With the Launch the program checkbox selected, click the Finish button to exit the Installer.ĭownload: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in. If your computer does not already have this installed, it will automatically be downloaded as part of the LinkPoint Connect installation process. NET Framework 4 Client Profile which comes pre-loaded on Windows 7 and above. Mac users need integration to Outlook (add email, create case, and contact, calendar, task syncing).Please only comment or vote for the above features.
Select tethered-mode for real-time access to CRM data or non-tethered-mode where CRM data is synced and accessed in Outlook. Sync your custom objects/modules and custom fields.
Tip: LinkPoint Connect relies on a common Microsoft technology called. Browse, view, update or create new CRM records directly in Outlook and have FrontEnd sync them in the background with the CRM. Emails stored on Salesforce Works with Gmail, Outlook, Mac, Office365. If it doesnt work, please try Clearing the Trusted Platform Module (TPM) resets the TPM. Then, click Back to make changes or click Install to start the installation. By default, Salesforce only displays date information in list views for its. 0 Office 2016, Office 365 and Office 2019, 15. By default, the Installer will place the LinkPoint Connect software on the system hard drive. Select the installation preferences within the Custom Setup screen. Select the I accept the terms in the license agreement option, and then click the Next button to proceed.Ĭonfirm that Microsoft Outlook is closed and click the Next button. Save the file named LinkPointConnectSF.exe to your computer and then open it to launch the Installer.Ĭlick Next within the LinkPoint Connect for Salesforce – InstallShield Wizard to start the installation process. Select the link for the LinkPoint Connect installer provided in the welcome email, or enter the URL in your browser address bar and press enter.
#Outlook 2016 for mac and salesforce how to#
In this section, you will learn how to install the LinkPoint Connect software.Ĭlick the images throughout the Knowledge Base to see full size versions of screen captures.
#Outlook 2016 for mac and salesforce for free#
All methods provide access to the same Installer for free trial and licensed users. To get started, users must download the LinkPoint Connect Installer, which is accessible via the Salesforce AppExchange, the LinkPoint360 website, or a direct link provided by a LinkPoint360 Account Executive. LinkPoint Connect: Desktop Edition is a PC-installed application that allows users to work with and create Salesforce data directly within Microsoft Outlook.
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