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LinkPoint Connect(ME) Knowledge Base
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LinkPoint Connect(ME) Knowledge Base
HOME
❓ PRODUCT FAQs
📺 VIDEO GUIDES
✅ LPC ONBOARDING
✅ LPC ONBOARDING
❍ Salesforce Interactions
❍ Sharing Emails
❍ Syncing Calendar Items
❍ Syncing Tasks & Contacts
📖 RELEASE NOTES, KB UPDATES
✜ GETTING STARTED
✜ GETTING STARTED
✚ ESSENTIALS
✚ ESSENTIALS
❍ Introduction
❍ How LinkPoint Connect(ME) Works and What It Syncs
❍ Privacy and Security
❍ Using LinkPoint Connect(ME) Adaptive View
❍ LPC Sync and Add-In Functions
❍ LinkPoint Connect(ME) Plans & Pricing
❍ Supported Email Servers
❍ Supported Salesforce Editions
❍ Supported Email Clients for Microsoft Office 365 (with Exchange Online plan)
❍ Supported Email Clients for Microsoft Exchange 2010
❍ Supported Email Clients for Microsoft Exchange 2013, 2016, 2019
❍ Supported Email Clients for Gmail
❍ (MSI implementation only) Supported Email Clients for POP IMAP Servers or Exchange 2007
✚ FIRST STEPS
✚ FIRST STEPS
❍ How to Install and Run LinkPoint Connect(ME) (Office 365)
❍ How to Install and Run LinkPoint Connect(ME) Desktop (.MSI) implementation)
❍ How to Install and Run LinkPoint Connect(ME) in MS Outlook for MacOS
❍ How to Install and Run LinkPoint Connect(ME) (all configurations)
❍ LinkPoint Connect(ME) Desktop (.MSI) vs LinkPoint Connect(ME) Cloud (Web) Implementation Comparison
❍ How to Install LinkPoint Connect(ME) from a Manifest File or URL
❍ How to Install LinkPoint Connect(ME) on an Android or iOS Device
❍ Authorizing LinkPoint Connect(ME) Sync to Work with Your Data
❍ LinkPoint Connect(ME) Registration Wizard
❍ Using the Add-In with Test Data
❍ How To Change Email Address in LinkPoint Connect(ME) Account (Office 365)
❍ Recovering a Forgotten LinkPoint Connect(ME) Password
❍ Viewing Your LinkPoint Connect(ME) Account Info and Changing Account Password
✜ USING THE PRODUCT
✜ USING THE PRODUCT
✚ HOW TO-S
✚ HOW TO-S
❍ How to Open LPC Sidebar in New MS Outlook Web Interface
✛ Handling emails
✛ Handling emails
❍ Sharing Emails in Salesforce - Ways to Save an Email
❍ How to Save Internal or Blocklisted Emails in Salesforce
❍ Tracking Customer Engagement with LPC Engagement Panel
❍ Using Salesforce Templates
✛ Calendar items
✛ Calendar items
❍ Sharing Calendar Items in Salesforce
❍ The Updated Save Email/Save Event Dialogs
❍ How to Send Meeting Time Slots
❍ Sharing Calendar Availability
❍ Using Delegated Calendars with LinkPoint Connect(ME)
❍ Viewing Objects Related to Selected Item
✛ Exchange/O365 Contacts
✛ Exchange/O365 Contacts
❍ Managing Contacts via LinkPoint Connect(ME)
✛ Exchange/O365 Tasks
✛ Exchange/O365 Tasks
❍ Managing Tasks via LinkPoint Connect(ME)
✛ Salesforce records
✛ Salesforce records
❍ Searching for Existing Salesforce Records and Creating New Records
❍ Record Description and Add Quick Memo
❍ Working with Activities
✛ Misc. features
✛ Misc. features
❍ How to Log a Call via LPC Sidebar
❍ How to Work with Salesforce Reports
❍ How to Open Sync Dashboard
❍ Using LinkPoint Connect(ME) on a Mobile Device
❍ LinkPoint Connect(ME) Installation on iPhone and Contacts Syncing
❍ Sending and Receiving 360 Degree SMS from LinkPoint Connect(ME)
❍ How to Work with DocuSign Document Storage from LinkPoint Connect(ME)
❍ How to Run LinkPoint Connect(ME) on Citrix XenApp
❍ Opening Websites/LinkedIn profiles of Contacts, Leads, and Accounts
✚ HOW IT WORKS
✚ HOW IT WORKS
❍ Sharing Emails in Salesforce, An Overview
❍ LinkPoint Connect(ME) Synchronization Overview
❍ Patterns Applied on Auto-saving
❍ Item Deduplication Mechanisms
❍ Standard Object Fields Mapping Patterns
❍ How LPC Sidebar Pinning Works
❍ LinkPoint Connect(ME) Initial Search and Applied Filters
❍ File Attachments Handling, An Overview
❍ How LinkPoint Connect(ME) Works with Required Fields and Layouts in Salesforce
