Editing Email Content When Recording to Salesforce from IBM Notes

LinkPoint Connect promotes CRM adoption with tools designed to make it simple for users to record emails and related content to Salesforce without leaving IBM Notes. With flexible configuration settings, users can quickly record emails to contact, lead, account, opportunity, case, or custom object records with just a few clicks. In this article, you will learn how to edit or change the content of the email recorded to Salesforce without affecting the email recipient’s view of the content.

This article is a continuation of the recording process introduced in the Recording an Email to Salesforce from IBM Notes article.

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Select the Edit tab in the Record window.

Enter or edit the text in the Subject: field.

Tip: This field automatically populates with the existing subject of the email. Users can alter the subject of the email to change how it will appear within Salesforce to help differentiate it from other recorded emails with the same subject line.

Enter or edit the text in the Body: field.

Tip: This field automatically populates with the email string. Users can alter the contents of the email to reduce the amount of content recorded, such as removing repetitive messages, email signatures, or personal notes.

Click the Record Now button to record and send the email, or continue to work on the Record options by scheduling follow up details.