Transcript
Page 1: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

LinkPoint for salesforce.com

Seamless integration between

salesforce.com® and Lotus Notes®

Page 2: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

Sample Customer Base…

Page 3: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

Using LinkPoint you can..

• Utilize your salesforce.com Contacts from Lotus Notes.

• Log inbound, outbound e-mail and attachments to salesforce.com

activity history.

• Record e-mail messages on the Account, Contact and opportunity level.

• Work in both Lotus Notes “Connected” and “Island” Modes.

• Synchronize calendar, contact, and task activity between salesforce.com

and Lotus Notes.

• Increase productivity by reducing the manual process of cutting and

pasting e-mail into salesforce.com

Page 4: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

• You can utilize your salesforce.com contacts and leads by selecting SFDC Address..

• You can send your e-mail and record it to salesforce.com activity history by selecting SFDC Send…

Page 5: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

• In the LinkPoint Address form you can choose contacts or leads.

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LinkPoint for salesforce.com

• Once your e-mail is complete, you can send and record it in salesforce.com activity history.

• If the recipients are associated with opportunities, you can record the e-mail to the opportunity.

• If there are attachments in the e-mail, you can decide whether to save the attachments in salesforce.com.

Page 7: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

• You can also add additional contacts to record the email to in salesforce.com.

Page 8: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

• Once sent and recorded to salesforce.com, the e-mail can be viewed under the Activity History and Attachments section for the Account, Contact and Opportunity.

Page 9: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

• LinkPoint can synchronize Calendar, Contacts and Tasks between salesforce.com and Lotus Notes.

Page 10: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

• You have a full detail view of what data is being synchronized between salesforce.com and Lotus Notes.

Page 11: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

Questions & Answers

Why use LinkPoint?• LinkPoint is integrated into your Lotus Notes software.

• LinkPoint supports Connected and Island Modes in Lotus Notes.

Is LinkPoint installed on the Domino Server or user Workstation?• LinkPoint is installed only on the user's workstation and only requires a mail template change.

Does LinkPoint synchronize data between salesforce.com and Lotus Notes?• Yes, LinkPoint handles the Synchronization of Contacts, Calendar and tasks.

What are the LinkPoint Requirements?• Lotus Notes Release 5.05 or greater

Page 12: Lotus Notes integration for Salesforce.com

LinkPoint for salesforce.com

LinkPoint360

64A White StreetRed Bank, New Jersey 07701

732-212-8401

E-mail: [email protected]

URL: www.LinkPoint360.com


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