Quick Start Guide: LinkPoint Connect (Outlook + Salesforce)

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It’s easy to get going with your LinkPoint Connect subscription. Either your Welcome Email or your Account Executive included a link for you to download the LinkPoint Connect software. Now that you have the tech, here’s how to get it up and running (hint: it takes 3 steps and under 5 minutes).

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

Download the LinkPoint Connect software via the link in your Welcome email and follow the instructions in the set up wizard. Select Configure LinkPoint to finish configuration.

Select LinkPoint Assist in the Components list and enter your full name, email address, and License Key from your Welcome email. Then click Verify License.

Tip: If you are on the Free Trial Version of LinkPoint Connect, your license key is Evaluation and will already be populated for you.

Select Salesforce in the Connectors list and click Connect Now. Use your Salesforce credentials to connect the tool.

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

Still need help? Contact our Support Team.