Quick Start Guide: LinkPoint Connect (Outlook + Salesforce)


It’s easy to get going with your LinkPoint Connect subscription. Either your Welcome Email or your Account Executive included a link for you to download the LinkPoint Connect software. Now that you have the tech, here’s how to get it up and running (hint: it takes 3 steps and under 5 minutes).


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Quick Start Guide: LinkPoint Connect (Outlook + Salesforce)


Download the LinkPoint Connect software via the link in your Welcome email and follow the instructions in the set up wizard. Select Configure LinkPoint to finish configuration.


Step_2 Select LinkPoint Assist in the Components list and enter your full name, email address, and License Key from your Welcome email. Then click Verify License.


Tip_Web Tip: If you are on the Free Trial Version of LinkPoint Connect, your license key is Evaluation and will already be populated for you.

Step_3 Select Salesforce in the Connectors list and click Connect Now. Use your Salesforce credentials to connect the tool.


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

Support_Web Still need help? Contact our Support Team.