Create & Edit

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Salesforce: PC Install for Outlook - Enhanced Side Panel (v7)
Create & Edit

Create Records with LinkPoint Connections

LinkPoint Connections aggregates all contacts and leads a user interacts with via email who do not already exist in Salesforce....

Drag and Drop to Create Salesforce Records

Create accounts, contacts, and leads in Salesforce with minimal manual data entry. With email signatures and SnapForms, Salesforce records can...

Drag and Drop to Update Salesforce Records

Update existing accounts, contacts, and leads in Salesforce with minimal manual data entry. Users can identify field-level data differences and...

Create Salesforce Records with SnapForms

Create new records for standard and custom Salesforce objects from Outlook with SnapForms. LinkPoint Connect automatically detects the user’s Salesforce...

Edit Salesforce Records with SnapForms

Edit records for standard and custom Salesforce objects from Outlook with SnapForms. Edit access in the Side Panel mirrors the...

Work with Short Forms

SnapForms typically display a large number of fields and sections based on existing Salesforce Page Layouts and user permissions. In...

Create Outlook Records

Users can create Outlook records through a number of methods including email signatures, LinkPoint Connections, and browser URLs. All methods...