The Stream

Overview: Stream view

The Stream is a List view that displays an activity log between your team working on the List process and the Contacts for the lead, opportunity, etc. SalesforceIQ automatically brings the following into the Stream:

  • Emails
  • Email attachments
  • Logged phone calls and meetings
  • Calendar events
  • Tasks
  • Comments


The Stream view provides a number of options that let you easily and quickly collaborate with other members of your team. You can also filter the Stream view to show only the information you want.

Video: Stream View Collaboration (~2 min)

Manage Stream communication

Email messages from connected accounts populate in the Stream automatically. You can manage Stream communication in several ways:

Note: You can also filter Stream activity.

Log a Comment, Call, or Meeting in the Stream

To log a comment, call, or meeting, as well as associated notes in the Stream:

  1. Go to a Contact or an Account List object in the Stream, and click (Log an Event).
  2. Choose the event type (comment, phone call or meeting) and specify if anyone else was involved. (Note: only meetings and calls allow you to choose a specific date in the past. You cannot specify a date for a comment).
  3. Record when the meeting took place.
  4. Leave a comment about the recent call or meeting, and log the event. This tracks the latest activity by adding to Reporting and Intelligence Fields in the Grid.

At this time, we do not support importing individual emails in the Stream. As a workaround, you can copy and paste the text of the individual email into the Note box and log the event as a meeting following the steps above.

Add a Comment for Stream Collaborators

In the Stream view, you can leave a comment regarding an Account or Contact on a List. A comment is a note you leave for your teammates, which you can use later as a reference, similar to meeting notes. You can also create a note for yourself by referencing yourself in the stream (e.g., @yourIDhere), which will simultaneously send you an email notification. Tag individuals, teams, or all users within an Organization with the @ sign. For example:

  • If you enter @Jim Halpert when writing a comment, Jim receives a notification of the comment.
  • If you enter @Sales, the entire sales team receives a notification.
  • If you enter @all, everyone at the Organization receives a notification regarding the comment.
  • If you enter @yourIDhere (i.e., reference yourself), you will receive a notification of the comment.

You can use comments during a call or to share updates with your team in real time.

  1. In the Stream view, on the left side of the Stream, click the Account or Contact for which you want to add a comment.
  2. Enter the comment recipient by entering the @ symbol followed by the recipient's name. You can enter more than one recipient.
  3. Enter your comment. You can customize your comment by formatting the text:
    • To make text bold, put double asterisks (**) around it: **bold text**.
    • To make text italic, put underscores (_) around it: _italic text_.
    • To format text as a bullet list, put each item on its own line, and put an asterisk and a space at the beginning of each line.
  4. Click Log Comment.

Preview and Download Email Attachments

If an email in the Stream contains an attachment, you can preview and/or download the attachment directly from the Stream.

Attachments in the Stream view are indicated by . To view the list of attached files, click .

  • If the attachment is in a format that supports preview, such as a PDF or image file, click the attachment to preview it, and then click Download to download it.
  • For other attachment types, click the attachment to automatically download it.

Note the following:

  • To filter the Stream to show only items that contain attachments, click and check the Events with Attachments box.
  • If multiple email messages are combined in a single Stream item, the icon appears if any of the messages contains an attachment.
  • If the source email is deleted, the attachment is no longer available for preview or download in the Stream.

Email All Contacts Associated with a List Object at Once

You can easily email multiple Contacts on a single relationship from the Stream.

  1. At the top of the Stream view, click X Contact(s).
  2. At the bottom of the screen, click Email All.
  3. A blank email message appears prepopulated with all the Contacts as recipients. You can remove individual Contacts or add additional recipients before composing and sending the message.

Block Specific Emails from Appearing in the Stream

You can block emails that contain a given email address—either an individual or a mailing list address—from appearing in the Stream view. To do this, you must create a filter in Gmail.

Note:

  • To block emails from appearing in the Stream view, all users on the affected List must create a Gmail filter.
  • Creating a filter blocks all future emails from appearing, but doesn't affect emails already displayed in the Stream view.
  1. In your Gmail Inbox, click in the upper-right corner of the screen, and then click Settings.
  2. At the top of the Settings screen, click Filters.
  3. Click Create a new filter.

