Pilot Program User Guide - LinkPoint360

Pilot Program User Guide

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LinkPoint ReCAPP Pilot Program End User Guide

Table of Contents OVERVIEW ................................................................................................................................................... 3 About LinkPoint ReCAPP .............................................................................................................................................................................. 3 Understanding the LinkPoint ReCAPP Integration ................................................................................................................................... 3 ReCAPP Basics................................................................................................................................................................................................ 4

GETTING STARTED WITH LINKPOINT RECAPP ...................................................................................... 5 Completing the Setup Wizard ...................................................................................................................................................................... 5

ACCESSING YOUR LINKPOINT RECAPP WEB PORTAL PROFILE ....................................................... 11 Logging In and Out of the LinkPoint ReCAPP Web Portal ..................................................................................................................... 11 Resetting Your Password ............................................................................................................................................................................ 13 Resetting a Forgotten Password ............................................................................................................................................................... 16

CHANGING YOUR LINKPOINT RECAPP WEB PORTAL SETTINGS ..................................................... 19 Understanding Your Profile Details .......................................................................................................................................................... 19 Editing Your User Profile............................................................................................................................................................................. 25 Updating Microsoft Exchange Credentials............................................................................................................................................... 27 Updating Salesforce Credentials ............................................................................................................................................................... 31

USING THE LINKPOINT RECAPP MOBILE APPLICATION.................................................................... 35 Downloading the Mobile Application ....................................................................................................................................................... 35 Logging In and Out ...................................................................................................................................................................................... 37 My ReCAPPs ................................................................................................................................................................................................. 41 Meeting ReCAPPs ........................................................................................................................................................................................ 43 Meeting Details ............................................................................................................................................................................................ 45 Meetings........................................................................................................................................................................................................ 46 Navigation..................................................................................................................................................................................................... 47 Recapping a Meeting................................................................................................................................................................................... 48

UNDERSTANDING NOTIFICATIONS AND SALESFORCE SYNCING .................................................... 55 Email Notifications to Managers and Administrators ............................................................................................................................ 55 Viewing ReCAPP Data on a Salesforce Record........................................................................................................................................ 57

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Overview About LinkPoint ReCAPP LinkPoint ReCAPP enhances the business value of sales interactions by capturing critical meeting intel from sales reps via mobile devices. LinkPoint ReCAPP brings productivity to sales reps by making meeting feedback a part of their natural sales process while adding very few obstacles for adoption within the teams. Integration with Microsoft Exchange and Salesforce eliminates the need to search for meetings or return to the CRM to take care of manual data entry. And the data captured fits the format you need and matches the content you want within your organization. LinkPoint ReCAPP makes 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. • •

• •

Configurable Profiles: Each user is set up with a Profile that can be reviewed and updated via the LinkPoint ReCAPP Web Portal. Mobile Application: Users install the LinkPoint ReCAPP application on their mobile device. They will be notified via the app at the close of a meeting and prompted to complete a ReCAPP. With just a few swipes, users select answers from predefined questions based on the meeting type in just minutes. Integration: The content captured by users is synchronized to the related CRM records for managers and other team members to review when dealing with that specific object in the CRM. Summaries: LinkPoint ReCAPP Organization and Team Administrators receive a ReCAPP Summary once each ReCAPP is complete, offering enhanced visibility into team interactions with prospects and customers.

