Name: Salesforce Tutorial - Setting up an account
Uploaded: 2022-10-19T18:15:29.000Z
Duration: 4 min 35 s
Description: Thousands of YouTube videos with English-Chinese subtitles! Now you can learn to understand native speakers, expand your vocabulary, and improve your pronunciation...

- Okay, let's set up your Salesforce IQ account.

so you can technically use any web browser,

So I suggest if you don't already have a copy of it,

go to google.com/chrome and download and install

go to Salesforceiq.com and click on Pricing.

what CRM license you need for your business

The starter license limits you to managing

among up to five users in your organization.

of the basic business intelligence reports.

The growth license allows you to manage and share

an unlimited number of lists to as many users

It allows you to integrate your IQ account

and it allows you to create and send mass emails

The business license adds some additional reports,

an unlimited number of integrations with outside services,

and to provide you access to the Salesforce IQ API,

to create custom integrations between your IQ data

and your own internal apps and web services.

that no matter which of the IQ CRM licenses that you choose,

you will need to purchase a separate license

for each individual that will be using the system

and all the licenses are billed annually.

Off to the right is an optional add-on license

which lets you tie the Salesforce inbox mobile App

on your iOS or Android device to your account.

and you need to manage your customer relationships

If you're unsure of which license that you need,

or you simply want to follow along with this course,

then click the button for Free CRM Trial at the top.

to try out all of the features of the IQ CRM product.

you'll need to sign in with your Google account,

a Microsoft Exchange account or an Office 365 account.

While all three types of accounts will work,

I found that the Google account tends to work the best

with some of the integrations with Chrome.

to only use a dedicated business address to sign in with

you'll be giving the Salesforce IQ app access to your email

to better integrate with capturing customer data

After you sign in and authorize IQ to access your account,

you'll need to set up your business IQ account,

and set a custom IQ password for this account.

Then enter your business or organization's name

agreeing to the master subscription agreement

and you're presented with a brief on-screen tutorial

or click the Skip Tutorial button in the upper right.

your Salesforce IQ account is now set up and ready to go.

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Salesforce Tutorial - Setting up an account

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