Connected Accounts and Settings

Learn about admin and user settings, including connected Accounts, email, and password information.

Overview: Connected Accounts

Your professional relationships are not confined to a single system or network—and especially not to one owner. Connected Accounts helps you manage this complexity by letting you link your existing email account to your SalesforceIQ user Account. Connecting your Accounts takes away the pain of creating and updating Accounts and Contacts, because the system does this for our users automatically, pulling in data from multiple sources.

Note: SalesforceIQ requires the use of Google, Exchange, or Office 365 servers. It isn’t compatible with independent IMAP or POP servers.

Supported Connected Account Types

  • Email—Address book information, email traffic, and email content, which you can use and share to help productivity.
  • Calendars—Events from meeting invites that you can use in our intelligent Grid fields.
  • Phone calls—If you place a phone call using our mobile app, you can decide to have a phone call automatically noted in your Stream to help you track your communication with your Contacts.

Adding Forwarding Accounts

We recommend that users connect forwarding email accounts to SalesforceIQ whenever possible to ensure a consistent experience. Note that to send an email through SalesforceIQ, you must connect the email account directly to SalesforceIQ. You can't use forwarding and alias accounts as “sent" email addresses.

Connect a Gmail 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 a Gmail account; learn how to connect an Office 365 account here and an Exchange account here.

Note: SalesforceIQ doesn't currently support connecting an alias email address.

  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 Gmail account.
  4. Do one of the following:
    • If you aren’t already signed in to a connected Gmail account—Enter the email address and password to sign in to the account you want to connect.
    • If you’re already signed in to a connected Gmail account—Click the account in the upper-right corner of the screen and click Add account. Enter the username and password to sign in to the new account you want to connect.

Note: If you connect a Gmail account, SalesforceIQ syncs emails up to six months old.

Troubleshooting

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

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.

Manage email notifications

You can set or update your email notifications in your personal Account settings.

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Notifications, and then select the notifications you want to receive. Note: Every time you check or uncheck a box, a Success! notification appears at the top of the screen.
  3. Your notification preferences are saved automatically. Click outside the Your Settings screen to exit.

Note: Now you can create a note for yourself by referencing yourself in the stream (e.g., @yourIDhere), which will simultaneously send you an email notification.

Create an email signature

You can create or edit a default email signature for all emails you send from SalesforceIQ, or enter a custom signature for a specific message you are sending.

Note: For any of the methods described below, you can customize your signature with formatting options such as bold, italics, various fonts, sizes, and more. The formatting options appear at the bottom of the signature screen.

Create or Edit a Default Email Signature for All Emails You Send

  1. Click at the top of any screen.
  2. In the left navigation panel, click Email Signature.
  3. Enter a default email signature for all emails you send from SalesforceIQ, or edit the existing default signature.
  4. Click Save Email Signature.

Create a Custom Signature for a Specific Email

  1. Click at the top of any screen.
  2. In the left navigation panel, click Compose Email.
  3. Edit the default signature that appears in the message entry form. Note: Any changes you make to the signature here apply to this message only, not to any other emails you send.
  4. Click Send or Save Draft.

Add an Image to Your Email Signature

You can link to an online image to use it in your email signature. The image must be from a publicly available URL. For example, to use your company logo, do a web search to find a public version of the logo, and then link to that URL.

  1. Click at the top of any screen.
  2. In the left navigation panel, click Email Signature.
  3. Click in the row of formatting options.
  4. Enter the public URL for the image and click Insert.
  5. Click Save Email Signature.

Reset/change your password

Reset Your Password

  1. Go to app.salesforceiq.com.
  2. In the Password field, click forgot?
  3. When prompted, enter your email address to receive instructions on how to reset your password.
  4. Check your inbox for an email from SalesforceIQ. Click the link in the email to reset your password. You will be asked to enter your email address, a 2-Step Verification code, and your new password.

Change Your Password

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Security.
  3. Enter your existing password and your new password, and then enter the new password again to confirm.
  4. Click Save Password.

Set up 2-Step Verification

You can use Google's 2-Step Verification to make your SalesforceIQ Account on our web and smartphone applications even more secure.

