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.

Additional_Resources_Web 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

Step_1 Launch the LinkPoint Assist window, and select Salesforce from the left-hand menu.


Step_2 Select Connect Now within the Connection window to configure LinkPoint Connect for Salesforce.


Step_3 Enter your Salesforce User Name and Password, and click the Log in to Salesforce button.


Step_4 Click Allow to enable LinkPoint Connect to access your Salesforce account and display your Salesforce information in IBM Notes.


Step_5 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.


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

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