Linkpoint 360

Author: m | 2025-04-24

Terms Conditions Effective Date: Febru Thank you for using LinkPoint products, services, websites and apps which are branded as LinkPoint, LinkPoint Connect, LinkPoint ConnectMe, LinkPoint Blade hereinafter The Services. These Terms govern your access to and use of the LinkPoint Services. You may use the Services only in accordance

Using LinkPoint Connect(ME) for Salesforce and Gmail - LinkPoint

New Product Announcement: LinkPoint Blade We're excited to announce that our latest and most advanced cloud solution, LinkPoint Blade, is available. Experience the future of our services by clicking the link below to register and access all the cutting-edge features and benefits our new platform offers. Embrace innovation with us today!If you have any questions, please reach out to our Sales Team. Install LinkPoint Blade from Microsoft AppSource Returning Users Log in to get started and to manage your account. Log In Get Connected with LinkPoint360 LinkPoint Connect: Cloud Edition offers a set of highly configurable email-to-CRM sync tools within the cloud for even greater flexibility and mobile access. The system includes a variety of controls that ensure data moves as specified from email servers to CRM systems. Work from any mobile device or desktop on any platform. The tool runs how and when you need so you can focus on closing deals. Learn More Outlook. SnapForms include support for required, dependent, and inline fields, making them more dynamic out-of-the-box. Click to view full size imageCustom Comes StandardWorking with Custom Objects? No problem.The enhanced Side Panel automatically detects the Custom Objects you have access to in Salesforce. You can create, edit, and search on these items with ease.ResourcesOur complete redesign extends to our support documentation. Users switching to the Fall ’19 Release will want to review the dedicated User Guide and Knowledge Base articles for details on all updated system functionality.A Note about Software UpgradesThe Fall ’19 Release is available for LinkPoint Connect for Salesforce: Desktop Edition integrations.Products and services provided by LinkPoint360 are automatically updated by default. Individual users may, in most cases, change their update preferences within LinkPoint Assist.Some organizations may request that upgrades be disabled by default and then manually released at the discretion of internal IT teams. If you see new features or functionality listed within the release notes but do not see the new features in your instance of LinkPoint Connect, please contact your System Administrator.Additionally, to preserve existing configuration for our clients, accounts running our application for Citrix/VDE set ups, those with prior custom deployments, and those for our Solutions integrations will not receive automatic upgrades. If you would like to upgrade your users to the Fall ’19 release, please contact your Account Executive or [email protected]. Get started with a free 14-day trial of LinkPoint Connect. View, record, create, and sync between email and CRM with simple and

LinkPoint Blade - appsource.microsoft.com

LinkPoint Connect provides unique functionality that gives users access to use their Salesforce data without leaving IBM Notes. When creating a new email, sending a reply, or forwarding communication, users can easily access their existing Salesforce contacts directly within IBM Notes to include additional recipients. In this section, you will learn how to access and use your Salesforce contacts when working with outbound emails. Click the images throughout the Knowledge Base to see full size versions of screen captures. Open an outgoing email (either a new or existing email). Select LinkPoint from the toolbar, and then select CRM Address…from the drop-down menu. Search for Salesforce contacts by entering a full or partial contact name, account name, or email address in the Search field and click the Go button. Tip: Any contacts already included in the To, Cc, or Bcc fields of the email will automatically appear within the Selections pane of the Email Address Selector window. Additional Resources: By default, LinkPoint Connect searches for Salesforce Address Book contacts based on Account Name, First Name, Last Name, or Email Address. LinkPoint360 can customize the Search Bar to include results from custom fields including secondary email addresses. Please contact the LinkPoint360 Support Team for more information. Select the relevant contact and click the To:, cc:, or bcc: buttons to add the contact as a recipient. Select a contact in the Selections pane and click the Remove button to remove them from the recipient list. Tip: Double click a contact in either the Search or Selection pane to quickly move it from one side to the other. Double clicking a search item will add it as a To: contact in the Selection pane. Add any additional contacts based on your search criteria. Note that all Salesforce contacts and leads that match your search hint and have an email address will be displayed. Click the Ok button to confirm the Selections. Note that the selections have been added to the corresponding fields within the outbound email. Finalize and send the email as you normally would.Download: Access the complete LinkPoint Connect: IBM Notes + Salesforce User Guide in .pdf format. Get the User Guide Still need help? Contact our Support Team.. Terms Conditions Effective Date: Febru Thank you for using LinkPoint products, services, websites and apps which are branded as LinkPoint, LinkPoint Connect, LinkPoint ConnectMe, LinkPoint Blade hereinafter The Services. These Terms govern your access to and use of the LinkPoint Services. You may use the Services only in accordance Tip: If you notice that the LinkPoint Connect Side Panel is not displaying records correctly, you may need to add an additional setting to the LinkPoint Connect configuration. Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure.; Select LinkPoint Assist from the Components list on the left side of the LinkPoint Assist window, and

