Test plan, before you start using Outlook and Salesforce together. First of all, make it clear in your mind how Salesforce for Outlook and Lightning for Outlook are different from each other. One is classic version and other is Lightning Experience. Test the feature on a small number of group first and feel the difference. How Mac Users Can Integrate Salesforce for Outlook. As of the publication of this blog post a mac user cannot utilize the Salesforce for Outlook capability from Salesforce. But with a third-party app off the Salesforce AppExchanage Mac users would be able to obtain this capability. In our opinion the best Salesforce for Outlook app for Mac. Nowadays, Outlook PST is one of the most important files in your MS Outlook. The PST file contains all the necessary data such as emails, attachments, contacts, tasks, notes, journals, and appointments, so if you are looking for a fast and easy way to export a PST file to Office 365, then you should make a wise decision and choose proficient tools such as Bitacube Import PST to Office 365 Tool. LinkPoint Connect: Desktop Edition is a PC-installed application that allows users to work with and create Salesforce data directly within Microsoft Outlook. 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.
About
LinkPoint Connect: Desktop Edition is a PC-installed application that allows users to work with and create Salesforce data directly within Microsoft Outlook. 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. All methods provide access to the same Installer for free trial and licensed users. In this section, you will learn how to install the LinkPoint Connect software.
Click the images throughout the Knowledge Base to see full size versions of screen captures.
Installing LinkPoint Connect
About
LinkPoint Connect: Desktop Edition is a PC-installed application that allows users to work with and create Salesforce data directly within Microsoft Outlook. 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. All methods provide access to the same Installer for free trial and licensed users. In this section, you will learn how to install the LinkPoint Connect software.
Click the images throughout the Knowledge Base to see full size versions of screen captures.
Installing LinkPoint Connect
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.
Save the file named LinkPointConnectSF.exe to your computer and then open it to launch the Installer.
Click Next within the LinkPoint Connect for Salesforce – InstallShield Wizard to start the installation process.
Select the I accept the terms in the license agreement option, and then click the Next button to proceed.
Confirm that Microsoft Outlook is closed and click the Next button.
Select the installation preferences within the Custom Setup screen. By default, the Installer will place the LinkPoint Connect software on the system hard drive. Click Next to continue.
Pdf expert for mac free download. Review the Current Settings. Then, click Back to make changes or click Install to start the installation.
Tip: LinkPoint Connect relies on a common Microsoft technology called .NET Framework 4 Client Profile which comes pre-loaded on Windows 7 and above. If your computer does not already have this installed, it will automatically be downloaded as part of the LinkPoint Connect installation process.
With the Launch the program checkbox selected, click the Finish button to exit the Installer.
Outlook For Salesforce App
Download: Download fotor mac os x. Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in .pdf format. Get the User Guide
Download Salesforce For Outlook Add In
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