To learn more about Google's 2-Step Verification, how it works, and why you may want to enable it, please see their support materials.

To enable 2-Step Verification:

  1. Download the Google Authenticator app for your smartphone.
  2. Log in to your SalesforceIQ account on your computer.
  3. Click at the top of the screen, and then select Settings.
  4. On the screen that appears, click Security, and then click Begin Setup under Enable Two Factor. A barcode appears, along with areas to enter your SalesforceIQ password and Google authenticator code.

    Note: Go to the Security settings if you want to disable 2-Step Verification after you enable it.
  5. Open the Google Authenticator app on your smartphone.
  6. Add a new Account as follows:
    • Android phone—Tap the menu button at the bottom of the screen.
    • iPhone—Tap the pencil icon in the upper-right corner.
  7. Scan the barcode on your SalesforceIQ screen.
  8. The Google Authenticator app generates a new code for SalesforceIQ. In SalesforceIQ, enter this code under Google Authenticator Code, and then enter your SalesforceIQ password.
  9. Click Verify and Enable.
  10. If you use one of our smartphone apps, a prompt appears asking you to log back into them.

    Note: You will need to use the most recent versions of our smartphone apps. If you have trouble logging in after enabling 2-Step Verification, please check the app store for updates.

Disconnect an Account

You have two options for disconnecting a connected Account: disabling the Account, or deleting it.

If you disable a connected Account, information previously pulled into the Stream remains there to preserve activity history. If you delete a connected Account, you may permanently lose Stream information.

Note: Once you disable or delete a connected Account, SalesforceIQ doesn't pull in any future communications involving that email address.

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Connected Accounts.
  3. A list of your currently connected Accounts appears.
    • To disable an Account, hover over Connected and select Disable.
      Note: After you disable an Account, you can also click Reconnect to enable it as a connected Account again.
    • To fully delete an Account, hover over Connected and click Delete. This fully removes the email Account from your connected Accounts.

Use an email alias

This article explains the support SalesforceIQ offers for customers who use an email alias.

Gmail

  • Registering for SalesforceIQ—You can use an email alias when you register for SalesforceIQ. However, when you connect your Gmail account during the sign-up process, you must pick a main Gmail account. The process displays main accounts only.
  • Incoming messages—You can receive messages sent to an email alias as long as the alias directs to the main connected Gmail account.
  • Outgoing messages—Currently, you can't send a message from an email alias in SalesforceIQ. This includes composing, replying to, or forwarding a message.
  • Stream—All messages and calendar events sent to an email alias appear in your Stream, as long as the alias directs to the main connected Gmail account.

Exchange and Office 365

SalesforceIQ doesn't support the use of email aliases with Exchange and Office 365 accounts at this time. This includes registering with SalesforceIQ, receiving messages, and sending messages.

Reconnect an Account

If you notice that your emails aren't getting pulled into the Stream, you may need to reconnect your Account.

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Connected Accounts. If your email Account has been disconnected, a Reconnect button appears to the right of the Account name. Click Reconnect. Note: If your email Account is connected, the word Connected appears to the right of the Account name.

If you need to reconnect your email Account repeatedly, there may be a problem with the email provider. Do the following:

  1. Try deleting your email Account and then connecting it again and see if that fixes the problem.
  2. Ask the domain administrator for Google Apps to go to Apps > Google Apps Gmail > Advanced Settings and make sure that the Disable POP and IMAP access for all users box is unchecked.

Troubleshooting: Microsoft Exchange Accounts

This article presents useful information and troubleshooting steps for connecting a Microsoft Exchange email Account to SalesforceIQ.

If you know your Exchange email address and password, we recommend first trying to connect by following the steps in Connect a Microsoft Exchange email Account. If you are unable to connect or need more information, read this article to learn about the following:

Need help finding your Exchange account information?

Supported Versions of Exchange

SalesforceIQ supports Microsoft Exchange 2010 and 2013, as well as Office365. If you are unsure which Exchange version your office uses, please ask your IT department.

Required and Optional Information

Exchange settings vary widely across organizations. Because of this, the information you need to connect depends on your organization.

