LinkPoint Connect for Salesforce Tutorial Lotus Notes Edition

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1 LinkPoint Connect for Salesforce Tutorial Lotus Notes Edition Lotus Notes

2 Overview 1. How to record an outbound from Lotus Notes into Salesforce. 2. How to record an inbound from Lotus Notes into Salesforce.

3 from Lotus Notes into Salesforce.

4 Based on your Companies installation, you may have a LinkPoint dropdown button. LinkPoint can be accessed via the Actions menu in Lotus Notes.

5 You can address the by typing an address, selecting a recipient from your Lotus Notes address book, or by using the LinkPoint Salesforce Address book.

6 To use the LinkPoint Address book, enter any part of a Contact last name or address and click Go. LinkPoint will return all contacts or leads containing the search criteria.

7 Select a Contact or Lead and click the To, CC, or BCC to move the address to the recipient list. You can also Remove selected addresses from the recipient list.

8 The recipients are placed in the appropriate fields and you can continue composing your .

9 You can also attach documents from your Salesforce document library.

10 You can choose documents from your Salesforce document library to attach to your .

11 To send the and record it to Salesforce, click the CRM Send or CRM Send and File option.

12 You can create a Follow Up Task or Appointment for that in Salesforce. The LinkPoint window is used to identify how to record the into Salesforce. The Task or Appointment will be associated to the selected reference. By default, the recipients and their opportunities, cases and other related items are presented. Additionally, you can search other records.

13 You can also choose to store attachments in Salesforce Click Record Now to send the via Lotus Notes and record the to Salesforce or Cancel to return to Lotus Notes.

14 The has been recorded in the Activity History section in Salesforce. Attachments are stored in the Notes & Attachments section.

15 By clicking the , Salesforce will display the details of the message and a listing of all attachments that were included on the .

16 How to record an inbound from Lotus Notes into Salesforce.

17 How to record an inbound Select the in Lotus Notes that you would like to record into Salesforce.

18 How to record an inbound To record this to Salesforce, click Actions, then LinkPoint, and Record to CRM.

19 How to record an inbound The LinkPoint window is used to identify how to record the into Salesforce. By default, the recipients and their opportunities, cases and other related items are presented. Additionally, you can search other records.

20 How to record an inbound The LinkPoint window is used to identify how to record the into Salesforce. By default, the recipients and their opportunities, cases and other related items are presented. Additionally, you can search other records. You can create a Follow Up Task or Appointment for that in Salesforce. The Task or Appointment will be associated to the selected reference.

21 How to record an inbound If the Contact not found, it will be listed in the Unknown Addresses tab. You can then either add that Contact to Salesforce and record the back to that Contact, or search for another Account, Contact, Opportunity or Case to record it to.

22 How to record an inbound You can also choose to store the attachments in Salesforce Click Record Now to send the via Lotus Notes and record the to Salesforce or Cancel to return to Lotus Notes.

23 How to record an inbound The has been recorded in the Activity History section in Salesforce. Attachments are stored in the Notes & Attachments section.

24 How to record an inbound By clicking the , Salesforce will display the details of the message and a listing of all attachments that were included on the .

25 Contact Information The LinkPoint tutorial is now complete. Please contact us for additional Sales or Support questions. Sales: Support: Web:

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