Understanding the LinkPoint ReCAPP Integration LinkPoint ReCAPP is designed to use information from meetings scheduled in Microsoft Exchange to prompt users to answer predefined questions using standardized answer options. The answers to these questions are then pushed to Salesforce as part of the integration. In order for the data to move between the systems and the LinkPoint ReCAPP mobile application, each user must enter their Microsoft Exchange and Salesforce credentials via the LinkPoint ReCAPP web portal. Once each user configures their Profile to include their Microsoft Exchange and Salesforce credentials via the web portal, the majority of their time is spent with the LinkPoint ReCAPP mobile application. The application is downloaded to the user’s mobile device and all question and answer content is collected within the app itself. The questions you answer as part of each ReCAPP are driven by several factors. Your manager(s) can choose to assign you to specific teams and make sure that the questions you encounter are specific to your department or role. Additional questions may appear due to the type of meeting you have attended. All of the logic is predefined by your LinkPoint ReCAPP Organization Admin and managers. Users simply review the questions provided and select predefined answer choices, or enter freeform text in an Other field, if available. The answers are captured and then synced back to the CRM, eliminating the need for additional data entry by the user.

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ReCAPP Basics A ReCAPP is a collection of questions (and their responses) regarding a specific item in Salesforce such as an Opportunity or Account. A Meeting ReCAPP includes the specific questions (and their responses) for information gathered from a single meeting or interaction. A Meeting is a calendar item, synced to the LinkPoint ReCAPP system from Microsoft Exchange. Meeting content includes the subject, date, time, invitees, and notes (or body of the meeting invitation). Tip: Each ReCAPP may be made up of individual Meeting ReCAPPs if more than one meeting occurred related to the Salesforce object. Additional Resources: You can read more about ReCAPPs, Meeting ReCAPPs, and Meetings later in this User Guide.

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Getting Started with LinkPoint ReCAPP Warning: Before you can begin to use the LinkPoint ReCAPP mobile application to capture feedback from your prospect and client meetings, you need to establish your LinkPoint ReCAPP account. Your LinkPoint ReCAPP Organization Administrator or Team Administrator (i.e. a department manager), will create your user Profile. To continue the process, you will need to complete the Setup Wizard and connect your Microsoft Exchange and Salesforce accounts to LinkPoint ReCAPP. This is typically a one-time process.

Completing the Setup Wizard The first time any user logs into the LinkPoint ReCAPP web portal, the user will be prompted to complete the Setup Wizard. The Setup Wizard is designed to walk each user through the information needed in order to establish their Profile and the connections between Microsoft Outlook, Salesforce, and LinkPoint ReCAPP. In this section, you will learn how to complete the Setup Wizard.

1

Visit https://recapp.linkpoint360.com. Select the Log in link in the top right corner of the screen.

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2

3

Enter your Email Address and Password, then click the Log In button.

Review the information on the Edit User screen. Confirm that the information is populated correctly and add any additional information in the available fields. Click Next to continue.

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Tip: Some fields, such as CRM Host and Email Host, are locked for editing based on your account settings and your level of permission in LinkPoint ReCAPP. For first time user Organization Admins, the only available option for the Team drop-down list will be Default. You can change this once you complete the Setup Wizard.

Additional Resources: You can read more about setting up teams in LinkPoint ReCAPP later in this Setup Guide.

4

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.

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5

If you are not logged into Salesforce, you will be prompted to log into your account.

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.

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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.

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.

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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 a 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.

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Accessing Your LinkPoint ReCAPP Web Portal Profile Logging In and Out of the LinkPoint ReCAPP Web Portal LinkPoint ReCAPP user management is based in a Software-as-a-Service (SaaS) web portal. Organization Admins and users can access account and user details easily via any web browser. In this section, you will learn how to log in to and out of your LinkPoint ReCAPP account via the web portal.

1


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2

Enter your Email Address and Password, then click the Log in button.

Tip: For first-time access by an Organization Admin, the LinkPoint360 Professional Services Team will provide you with a password. You will be able to change your password later in the process.

3

When you are finished, click your email address in the top right corner and then click Log out to securely close LinkPoint ReCAPP and end your session. This will return you to the LinkPoint ReCAPP external home page.

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Resetting Your Password LinkPoint ReCAPP Organization Admins and users have the ability to update or reset their log in details with the Reset Password window. In this section, you will learn how to reset the password for 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 Reset Password link at the top of the User page.

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3

4

5

Click Confirm to proceed with the password change.

