceIQ automatically shares the connection strength for each of your Contacts on the Contact profile page.

Creating Contacts

The Contact Gallery in SalesforceIQ mirrors the contact gallery from your connected Gmail or Exchange email Accounts. The Contact Gallery is meant to be used as a online rolodex. As a best practice, we recommend that you track your Contacts (as well as Accounts) in your Lists.

By default, SalesforceIQ enriches your Contacts with hundreds of different data sources. You can turn off the option to enrich Contacts with third-party data. Note that any Contact merges, shared Contacts from other users, or additional Contact details that we add in SalesforceIQ don't sync back to your Gmail or Exchange account.

Contacts can populate in SalesforceIQ in a variety of ways:

  • You can import Contacts manually via a CSV file or a VCF file import.
  • Contacts are imported automatically via any connected email Account. You can connect an email Account during initial setup or at any time from the Settings.
  • Contacts are also created when you add a new Contact or Account to a List.
  • If you want to create a Contact that isn't associated with any List, you can create the Contact manually: Click in the upper-right corner of the screen, enter the Contact name, and click Create [Contact name] under People.
  • You can also create a Contact directly in the Contact Gallery: Click at the top of the screen, select Contacts, and then click Add Contact. Enter the Contact in the search field, or click Create New Contact.

Customize the Contact Gallery

You can customize the Contact Gallery display in the following ways:

Note: These same options are available for Contact Properties that have been added as Grid fields in a Contact-based List. As a best practice, you should use a List to manage a process, and use the Contact Gallery to manage Contact details.

Sort the Contact Gallery Display

You can sort the Contact Gallery by any field in ascending (A-Z) or descending (Z-A) order.

  1. To open the Contact Gallery, click and select Contacts.
  2. Hover over the field you want to sort by, and click to the right of the field name.
  3. Click Sort A-Z or Sort Z-A.

Filter the Contact Gallery Display

You can filter the Contact Gallery to display only Contacts that match the information you select. You can save your filtered options to easily access them anytime.

To create a saved filter:

  1. To open the Contact Gallery, click and select Contacts.
  2. Click Filters at the far right of the screen.
  3. Search for or browse to the first field you want to filter on.
  4. Highlight the field name and select the filter options on the left.
  5. Repeat steps 3 and 4 for any other fields you want to include in the filter view.
  6. Click Save at the bottom of the filters panel.
  7. Enter a name for the filter and click Save.

To apply a filter to the Contact Gallery:

  1. In the Contact Gallery, click Filters at the far right of the screen, and then click the drop-down list at the top of the filters panel.
  2. Search for or browse to the filter you want, and click to apply it. The applied filter appears at the top of the Contact Gallery.

To clear part or all of the filter:

  • To remove one or more options for a field highlight the field and uncheck the options to the left.
  • To remove an entire field from the filter view, highlight the field and click Clear to the right.
  • To completely clear the filter view, click Clear All to the right of Filtered By in the filters panel, or click X to the left of Filtered By at the top center area of the screen.

Reorder Contact Gallery Fields

Reordering a field moves it in your Contact Gallery display only. It doesn’t affect the field order in other users’ Contact Gallery.

To move a Contact Gallery field to the left or right, simply click the field to select it, and then drag it to the position you want. To move multiple fields, hold down Shift and then click the fields.

You can also move a single field one space to the left or right as follows:

  1. To open the Contact Gallery, click and select Contacts.
  2. Hover over the field you want to move, and click to the right of the field name.
  3. Click Move Left or Move Right.

Hide and Show Fields

By default, the Contact Gallery displays all Contact Properties as fields. Hiding a field removes it from your Contact Gallery display only. Other users still see the field in their Contact Gallery. If you hide a field, you can restore it to your display.

  1. To open the Contact Gallery, click and select Contacts.
  2. Hover over the field you want to hide, and click to the right of the field name.
  3. Click Hide Field.
  4. To show a hidden field, click that appears between the fields that are to the left and right of the hidden field.