LinkPoint Connect users can now update existing contacts in Salesforce directly from IBM Notes. Contact information for prospects and clients can change often, with new job titles as part of a promotion or even new phone numbers and email addresses as part of mergers and acquisitions. As users receive communication from contacts, they can easily identify any new information and choose the contact details to update or keep.
Active Update is an enhancement to LinkPoint Connect’s contact creation tools featuring easy drag and drop functionality. In this section, you will learn how to update Salesforce contacts using Active Update.
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Using Active Update to Update Contacts in Salesforce
Select an email from an existing contact. Note that the LinkPoint Connect Side Panel searched Salesforce for the contact and found a matching record based on the sender’s email address.
Select Create a new Contact to create a new Salesforce record. Confirm the information to include in the new Contact record by selecting or deselecting the checkboxes for each information field.
A. For Job Title, we have selected the checkbox to Use New Value. We know that Fred Johnson has a new title and want to use the new information. The old information appears crossed out, so we know what will be replaced.
B. For Work Phone 1, we have deselected the checkbox to Use New Value. While Fred listed a new phone number in his email signature, we know that the number we already have on his Salesforce record is the best number to reach him with. The old information appears with no changes and will not be overwritten after we apply the updates.
Click Apply to finalize the selection. This will launch Salesforce in the Internet browser.
Download: Access the complete LinkPoint Connect: IBM Notes + Salesforce User Guide in .pdf format. Get the User Guide