Creating a New Account in Salesforce from IBM Notes

LinkPoint Connect promotes CRM adoption by offering a variety of shortcuts to encourage users to add new contacts, opportunities, and accounts to Salesforce. This can be done easily from IBM Notes.

Tip: Depending on how an organization has configured LinkPoint Connect to mirror your existing business processes, users may not have all of the options described in the following section. Contact your admin for more information.

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Creating a New Account in Salesforce from IBM Notes

Select an email from a new contact. Note that the LinkPoint Connect Side Panel searched Salesforce for the contact and was unable to return a record matching the sender’s email address.

Tip: LinkPoint Connect searches for contacts and matching accounts based on primary email address. If you receive an email from an existing contact and the LinkPoint Side Panel does not return a matching contact, it is possible that the contact may be in Salesforce under a different or secondary email address. You can verify before creating a new account by using the Search Bar in the LinkPoint Connect Panel to look for the contact by First and/or Last Name.

Additional Resources: LinkPoint360 can customize the Search Bar to include results from custom fields including secondary email addresses. Please contact the LinkPoint360 Support Team for more information.

Highlight the signature within the email. Drag and drop the highlighted signature to the Drop Zone at the bottom of the LinkPoint Connect Side Panel. Release the selection over the contact type you want to create. This will launch Salesforce in your Internet browser.

Tip: Users can create new Accounts, Contacts, or Leads by releasing the email signature over the corresponding icon in the Drop Zone.

Enter any required or additional information to the Salesforce Account record. Note that some fields, such as Phone or Billing Address, are prepopulated within Salesforce by LinkPoint Connect. Click Save to create the record.

Tip: LinkPoint Connect will not override any existing business rules within your instance of Salesforce. If additional fields are required as part of the account creation, the user will need to enter the information in order to proceed.

Return to IBM Notes and select the email from the new contact. Note that the LinkPoint Connect Side Panel now displays the contact information from Salesforce.

Download: Access the complete LinkPoint Connect: IBM Notes + Salesforce User Guide in .pdf format. Get the User Guide

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