Cloud Edition: Fall ’17 Release Summary

LinkPoint Connect: Cloud Edition synchronizes calendars, contacts, emails, and tasks directly between Microsoft Exchange and Salesforce from any device with a server-level integration. Experience even greater freedom from flip flopping between systems with access to the data you need most, when and where you need it. Work seamlessly between your mobile phone, tablet, web mail, or desktop and across PC, Mac, and mobile (iOS/Android) platforms.

The appointments you set, contacts you own, emails you send and receive, and tasks you create will automatically sync between Exchange and Salesforce based on the frequency, timing, and parameters you choose. All Cloud Edition sync settings are accessible via web browser and can be configured at the end user or Admin level based on company preference.

Click the images throughout the Knowledge Base to see full size versions of screen captures.

Creating a Cloud Edition Account

Creating a Cloud Edition account takes just minutes. Users simply create a user name and password for Cloud Edition, and then enter their credentials for Salesforce and Exchange.

Additional Resources: Learn more about Creating a Cloud Edition Account in this User Guide.

Calendar Sync

Choose from one of 3 sync modes designed to simplify how you manage your calendar. Users can sync all items, sync only items related to Salesforce records, or sync selectively by flagging calendar events one off. Additional options are available for frequency, bi-directional configuration, and folder selection.

Additional Resources: Learn more about Calendar Sync in this User Guide.

Email Sync

Choose from one of 2 sync modes designed to simplify how you record emails. Users can sync all emails to matching Salesforce records or sync selectively by flagging emails one off. Additional options are available for frequency and folder selection.

Additional Resources: Learn more about Email Sync in this User Guide.

Smart Address

Enable Smart Address to one off record emails and calendar items to Salesforce “what” objects such as Account or Opportunities. Simply tag each item to tie it back to a Salesforce record when the sync runs. Smart Addresses are available everywhere you have access to your Exchange account.

Additional Resources: Learn more about Smart Address in this User Guide.

Task Sync

Choose from one of 2 sync modes designed to simplify how you record emails. Users can sync all emails to matching Salesforce records or sync selectively by flagging emails one off. Additional options are available for frequency and folder selection.

Additional Resources: Learn more about Task Sync in this User Guide.

Ignore List

Users can chose to exclude specific email addresses and domains from email and calendar sync by  maintaining an Ignore List. Admins can also preconfigure the Ignore list for specific Profiles or the entire account.

Additional Resources: Learn more about Sync Exclusion in this User Guide.

Download: Access the complete LinkPoint Connect: Cloud Edition (Exchange + Salesforce) User Guide in .pdf format. Get the User Guide

Still need help? Contact our Support Team.