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LinkPoint360 Professional Services Team will need access to a sandbox instance of customer Salesforce data in order to develop and test customized LinkPoint Connect application settings. This Salesforce sandbox instance must reflect the customer’s production environment and should contain any custom objects that will be integrated with LinkPoint Connect. In this section, you will learn how to configure LinkPoint Connect with your Salesforce Sandbox account.

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Click the images throughout the Knowledge Base to see full size versions of screen captures.

 


Configuring LinkPoint Connect with a Salesforce Sandbox Account

Step_1

Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure LinkPoint Connect.

 

 


Select LinkPoint Assist from the Components list on the left side of the LinkPoint Assist window, and then select the Start Up & Support tab.

 

 


Step_3Enter sandboxmode in the Support Commands field and click the Ok button.

 

 


Tip_WebTip: Note the message Sandbox mode turned On at the bottom of the Start Up & Support tab. To exit Sandbox Mode, enter sandboxmode in the Support Commands field and click Ok.

 


Step_4Select Salesforce from the Components list on the left side of the LinkPoint Assist window.

 

 


Step_5Select Connect Now to relate the Salesforce account to LinkPoint Connect if not already connected.

 

 


Tip_Web

Tip: If you are already connected to Salesforce with a non-sandbox account, you will need to select Disconnect to proceed.

 

 


Step_6

Enter your Salesforce Sandbox Account User Name and Password, and click the Log in to Salesforce button.

 

 


Tip_Web

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. This may take a few moments. Click OK once the Test Connection window displays the Connection succeeded message.

 

 


Warning: When switching between Sandbox and Production modes, remember to rebuild history during next synchronization. Otherwise, you may delete your Calendar, Contact, and Task data.


Additional_Resources_WebAdditional Resources: Customers must create new credentials for the LinkPoint360 Professional Services team to access the sandbox environment. These credentials must match the following standard exactly:

Username: proservice@linkpoint360.com.[YourCompanyName]

Email: proservice@linkpoint360.com


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


Support_WebStill need help? Contact our Support Team.