LinkPoint Connect promotes CRM adoption by offering a variety of shortcuts to encourage users to add new contacts, opportunities, and accounts to Salesforce. This can be done easily from IBM Notes. In this section, you will learn how to relate new calendar items such as Meetings and Appointments in IBM Notes to existing Salesforce accounts.
Example: In this example, we will demonstrate how to relate Meetings to existing Salesforce records.
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Relating a New IBM Notes Calendar Item to an Existing Salesforce Record
Open the New Meeting screen in IBM Notes and enter information for the meeting including the attendees, subject, location, date, time, and content.
Select the Regarding link in the LinkPoint Connect for Salesforce section of the new meeting.
Search for contacts and other related records such as opportunities or cases that correspond with the new meeting. Enter partial or full search terms in the Search field and click the Go button. Review the list of search results on the left pane.
Double click items on the left pane or click the green arrow to add them to the Regarding pane. Double click items on the Regarding pane or click the red x to remove them. Click the Ok button to continue.
Tip: Some organizations configure their instance of Salesforce to limit association of records to one “who” (or contact) and one “what” (or item such as case or opportunity). In this instance, you will only be able to assign or relate the item to one contact and one record in Salesforce. If your organization enables recording to multiple contacts and/or multiple record types, you will be able to select these items in the Reference Selection window in LinkPoint Connect. Please speak with your internal Salesforce admin to learn more about how your organization uses this feature. Contact LinkPoint360 Support for assistance with enabling LinkPoint Connect to mirror your Salesforce processes.
Note that there are now records listed in the Regarding section of the new meeting.
Finish creating the new meeting and then click the Send button to create the meeting and send it to the listed recipients. LinkPoint Connect will sync the new meeting to your calendar in Salesforce during the next scheduled or manual sync depending on your settings. The new meeting will also be added to the selected records in Salesforce.
Download: Access the complete LinkPoint Connect: IBM Notes + Salesforce User Guide in .pdf format. Get the User Guide
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