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Salesforce: PC Install for Outlook - Enhanced Side Panel (v7)
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Knowledge Base
Salesforce: PC Install for Outlook - Enhanced Side Panel (v7)
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Set Up
3 Articles
About LinkPoint Connect
Install LinkPoint Connect
Configure LinkPoint Connect
View
3 Articles
Display the Side Panel
View Salesforce Data in Outlook
Configure Display and Search Settings
Record
5 Articles
Record an Email to Salesforce
Record an Attachment to Salesforce
Create a Follow Up in Salesforce
Edit Recorded Emails
Use Salesforce Email Templates in Outlook
Create & Edit
7 Articles
Create Records with LinkPoint Connections
Drag and Drop to Create Salesforce Records
Drag and Drop to Update Salesforce Records
Create Salesforce Records with SnapForms
Edit Salesforce Records with SnapForms
Work with Short Forms
Create Outlook Records
Track
2 Articles
Track Email Opens
Configure LinkPoint Tracker
Book Meeting
5 Articles
Set Up LinkPoint TimeScout
Manage TimeScout Meeting Types
Update TimeScout Account Settings
Share TimeScout Booking Links
Book a Meeting via LinkPoint TimeScout
Sync Options
2 Articles
Configure and Run a Manual Sync
Rebuild Sync History
Sync Calendars
4 Articles
Choose a Calendar Sync Mode
Record Events with SnapRecord
Establish Calendar Auto Sync Settings
Relate Calendar Events to Salesforce with Auto Sync
Sync Contacts
3 Articles
Choose a Contact Sync Mode
Establish Contact Auto Sync Settings
Sync Contacts with Different Filters
Sync Tasks
4 Articles
Choose a Task Sync Mode
Record Tasks with SnapRecord
Establish Task Auto Sync Settings
Relate Tasks to Salesforce with Auto Sync
Configure
6 Articles
Edit Preferences
Configure Web Proxy
Configure Updates
Activate Sandbox Mode
Configure a Salesforce Partner Community Account
Create LinkPoint Connect Usage Reports in Salesforce
Release Notes
3 Articles
Fall 19 Release
1 Article
Fall ’19 Release Summary
7.2 Release
1 Article
7.2 Release Notes
7.3 Release
1 Article
7.3 Release Notes
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