Steps to activate: Log in to your Company Dashboard on ResponseiQ Go to Global Settings 3. Select CRM Integrations and Salesforce Integration
Full Answer
How do I set up Salesforce authenticator on a mobile device?
Download and install the Salesforce Authenticator app for the type of mobile device you use. For iPhone, get the app from the App Store. For Android devices, get the app from Google Play. From your personal settings, in the Quick Find box, enter Advanced User Details, then select Advanced User Details. No results?
How to enable territory management in Salesforce?
Log a case in Help & Training with a topic of “ Feature Activation & Limits ”, category of “ Territory Management ”, and specify “ Enable 'Territory Management 1.0' feature ”. Provide your answers to the following 6 questions in your case description: 1. Provide the Organization ID of the Salesforce org needing this feature.
What is multi factor authentication (MFA) in Salesforce?
MFA requires users to provide an additional factor of authentication when they log in to the Salesforce user interface.
What is IQ in Salesforce?
SalesforceIQ is customer relationship management (CRM) software from Salesforce.com that is available in two versions, SalesforceIQ for Small Business and SalesforceIQ for Sales Cloud. SalesforceIQ is based on Relate IQ, software described as a relationship intelligence platform, which Salesforce acquired in 2014.
How do I add Gmail to Salesforce Inbox?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant. In the Salesforce Inbox page, select Assign Permissions Sets.
Is Salesforce Inbox free?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox.
Does Salesforce Inbox work with Service Cloud?
Salesforce Inbox is an add-on product for Sales Cloud, Service Cloud, and Force.com. Try it today on Gmail, Outlook, Android or iOS mobile applications!
How do I enable Inbox in Salesforce?
Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.
How do I connect my Salesforce Inbox to Outlook?
1:455:51Salesforce Inbox for Outlook: Demo Deep-Dive - YouTubeYouTubeStart of suggested clipEnd of suggested clipNot with salesforce inbox using insert availability. I can connect directly to my calendar. AndMoreNot with salesforce inbox using insert availability. I can connect directly to my calendar. And share all of my open time slots through email no more scheduling hassle. And this feature is dynamic
What is Salesforce Inbox license?
An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Outlook and Gmail Integration and Inbox Features.
What is the cost of Salesforce Inbox?
$25 per month per userSalesforce Inbox licenses costs $25 per month per user, and is integrated with Gmail and Outlook.
Does Salesforce Inbox work with Outlook desktop?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
Does Salesforce Inbox automatically log emails?
Automatically captured emails and activities are retained for 24 months by default. You can adjust the retention period to be as short as 30 days and as long as 5 years.
Is Salesforce Inbox retired?
In March 2021, we are planning to retire the legacy versions of the Inbox add-in for Outlook and Chrome extension for Gmail. Since your organization may use this older version, we wanted to let you know to move to the new version.
How do I enable partner in Salesforce?
View the partner account contact you want to convert to a partner user .
How do I get partner community access in Salesforce?
What is Salesforce Partner Portal? Salesforce partner portal allows partner users outside of your organization to login to Salesforce . It helps companies by empowering their indirect sales channel and this increases their ROI. 5
How do I enable a contact as a community user?
Partner Community User On the contact record , click on the 'Enable as Partner' button. Create a contact related to this account and name it 'Partner Contact'. On the contact record, click on the 'Enable Partner User' button. Fill the user record information and click on 'Save'.
How do you enable the contact and the contact's related account as external partner users?
Click Manage External Account. Select Enable as Partner . Navigate to the Contact record that is related to the Partner Account. The 'Manage External Users' button should now be visible.
How do I login to my partner community in Salesforce?
Partner Community User On the contact record , click on the 'Enable as Partner' button. Create a contact related to this account and name it 'Partner Contact'. On the contact record, click on the 'Enable Partner User' button. Fill the user record information and click on 'Save'.
How do I create a partner community account in Salesforce?
Steps to create a Partner Community Salesforce Account : Go to https://partners.salesforce.com/ and click Join Now. On the next page, click Join The Partner Community. To create a partner account you can either sign up using your Existing salesforce username or you can use you marketing Cloud credentials.
How do I link my partner community account to trailhead?
What is a Salesforce Partner Community? ... Partner communities serve as a channel management solution , so you and your partners can share information and collaborate in real-time. Partner communities allow different sales teams and resellers to get the information to do their job effectively.