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Companies that roll out LinkPoint Connect across an organization realize increased CRM adoption and overall productivity gains. LinkPoint Connect offers customers even greater CRM adoption by providing the ability for managers and admins to track LinkPoint Connect usage. By being able to see which LinkPoint Connect users are leveraging the tool properly, additional measures can be taken to educate and increase user adoption.


Create LinkPoint Connect Usage Reports in Salesforce

Warning: The following steps can only be followed by Salesforce users with admin privileges to create and alter fields in Salesforce and across and organization.  


Create a new Date\Time type field named LinkPointTouchDate__c in Salesforce. Add this field to Contact, Task, and Event objects.


Provide access to the new field for all necessary Salesforces users or profiles. If the field and objects are not applied to the correct users with the correct access, the data will not be collected.


LinkPoint Connect will automatically update this field in Salesforce every time a user syncs or records information. This will show the last time LinkPoint Connect updated the record.


Create a report in Salesforce including the LinkPointTouchDate__c field to view the updated records.


Tip: Salesforce admins do not need to expose the LinkPointTouchDate__c field on the object(s) page layout(s) in order to collect data. The field is automatically exposed to the LinkPoint Connect API.

 

 


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Download: Access the complete LinkPoint Connect User Guide in .pdf format. Get the User Guide


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