It has been over a year since we wrote about the LinkPoint tool from the AppExchange that connects your Outlook with Salesforce so we’d like to bring you up to speed. First off, the tool is now called LinkPoint Connect and it has been the number one most popular app on the AppExchange for quite some time.
For those of you that live in Outlook, LinkPoint Connect is a must have. Not only does it replace the Connect for Microsoft Outlook and Salesforce for Outlook synchronization tools from Salesforce; it exceeds its functionality.
LinkPoint Connect works with Outlook 2007 and 2010 (32 & 64 bit) running on Windows XP, Vista, or 7 (32 & 64 bit). It installs on your computer and works with Group, Professional, Enterprise, Unlimited, Developer, and Force.com versions of Salesforce. The pricing is $60.00 per user/year.
LinkPoint Connect not only performs the same functionality as Connect for Outlook and Salesforce for Outlook, like adding emails and syncing contacts, it also allows you to associate emails to all standard and custom objects in Salesforce. With Salesforce for Outlook, you have to go to your “Unresolved Items” to associate to other objects besides Opportunities.
You also have the ability to choose which attachments you want to add to Salesforce (Salesforce for Outlook loads all or none) and you have the option to create a follow up task in Salesforce at the same time.
You can view records in Salesforce right from Outlook and you still have the ability to create new contacts in Salesforce by dragging the signature from an email onto the Contact icon. When sending emails, you can use Salesforce as the address book and you have the ability to attach files from the Salesforce document library without having to download them to your computer first.
LinkPoint Connect now has a sync feature for contacts, tasks, and events that runs automatically in the background. You now have the option to mark records as private so they do not sync. At this time, Salesforce for Outlook syncs all items in the folder selected, including personal information.
LinkPoint Connect still has the “Click-to-Dial” feature allowing you to call your contacts using VOIP from Outlook and they have added a mapping feature. Now, you can view a map and driving directions to your contacts right from Outlook.
For those of you that find the Connect for Microsoft Outlook and Salesforce for Outlook synchronization tools from Salesforce lacking in their functionality and features, I suggest that you try the LinkPoint Connect seven day free trial.
[button type=”success” size=”lg” link=”http://info.StarrData.com/l/43882/2014-10-16/yjh9″]For more Salesforce for Outlook information
Read our 3 Tips for Setting up Salesforce for Outlook[/button]