Desktop Edition: Quick Start Guides

About

Desktop Edition allows users to work within their email client by adding imperative information to the CRM. The below resources assist users with setting up their LinkPoint Connect subscription to using specific features offered in Desktop Edition.

Quick Start Guides: Salesforce Integration for Outlook and IBM Notes

LinkPoint Connect Quick Start Guide (Outlook + Salesforce)

LinkPoint Connect Quick Start Guide (IBM Notes + Salesforce)

Set Up

Installing LinkPoint Connect Desktop Edition

Connecting LinkPoint Connect to Salesforce

Entering a License Key

How to Get Updates

Creating

Creating a New Case in Salesforce from Outlook

Creating a Salesforce Opportunity

Creating Outlook Contacts from Email Signatures

Creating Salesforce Records with Drag and Drop

Creating Salesforce Records with Smart Forms

Configuing

Configure Smart Forms

Changing Sync Frequency

Updating Salesforce Records with Active Update

Showing and Hiding the LinkPoint Connect Side Panel

Recording

Attachment Recording Default Settings

Recording Attachments from Outlook to Salesforce

Recording Emails to Salesforce

Email

Scheduling Follow Up Actions when Recording an Email

Using Salesforce Email Templates

Tracking Outbound Email Opens

Searching on Secondary Email Addresses

Send 1 to 1 Emails with Bcc Field

Salesforce Address Book

Sync

Using Smart Link to Relate Outlook Calendar Items to Salesforce Records

Running Background Sync with Auto Sync Settings

Download:

Access the complete LinkPoint Connect User Guide in .pdf format: Microsoft Outlook or IBM Notes.

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