How Can I Manage My Users?

LinkPoint Connect: Desktop and Desktop Plus Editions are PC-installed applications that allow users to work with and create Salesforce data directly within Microsoft Outlook and IBM Notes. To get started, users download and install LinkPoint Connect, which is accessible via the Salesforce AppExchange, the LinkPoint360 website, or a direct link that has been provided by a LinkPoint360 Team Member. In this section, you will learn how to connect LinkPoint Connect to Salesforce, how to remove and add a user on a subscription, and how to get the latest active usage for your account via LinkPoint360 Customer Success.

 

How to Install LinkPoint Connect

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Additional Resources: For IBM Notes users, refer to this article for installation instructions.

 

  1. Click the installer link provided in the Welcome Email and save the file: exe. Then, open it to launch the Installer.
  2. Click Next within the LinkPoint Connect for Salesforce – InstallShield Wizard to start the installation process.
  3. Select the I accept terms in the license agreement option, and then click the Next button to proceed.
  4. Confirm that Microsoft Outlook is closed and click the Next
  5. Select the installation preferences within the Custom Setup screen. By default, the Installer will place the LinkPoint Connect software on the system hard drive. Click Next to continue.
  6. Review the Current Settings. Then, click Back to make changes or click Install to start the installation.
  7. With the Launch the program checkbox selected, click the Finish button to exit the Installer.

 

How to Enter Your License Key and Connect to Salesforce

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Tip: Installing the .exe file is only the first step. Users must connect to Salesforce and enter their License Key in order for LinkPoint Connect to work.

  1. Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure LinkPoint Connect.
  2. Select the LinkPoint Assist Component and then click the User/License
  3. Enter contact information for First Name, Last Name, and Email Address.
  4.  Enter your unique License Key provided in your Welcome Email and click Verify License.

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Tip: Trial users will have a License Key of Evaluation.

 

  1. Select the Salesforce Component.
  2. Click Connect Now and log into Salesforce.
  3. Allow LinkPoint Connect to access Salesforce.
  4. Wait until you will see the Connection Succeeded

 

How to Remove Users From a Subscription

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Tip: Individuals with a verified License Key and recent active usage will count toward an account’s total usage allowance.

  1. Locate the PC for user you wish to remove or deactivate from your subscription.
  2. Make sure Outlook or IBM Notes is closed prior to uninstalling.
  3. Launch the Control Panel and navigate to Programs and Features.
  4. Locate and select LinkPoint Connect for Salesforce in the Programs list.
  5. Click Uninstall and follow the prompts.
  6. With the user uninstalled, you can follow separate instructions to install the software for a new user on the same or different machine.

 

How to Know Your License Key

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Tip: Current customers can see their License Key in LinkPoint Assist or their Welcome Email provided after purchase. Trial users will have a License Key of Evaluation.

  1. Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure LinkPoint Connect.
  2. Select the LinkPoint Assist Component and then click the User/License

 

How to Monitor Active Usage

Currently, LinkPoint Connect does not include a Customer Portal to monitor active license usage. Please contact Customer Success for more assistance: customersuccess@linkpoint360.com.

 

 

Download_WebDownload: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in .pdf format. Get the User Guide

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