Configuring LinkPoint Connect for Salesforce Partner Communities

LinkPoint360 customers that use Salesforce Partner Communities can use LinkPoint Connect throughout their organization and their partner network. LinkPoint Connect is configurable for integration with Partner Communities and can be accessed by partners with their individual credentials. Partners can then record email communication that they have with prospects directly to Salesforce without the need to log into the Partner Communities directly. In this section, you will learn how to configure LinkPoint Connect with a Salesforce Partner Community.

 

Configuring LinkPoint Connect for Salesforce Partner Communities

Step_1

Get the Community URL

 

When a Partner Community is created, a unique domain for the community is generated. For example, if the company domain is LinkPoint360.force.com and a customer community was created, the Community URL will look similar to: linkpoint360.force.com/customers

Step_2

Find the OAuthBaseURL

 

  1. Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure.
  2. Select LinkPoint Assist from the Components list on the left side of the LinkPoint Assist window, and then select the Start Up & Support tab.
  3. Enter open ini in the Support Commands field and click the Ok button.
  4. Locate the OAuthBaseURL setting under the [Salesforce] heading in the text document. The OAuthBaseURL will look similar to: OAuthBaseURL=https://login.salesforce.com/services/oauth2

 

Step_3

Update the OAuthBaseURL

 

Update the login.salesforce.com portion of the OAuthBaseURL with the custom domain. For example, if the Partner Community domain is LinkPoint360.force.com/customers, then the updated setting will look similar to: OAuthBaseURL=https://LinkPoint360.force.com/customers/services/oauth2

Save and close the text document after making the changes. Then connect LinkPoint Connect to Salesforce.

 

Tip_Web Tip: If you notice that the LinkPoint Connect Side Panel is not displaying records correctly, you may need to add an additional setting to the LinkPoint Connect configuration.

  1. Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure. 
  2. Select LinkPoint Assist from the Components list on the left side of the LinkPoint Assist window, and then select the Start Up & Support tab.
  3. Enter open ini in the Support Commands field and click the Ok button.
  4. Enter SalesforceRuntimeServerURL= with your partner community URL after the equal sign  under the [Salesforce] heading in the text document. The string will look similar to: SalesforceRuntimeServerURL=https://LinkPoint360.force.com/customers
  5. Save and close the text document.
  6. Right click the LinkPoint Assist icon in the system tray and select Restart.

 

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

Support_Web Still need help? Contact our Support Team.

 

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