Welcome to Connect(ME) Email Integration Component Knowledge Base¶

Connect(ME) is the email-CRM integration component of our premium guided selling package Connect(ME). Navigate to the Help center for more details.

The Knowledge Base has the following sections:

❓ PRODUCT FAQs LinkPoint Connect(ME) Frequently Asked Questions; the article gets regular updates based on popular customer enquiries about the product

📺 VIDEO GUIDES LinkPoint Connect(ME) Video tutorials; view specific video instructions demonstrating various LPC functions and features

✅ LPC ONBOARDING; this section contains collections of links which describe various aspects of user interaction with LinkPoint Connect(ME)

📖 RELEASE NOTES, KB UPDATES; information on the latest product updates: new features, improvements, notable bugfixes and Knowledge Base articles updates

✜ GETTING STARTED the section consists of two sub-sections:

✚ ESSENTIALS: general LinkPoint Connect(ME) specifications and supported environments

✚ FIRST STEPS: step-by-step guides on installing and running the product followed by overviews of the key LinkPoint Connect(ME) features and its user interfaces

✜ USING THE PRODUCT the section contains articles providing in-detail descriptions of various nuances of product functioning, subcategorized as

✚ HOW TO-S - practical use guides covering user interactions with Salesforce granted by the product. Further subcategorized into articles covering Email handling, Event handling, Salesforce records handling, and Miscellaneous articles

✚ HOW IT WORKS - explanations of underlying mechanics and the small nuances of LPC work patterns, for advanced LPC users

✜ SETUP & CONFIGURATION this section contains descriptions of advanced settings

✚ USER SETTINGS Customization, Synchronization and other settings available to users having corresponding permissions

✚ ADMIN SETUP & ACTIONS detailed Administrator’s guides on product deployment and fine-tuning, as well as user management

✜ TROUBLESHOOTING section contains step-by-step solutions to known issues which may occur with LPC running in different system configurations

✜ LPC CHROME EXTENSION FOR GMAIL contains guides on setting up and using LinkPoint Connect(ME) implementation for Gmail / Google Workspace (G Suite) available as a Chrome browser extension

Each article is marked with a or or icon to indicate whether its content concerns LinkPoint Connect(ME) implementation for Office 365 mailboxes, MS Exchange on-premises mailboxes, or the Chrome Extension for Gmail / Google Workspace (G Suite), either two or all of them.

NB: for readability considerations, in Knowledge Base articles LinkPoint Connect(ME) is referred to as LPC.