Enter the new password in both the New Password and Confirm Password fields in the Reset Password window. Click the Reset button to continue.

Click the Close button to continue finish.

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Tip: Organization Admins can select Users on the navigation pane and then select any user in the User section to initiate the reset password process on behalf of the user. The user will receive an email from the LinkPoint ReCAPP system with additional instructions. Team Administrators can use this feature to initiate a password reset only for users assigned to their Team(s).

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Resetting a Forgotten Password LinkPoint ReCAPP Organization Admins and users have the ability to reset their password in the event that they have forgotten their log in credentials for the LinkPoint ReCAPP web portal. In this section, you will learn how to reset the password for your LinkPoint ReCAPP Profile.

1

2


Select the Forgot your password? link.

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3

4 5

Enter your Email Address in the field on the Forgot your password? page and click the Submit button.

Check your email for a message from [email protected] titled LinkPoint ReCAPP: Reset Password Request. Select the link provided in the email for resetting the password.

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6

7

Enter the corresponding information in the Email Address, Create Password, and Confirm Password fields, and click the Reset button.

Log in to the LinkPoint ReCAPP web portal using the new password.

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Changing Your LinkPoint ReCAPP Web Portal Settings Understanding Your Profile Details LinkPoint ReCAPP 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


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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 users that the individual belongs to. 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 users. Team roles are useful if there are subsets of users within a Team that will work with the same set(s) of questions.

Security Role

The level of permission to make changes and manage the LinkPoint ReCAPP system. Users only have the access to change their own Profile details.

CRM Host

The CRM that will be integrated with the LinkPoint ReCAPP account.

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Field

3

Definition

Email Host

The email application that will be integrated with the LinkPoint ReCAPP account.

Enabled

This flag indicates whether the 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.

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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.

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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 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.

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6

Review the Subscribed Decks section on the Profile page. Decks are sets of predefined questions available for use by a user within the LinkPoint ReCAPP mobile application. This section will display all of the decks that have been made available for the specific user.

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Editing Your User Profile LinkPoint ReCAPP 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


Select the Edit option at the top of the User page.

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3

Edit the necessary fields within the Edit User window. Note that some fields cannot be edited by the user and are locked down. Click the Save button when finished and then Close to exit the Edit User window.

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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


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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.

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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.

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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.

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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


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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.

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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.

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6

Note that the Salesforce account is now connected to LinkPoint ReCAPP with the green  and Ready message displayed.

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Using the LinkPoint ReCAPP Mobile Application LinkPoint ReCAPP settings and user administration are managed in the LinkPoint ReCAPP web portal. Once account configuration is completed, the LinkPoint ReCAPP experience shifts to the mobile application. All users receive an automated email once they have configured their Microsoft Exchange and Salesforce accounts with instructions regarding the download and set up of the LinkPoint ReCAPP mobile application. In the following sections, you will learn how to use the LinkPoint ReCAPP mobile application. While screenshots demonstrate functionality on the iOS platform, the application operates the same for Android system users.

Downloading the Mobile Application

1

Launch your email application on the mobile device you wish to use with LinkPoint ReCAPP. Find the email from [email protected] titled Download the LinkPoint ReCAPP App.

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2

Click the button that matches your device to download the application. Follow the instructions and prompts from the app store to complete the download.

Tip: You can download the LinkPoint ReCAPP mobile application to more than one device for use with your account. Many users choose to install on both their mobile phone as well as a corporate issued tablet.

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Logging In and Out

1

Launch the LinkPoint ReCAPP application on your mobile device.

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2

Enter the same Username and Password you used on the LinkPoint ReCAPP web portal.

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3

Note that the main screen is the My ReCAPPs screen. This screen will be empty for new users who have not started a ReCAPP. Returning users will see a listing of all ReCAPPs related to their account.

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4

Select the main menu icon and select Log Out to close the LinkPoint ReCAPP application.

