Cloud Edition users connect to their Salesforce account to enable syncing between Salesforce and Exchange. Users are prompted to connect to Salesforce during the initial set up process. However, in some cases, this step is bypassed or users need to reconnect at a later date. In this section, you will learn how to connect your Salesforce account.
Tip: A Cloud Edition Host is any external system that contains data that can be synced to another external system. These systems host the original data and receive new content via Cloud Edition.
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Connecting Cloud Edition to Salesforce
Log in to Cloud Edition, and select the My Settings option in the top right corner of the screen.
Locate the Hosts section and note the status of the Salesforce connection. The red X and Please configure status indicate that the user is not connected to Salesforce.
Select the Edit link for the Salesforce Host to view the Salesforce connection options.
Select your Salesforce Login URL from the dropdown list. This will be the URL that you use to access Salesforce from the web browser.
Tip: The default setting is Standard. You will want to use this option unless:
- You are testing with a Salesforce Sandbox or Test account. In this case, select Sandbox/Test.
- You are using a custom URL to access Salesforce defined by your organization. In this case, select Custom and enter the URL details.
If you are unsure which option to select, check with your internal Salesforce admin.
Warning: Customers with Salesforce Partner Community Users will need to configure the Salesforce Host at the Profile level within Cloud Edition.
- Select Profiles from the top navigation.
- Select the Profile Name.
- Select the Edit link for the Salesforce Host.
- Select Partner Community from the Login URL dropdown list.
- Enter the URL and Partner Community Id and click Save.
Additional Resources: Learn more about working with Salesforce Partner Communities in the Configuring Profiles for Partner Community Users section of this User Guide.
Click the Connect Now button to proceed.
Tip: You may need to allow pop-up windows in your web browser from https://connect.linkpoint360.com.
Enter your Salesforce credentials. This may automatically process if you are logged into Salesforce already. Otherwise, you will need to log in to Salesforce.
Click Allow to permit LinkPoint360 to access your Salesforce account.
Note that the Salesforce account is now connected. Click the X in the top right corner to close the window.
Tip: An email notification is sent to a user when one or both of their Hosts becomes disconnected. The email prompts the user to log into the web portal and enter their credentials to reestablish the connection and resume syncing.
Tip: Admins can request that Host Disconnect emails also be forwarded to Admin users for a Cloud Edition Subscription. This feature adds the Admin as a Cc recipient on the email to the end user. This setting is off by default and can be enabled by LinkPoint360 Support on request.
Download: Access the complete LinkPoint Connect: Cloud Edition (Exchange + Salesforce) User Guide in .pdf format. Get the User Guide
Still need help? Contact our Support Team.