Still need help? Contact our Support Team.Steps to set up company wide email signatures for Office 365 and Outlook What you need to know about email signatures in Office 365Įmail is the lifeblood of corporate communication and the gateway to any business. Leave this selection blank to create the Contact in Outlook only.Īdditional Resources: Refer to the Syncing Contacts Between Outlook and Salesforce with Manual Sync section of this User Guide for more information.įinish editing the contact information and then click the Save & Close button to create the contact.ĭownload: Access the complete LinkPoint Connect: Microsoft Outlook + Salesforce User Guide in. This will flag the Contact to sync to Salesforce if you have Contact Sync enabled. Tip: If you want the Contact to sync to Salesforce, click the Link to Salesforce button. Verify the prepopulated information and add any additional details as necessary. Review the information on the Contact screen within Outlook. Release the selection over the icon for Create a New Outlook Contact. Drag and drop the highlighted signature to the Drop Zone at the bottom of the Side Panel. Highlight the signature within the email. Select an email from a Contact you wish to add to Outlook. In this section, you will learn how to create Outlook contacts using LinkPoint Connect.Ĭlick the images throughout the Knowledge Base to see full size versions of screen captures.Ĭreating Outlook Contacts from Email Signatures LinkPoint Connect users can create new Contacts within Outlook for Contacts users refer to but that may not be needed in Salesforce.
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