Record

Record an Email to Salesforce

Record emails to Salesforce directly from the Side Panel in Outlook. The process is the same for inbound and outbound...

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Record an Attachment to Salesforce

Record attachments on inbound or outbound emails to Salesforce using the Side Panel. Attachments are saved to either the Notes...

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Create a Follow Up in Salesforce

Create a follow up as a task or event in Salesforce from Outlook. This helps users plan next steps while...

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Edit Recorded Emails

LinkPoint Connect users are able to edit the email Subject and Body details recorded to Salesforce without altering the message...

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Use Salesforce Email Templates in Outlook

LinkPoint Connect users can access Salesforce email templates from within Microsoft Outlook. Users can select a template and then include...

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