Configuring the LinkPoint Connect Salesforce Connector (IBM Notes + Salesforce)

LinkPoint Assist guides users through simple configuration processes to adapt LinkPoint Connect to individual and organizational needs. Various settings are available for managing the way that LinkPoint Connect displays Salesforce data, records emails, and syncs information between systems. In this article, you will learn how to configure Options and Filters for the Salesforce Connector in LinkPoint Assist.


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Configuring the LinkPoint Connect Salesforce Connector

Step_1 Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure.

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Step_2 Select Salesforce from the Components list on the left side of the LinkPoint Assist window.

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Step_3 Select Connect Now to relate the Salesforce account to LinkPoint Connect if not already connected.

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Step_4 Select Disconnect to disassociate LinkPoint Connect. Select Test Connection to confirm that the Salesforce account is correctly tied to LinkPoint Connect.

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Step_5 Select the Record Status from the drop-down list to determine the status of the item when it is entered in Salesforce on the Activity History.

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Tip_Web Tip: LinkPoint Connect will set the Record Status to Completed and offers a list of 6 default options which mirror Salesforce default statuses. The majority of LinkPoint Connect users leave the Record Status set to Completed so that it does not show as an open activity within Salesforce. If your organization uses different names for statuses, you can click in the Record Status field and type in the Salesforce status exactly how it appears in your system.

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Step_6 Select Record to All to cause LinkPoint Connect to recommend and add related contacts to the Record To field in the Record window. This includes contacts in the To:, Cc:, and Bcc: fields. This option is on by default..

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Example_Web Example: With the Record to All option enabled, the contacts related to the email being recorded are automatically entered into the Record To field. The user is able to remove any contacts from the field before recording the email.

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Step_7 Select Truncate to shorten the body content of emails that exceed the Salesforce limit of 32,000 characters. This option is on by default.

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Warning_Web Warning: If you disable this option, you will receive an error message if you try recording an email that contains more than 32,000 characters. You can edit the content of longer emails to truncate the information yourself by selecting the Edit tab within the Record window and working with the content in the Body field. This field includes a character count for your reference. See the section on Editing Email Content When Recording to Salesforce from IBM Notes earlier in this User Guide for more information.

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Step_8 Select the Filters tab. Select the record type to work with, and then select the field associated with the record. Enter the values to determine the action applied to the selected items.

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Tip_Web Tip: Users can set specific criteria to hide objects or fields from Salesforce and prevent them from being visible in LinkPoint Connect. The items in the Field box change dynamically as different Table items are selected.

Example_Web Example: Some organizations do not want to include closed cases as options for LinkPoint Connect users to record to. In this example, the user or admin would select Account Case or Contact Case as the Table. Then select IsClosed from the Field options. In the final entry box, enter Yes.

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Step_9 Click the Apply button when finished to finalize the settings. Click Ok to close LinkPoint Assist.

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Download_WebDownload: Access the complete LinkPoint Connect: IBM Notes + Salesforce User Guide in .pdf format. Get the User Guide

Support_Web Still need help? Contact our Support Team.