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LinkPoint Connect - IBM Notes Email Integration and Sync Tools

Save time. Boost productivity. Increase Salesforce adoption.

Overview

LinkPoint Connect streamlines data access with an instant view of Salesforce data in IBM Notes. Record emails, create contacts, & sync content to Salesforce from IBM Notes. Citrix, Terminal Services & Partner Communities supported.

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See How LinkPoint Connect - IBM Notes Email Integration and Sync Tools Works

  • CREATE: Users can view or create any Salesforce object from inside IBM Notes. Smart Forms present Salesforce fields in IBM Notes for record creation and editing. Use the Side Panel to view content related to a contact or lead such as opportunities.

  • RECORD: Add inbound or outbound emails to specific Salesforce records. Use the Record Window to selectively record emails and create follow up tasks. Smart Record emails to automatically record items to matching Salesforce records.

  • SYNC: Automate the synchronization of contacts, calendars, and tasks with independent, configurable sync rules. Decide how you want data to move between IBM Notes and Salesforce and eliminate duplicate data entry between systems.

LinkPoint Connect provides IBM Notes integration to Salesforce. Users can view & create Salesforce objects in IBM Notes. Flexible integration allows users to record emails, create new records, & automate sync for contacts, calendars, & tasks. Users experience increased productivity & efficiency with software made for ease of use & Salesforce adoption. ✔ Drag and drop email signatures to create new contacts, leads, and accounts ✔ Sync contacts, calendars, and tasks while keeping work and personal items separate ✔ View and record to your Salesforce custom objects directly within IBM Notes ✔ IBM SmartCloud LinkPoint Connect also supports: ✔ Salesforce Lightning ✔ Salesforce Partner Communities ✔ Salesforce Shield ✔ Apto ✔ AIM ✔ Apttus ✔ Advologix ✔ FinancialForce ✔ Jobscience ✔ Navatar ✔ Pardot ✔ Talent Rover ✔ TaskRay ✔ Surface Pro Devices

Categories

Business Needs
Email & Calendar Sync
Industries
Government
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code

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