LinkPoint Connect streamlines data entry and access to Salesforce by enabling users to instantly view data in Outlook. Users can record inbound and outbound emails to Salesforce with just a few clicks. Users can also create new accounts, contacts, and leads from an email signature with drag and drop functionality. Smart Forms provide access to create or update Salesforce records based on the user’s Salesforce permissions and setup. LinkPoint Connect includes options for one-click, auto, and manual sync for calendar events, contacts, and tasks. Robust configuration options let users control how data is recorded, viewed, updated, and synced.
Products and services provided by LinkPoint360 are automatically updated by default. Individual users may, in most cases, change update preferences in LinkPoint Assist. Some organizations may request that upgrades be disabled by default and then manually released at the discretion of internal IT teams. If new features or functionality are listed but do not appear in a customer’s instance of LinkPoint Connect, please contact an internal IT team member or Salesforce admin for more information.
Depending on how an organization has configured LinkPoint Connect to mirror existing business processes, users may not have all of the options described throughout this user guide. By default, each user will have access to the objects, records, and fields that they have access to in Salesforce. Users can configure view, create, update, and sync settings to change how the Side Panel and related windows operate in Outlook. Customers can also request configuration changes through LinkPoint360 Professional Services, which may alter the available options. Please contact an internal IT team member or Salesforce admin for more information.
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