Syncing Tasks between IBM Notes and Salesforce with Manual Sync

LinkPoint Connect offers users the flexibility to control when and how their contacts are synchronized between IBM Notes and Salesforce with a Manual Sync feature. In this section, you will learn how to use Manual Sync to synchronize contacts both to and from IBM Notes and Salesforce.


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Syncing Tasks between IBM Notes and Salesforce with Manual Sync

Step_1 Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Open Synchronization in manual mode.


Step_2 Select the Task checkbox. Deselect any other items you do not want to sync at this time.



Example_Web Example: In this example, we will demonstrate how to sync Task items.


Step_3 Click the Start Sync button to proceed.



Tip_Web Tip: You will have a chance to review and confirm the items to be synchronized before the tool actually runs the synchronization process.

Additional_Resources_Web Additional Resources: Several default Task Sync Rules are applied as part of the sync process. These settings can be configured using LinkPoint Assist. This includes choosing whether or not to sync items marked as Private.

Step_4 Click Yes in the Start Sync dialogue box.



Step_5 Review the Synchronization Summary window to see a list of all new or updated tasks that match the established sync criteria. Tasks that exist in Salesforce appear on the left. Tasks that exist in IBM Notes appear on the right.


Step_6 Review the icons in the Action column to determine how LinkPoint Connect will sync the displayed tasks. These actions relate to new, updated, or deleted tasks either in Salesforce or IBM Notes.

Syncing_Manual_Task_lnsf_6a Syncing_Manual_Task_lnsf_6b

Step_7 Right click an Action icon to launch a list of additional options for the task. Users can choose to Ignore differences until the next time one changes or Ignore difference forever.


Tip_Web Tip: This is useful for excluding specific items from the sync for a single time or to exclude an item from the sync moving forward. Some users may have tasks that are not related to specific accounts and should not be added to Salesforce or IBM Notes.

Tip_Web Tip: You can select multiple tasks to apply changes by clicking the items with your mouse while holding the Shift key on your keyboard. Once the items are selected, right click to review the Action options.

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Step_8 Click the Ok button to confirm the tasks to sync and to run the actual sync process.



Tip_Web Tip: LinkPoint Connect will confirm the sync completion by updating the Last Run date and time in the Synchronization window.

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

Support_Web Still need help? Contact our Support Team.