❍ Calendar Items Sync Exceptions
❍ Calendar Items Sync Special Patterns - Attendees Lists, Private Items, Item Unsharing and Deletion
❍ Historical Sync & Timezones Matching
❍ Salesforce Custom Buttons Support
❍ Context-Specific Hints
❍ Using the Smart Description Feature
❍ MS Exchange Aliases Handling
❍ Two Not-to-Be-Synced Blocklisting Layers
✜ SETUP & CONFIG
✜ SETUP & CONFIG
✚ USER SETTINGS
✚ USER SETTINGS
❍ Customizing LinkPoint Connect(ME) (full article)
❍ Using the Search by List Customization Setting
❍ Customization Page Notifications Explained
❍ Managing LinkPoint Connect(ME) Customizations
❍ How to Set Smart Actions Order
❍ Configuring Activities Synchronization Settings
❍ Choosing What to Synchronize
❍ Viewing Synchronization Statistics and Connection Statuses
❍ Resolving Sync Issues
❍ Auto-Cropping of Previous Messages in Email Body
❍ How to Renew Exchange and Salesforce Account Credentials
❍ How to Properly Add a Custom Object to LPC Handling Scope
❍ How to Create a Custom View to Work with Closed Cases and Opps
❍ Switching Between LinkPoint Connect(ME) Interface Views
❍ How to Enable DocuSign in LinkPoint Connect(ME)
✚ ADMIN CONFIG
✚ ADMIN CONFIG
❍ LinkPoint Connect(ME) Mass Deployment (Office 365)
❍ Installing LinkPoint Connect(ME) in MS Exchange 2013, 2016, 2019
❍ Available LinkPoint Connect(ME) Mass Deployment Scenarios
❍ How to Create an Impersonating Email Account
❍ Impersonation in LinkPoint Connect(ME) and Configuring Mailbox Access
❍ Convert a Shared Mailbox to a Mailbox
❍ Salesforce Connectivity Tab - Bulk Salesforce Access Authorization
❍ How to Log in to LinkPoint Connect(ME) Administration Panel
❍ Managing Organizations in LinkPoint Connect(ME) Administration Panel
❍ Managing Users in LinkPoint Connect(ME) Administration Panel
❍ Managing Plans for LinkPoint Connect(ME) Users
❍ Return on Investment and User Status Tools
❍ Monitoring Users and Organizations
❍ LinkPoint Connect(ME) Admin Panel Special Settings
❍ Special Synchronization Patterns
❍ How to Disable Customization Page for Specific Users
❍ Office 365 Data Accesss Over MS Graph
❍ Attachments Handling and Related Settings
❍ How to Enable The Country Picklist for Contacts
❍ How to Enable Advanced Calendaring (Recurring Events Sync and Deduplication Prerequisite)
❍ Deactivating LinkPoint Connect(ME)
❍ Setting Up Invisible Suite Managed Package in Salesforce
❍ LPC Managed Salesforce Package Setup and Contents
❍ How to Add the Attendees Management Component
❍ How LinkPoint Connect(ME) Works With EWS
✚ TROUBLESHOOTING
✚ TROUBLESHOOTING
❍ Resolving Firewall Issues
❍ How to Configure Meeting Rooms for EWS
❍ Clearing Internet Explorer Cache & Cookies to Refresh LinkPoint Connect(ME)
❍ How to Update LinkPoint Connect(ME) Desktop (.MSI) Implementation
❍ How to Resolve the Add-In Could Not Be Started Error
❍ How to Resolve LPC Icons Are Greyed Out in the Ribbon
❍ How to Resolve LPC Icons Are Replaced by Placeholder Icons in the Ribbon
❍ LPC Sync Authorizing in Azure / Office 365 Admin portals
❍ LinkPoint Connect(ME) and Salesforce API Calls Limit
❍ Troubleshooting LinkPoint Connect(ME) Desktop (.MSI) Implementation
❍ Sync Issues Error Codes
❍ How to Resolve the Need Admin Approval Error
✜ LPC CHROME EXTENSION FOR GMAIL
✜ LPC CHROME EXTENSION FOR GMAIL
❍ Introduction to LPC Chrome Extension for Salesforce and Gmail
❍ Mass Deployment of LinkPoint Connect(ME) Chrome Extension
❍ How to Create a Gmail Service Account
❍ Mass Provisioning of Chrome Extension End Users
❍ Signing Up with LinkPoint Connect(ME) for Salesforce and Gmail
❍ Using LinkPoint Connect(ME) for Salesforce and Gmail
❍ The Book Me Feature in LPC for Salesforce and Gmail
❍ The Time Slots Feature in LPC for Salesforce and Gmail
❍ How to Disable or Remove the Extension
How to Recover a Lost Account Access Password
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[This article is no longer relevant]