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SalesforceIQ for Sales Cloud

Applies to: Lightning and Classic

If you’re looking for a Gmail to Salesforce plugin, give this one a try.  I’m really excited about this app and you can leverage a lot of it’s capability for free!

SalesforceIQ features include:

  • Viewing and creating Salesforce records from your Gmail inbox

·  See relevant SF context as you create your emails

  • Sending and add emails to Salesforce

·  Leverage email templates
·  Get read receipt notifications
·  Schedule the email to send at a later time

  • Dynamically schedule meetings

  • Analyzing and identifying work that need your attention

·  Suggests to do items that can be setup in Salesforce

  • Mobile apps to extend the capability to your iPhone or Android device

Here’s the link to learn more about SalesforceIQ: http://bit.ly/1WdRIyH

When you’re ready to move forward with it, go to this link: http://sforce.co/1WdS74o From here you’ll find links to install the Chrome web browser extension as well as links to the mobile apps.

This is an awesome tool and I’m looking forward to seeing how Salesforce leverages the intelligence the tool has to further extend the Salesforce Platform in the future.

Terry Miller
Terry Miller
Terry has spent over 20 years focused on business leadership and information technology. As an independent consultant, he enjoys working with a variety of customers to help them solve business problems using the Salesforce® platform. His ability to quickly identify bottlenecks and provide understandable solutions has gained him the trust of his customers. If you're looking for expert guidance on your next Salesforce® project, click here to contact Terry today.

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