LinkPoint Connect: Cloud EditionVersion 3 Release Notes68 White Street, Suite 2, Red Bank, NJ 07701 1 732.212.8401www.linkpoint360.comCopyright LinkPoint360All Rights Reserved.
Version 3 Release NotesLinkPoint Connect: Cloud EditionOverviewCloud Edition – Version 3Cloud Edition Release Version 3 is designed to bring insights to admins and end users regarding system usage,connection, and metrics along with a variety of additional enhancements. The following release notes detail thechanges that are in effect with the Version 3 Release. For step by step instructions, please refer to the User Guide. If youhave questions about your LinkPoint Connect subscription, please contact your Account Executive.A Note About Software UpgradesCloud Edition is upgraded to the latest Version for all user accounts during each release deployment. Version releasesmay result in an interruption in service or web portal access. Users can review the Cloud Edition Status online forupdates on downtime and maintenance windows. Upgrades should not override existing sync configuration. Dependingon settings created by an Admin, end users may or may not have access to all of the features listed within the ReleaseNotes. In this case, please contact your Administrator.General Sync EnhancementsDisable Create Lead/Contact Icons within Sync History ScreensPrevious Functionality: Users accessing the Sync History screens for Calendar, Contact, Email, and Task Sync were ableto create new leads and contacts within the Unresolved Items and Unmatched Leads/Contacts tabs. Creating newSalesforce records can resolve sync conflicts and allow Cloud Edition to sync items to matching records once they existin the CRM. However, Admins did not have the ability to disable this feature in support of existing workflowrequirements that discouraged users from creating new or duplicate Leads and Contacts.Enhanced Functionality: Cloud Edition Admins can now disable the icons to create new Leads and Contacts within theSync History. The option is available for the Calendar and Email Sync Jobs on the Organization, Subscription, and Profilelevels. Deselecting the option to “Show icons to create new Leads and Contacts” will hide the icons on both theUnresolved Items and Unmatched Leads/Contacts tab for the related Sync Job.Default Type for Synced ItemsPrevious Functionality: Calendar Events, Emails, and Tasks synced to Salesforce were added to the Calendar or ActivityHistory using the default Type selection. Users were unable to change the default in instances where the Type did notreflect the item correctly.Enhanced Functionality: Users can now set the default Salesforce Type for Calendar Events, Emails, and Tasks. Theselections available reflect the picklist that the user has access to within Salesforce. By default, this option is blank, andif no selection is made, Cloud Edition will sync items to Salesforce using the existing default Type in Salesforce. If aselection is made, Cloud Edition will sync all items for that Sync Job using the selected Type. Type fields can be selectedindependently for each Sync Job. This setting can be preset and locked by Admins at the Subscription and Profile levels.If an organization does not use the Type field, the field will remain blank, and items will sync as usual.Rev. 2-27-18Page 2Copyright LinkPoint360All Rights Reserved.
Version 3 Release NotesLinkPoint Connect: Cloud EditionSupport for Multi-Who and Encryption EnablementPrevious Functionality: Organizations that implemented Multi-Who or Platform Encryption in Salesforce after theinitial configuration for Cloud Edition did not see changes reflected in their sync performance.Enhanced Functionality: Cloud Edition checks Salesforce for any change in the Multi-Who or Platform Encryption inSalesforce during each sync. If Multi-Who or Platform Encryption are detected, Cloud Edition updates to allow for itemsto sync in support of these features.Smart AddressSmart Address Admin ControlNew Functionality: Admins can now preselect Smart Address settings and lock the settings to enforce workflow rulesat the Subscription and Profile levels. This applies to enabling each Mapped Object, naming conventions,Criteria/Salesforce View, and field mapping on a per object basis. The Admin must be connected to a Salesforce accountin order to work with the Mapped Objects settings.Smart Address Generation with Salesforce ViewsPrevious Functionality: Smart Addresses could only be generated for each Salesforce object per end user based on setdefault criteria:1. The record appears in the Salesforce Recently Viewed table for the user (regardless of whether the user owns therecord)OR2. The record is owned by the current user (does not need to appear on the Recently Viewed table)AND3. The object must have a standard OwnerID field and Tasks as a child relationship for items to be recorded to.Items with a status of “Closed” are no longer excluded by default. Customer can request filtering on the Status forapplicable Salesforce objects (i.e. Opportunities, Cases).Enhanced Functionality: As an alternative to the existing default criteria, users can now leverage Salesforce Views togenerate custom criteria for Smart Addresses. Users create a specific Salesforce View for each Salesforce Object thatrequires Smart Addresses. Cloud Edition will create Smart Addresses based on the items that appear in the View, usingthe View filter criteria. Only the View filters are referenced, and the default criteria for Smart Address is disregarded.Users can work with items regardless of ownership or whether they have worked with an item recently. The object musthave Tasks as a child relationship for items to be recorded to. The information displayed in the details for a SmartAddress in the Exchange fields is dynamically pulled from the fields that are displayed in the Salesforce View, making iteasy for users to identify records for use.Rev. 2-27-18Page 3Copyright LinkPoint360All Rights Reserved.
