Attaching Salesforce Documents to Outbound Emails in IBM Notes

LinkPoint Connect helps users be more efficient by providing access to the resources they use right where they need them. Users are able to access documents that are stored and maintained within Salesforce directly from IBM Notes. This eliminates the need to toggle between systems to find the right document to attach. In this section, you will learn how to access your Salesforce Document Library and attach items to outbound emails from within IBM Notes.


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Attaching Salesforce Documents to Outbound Emails in IBM Notes


Open an outgoing email (either a new or existing email). Select LinkPoint from the toolbar, and then select CRM Document Library… from the drop-down menu.


Step_2 Select the Salesforce Folder that contains the document and view a list of available items in the Documents list. In some cases, you may need to click to expand nested folders.


Tip_Web Tip: Note that the document information is displayed below the Documents pane.



Step_3 Select an item in the Documents pane and click the right arrow to add the item to the Selected pane.


Step_4 Select an item in the Selected list and click the left arrow to remove the item from the Selected pane.


Step_5 Click OK to proceed.



Step_6 Note that the document from the Salesforce Document Library is now attached to the email. Finalize and send the email as you normally would.


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