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Salesforce: PC Install for Outlook - Classic Side Panel (v6)
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Knowledge Base
Salesforce: PC Install for Outlook - Classic Side Panel (v6)
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Install
4 Articles
About LinkPoint Connect
Installing LinkPoint Connect (Outlook + Salesforce)
Entering a License Key (Outlook + Salesforce)
Connecting LinkPoint Connect to Salesforce (Outlook + Salesforce)
View
4 Articles
Showing and Hiding the LinkPoint Connect Side Panel (Outlook + Salesforce)
Viewing Salesforce Data in Microsoft Outlook
Enabling and Disabling LinkPoint Connect Side Panel Navigation Pane Items (Outlook + Salesforce)
Viewing LinkPoint Connect Usage Reports in Salesforce (Outlook + Salesforce)
Record
12 Articles
Recording an Email to Salesforce from Outlook
Recording Attachments with Emails to Salesforce from Outlook
Editing Email Content When Recording to Salesforce from Outlook
Scheduling Follow Up Actions When Recording Emails to Salesforce from Outlook
Adding Salesforce Contacts as Email Recipients in Outlook
Using Salesforce Email Templates in Outlook
Attaching Salesforce Documents to Outbound Emails in Outlook
Recording Emails to Salesforce with Smart Record and Smart Send (Outlook + Salesforce)
Tracking Email Opens with LinkPoint Tracker
Sending Emails with LinkPoint Bcc Sender
Identifying Recorded Emails in Salesforce (Outlook)
Searching and Recording Based on Secondary Email Address (Outlook + Salesforce)
Create
12 Articles
Creating a New Salesforce Contact from Outlook
Creating Outlook Contacts from Email Signatures (Outlook + Salesforce)
Using Active Update to Edit Contacts in Salesforce (Outlook + Salesforce)
Relating an Outlook Contact to a Salesforce Account
Relating an Outlook Calendar Item to a Salesforce Record
Using Smart Link to Relate Outlook Calendar Items to Salesforce Records
Relating an Outlook Task to a Salesforce Record
Creating a New Salesforce Opportunity from Outlook
Creating a New Case in Salesforce from Outlook
Creating a New Account in Salesforce from Outlook
Creating and Updating Salesforce Records with Smart Forms (Outlook)
Launching Smart Forms with Drag and Drop (Outlook + Salesforce)
Sync Options
6 Articles
Understanding LinkPoint Connect Sync Functionality (Outlook + Salesforce)
Configuring LinkPoint Connect Auto Sync Settings (Outlook + Salesforce)
Configuring LinkPoint Connect Manual Sync Settings (Outlook + Salesforce)
Running a Manual Sync Between Outlook and Salesforce
Running Background Synchronization with Auto Sync Settings (Outlook + Salesforce)
Rebuilding LinkPoint Connect Sync History (Outlook + Salesforce)
Sync Calendars
1 Article
Syncing Calendar Items (Outlook + Salesforce)
Sync Contacts
3 Articles
Syncing Contacts (Outlook + Salesforce)
Syncing Contacts Between Outlook and Salesforce with Manual Sync
Syncing Contacts by Teams Between Outlook and Salesforce
Sync Tasks
2 Articles
Syncing Tasks (Outlook + Salesforce)
Syncing Tasks Between Outlook and Salesforce with Manual Sync
Configure
9 Articles
Configuring LinkPoint Assist (Outlook + Salesforce)
Configuring LinkPoint Connect Record Functionality (Outlook + Salesforce)
Configuring the LinkPoint Connect Side Panel (Outlook + Salesforce)
Configuring Smart Forms (Outlook + Salesforce)
Configuring LinkPoint Tracker
Configuring the LinkPoint Connect Salesforce Connector (Outlook + Salesforce)
Manually Updating LinkPoint Connect
Configuring LinkPoint Connect with a Salesforce Sandbox Account (Outlook + Salesforce)
Configuring LinkPoint Connect for Salesforce Partner Communities
Virtual Desktop Environments
3 Articles
Installing LinkPoint Connect for Virtual Desktop Environments
Entering a License Key for Virtual Desktop Environment Installation
Connecting LinkPoint Connect to Salesforce for Virtual Desktop Environment Installation
Frequently Asked Questions
18 Articles
I am missing my LinkPoint Connect buttons but the Add-In is not disabled
Script Error Message
Contacts Are Not Displaying in the Record To Window or the Side Panel
Is There a Way to Sync a Different Contact Folder?
Can I Sync a Different Calendar?
Can I Sync All Contacts in Salesforce Instead of Just the Contacts I Own?
How Do I Configure LinkPoint Connect for Single SignOn?
Can I Sync Contacts Only from Salesforce to Outlook?
I Received an INVALID FIELD Error During Sync Regarding ‘IsAllDayEvent’
Is There a Way to Record Emails as a Different Task Type?
Error: Type mismatch in method OP_IS:EMPTY found, Unknown expected
Finding Knowledge Base Articles within LinkPoint Connect for Outlook & Salesforce
How do I allow Outlook access?
How do I install LinkPoint Connect in silent mode with no user interface?
Can I sync my calendar based on CRM category?
Quick Start Guide: LinkPoint Connect (Outlook + Salesforce)
How Can I Manage My Users?
Desktop Edition: Quick Start Guides
Release Notes
4 Articles
Fall '14 Release
1 Article
Fall ’14 Release Summary
Fall '15 Release
1 Article
Fall ’15 Release Summary
Spring '17 Release
1 Article
Spring ’17 Release Summary
Winter '17 Release
1 Article
Winter ’17 Release Summary
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