Solve The Connection Point Error Problem

 

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If your system has a Linkpoint error, this user manual can help you.

 

 

I am

I Get A Programming Error When I Try To Sign In To Salesforce

1. Open Notepad or MS Word.
2. Enter your Salesforce password in Notepad or MS Word.
3. Highlight your password.
4. Right click and buy a copy.
5. In LinkPoint, right-click the Connect Salesforce Password field in LinkPoint Assist and select Paste.
6. Click Login.

Download: LinkPoint Connect: Outlook + Salesforce User Guide in .pdf Format. Get this dedicated user guide

I Encountered INVALID FIELD Error In Sync History Related To “IsAllDayEvent”

The main error you are getting is because there is no All Day Event checkbox in the Salesforce Create New Event screen. Please pay with your Salesforce admin account to make sure you have AllDayEvent checked in the Create New Event browser layout.

To add a Full Day Episode field to your event page template, follow these steps:

1. Sign in to Salesforce.com, and Using the username field with administrator rights.
2. Click (titled “Install”)
3. Click Customize | Activities | Event layouts
4. Click Edit

next to the event layout.

5. Find the All Day functional field in the Margins above and drag it onto the layout.
6. Click Save. This

Once complete, you can try making a full test connection by following these steps:

1. Close email
2. Right-click the LinkPoint icon in the system tray (next to the computer clock) and select Configure.
3. Select From Sales Representatives from the list on the left pane of the window.
4. Click Test Connection. The message “Connection successful” is displayed.

The client can now try manual synchronization to see what the final screen will look like.

1. Right-click the reference point symbol.
2. Select “Open sync” in manual mode.
3. Right-click Calendar and select the option to recreate history.
4. Start the connection process.

Download: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in .document format. Get user manual

LinkPoint Assist simply guides shoppers through setup processes to use LinkPoint Connect for personal and business needs. Various settings are available to control how Salesforce LinkPoint data is viewed. ., record emails and sync information between systems. In this tutorial, you will learn how to configure options and filters for our own Salesforce connector in LinkPoint Assist.

Click the images in the knowledge base to successfully view full versions of panel snapshots.

Configuring LinkPoint Connect Salesforce

C right-click the LinkPoint Assist icon in the taskbar, and then select Configure LinkPoint Connect “.

select from the component file on the left side of the LinkPoint Assist window.

Select Connect Now to connect your account sales team to LinkPoint Connect if you are not already signed in.

Select Disconnect to disable LinkPoint Connect. Select Test Connection to verify that your Salesforce account is successfully connected to LinkPoint Connect.

Select the Keep Original State drop-down list to define the stage of the item when it is normally entered into Salesforce in story activities.

Tip: LinkPoint Connect sets the recording status to Complete and offers a list of 6 default parameters that reflect the default Salesforce status. The vast majority of LinkPoint of Connect users leave it to our The status of the record is Done, which is surprising because it doesn’t show any pending activities in Salesforce. If your organization uses custom statuses, a person can click in the Status field of the record. ‘and enter the Salesforce status as shown in this system .

Select Save All to have LinkPoint Connect recommend linked contacts and add them to the Save in Study area in the Save window. Include contacts in the window To :, Cc: fields, and Bcc: This option is available by default.

Tip: If the Save for All option is enabled, the contacts you need toemail storage are automatically entered in the “Save in” field entered. User can delete all contacts from the field before saving our email.

Select the Long Dropdown text entry to view routing options for emails with text content that exceeds the Salesforce 32,000 character weight limit.

Tip: Truncate text retains content only up to the maximum character limit. Any article content greater than 32,000 characters will be less than the save to printer setting. when composing an email, split the base email into multiple items in this Salesforce action history list. Each instance will be the same except that the text contains part of the original person. 32,000 characters

< / source> Warning: You will be editing the content of longer e-mails to compress the information yourself, often selecting and working in the Edit tab to capture their content box in the Text field. This field contains a certain number of characters to get your link.

Select the Email Fields checkbox to search for additional email fields. Be careful when saving email fields.

Select the Filters tab. Select the record type if you want to work with it, then select the field associated with the record from the values ​​to display the task definition, which will be applied to the selected items.

Tip: Users can set specific criteria to hide objects or fields from themselves in Salesforce and then prevent them from being displayed in LinkPoint Connect. Dynamically changes the field region to act as different array selections.

Example: Some companies do not want closed cases to use the recording settings for LinkPoint Connect users. In this example, the user or administrator selects Account. Contact or Contact Request in tabular form. Then select IsClosed in the field options. Enter Yes in the last input field. This LinkPoint tells Connect to look for cases with a Closed status and not display them.

Finally, click the Apply button to complete the settings. Click OK to close LinkPoint Assist.

Loading. Access the Fulfill Connect: Li User Manualnkpoint Outlook + Salesforce PDF. Get user manual

 

 

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Zane Broome

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