    Note: You can also create the filter from a message by going to the folder containing the message (Inbox, Sent, etc.), checking the box to the left of the sender or recipient name, clicking More at the top of the screen, and then selecting Filter messages like these.
  4. Enter the sender or recipient address in the From or To field, and then click Create a filter with this search.
  5. Check the Skip the Inbox (Archive it) box, and then click Create filter or Update filter.
  6. At the top of the Settings screen, click Forwarding and POP/IMAP.
  7. Select Enable IMAP, and then click Save Changes.
  8. At the top of the Settings screen, click Labels.
  9. To the right of All Mail, uncheck the Show in IMAP box.
  10. Under System Labels, find the filter you just created, and uncheck the Show in IMAP box for that also.
  11. Caution: Unchecking 'Show in IMAP' for All Mail will have the following effect -- outgoing emails (Sent emails) and auto-archived emails that bypass the Inbox (by way of a filter) will no longer be available to show in the Stream.

Overview: Collaboration

In addition to providing a central repository for all of your touchpoints with a point of contact, the Stream view provides a number of options that let you easily and quickly collaborate with other members of your team:

  • Create a team to quickly collaborate with a group of teammates all at once.
  • Create, assign, and work with tasks for yourself and your teammates to more efficiently manage next steps on a deal.
  • Add your meeting notes as a comment in the Stream and generate a notification with the text of that comment for a teammate by @referencing them.
  • Send an email straight from SalesforceIQ to complete your tasks quickly and efficiently.
  • Log a meeting or phone call as well as the notes associated with the event.
  • Preview and download email attachments.

Follow the links above to learn more about these options.

Use Stream filters

SalesforceIQ's Stream filters let you quickly customize the Stream view to show only the information you want for a given List object (lead, opportunity, etc.). You can filter the Stream view in two ways:

  • By field name.
  • By criteria you select—for example, activity shared with a certain user, related to a certain point of Contact, or reflecting a certain type of event. You can use a preset quick filter or select options to create a custom filter.

To filter by field name:

  1. Open the Stream view for a List object by clicking the object name in either the Grid view or the Stream view for the full List.
  2. In the Fields tab on the right side of the Stream view, a Filter fields box is displayed. Enter the field name in the box. The Fields tab automatically displays any fields that match the term you entered. Note: The results include any filter that matches the term you enter anywhere in the filter name. For example, entering St returns both Status and Last Communication.

To filter by criteria you select:

  1. Open the Stream view for a List object by clicking the object name in either the Grid view or the Stream view for the full List.
  2. At the top of the Stream, click .
  3. A menu appears displaying options for filtering the Stream view. Do either of the following:
    • Select a quick filter option from the drop-down menu.
    • Check one or more boxes to create a custom filter. You can filter by type of event, user, or point of contact.
  4. Click Apply Filters.

Note the following:

  • If you create a custom filter, you can check any number of boxes—including multiple boxes under the same category—to fully customize the filtered view. To quickly uncheck all the boxes, click Clear all filters.
  • To change your filter criteria for the Stream you are viewing, click Edit. To remove all filters from the Stream view, click Clear.
  • The filters apply to the current List object Stream only, while you are viewing that Stream. If you open another List object Stream or close and reopen the current Stream, all filters are off.
  • If any new activity takes place in the List object Stream, it appears at the top of the Stream even if the activity doesn't meet your filter criteria. This keeps you up-to-date on current activity even in a filtered view. For example, if you have set a filter to view comments only and a new email arrives, the email appears at the top of the Stream.

View Google Calendar Stream events

Your Google Calendar syncs automatically when you connect your Google account to SalesforceIQ.

To see an event in the Stream on a List, make sure to do either of the following:

  • Invite the contact to the calendar event.
  • Include the contact's exact email address in the Description section of the calendar event. On an iPhone, this section is called Notes.

If an event isn't appearing in the Stream, check the following:

  • Make sure that the event is on the calendar for the Google account you connected to SalesforceIQ. The Stream view doesn't pull in events from shared calendars or forwarded accounts.
  • Make sure that you have the same email address associated with the Contact on the List. To check this, click and view the emails that are listed for the Contact.

Integrate ToutApp emails

There are two ways to have emails sent via ToutApp show up in your Stream for Contacts or Accounts that you have added to SalesforceIQ:

ToutApp extension

  1. Download the ToutApp extension for Gmail or Outlook, depending on which account type you have connected in SalesforceIQ.
  2. When you send a message from your regular email account, click Tout It instead of Send. This routes the message through ToutApp, and causes the message to appear in the SalesforceIQ Stream.

Server configuration

Configure ToutApp so messages you send come from your own email servers. You can do this in ToutApp online under Settings & Integrations > Email Servers. Messages sent from your own servers appear in the SalesforceIQ Stream.