Connecting LinkPoint Connect to Salesforce (IBM Notes + Salesforce)

In this section, you will learn how to connect your Salesforce account to the LinkPoint Connect software.

The following steps apply to individual user installations of LinkPoint Connect for IBM Notes + Salesforce. For users in Terminal Services or Citrix environments, please refer to additional documentation.

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Connecting LinkPoint Connect to Salesforce

Launch the LinkPoint Assist window, and select Salesforce from the left-hand menu.

Select Connect Now within the Connection window to configure LinkPoint Connect for Salesforce.

Enter your Salesforce User Name and Password, and click the Log in to Salesforce button.

Click Allow to enable LinkPoint Connect to access your Salesforce account and display your Salesforce information in IBM Notes.

LinkPoint Connect will test the connection to Salesforce. This may take a few moments. Click OK once the Test Connection window displays the Connection succeeded message.