You can easily connect Salesforce via the LinkPoint Assist window. To open this window, click on the icon system tray on your desktop. This is typically an up arrow or upward-facing carrot on the lower right hand of your screen near where the computer clock is situated. Clicking on this icon opens the system tray.
- 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 do I configure linkpoint connect for Salesforce?
Select Connect Now to configure LinkPoint Connect for Salesforce. Enter your Salesforce User Name and Password, and click the Log in to Salesforce button. Tip: First-time users may need to click Allow to enable LinkPoint Connect to access your Salesforce account and display your Salesforce information in Microsoft Outlook.
What is linkpoint connect desktop edition?
LinkPoint Connect: Desktop Edition is a PC-installed application that allows users to work with and create Salesforce data directly within Microsoft Outlook. To get started, users must connect to their Salesforce account within the LinkPoint Connect application.
How do I connect my Salesforce account to Microsoft Outlook?
Enter your Salesforce User Name and Password, and click the Log in to Salesforce button. Tip: First-time users may need to click Allow to enable LinkPoint Connect to access your Salesforce account and display your Salesforce information in Microsoft Outlook. LinkPoint Connect will test the connection to Salesforce.
Is there a discount available for linkpoint 360?
Volume discounts available. Call 732-212-8401 or email [email protected] for a custom quote. LinkPoint Connect simplifies email integration. Single-click email recording captures interactions for a complete customer picture.
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 does LinkPoint work?
LinkPoint Connect streamlines data entry and access by enabling users to instantly view, create, and update CRM data within their email client. The software supports Outlook, IBM Notes, and Citrix/Terminal Services environment integrations for Salesforce and Microsoft Dynamics CRM.
How to install 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 to get LinkPoint in 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.
How many link points is $1?
You will earn 0.50 Linkpoints for every $1 spent for online purchases, with no minimum spend required. If you are also a Digital Club member, you will earn 1 Linkpoint for every $1 spent instead!
Can I use NTUC Plus card online?
Yes. From 1 August 2021, all Link members will be able to earn 0.50 Linkpoints per $1 spent online, with no minimum spend requirement! You will need to ensure that you have connected a Link membership to your FairPrice account in order for your Linkpoints to be credited for your online purchases.
How do I get the side view in Outlook?
Right click on an empty area of your Taskbar at the bottom of the screen. Choose “Show Windows Side by Side” from the pop-up menu.
How do I add a calendar to my Outlook inbox?
Add your personal calendarIn Outlook on the web, go to Calendar and select Add calendar.Select Add personal calendars, then choose a personal account to add. ... You'll see a message that tells you your account is being connected or that you need to authenticate that account.More items...
Where is the Outlook navigation bar?
The Navigation Pane appears on the left side of the Outlook window and is how you switch between the different areas of Outlook, such as Mail, Calendar, Contacts, Tasks, and Notes. In addition, when you're working within a view, the Navigation Pane displays the folders within that view.
1. Enhanced Security
With LinkPoint Connect, there’s no need to be concerned about integrating your email with a third-party tool. LinkPoint Connect increases productivity and efficiency without putting your users at risk. Because it uses the Salesforce API, LinkPoint Connect doesn’t store any of your information.
2. Cost Savings
Integrating Salesforce with email can help you save money in several ways. If you pay people on an hourly basis, using LinkPoint Connect can help reduce your payroll expenses by limiting the number of hours spent switching between Salesforce and email.
3. Shortened Learning Curve
LinkPoint Connect isn’t like other integration tools that take months to learn. When you’re ready to install LinkPoint Connect, you’ll receive introductory training materials and previews of what you can expect during the next stage of implementation.
4. Ease of Access
LinkPoint Connect is more than just another tool for using Salesforce more efficiently. Not only does LinkPoint Connect integrate Salesforce with your email, but it also gives you access to other products built on the Salesforce platform.
5. Increased Efficiency
With LinkPoint Connect, it’s possible to increase efficiency by eliminating time-consuming processes and streamlining the activities involved in using Salesforce. Compared to competing tools, LinkPoint Connect requires up to 50% fewer clicks, enabling users to get more done in less time.
6. Time Savings
One of the greatest benefits of using LinkPoint Connect for Salesforce is the time savings. Not only can you record emails with just one click, but you can also add account records, create follow-up tasks, work with attachments and use email templates to reduce the amount of time spent composing messages to customers.
7. Ongoing Support
Even though LinkPoint360 has a much shorter learning curve than competing tools, it’s still important to have professional support available when you need it. During the onboarding process, you’ll have the opportunity to work with a dedicated customer success manager, ensuring efficient implementation of LinkPoint Connect.
