IBM Lotus Notes and Lotus Domino Integration Technologies for SAP Software
Lotus Notes integration for Salesforce.com
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Transcript of Lotus Notes integration for Salesforce.com
LinkPoint for salesforce.com
LinkPoint for salesforce.com
Seamless integration between
salesforce.com® and Lotus Notes®
LinkPoint for salesforce.com
Sample Customer Base…
LinkPoint for salesforce.com
Using LinkPoint you can..
• Utilize your salesforce.com Contacts from Lotus Notes.
• Log inbound, outbound e-mail and attachments to salesforce.com
activity history.
• Record e-mail messages on the Account, Contact and opportunity level.
• Work in both Lotus Notes “Connected” and “Island” Modes.
• Synchronize calendar, contact, and task activity between salesforce.com
and Lotus Notes.
• Increase productivity by reducing the manual process of cutting and
pasting e-mail into salesforce.com
LinkPoint for salesforce.com
• You can utilize your salesforce.com contacts and leads by selecting SFDC Address..
• You can send your e-mail and record it to salesforce.com activity history by selecting SFDC Send…
LinkPoint for salesforce.com
• In the LinkPoint Address form you can choose contacts or leads.
LinkPoint for salesforce.com
• Once your e-mail is complete, you can send and record it in salesforce.com activity history.
• If the recipients are associated with opportunities, you can record the e-mail to the opportunity.
• If there are attachments in the e-mail, you can decide whether to save the attachments in salesforce.com.
LinkPoint for salesforce.com
• You can also add additional contacts to record the email to in salesforce.com.
LinkPoint for salesforce.com
• Once sent and recorded to salesforce.com, the e-mail can be viewed under the Activity History and Attachments section for the Account, Contact and Opportunity.
LinkPoint for salesforce.com
• LinkPoint can synchronize Calendar, Contacts and Tasks between salesforce.com and Lotus Notes.
LinkPoint for salesforce.com
• You have a full detail view of what data is being synchronized between salesforce.com and Lotus Notes.
LinkPoint for salesforce.com
Questions & Answers
Why use LinkPoint?• LinkPoint is integrated into your Lotus Notes software.
• LinkPoint supports Connected and Island Modes in Lotus Notes.
Is LinkPoint installed on the Domino Server or user Workstation?• LinkPoint is installed only on the user's workstation and only requires a mail template change.
Does LinkPoint synchronize data between salesforce.com and Lotus Notes?• Yes, LinkPoint handles the Synchronization of Contacts, Calendar and tasks.
What are the LinkPoint Requirements?• Lotus Notes Release 5.05 or greater
LinkPoint for salesforce.com
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