Tip: LinkPoint Connect searches for contacts and matching accounts based on primary email address. Note that the LinkPoint Connect Side Panel searched Salesforce for the contact and was unable to return a record matching the sender’s email address. Contact your admin for more information.Ĭlick the images throughout the Knowledge Base to see full size versions of screen captures.Ĭreating a New Account in Salesforce from IBM Notes ![]() ![]() Tip: Depending on how an organization has configured LinkPoint Connect to mirror your existing business processes, users may not have all of the options described in the following section. LinkPoint Connect promotes CRM adoption by offering a variety of shortcuts to encourage users to add new contacts, opportunities, and accounts to Salesforce.
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