Pilot Program Setup Guide For Organization Admins - LinkPoint360

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Additional Resources: You can read more about setting up teams in LinkPoint ReCAPP later in this Setup Guide. 4 5 Click the Connect button in the Edit Salesforce Configuration screen. The Login URL will be set to Production by default and in most cases should not be changed. If you are not logged into Salesforce, you will be prompted to log into your account. Rev. 1/26/16 Page 16 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins 6 You will be asked to allow LinkPoint ReCAPP access to your Salesforce account the first time you connect the systems. Click Allow to continue. 7 Note the Connection Status. If the status is Ready, click the Next button to continue. If the status is Not Ready, repeat the process to connect your Salesforce account. Rev. 1/26/16 Page 17 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Tip: A failed connection to Salesforce is often caused when the user enters incorrect credentials for Salesforce or does not click the Allow button to provide LinkPoint ReCAPP with access to the Salesforce account. 8 Enter the password for your Microsoft Exchange account in the Password and Confirm Password fields. Click the Finish button to continue. Tip: Be sure to have your Exchange account password on hand for this step. Many users encounter connection errors when they enter incorrect password information. This password is typically different than the credentials you use to access Salesforce, your computer, or other applications. If you are not sure about your Exchange password, check with your in-house Exchange Admin prior to completing this step. Tip: The checkbox for the Use Exchange Autodiscover Service will be selected by default. Leave the checkbox selected unless your organization has Autodiscover disabled for your Exchange account. Autodiscover enables third-party applications to connect to Exchange accounts automatically using the credentials provided by an end user. Autodiscover is enabled by default by most organizations. However, some companies disable this feature to prevent unauthorized access to their Exchange servers. If your Autodiscover Service is disabled or you have difficulty connecting your Exchange account to LinkPoint ReCAPP, contact your in-house Exchange admin and request your Exchange Web Service URL and Exchange Version. Deselect the Use Exchange Autodiscover Service checkbox and enter the information provided by your in-house Exchange admin in the corresponding fields. Rev. 1/26/16 Page 18 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Updating Microsoft Exchange Credentials LinkPoint ReCAPP users are able to review their connection to Microsoft Exchange in order to disconnect or make changes to their integration configuration. In this section, you will learn how to update your Microsoft Exchange account to LinkPoint ReCAPP. 1 Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile. Rev. 1/26/16 Page 19 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Locate the Hosts section and note the status of the Exchange connection. The red X and Please configure. status indicate that the user account is not connected to Microsoft Exchange. The green and Ready status indicate that the user account is connected to Microsoft Exchange. 2 3 Select the Edit icon for the Exchange Host to view the Exchange connection options. Rev. 1/26/16 Page 20 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins 4 5 Enter the User Name and Password associated with the Exchange account. Enter the password again in the Confirm Password field. Update any fields necessary for the Use Exchange Autodiscover Service checkbox and related options. Rev. 1/26/16 Page 21 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins 6 7 Click Save when all of the information has been updated. Click the Close button once the green check mark and Ready message are displayed. Rev. 1/26/16 Page 22 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Updating Salesforce Credentials LinkPoint ReCAPP users are able to review their connection to Salesforce in order to disconnect or make changes to their integration configuration. In this section, you will learn how to update your Salesforce account to LinkPoint ReCAPP. 1 Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile. Rev. 1/26/16 Page 23 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Locate the Hosts section and note the status of the Salesforce connection. The red X and Please configure. status indicate that the user account is not connected to Salesforce. The green and Ready status indicate that the user account is connected to Salesforce. 2 3 Select the Edit link for the Salesforce Host to view the Salesforce connection options. Rev. 1/26/16 Page 24 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins 4 5 Click the Disconnect button to remove the connection between LinkPoint ReCAPP and Salesforce. Click the Connect button to connect to the new Salesforce account. If you are already logged into Salesforce, LinkPoint ReCAPP will establish the connection and close the window. Rev. 1/26/16 Page 25 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins 6 Note that the Salesforce account is now connected to LinkPoint ReCAPP with the green and Ready message displayed. Rev. 1/26/16 Page 26 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Changing Your Profile Settings Understanding Your Profile Details LinkPoint ReCAPP Organization Admins and end users can log into the LinkPoint ReCAPP web portal to review their Profile. In this section, you will learn how to review your LinkPoint ReCAPP Profile. 1 Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile. Rev. 1/26/16 Page 27 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins 2 Review the User information in the first section of the page. Field Definition Email Address The email address that the user will use to log into LinkPoint ReCAPP and receive notifications from the system. Time Zone The time zone where the user is working. This setting is used to manage when the sync operations are run for that particular user. Organization The company that will be using the LinkPoint ReCAPP system. Job Title The job title or function of the individual, populated during the set up process. Team The group of end users that the individual belongs to. This will be set to Default when the LinkPoint ReCAPP account is first created. Teams are useful for grouping users with similar responsibilities who will work with the same set(s) of questions. Team Role A secondary grouping of end users. Team roles are useful if there are subsets of users within a Team that will work with the same set(s) of questions. For example, 30 end users may be on the Sales Team, but only 3 of them may be Managers. Rev. 1/26/16 Page 28 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Field 3 Definition Security Role The level of permission to make changes and manage the LinkPoint ReCAPP system. Organization Administrators have permission to make edits across the system to all end users. Team Administrators have permission to make edits to the end users on their team. End users only have the access to change their own Profile details. CRM Host The CRM type that will be integrated with the LinkPoint ReCAPP account. Email Host The email application type that will be integrated with the LinkPoint ReCAPP account. Enabled This flag indicates whether the end user profile is active. Created & Last Modified These fields reflect the date that the Profile was created and/or last modified within the LinkPoint ReCAPP account. Review the Hosts section on the Profile page. Note that you have the ability to see your connnection status for both the CRM Host and Email Host. Click the Edit icon to edit the credentials. Click the Delete icon to disconnect. You can click on each Host name to view the connection details. Rev. 1/26/16 Page 29 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins 4 Review the Meetings section on the Profile page. Note that this section will be blank when the LinkPoint ReCAPP account is first created. This section will display all of the meetings listed in your specific instance of Microsoft Exchange that include attendees. Field Definition Name The name of the meeting as it appears in Microsoft Exchange. Regarding Name The name of the object in Salesforce that the meeting has been related to such as an Opportunity record. Start & End The start and end dates of the ReCAPP for the listed meeting. ReCAPP Status The ReCAPP Status column indicates whether a ReCAPP has been conducted for each of the listed meetings. Rev. 1/26/16 Page 30 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins 5 Review the ReCAPPs section on the Profile page. Note that this section will be blank when the LinkPoint ReCAPP account is first created. This section will display all of the ReCAPPs that have been initiated by you as an end user. Field Definition Regarding Name The name of the object in Salesforce that the meeting has been related to such as an Opportunity record. # Meetings The number of meetings in Microsoft Exchange that are related to the ReCAPP. Status An indicator as to whether the ReCAPP is not started, in progress, or completed. Rev. 1/26/16 Page 31 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Review the Subscribed Decks section on the Profile page. Decks are sets of predefined questions available for use by an end user within the LinkPoint ReCAPP mobile application. Note that this section will include the default deck(s) for the Organization Admin Profile when the LinkPoint ReCAPP account is first created. This section will display all of the decks that have been made available for the specific end user. 6 Tip: The Delete option in the Action column for the Subscribed Decks on an end user profile does not delete the deck from the LinkPoint ReCAPP system. Click the Delete icon to disassociate the deck and the specific end user. This will stop the system from presenting that set of questions and answers to the end user. Additional Resources: For assistance editing or changing your Decks, please contact your Account Executive or LinkPoint360 Professional Services Representative. Rev. 1/26/16 Page 32 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Editing User Profiles LinkPoint ReCAPP Organization Admins and end users can log into the LinkPoint ReCAPP web portal to review their Profile and edit specific fields, depending on their role in the system. In this section, you will learn how to review and edit your LinkPoint ReCAPP Profile. 1 2 Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile. Select the Edit option at the top of the User page. Rev. 1/26/16 Page 33 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins 3 Edit the necessary fields within the Edit User window. Note that some fields cannot be edited by the end user and are locked down. Click the Save button when finished and then Close to exit the Edit User window. Tip: Organization Admins can select Users on the navigation pane and click the Edit icon for any user in the End User section to edit that user’s information on their behalf. Team Administrators can use this feature to update only end users assigned to their Team(s). Rev. 1/26/16 Page 34 Copyright LinkPoint360 All Rights Reserved.

LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Inviting End Users Overview LinkPoint ReCAPP Organization Admins can centrally manage all of their subscription end users via the LinkPoint ReCAPP web portal. Each end user is invited to participate in LinkPoint ReCAPP via an automated email from the system. The end user is prompted to connect their Microsoft Exchange and Salesforce accounts to their LinkPoint ReCAPP Profile via the Setup Wizard and to download the LinkPoint ReCAPP application to their mobile device. Each end user can be enabled or disabled by the Organization Admin from the web portal. End users can be added to a LinkPoint ReCAPP subscription via one of two methods: Invite by Email or Import from CRM. In the following sections, you will learn how to add users to your LinkPoint ReCAPP subscription and how to organize them into Teams. Tip: End users cannot be deleted from the LinkPoint ReCAPP system once they have been added or invited to the account. This is a security feature in place to ensure data integrity for any information that may have been captured by that end user. Organization Admins can select Users on the navigation pane and then select the Edit icon in the Action column for any user in the End User section. Deselect the Enabled checkbox and click the Save button to disable the end user profile. Warning: We highly recommend that you do not invite any end users to the account until your question decks and answers are completed and finalized. Once end users have access to LinkPoint ReCAPP, they will be able to configure their own Profiles, download the mobile application, and begin to answer questions for their related meetings. Inviting end users prior to finalizing the question decks can cause confusion for

LinkPoint ReCAPP is the latest sales productivity solution for Microsoft Exchange and Salesforce users from LinkPoint360. LinkPoint ReCAPP will make it simple and seamless for sales reps to sync the information gathered from sales meetings into Salesforce as soon as the meeting ends and in the exact format the company wants. Organizations