LinkPoint Connect for Salesforce Foundation

View real-time data from Salesforce without ever leaving your email. Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information as it appears in Salesforce for Nonprofits.

• View Salesforce Foundation data inside your email client with seamless integration
• Access Contact Profiles and Accounts to review and record emails
• Click to open specific CRM records or make VoIP calls for follow up
• Toggle between related clients for specific emails based on To, Cc, and Bcc field data
• Customize the record types and custom objects including the Salesforce Foundation data you want to see in your email client

Record emails to Salesforce for Nonprofits when sending messages from within your email application. LinkPoint Connect makes it easy to associate emails with the right contacts and accounts with just a few clicks.

• Record emails easily when sending messages
• Control where and how emails are recorded, including specific Salesforce Foundation objects
• Choose to include attachments, such as donations or receipts, when recording emails
• Schedule follow up tasks and appointments based on your contact’s status
• See which emails have already been recorded to Salesforce for Nonprofits

Create new records with ease – and without the hassle of copy and paste actions between your email and Salesforce for Nonprofits. LinkPoint Connect makes data entry simple by bringing together the systems that support your processes.

• Drag and drop an email signature to create new accounts and contacts
• Auto-populate fields in Salesforce Foundation when creating new contacts
• Create new opportunities, events, and tasks for specific records with an easy add button
• Remain compliant with Salesforce for Nonprofits required fields based on your existing business rules

Sync what you want, where you need it. You work differently in email and Salesforce for Nonprofits throughout the day. Save time and hassle by creating items once and having them sync where you need them. Users can set LinkPoint Connect to sync contacts, calendars, and tasks between systems.

• Choose one-way or two-way sync between your email application and Salesforce Foundation
• Set independent rules to sync contacts, calendars, and tasks
• Select manual sync to push specific items to Salesforce for Nonprofits or back to email
• Use the Summary Screen to check your work to ensure accuracy
• Schedule automatic sync to run when it’s most convenient for you

Customize your email and Salesforce Foundation integration to mirror your current workflows. LinkPoint Connect supports custom objects and custom fields, putting the data specific to how you do business at your fingertips.

• Choose the custom objects and fields you want to access in your email client based on your Salesforce for Nonprofits configuration
• Provide your requirements to the LinkPoint360 team
• View and work with your data from Salesforce Foundation directly within your email application