SalesforceIQ Help

Your Organization is the main hub for all of your SalesforceIQ activity. For most customers, your Organization is your company-wide Account that lets you collaborate with your teammates.

About Organizations

Your Organization includes the following information:

• Billing and subscriptions
• Collaborators and teams
• Lists
• Address books for shared Contacts and Accounts
• Integrations (available in some plans)

All of your colleagues should work together under one common Organization. This is generally named after either your company (for example, ACME) or a large division within your company (for example, ACME Business Development). Working under a common Organization ensures that your colleagues always have access to the following:

• Team announcements
• Lists
• Merge suggestions to keep your address book clean and up-to-date
• Proper billing allocations
• Integrations that can help automate your workflow (available in some plans)

After you create an Organization, you can invite new users to your Organization or move a user from another Organization into your common Organization.

Accessing Organization Information

To access your Organization information and settings:

1. Click at the top of the screen, and then select Settings.
2. If you have more than one Organization, hover over the displayed Organization name to see your other Organizations displayed to the left. Click the Organization you want.
3. On the Settings menu, click Settings.
4. Click a category below the Organization name (General, Sharing, Lists, etc., located on the left hand side of the screen) to view those settings for the Organization.
5. If you have multiple Organizations, you can click the current Organization displayed under Organization Settings and select a different Organization from the menu to customize settings for that Organization.

This article describes the tasks Organization admins can perform related to users:

• Invite users to the Organization
• Move users from another Organization
• Make a user an Organization admin
• Delete a user from the Organization

Invite Users to Your Organization

You can bring your colleagues under the same company-wide account, or Organization, in from the Home screen or from the Users tab in your Organization settings.

Note: After you invite colleagues to your Organization, you can invite them to individual teams within the Organization.

1. Access the Users Settings screen by doing one of the following:
   • On the Home screen, click Add Teammates.
   • Click at the top of the screen, and then select Settings.On the screen that appears, click Users.
2. Click Invite Users.
3. Do the following for each user you want to invite:
   • Enter the user’s name or email address. Alternatively, select the name from the suggestions on the right side of the screen.
   • Enter a welcome message if desired.
   • Click Invite Users.
   • Click Done.

Move Users from Another Organization

If a colleague is part of another Organization, you can use the method described above to add the colleague to your company-wide Organization so you're all working together.

Tip: Rename the extra Organization to avoid confusion.

Make a User an Organization Admin

By default, any user you invite is a User on the team. You can make a user an Organization admin, which gives the user access to admin-only tasks.

Note: This option is not available for all users.

1. Click at the top of the screen, and then select Settings.
2. On the screen that appears, click Users.
3. Click the drop-down menu to the right of the user’s name, and then click Admin.

Delete a User From Your Organization Admin

1. Click at the top of the screen, and then select Settings.
2. On the screen that appears, click Users.
3. Hover over the user’s name and click .

Note: When you remove an employee from your SalesforceIQ Organization, this removes that person's access to SalesforceIQ. The number of licenses remains the same based on your existing contract.

Organization admins have certain privileges for managing Lists and Organizations.

To see your Organization's admin:

1. Click at the top of the screen, and then select Settings.
2. On the screen that appears, click Users. The Users screen shows who in the Organization is listed as a User, and who is an Admin.

Organization admins can do the following:

• Invite new users to or remove current users from the Organization.
• Change any user from a User to an Admin within the Organization. To do this:
  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Users.
  3. Select User or Admin from the drop-down menu that appears to the right of any Organization member's name. Note: If you would like to become an Organization admin, please contact your current Organization admin and ask him or her to switch you from a User to an Admin.
• Create a List
• Edit List settings
• Set up and manage Account properties in a List
• Delete a List

Video: Administrative Controls (~1.5 min)

Creating teams within your Organization lets you leave a comment for all team members at once. If you add a comment and tag it @all, all members of the team automatically receive a notification.

Create and Add Colleagues to a Team

Only Organization admins can create teams.

1. Click at the top of the screen, and then select Settings.
2. On the screen that appears, click Teams.
3. To create a new team, click the team name shown at the top of the screen, and then click Add a new team. Note: If you haven't created any teams yet, click Create New Team instead.
4. Enter the team name and click Create Team.
5. To invite users to a team, do the following:
   • Click the team name shown at the top of the screen, and then click the team you want.
   • Click Add Users.
   • To invite one of the people suggested by SalesforceIQ, highlight that user's name, and then click + to the right of the name.
   • To invite other users, enter the person's name, highlight it when it appears, and click + to the right of the name. Repeat this step to invite other teammates.
   • Click Save.
6. By default, any teammate you invite is a User on the team. You can make a user a team Admin, which lets the user rename or delete the team as described in the sections below. To make a teammate an admin, click the drop-down list to the right of the teammate name and select Admin.
   Note: This option is not available for all teammates.

To remove a user from a team, on the Teams settings page, highlight the user name and click .

Rename a Team

Only team admins can rename a team.

1. Click at the top of the screen, and then select Settings.
2. On the screen that appears, click Teams.
3. Click the team name shown at the top of the screen, and then click the team you want to rename.
4. Click to the right of the team name.
5. Enter the new name and click Rename Team.

Delete a Team

Only team admins can delete a team.

1. Click at the top of the screen, and then select Settings.
2. On the screen that appears, click Teams.
3. Click the team name shown at the top of the screen, and then click the team you want to delete.
4. Click to the right of the team name.
5. Click Delete Team.

When an employee leaves the company, or any other time you need to remove a user from SalesforceIQ, follow these high-level steps. All existing email communication, comments/notes, tasks, and shared Contacts remain in the company's Organization.

Important: The user should not delete any connected email Accounts in his or her personal settings. This removes all past email communication in all Lists in SalesforceIQ. Instead, either the user or the admin should remove the user from the Organization. This immediately stops all new information from the user's connected Accounts coming into the company's Organization.

1. Before deleting the user, the user should share all important Stream content. This information can't be shared after removing the user.
   
2. Either an administrator or the user him- or herself can remove the user from SalesforceIQ. To do so, click at the top of the screen, and then click Settings > Users. Hover over the user's name and click .
3. If you have a new employee coming on, invite that employee as a user to the Organization.

The sections below provide more details on this process.

What happens when I remove the employee as a user from the Organization?

When you remove an employee from the company's SalesforceIQ Organization, the following items remain on Lists in your Organization:

• All existing email communication, as long as the employee didn't delete any connected Accounts
• Comments and notes
• Tasks
• Shared Contacts

Any unshared personal Contacts from the employee's My Contacts address book, as well as any future email communication, don't populate in the Organization.

In addition, after the employee is removed from the Organization, that employee no longer has access to any information—including Lists, Contacts, and so on—in the company's SalesforceIQ Organization.

What if I want to transfer the removed employee's Account to a new employee?

In SalesforceIQ, you don't transfer one user's license or Account to another user. Instead, if you have a new employee taking over a seat from a user you removed, invite the new employee as a user in SalesforceIQ after removing the previous employee.

What happens to the number of licenses I have in the SalesforceIQ Account when I remove an employee?

When you remove the previous employee from your SalesforceIQ Organization, it removes that person's access to SalesforceIQ. The number of licenses remains the same based on your existing contract.