LinkPoint360 is dedicated to enhancing its products with a constant eye to user experience and productivity. The Winter ’17 release is focused on enhancing the access of Salesforce data directly within Microsoft Outlook.
Winter ’17 Release Summary
Features
Files Object Compatibility for Salesforce
Files Object compatibility supports customers using the File Object with the Winter ’18 release of Salesforce. This Salesforce change adds new file attachments to a dedicated Files Object throughout the CRM where the Salesforce Admin has enabled the object. Files are still displayed in the Notes & Attachments section, but users cannot directly upload files to this older section.
In support of this change, LinkPoint Connect now processes recorded attachments by adding them to the Files Object in Salesforce. When the Files are recorded, they appear under the Files Related List and a reference is added to the File in the Notes & Attachments Related List. As users continue to record emails and attachments to Salesforce, LinkPoint Connect also retains the associations made by the user. For example, the user can relate the email to a Contact or Account in Salesforce and choose to record the attachment. The recorded File in Salesforce will also display the related items. Files Object compatibility is enabled by default with the Winter ’17 release.
Availability: This feature is available for LinkPoint Connect for Salesforce: Desktop Edition and Desktop Plus Edition integrations.
Syncing Meeting Invitees from Outlook Salesforce
Syncing Meeting Invitees provides direct integration to additional Event fields within Salesforce to track interactions with existing Leads and Contacts. Users work from Outlook to create meetings and manage their calendars. Once the meeting syncs to Salesforce, the event will include a listing of everyone invited in the Accepted, Hasn’t Responded, and Declined sections. As invitees respond to the organizer via Outlook and the meeting continues to sync to Salesforce, the invitee statuses on the Salesforce event are updated. Users can continue to relate calendar items to additional Salesforce records using existing Link to Salesforce functionality. The option to sync meeting invitees is off by default with the Winter ’17 release and can be configured in the LinkPoint Assist Sync configuration window.
Availability: This feature is available for LinkPoint Connect for Salesforce: Desktop Edition and Desktop Plus Edition integrations.
Enhancements
Launch Smart Forms with Drag and Drop
Smart Forms are configurable to work with the existing Side Panel Drop Zone functionality. Users can highlight an email signature and drop the information in the LinkPoint Connect Side Panel to launch a prepopulated Smart Form for new Salesforce Leads, Contacts, and Accounts. This enhancement is off by default with the Winter ’17 release and can be configured in the LinkPoint Assist Sync configuration window.
Availability: This feature is available for LinkPoint Connect for Salesforce: Desktop Edition and Desktop Plus Edition integrations.
Record Type Detection for Smart Forms
Users can select a Record Type from a drop-down list within any applicable Smart Form. Record Types are automatically detected, and LinkPoint Connect will present the default Record Type from Salesforce as the default within the Smart Form.
Availability: This feature is available for LinkPoint Connect for Salesforce: Desktop Edition and Desktop Plus Edition integrations.
Smart Form Object Usage and Placement
Users can enable or disable specific Salesforce Objects as available Smart Forms. The LinkPoint Assist Smart Forms Component includes an Available Smart Forms tab where users can choose the objects they want to work with. Additionally, users can indicate where the object should be available within LinkPoint Connect windows and the Side Panel, allowing for a more customized experience with menu options.
Availability: This feature is available for LinkPoint Connect for Salesforce: Desktop Edition and Desktop Plus Edition integrations.
LinkPoint Tracker Location Details
Users can now review location details for tracked emails. Users can also note the location of the recipient where the email was last read. This enhancement is enabled by default with the Winter ’17 release.
Availability: This feature is available for LinkPoint Connect for Salesforce: Desktop Edition and Desktop Plus Edition integrations.
A Note about Software Upgrades
Products and services provided by LinkPoint360 are automatically updated by default. Individual users may, in most cases, change their update preferences within LinkPoint Assist. Some organizations may request that upgrades be disabled by default and then manually released at the discretion of internal IT teams. If you see new features or functionality listed within the release notes but do not see the new features in your instance of LinkPoint Connect, please contact your System Administrator.
Download: Access the complete Winter ’17 Release Notes in .pdf format. Get the Release Notes
