You just need to go to https://app.salesforceiq.com/ and sign in with either your Gmail account or Microsoft Exchange account and all your data will start syncing into SalesforceIQ. This syncing is not a one time activity, once you link an email account, it will always be in sync with SalesforceIQ and vice versa.
Full Answer
What exactly is Salesforce?
What exactly is Salesforce? In easy terms, Salesforce is software that allows companies to better manage their relationship with customers by focusing on the relevant areas. It is offered as a SaaS (Software as a Service), which means that you don’t need to download or install it on a server or dedicate a lot of storage to it.
How to do in Salesforce?
Salesforce has over 35 certifications that span a number of different products, disciplines, as well as experience levels. Getting a Salesforce certification will be a requirement for most jobs, and at a foundational level, the best cert to aim for is the Salesforce Certified Administrator.
How good is Salesforce?
“Salesforce has done a fantastic job providing training material through its Trailhead, Pathfinder, and Talent Alliance programs. But too few job seekers are taking advantage of this training and even fewer employers are hiring new Salesforce developers or administrators without relevant work experience.
How does Salesforce administer Salesforce?
What is Salesforce Administrator
- Role of Salesforce Administrator in an organization.
- Characteristics of a Salesforce Administrator
- Description of Salesforce Administrator Profile
- The market of Salesforce Administrator Professional
- Future of Salesforce Administrator
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.
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 assign a license to Salesforce Inbox?
Assign Salesforce Inbox license to a UserClick the User you want.On the User detail page, under Permission Set License Assignments, click Edit Assignments.Here move the Inbox with Einstein Activity Capture or Inbox without Einstein Activity Capture into the Enable Permission Sets window and save.More items...
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.
How do I integrate email with Salesforce?
0:052:47Salesforce email integration - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can link this email to a related Salesforce. Record like a contact account opportunity or even aMoreI can link this email to a related Salesforce. Record like a contact account opportunity or even a custom object.
Does Salesforce Inbox automatically log emails?
If a contact already exists in your Salesforce instance, emails should be logged automatically to that contact without being prompted each time.
What is Einstein activity capture in Salesforce?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
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.
What does a salesforce inbox license do?
An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Email integrations let sales reps work with Salesforce data directly in Microsoft Outlook and Gmail or in the Salesforce Inbox mobile app.
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.
How do I know if I have Salesforce inbox?
From Setup, enter Company Settings in the Quick Find box, then select Company Information.To view the total number of licenses and the number of licenses in use, find Inbox in the Permission Set Licenses related list. Inbox features are also available with High Velocity Sales and Sales Cloud Licenses.
Abhinav
According to Salesforce, “SalesforceIQ for Small Business is an out-of-the-box Customer Relationship Management (CRM) solution that can be set up in minutes.
Avnish Yadav
SalesforceIQ is based on Relate IQ, software described as a relationship intelligence platform, which Salesforce acquired in 2014.
Divya
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 brings customer information together into a single platform that enables integration with marketing, sales, customer service and business analytics.
What is Salesforce Service Cloud?
Before trying to understand how to use Salesforce Service Cloud let’s learn about Service cloud and its features. Service Cloud is a Cloud-based software that enables you to achieve top-notch administration with a 360-degree view of the client — all from one control center (the console). From a live chat to a common information repository, Service Cloud makes it workable for you to work with cases quicker, offer more intelligent self-assistance, personalized client care, and convey support all over the place.
What was CRM before Salesforce?
Prior to Salesforce, Customer Relationship Management (CRM) arrangements were facilitated on an organization’s own server. The expenses, resources, and time (months or years) it took for organizations to have their own CRM arrangements were tremendous. Even subsequent to setting up everything On-premise, scaling was the primary concern to keep up with changing needs.
Is Salesforce still evolving?
Now you know about the major services offered by Salesforce and you now know how to use Salesforce for building your CRM software.
1. Choose a Survey License Type
There are three types of survey licenses in Salesforce: Survey Response Pack, Salesforce Feedback Manager – Starter and Salesforce Feedback Manager – Growth.
2. Enable and Permit
Like most features in Salesforce, the first step is flipping the switch on. This one is simple – just go to set up and search Survey Settings. From there, Enable Surveys. Since most surveys will be going outside the org to the public, select the default community for creating invitations to complete the survey.
3. Build a Survey
Okay, enough about getting up and running. Time to build the first survey. Similar to Email Templates, surveys are actual records of the Survey object. After navigating to Surveys, select “new” to get started.
4. Add Questions
After adding a new page, you will be prompted to begin adding questions. There are twelve different types of questions. Each question starts with a simple text box for us to ask the customer the question. The question type refers to how they will answer it.
5. Other Page and Question Attributes
Display Logic – allows us to conditionally display different questions. For example, let’s say that you use a Rating question with a range of 1-5 stars. This might be followed up with two conditional questions, in this case Long Text.
6. Branding
Companies take great pride in presenting a consistent look and feel for their customers across various different platforms. Fortunately surveys can be customized to provide the same branding. Use this section to display a background image. This image can be blurring or fully realized.
7. Email Settings
Navigating to the Default Settings under the three dots in the upper right corner, we can customize email settings as well. Content can be delivered through a URL link to the survey, or we can choose a survey question to imbed in the survey invitation. This is a great option because the customer actually starts the survey right from their email.
What is SalesforceIQ?
SalesforceIQ surfaces relevant Sales Cloud data on every email, providing context for all your customer interactions. So you’ll always have the latest information to deliver the right messages at the right time.
Does SalesforceIQ connect to Salesforce1?
All of your customer data is never more than a tap away on the go. SalesforceIQ connects directly to the Salesforce1 Mobile App, so you can dig deeper into all your CRM data for further insights or update fields to keep your data 100% accurate.
Everything Starts with Your Email Account
Capture Everything
- On the list you will see a small chat like icon, when you click on this icon you land on the Stream view of the list you are viewing. This is the page that I just absolutely loved, this is where the action is. This is the page that will show you all the emails that has gone back and forth between you and a particular contact. No, not just since you started using SalesforceIQ but since you star…
Reports and Insights
- I’m one of those who believe to squeeze out the last juice out of your data, every detail, every insight. SalesforceIQ shows you the insights that will help you and your team sell smarter than ever. Reports are of three types: 1. Activity— View insights based on all outbound activities(emails, calls, meetings, tasks). These kind of reports give you deep insight into the per…
The Task at Hand
- Let us come to the Home Screen now and you will find The Task Master……..no literally SalesforceIQ calls this page the task master and I say its pretty apt. This screen gathers your meetings, tasks, and deal activity all in one place. Tasks are the reminders that remind you of that important meeting with that crucial client. As you continue on using SalesforceIQ and it gathers …
The Chrome Extension
- I just love this thing, nowadays any application I use, I have a Chrome extension for it as well. SalesforceIQ imports all your email account data and segregates it intelligently, but if you are like me and don’t want to go away from your Inbox then this is for you. This extension seamlessly puts a sidebar in your email account’s interface. I’ve only checked this out for Chrome as of now. It wi…
SalesforceIQ on The Go
- There is a mobile app as well for both Android and iPhone. With the mobile application you can do almost everything that you can do in the Desktop application. Plus you will be able log phone calls and save their phone numbers as well. This gives you even more data and information you churn your reports on and make smarter decisions. After all its all about making you a smart salesman.