Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure. Select Salesforce from the Components list on the left side of the LinkPoint Assist window. Select Connect Now to relate the Salesforce account to LinkPoint Connect if not already connected.
- Launch the LinkPoint Assist window, and select Salesforce from the left-hand menu.
- Select Connect Now to configure LinkPoint Connect for Salesforce.
- Enter your Salesforce User Name and Password, and click the Log in to Salesforce button.
How to install linkpoint connect for Salesforce – InstallShield wizard?
Save the file named LinkPointConnectSF.exe to your computer and then open it to launch the Installer. Click Next within the LinkPoint Connect for Salesforce – InstallShield Wizard to start the installation process. Select the I accept the terms in the license agreement option, and then click the Next button to proceed.
What is linkpoint assist and how does it work?
LinkPoint Assist includes the configuration settings that apply to features throughout LinkPoint Connect. Various settings are available to manage how LinkPoint Connect displays Salesforce data, records emails, and syncs information between systems.
How do I install the linkpoint Connect software?
By default, the Installer will place the LinkPoint Connect software on the system hard drive. Click Next to continue. Review the Current Settings. Then, click Back to make changes or click Install to start the installation.
How to add LinkPoint to outlook?
In Outlook, select File, then Options, and then Add-Ins. At the bottom of the Add-Ins window, click Go next to the COM Addins. Select LinkPoint Outlook Addin and click Remove. Close Outlook.
What is LinkPoint for Salesforce?
LinkPoint Connect for Salesforce simplifies email integration for end users and Salesforce admins alike. Single-click email recording captures interactions for a complete customer picture in Salesforce. Custom objects and fields work out of the box to bring unique Salesforce data to your email.
How do I create a LinkPoint?
Select the link for the LinkPoint Connect Installer provided in the welcome email or enter the URL provided by LinkPoint360 in the browser address bar, and press Enter. Save the file named LinkPointConnectSF.exe to the computer, and open it to launch the Installer.
How do you use Linkpoints?
Simply present your physical Link card in-store at the cashier and inform the cashier to redeem. Or at the self-checkout counter, select Linkpoints Redemption option before making your payment.
Is Salesforce inbox free?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox.
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