in ConfigureConfigureRecordRecordWorking with Emails

About

LinkPoint Connect includes the ability for users to decide whether to truncate the body content of emails that exceed the Salesforce limit of 32,000 characters. This option is on by default. New with the Fall ‘15 Release, this feature has been renamed as the Long Body field. Users can now choose to truncate the body copy to fit within the character limit, reject the email content as an error, or split long body email content into multiple records when recording the content to the Activity History in Salesforce.

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Truncating and Splitting Long Body Emails When Recording

Step_1

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

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Step_2Select Salesforce from the Components list on the left side of the LinkPoint Assist window.

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Step_3Note that the field for Truncate is now labeled Long Body and includes three options in a drop-down list. Users can select the new option to Split into multiple records.

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Tip_WebTip: This option will split the original email into multiple items in the Salesforce Activity History list when recording the email. Each instance will be identical except the body will include a portion of the original body. Each instance’s body will be 30,000 characters or less. The subject and top of the body will indicate the part number. Only the first record of the series will have references/links to any attachments.


Tip_WebTip: For a complete walkthrough of how to configure other features within the LinkPoint Connect Salesforce Connector, view our online article.

 

 


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