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

- 好吧，讓我們來設置你的Salesforce IQ賬戶。

Now IQ is a web based application,

現在，IQ是一個基於網絡的應用程序。

so you can technically use any web browser,

所以你在技術上可以使用任何網絡瀏覽器。

but there are a lot of integrations

但有很多的整合

with the Google Chrome browser.

使用谷歌瀏覽器。

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

所以我建議，如果你還沒有一個副本。

go to google.com/chrome and download and install

前往google.com/chrome，下載並安裝

a copy for your operating system.

為你的作業系統提供一份副本。

Then after you have Chrome installed,

然後在你安裝了Chrome之後。

go to Salesforceiq.com and click on Pricing.

前往Salesforceiq.com並點擊定價。

Next you'll need to choose

接下來你需要選擇

what CRM license you need for your business

你的企業需要什麼樣的CRM許可證

and how many licenses you need

以及你需要多少個許可證

to purchase for your organization.

來為你的組織購買。

The starter license limits you to managing

初始許可證限制你管理

and sharing one list

並分享一份清單

among up to five users in your organization.

在你的組織中最多有五個用戶。

And it offers only a limited number

而且它只提供有限的數量

of the basic business intelligence reports.

的基本商業智能報告。

The growth license allows you to manage and share

增長許可證允許你管理和分享

an unlimited number of lists to as many users

不限數量的列表給儘可能多的用戶

as you need to purchase licenses for,

因為你需要為其購買許可證。

as well as access a bunch of prebuilt

以及訪問一堆預建的

and customizable reports.

和可定製的報告。

It allows you to integrate your IQ account

它允許你整合你的IQ賬戶

with up to three other outside services,

與最多三個其他外部服務。

and it allows you to create and send mass emails

並允許你創建和發送群發郵件

to your customers.

給你的客戶。

The business license adds some additional reports,

營業執照增加了一些額外的報告。

an unlimited number of integrations with outside services,

與外部服務的無限數量的整合。

and to provide you access to the Salesforce IQ API,

併為您提供對Salesforce IQ API的訪問。

which can be used by your developers

這可以被你的開發人員使用

to create custom integrations between your IQ data

在你的IQ數據之間創建自定義的集成

and your own internal apps and web services.

以及你自己的內部應用程序和網絡服務。

Now keep in mind

現在請牢記

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

無論你選擇哪種IQ CRM許可證，都能做到這一點。

you will need to purchase a separate license

你將需要購買一個單獨的許可證

for each individual that will be using the system

將要使用該系統的每一個人

from within your company

從你的公司內部

and all the licenses are billed annually.

而且所有的許可證都是按年計費。

Off to the right is an optional add-on license

右邊是一個可選的附加許可證

for Salesforce inbox,

為Salesforce的收件箱。

which lets you tie the Salesforce inbox mobile App

這使您能夠將Salesforce的收件箱移動應用程序聯繫起來。

on your iOS or Android device to your account.

在你的iOS或Android設備上，將你的賬戶與你的賬戶相連接。

This is incredibly helpful,

這是令人難以置信的幫助。

especially if you're on the road

特別是當你在路上的時候

and you need to manage your customer relationships

而你需要管理你的客戶關係

from a mobile device.

從一個移動設備。

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

如果你不確定你需要哪種許可證。

or you simply want to follow along with this course,

或者你只是想跟著這個課程走。

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

然後點擊頂部的免費CRM試用按鈕。

This will give you 14 days

這將給你14天的時間

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

來嘗試IQ CRM產品的所有功能。

Then to create your account,

然後創建你的賬戶。

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

你需要用你的谷歌賬戶登錄。

a Microsoft Exchange account or an Office 365 account.

一個Microsoft Exchange賬戶或一個Office 365賬戶。

While all three types of accounts will work,

雖然這三種類型的賬戶都可以使用。

I found that the Google account tends to work the best

我發現，谷歌賬戶往往是最有效的

with some of the integrations with Chrome.

與Chrome的一些整合。

I'd also strongly advise you

我還強烈建議你

to only use a dedicated business address to sign in with

只使用一個專門的商業地址來登錄

rather than using a personal account.

而不是使用個人賬戶。

Now, the reason is, that by signing in,

現在，原因是，通過簽入。

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

你將讓Salesforce IQ應用程序訪問你的電子郵件

to better integrate with capturing customer data

以更好地與獲取客戶數據相結合

and communications automatically.

和通信自動。

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

在你登錄並授權IQ訪問你的賬戶後。

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

你需要建立你的企業IQ賬戶。

choose a log-in email address.

選擇一個登錄的電子郵件地址。

I'll use my same email address

我將使用我的同一個電子郵件地址

and set a custom IQ password for this account.

併為這個賬戶設置一個自定義的IQ密碼。

Then enter your business or organization's name

然後輸入你的企業或組織的名稱

and your business phone number.

和你的商業電話號碼。

You'll then need to check the box

然後你需要勾選方框

agreeing to the master subscription agreement

同意總認購協議

and the additional terms.

和附加條款。

Then click the Sign Up button.

然後點擊 "註冊 "按鈕。

Now after a few minutes,

現在過了幾分鐘。

your account should be set up

你的賬戶應該已經設置好了

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

你會看到螢幕上有一個簡短的教程

that you can click through

你可以通過點擊

or click the Skip Tutorial button in the upper right.

或點擊右上方的跳過教程按鈕。

Now congratulations,

現在恭喜你。

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

你的Salesforce IQ賬戶現在已經設置好了，可以開始使用。

(upbeat music)

(歡快的音樂)