LinkPoint Connect for Salesforce CRM

Desktop Plus Edition includes all of the LinkPoint Connect email integration features with the added support for logging meeting notes via the Meeting Recap feature in the Side Panel and a dedicated mobile application. The Meeting Recap functionality enhances the business value of client interactions by capturing critical meeting intel from teams via mobile devices and desktop computers.Meeting Recap makes users more productive by simplifying the feedback process, and integration with Salesforce and Microsoft Exchange eliminates the need to search for meetings or return to the CRM to manually enter data. And the data captured fits the format companies need for reporting and compliance.Functionality highlights include:Predefined Workflows: Admins choose the questions and answers they want users to access.Mobile App: Users install the LinkPoint Connect app on their mobile device.Side Panel: Users with LinkPoint Connect installed in Outlook can launch Meeting Recap from the Side Panel.Integration: The content entered by users is synchronized to the related Salesforce records and fields.Summaries: Admins receive a Meeting Recap Summary once each Meeting Recap is complete for enhanced visibility into team interactions with prospects and customers.Initial SetupMeeting Recap is driven by a core set of questions and answers designed to capture consistent, accurate feedback. As part of the implementation process, Admins review and finalize the questions and answers that are exposed to users to customize the experience. In order to proceed, Admins must review and complete the Implementation Plan provided by LinkPoint360 Professional Services. Once final, the Meeting Recap icon is added to the Side About the Fall ’19 ReleaseLinkPoint360 is dedicated to enhancing its products with a constant eye to user experience and productivity. The Fall ’19 release premiers a complete redesign and optimization of all LinkPoint Connect functionality with an enhanced Side Panel. The Fall ’19 release of LinkPoint Connect will be deployed in Q4/2019. Please watch this page for updates.Fall ’19 Release Summary Click to view full size image.Updated DesignThe Side Panel has a new look!Our fresh UI makes it even easier to navigate, locate, and interact with Salesforce data within Outlook. The Side Panel is available for both inbound and outbound email recording and includes access to attachment recording, email recording, record create and update features, and search functionality. Click to view full size image.Single Click Email RecordingEmail recording has a new home. Record Window functionality has been migrated to the Side Panel.Select an inbound email or compose an outbound email with recipients added to the To, Cc, or Bcc fields. The Side Panel displays related Salesforce records for reference. Simply check the box next to each record that you would like to record the email to. Click to view full size imageEnhanced SearchFind any record, any time. Enhanced search allows users to locate specific records searching on an expanded number of Salesforce data fields.Quick Find search lets users search within displayed results to narrow down presented content. Click to view full size imageRefreshed FormsIntroducing…SnapForms!SnapForms are updated and refreshed forms that let users create and update existing Salesforce records right from

A Beginner’s Guide to LinkPoint Connect

Panel in Outlook (as needed) and instructions for mobile app access are provided. With all settings in place, Admins can invite their users who will receive an email with instructions to complete a setup wizard.Connecting to HostsMeeting Recap prompts users to answer predefined questions using standardized answer options. The answers to these questions are then pushed to Salesforce as part of the integration. In order for the data to sync to Salesforce, each user must enter their Salesforce credentials in the Desktop Plus Web Portal. For customers who implement the optional integration with Microsoft Exchange calendars, each user must enter their Exchange credentials as well.Completing a Meeting RecapConnected users can submit Meeting Recap data as needed, reviewing the questions provided and selecting from predefined answer choices. Admins can configure Meeting Recap to present the same questions to all users for all scenarios or develop custom or conditional questions for different records types, activities, or teams. The answers are captured and then synced back to Salesforce fields and manager summaries.Download: Access the complete LinkPoint Connect: Desktop Plus Edition User Guide in .pdf format. Get the User Guide Still need help? Contact our Support Team.

Create Records with LinkPoint Connections

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Customer Access for LinkPoint Connect

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