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  • Salesforce: PC Install for Outlook - Classic Side Panel (v6)
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Creating a New Salesforce Contact from Outlook

LinkPoint Connect helps users remain in Outlook while creating new Salesforce records with minimal manual data entry. In this section,...
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Creating Outlook Contacts from Email Signatures (Outlook + Salesforce)

LinkPoint Connect users can create new Contacts within Outlook for Contacts users refer to but that may not be needed...
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Using Active Update to Edit Contacts in Salesforce (Outlook + Salesforce)

LinkPoint Connect users can update existing Contacts in Salesforce from within Outlook. As users receive communication from Contacts, they can...
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Relating an Outlook Contact to a Salesforce Account

LinkPoint Connect enables users to associate existing Outlook Contacts with Salesforce Accounts, allowing items to be created once and then...
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Relating an Outlook Calendar Item to a Salesforce Record

LinkPoint Connect enables users to associate existing Outlook Meetings and Appointments with Salesforce Accounts, allowing items to be created once...
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Using Smart Link to Relate Outlook Calendar Items to Salesforce Records

LinkPoint Connect enables users to associate existing Outlook Meetings and Appointments with Salesforce Accounts, allowing items to be created once...
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Relating an Outlook Task to a Salesforce Record

LinkPoint Connect enables users to associate existing Outlook Tasks with Salesforce records, allowing items to be created once and then...
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Creating a New Salesforce Opportunity from Outlook

LinkPoint Connect helps users remain in Outlook while creating new Salesforce records with minimal manual data entry. In this section,...
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Creating a New Case in Salesforce from Outlook

LinkPoint Connect helps users remain in Outlook while creating new Salesforce records with minimal manual data entry. In this section,...
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Creating a New Account in Salesforce from Outlook

LinkPoint Connect helps users remain in Outlook while creating new Salesforce records with minimal manual data entry.  In this section,...
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Creating and Updating Salesforce Records with Smart Forms (Outlook)

Smart Forms allow users to create and update Salesforce records with a customizable interface within Outlook. LinkPoint Connect dynamically accesses...
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Launching Smart Forms with Drag and Drop (Outlook + Salesforce)

LinkPoint Connect users can highlight an email signature and drop the information in the Side Panel to launch a Smart...
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LinkPoint360 is the leading provider of CRM integration solutions, dedicated to delivering software solutions that promote productivity, efficiency, and CRM adoption.
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