The following information is required for connection:

  • The Exchange email address you are connecting to
  • Your password for the Exchange email account

The following information may be needed for connection, depending on your organization:

  • The domain and/or username you have in your organization. If you don't have either of these, you won't need them to connect. If you do have one or both, note the following:
    • Even if you have a domain name and/or username, you should first try to sign up for SalesforceIQ without them. They might not be needed to connect to your Exchange account.
    • Your domain could be an abbreviation such as nc.
    • You may use a domain\username combination such as europe\myusername when logging in to your work computer, where europe is the domain and myusername is your username.
  • Your Exchange server address, also known as EWS ("Exchange Web Service") server address. If you are unable to connect, ask your IT department to provide you with a link to your organization's EWS server address, for example: https://connect.myorganization.com/ews/exchange.as.... Note the following:
    • The address must begin with https:// and end in /ews/exchange.asmx.
    • This address is not the link you use to access your email online.
    • If the server name uses only letters and numbers in the form of an email address, use that text instead of the EWS server address.

Find Your Microsoft Exchange Information in Outlook for Mac OS

Note: If you use Outlook on Windows, click here.

  1. In Outlook, click the Outlook menu item and select Preferences.
  2. Click Accounts.
  3. Click Advanced.
  4. Click the Server tab.
    The Server field under Microsoft Exchange shows your Exchange server address.

Find Your Microsoft Exchange Information in Apple Mail for Mac OS

  1. At the top of Apple Mail, click Mail and select Preferences.
  2. Click Accounts.
  3. The External Server fields shows your Exchange server address. Enter this into the Server Address field on the left.

Find Your Microsoft Exchange Information in Outlook for Windows

  1. Open Outlook and click File.
  2. Click Info, and then click Account Settings > Account Settings.
  3. Select the email account you want to connect to SalesforceIQ.
  4. Click Change.
  5. Under Server Settings, the Server field shows your Exchange server address. Enter this into the Server Address field on the left.

How to Find Your Domain and Username

The format for your domain and username varies depending on how your IT department has configured Exchange. There are two formats:

  • A combination of domain\username such as europe\johndoe, where europe is the domain and johndoe is the username
  • Just the username, such as \johndoe

The most common way to find your domain and username is to enter the text that appears between @ and .com (or .org, .net, etc.), followed by a backslash (\), followed by the text that appears before @.

Example: john@abccompany.com = abccompany\john

If you can't sign in with the information above about Exchange server and your domain\username, ask your IT department for your credentials. If you still can't sign, as your IT department the following:

  • Do you have auto-discovery enabled?
  • Do you need to allow self-signed certificates? If so, click More Options, check the Trust unverified servers box, and try again.

Test Your Account Information Within Your Organization

The following test is completely external to SalesforceIQ, ensuring that the information you provide is correct within your own organization.

Note: An EWS server address is required for this test. Skip this test if you don't know your organization's EWS server address.

  1. Open a browser and enter the EWS server address into a browser. A screen similar to the following appears: Note: If an error appears instead, the EWS server address is incorrect. If an empty screen appears, either try again later (you may already be logged in), or try a different browser.
  2. Enter your username and password. Your username is usually your Exchange email address, but could be your domain\username. You may need to try each separately.
  3. Click Log In. If successful, you will see output similar to one of the following, depending on your organization's Exchange version.
  4. If nothing happens or the login screen reappears, then some or all of your information is incorrect. Contact your IT department and try again.

Troubleshooting: Exchange/Outlook Contacts

If you have an Exchange Account connected to SalesforceIQ, please keep the following in mind regarding synchronization of Contact information:

  • Contact sync between Exchange and SalesforceIQ takes place every five minutes. If you recently updated Contact information in Exchange, wait a few minutes to see if it appears in SalesforceIQ.
  • Updated Contact information appears in SalesforceIQ only if you modified the Contact in the Contact folder in Exchange itself. Changes you make in your private address book in Outlook don't appear in SalesforceIQ.
  • Contact sync goes back for two years. If you last modified a Contact more than two years ago, the Contact won't appear in SalesforceIQ.

Note for Exchange 2007 users: Exchange 2007 synchronizes email only with SalesforceIQ. If you use Exchange 2007, no Contact or calendar information syncs with SalesforceIQ. Learn more about supported Exchange versions here.