Version 3 Release NotesLinkPoint Connect: Cloud EditionMapped Objects Table Indicates Filter CriteriaPrevious Functionality: Smart Address Map Objects screen displayed current Salesforce Objects and Enabled statuswith no additional details.Enhanced Functionality: Smart Address Map Objects screens now includes the Criteria/Salesforce View applied to eachSalesforce Object for quicker insight into the configuration. If no Salesforce View has been selected, the value “Default”is displayed, and the object is employing the default Smart Address generation method. If a view is selected, the Viewname will be displayed as it appears in Salesforce.Mapped Objects Page Indicates Criteria/Salesforce ViewPrevious Functionality: Smart Address Map Objects screens displayed all relevant configuration settings but did notindicate to the user which level of the hierarchy they were reviewing.Enhanced Functionality: Smart Address Map Objects screens include the name of the specific hierarchy level (i.e.Example Company [Subscription]) to clarify which settings are being reviewed or changed.ReportingDaily Sync ReportNew Functionality: A Daily Sync Report is emailed to all active users with a summary of sync usage and outstandingitems. Details include the current number of Unresolved Emails and Unresolved Calendar Items as well as the total ofUnmatched Leads and Contacts as reflected in the Sync History. This information is designed to encourage users toensure that the correct Contacts and Leads are created in Salesforce to boost CRM adoption and ensure thatcommunications can be correctly matched and recorded based on the sync rules in place. The notification also includesa summary of All Time Stats to demonstrate business value as well as Yesterday’s Stats to show the change on a dailybasis. This feature is on by default. The email notifications can be disabled by individuals or by Admins on the User levelby deselecting the option to Send Daily Sync History Report.Admin DashboardNew Functionality: Administrators can now review system usage and performance metrics on the Dashboard. Adminscan access the Dashboard via the button on the Home screen. The Dashboard contains three main data types: UsageStats, User Status, and User Sync Status. Usage Stats provide insight into the total number of items synced with CloudEdition. These figures can be filtered using the Filter and Range criteria provided. User Status shows how manypurchased licenses are in use and how users have progressed through the onboarding process, showing Acceptancestatus as well as connection to Salesforce and Exchange. The User Sync Status demonstrates which Sync Jobs are inactive use and usage volume.Rev. 2-27-18Page 4Copyright LinkPoint360All Rights Reserved.
Version 3 Release NotesLinkPoint Connect: Cloud EditionUser ReportNew Functionality: Administrators can download a full User Report as an Excel file containing per-user details. Thisreport is accessible on the Dashboard and can be filtered to show metrics for specific Subscriptions or Profiles as well asset date ranges. Data points in the report include: User Details (name, email address, Salesforce and Exchange accounts, Cloud Subscription and Profile)Connection Status (Salesforce, Exchange, Active, Locked Out)Enabled Sync Jobs (Calendar, Contact, Email, Smart Address, Task)# of Synced, Unresolved, and Unmatched items per Sync Job (as applicable)LinkPoint TouchDate CompatibilityNew Functionality: The LinkPoint TouchDate supports Salesforce users who want to view reports and usage metrics forCloud Edition users within Salesforce. To use this feature, the Salesforce Admin must add a Custom Field as a Date/TimeType in Salesforce named “LinkPointTouchDate c” and add the field to all of the Objects for which they would like tocapture metrics. Cloud Edition will date stamp each item recorded to Salesforce within this field to indicate the last timethe item was created or updated by the system.Rev. 2-27-18Page 5Copyright LinkPoint360All Rights Reserved.
Criteria/Salesforce View, and field mapping on a per object basis. The Admin must be connected to a Salesforce account in order to work with the Mapped Objects settings. Smart Address Generation with Salesforce Views Previous Functionality: Smart Addresses could only be generated for each Salesfo