Syncing Tasks
LinkPoint Connect synchronizes Tasks between Microsoft Outlook and Salesforce using two sync types: Manual and Auto. Organizations or users can decide how they would like to manage their sync settings based on how they use Outlook and Salesforce throughout the day. Users can configure LinkPoint Connect to sync automatically using custom settings or manually sync for more control.
Functionality highlights include:
- Customize the flow of information between Outlook and Salesforce
- Configure the synchronization to your specific preferences
- Set the synchronization run times and focus on other tasks while it runs
- Compare your existing Task data without manual entry
- Rebuild previous synchronizations to reset where information is stored
- Experience convenient technical support to troubleshoot any synchronization issues
- Manage sync settings easily with LinkPoint Assist
Manual Sync
Users must take action each time they would like to synchronize Tasks using Manual Sync. Users are prompted to confirm the settings for each sync type. Users can run the Manual Sync as often as needed. LinkPoint360 recommends that first-time users run a manual sync before enabling auto sync to avoid duplication issues.
- Configuring LinkPoint Connect Manual Sync Settings
- Running a Manual Sync Between Outlook and Salesforce
Auto Sync
Users can set up their preferred synchronization options within LinkPoint Assist to use the Auto Sync feature. The sync options automate when and how Tasks move between systems. These settings are configurable per user or can be configured the same way for an organization by LinkPoint360 Professional Services.
- Configuring LinkPoint Connect Auto Sync Settings
- Running Background Synchronization with Auto Sync Settings
Additional Resources
Download: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in .pdf format. Get the User Guide
