Connect Your Accounts

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.

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.

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.

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.