Relating an Outlook Task to a Salesforce Record

LinkPoint Connect enables users to associate existing Outlook Tasks with Salesforce records, allowing items to be created once and then sync as needed between systems. The Link to Salesforce feature allows users to select matching Salesforce record to relate to a specific task item. In this section, you will learn how to relate Outlook task items to existing Salesforce records.

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Relating an Outlook Task to a Salesforce Record

Open a Task in Outlook and enter information for the item including subject, start date, due date, and priority.

Click the Link to Salesforce button in the LinkPoint section of the Outlook Ribbon or in the LinkPoint Connect Side Panel.

Enter search terms for Accounts, Contacts, Leads, or other Salesforce records items in the Search field and click Go in the Reference Selection window.

Click the green arrow or double click an item to add items to the Regarding: section.

Click Ok to close the Reference Selection window.

Tip: Note that the Side Panel now displays the Related To selection for reference.

Tip: LinkPoint Connect will add a CRM Category to the item after you relate Salesforce records. This flags the item for the system to reference in the next scheduled sync.

Warning: Relating tasks to Salesforce records using the Link to Salesforce feature does not force the item to sync between systems. You also need to enable the sync settings in LinkPoint Assist.

Additional Resources: Refer to the Syncing Tasks section of this User Guide for more information.

Click the Save & Close button in the Outlook Ribbon to create the task.

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

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