I am getting a script error when trying to connect to Salesforce

To resolve this script error:

  1. Open either Notepad or MS Word.
  2. Type your Salesforce password in either Notepad or MS Word.
  3. Highlight your password.
  4. Right-click and select Copy.
  5. Right-click in the LinkPoint Connect Salesforce Password field within LinkPoint Assist and select Paste.
  6. Click Login.

 


I am missing my LinkPoint Connect buttons but the Add-In is not disabled

  1. In Outlook, select File, then Options, and then Add-Ins.
  2. At the bottom of the Add-Ins window, click Go next to the COM Addins.
  3. Select LinkPoint Outlook Addin and click Remove.
  4. Close Outlook.
  5. Select your Windows Start button, and navigate to All Programs. Select LinkPoint360 and then select Register Outlook Addin.
  6. Open Outlook. The LinkPoint Connect buttons should now be visible.

 


Contacts are not displaying in the Record To window or the Side Panel

This might occur if you have Contacts filtered out. Please follow these instructions to check this:

  1. Highlight an email.
  2. Click the Record to Salesforce button.
  3. Click the file folder to the right of the Search bar in the Record window.
  4. Make sure that Contact and all the appropriate items are checked.
  5. Close the window.

 


Is there a way to sync a different Contact folder?

You can change which folder in Outlook LinkPoint Connect uses to sync with.

  1. Close Outlook.
  2. Right click the LinkPoint Assist icon in the system tray and select Exit.
  3. Open the Windows Search field.
  4. Type %appdata%/LinkPoint360 and press Enter.
  5. Open the file named LinkPoint360.ini in Notepad.
  6. Find the section in the .ini file that says [Microsoft Outlook]
  7. Add this line to the bottom of the section SyncContactFolderName=(the folder name you want here)
  8. Save and close the file.
  9. Open Outlook.
  10. Right click the LinkPoint Assist icon in the system tray and select Open Sync in Manual Mode.
  11. Right click Contact and choose Rebuild History.
  12. Start the sync process.

 


Can I sync all contacts in Salesforce instead of just the contacts I own?

You can manually set the option to sync ‘All’ contacts in Salesforce to Outlook.

  1. Close Outlook.
  2. Right click the LinkPoint Assist icon in the system tray and select Exit.
  3. Click Windows Start button.
  4. Type %appdata%/LinkPoint360\Sync in the Search field.
  5. Open the file named SalesforceMicrosoftOutlookContact.sync in Notepad.
  6. Find the line that reads as filterExpression=own and replace it withfilterExpression=all.
  7. Save and close the file.
  8. Re-open Outlook.
  9. Right click the LinkPoint Assist icon in the system tray and select Open Sync in Manual Mode.
  10. Select Contact and click Start Sync.
  11. The Sync Summary screen will appear.

 


How can I get additional assistance with LinkPoint Connect?

Be sure to search our complete Knowledge Base for additional articles and videos. The LinkPoint360 Support Team is available Monday-Friday from 9am – 5pm EST. You can contact them via live chat on our website, by emailing support@linkpoint360.com, or by calling 732-212-8403.