Tip: You will receive notifications on your mobile device from LinkPoint ReCAPP even if you have closed the application itself.

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My ReCAPPs The My ReCAPPs screen is the home screen for the LinkPoint ReCAPP application. Users are presented with a list of the ReCAPPs associated with their account. A ReCAPP is a collection of questions (and their responses) regarding a specific item in Salesforce such as an Opportunity or Account. Each ReCAPP may be made up of individual Meeting ReCAPPs if more than one meeting occurred related to the Salesforce object.

Example: A user has three meetings with a prospect regarding the ABC Company Sales Opportunity. At the end of each meeting, LinkPoint ReCAPP will present a series of questions, and the user will provide responses. Each set of questions and responses is a Meeting ReCAPP (feedback related to a single meeting for the Opportunity). All of the questions and answers for each individual meeting roll up into the ReCAPP for that Opportunity. Each Meeting ReCAPP may include 10 questions and answers. The ReCAPP for the Opportunity will include the content for all 30 questions and answers.

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Users can filter their My ReCAPPs view. Tap to toggle between filters for All, Open, and Closed. Filter

Definition

All

Lists every ReCAPP related to the user account

Open

Lists all ReCAPPs currently in progress for the user

Closed

Lists all ReCAPPs that have been completed by the user

Users can tap the icons on each ReCAPP in the list to view related information. Tap the List icon to advance to a list of all questions and answers for the ReCAPP. Tapping on the name of the ReCAPP will produce the same result. Tap the Meetings icon to see a list of all Meeting ReCAPPs for the ReCAPP.

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Meeting ReCAPPs When working on an Opportunity, Case, or Account in Salesforce, users often schedule multiple meetings to interact with contacts and/or leads. Each interaction often has a different objective (i.e. Discovery Call, Demo Call) and provides different insight for the user. LinkPoint ReCAPP breaks out the feedback gathered from each meeting into a Meeting ReCAPP. A single ReCAPP for a Salesforce object (such as Opportunity) may have multiple Meeting ReCAPPs associated with it. The Meeting ReCAPPs screen presents a list of all of the Meetings that occurred and were related to a specific Salesforce object.

Example: A user has 3 meetings with a prospect regarding the ABC Company Sales Opportunity. Each meeting will be listed under the Meeting ReCAPPs for that Salesforce object.

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Users can access the Meeting ReCAPPs screen by tapping the Meetings icon on the My ReCAPPs screen. Meetings are listed with the most recent Meeting at the top. The list presents each meeting’s subject, date, and time. Users can tap the icons on each Meeting ReCAPP listed to view related information. Tap on the List icon to advance to a list of all questions and answers for the Meeting ReCAPP. Tapping on the name of the Meeting ReCAPP will produce the same result. Tap on the Meeting Details icon to view the information for the Meeting as provided by Microsoft Exchange.

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Meeting Details LinkPoint ReCAPP integrates directly with each user’s Microsoft Exchange account. This enables the application to pull down meeting data for reference when initiating and completing ReCAPPs. The Meeting Details page presents the related Meeting content from Microsoft Exchange. Content includes the meeting subject, date, time, invitees, and notes (or body of the meeting invitation). Users can tap on the Start icon to begin the Meeting ReCAPP. If you are returning to an existing but unfinished Meeting ReCAPP, tap the Start icon to resume the ReCAPP at the point you left off.

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Meetings LinkPoint ReCAPP integrates directly with Microsoft Exchange and imports meeting data for calendar items that the user created and that include invitees. Private items are not imported from Exchange. Tap a calendar item to proceed to the Meeting Details page, review the meeting information, and start or resume the Meeting ReCAPP. Tap on the Month, Week, or Day buttons to change the calendar view. Tap the < and > buttons to advance the calendar as needed. Tap the Today button to return the calendar view to the current date.

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Navigation Tap the main navigation icon to view the menu options for the LinkPoint ReCAPP application.

Navigation Option

Destination

ReCAPPs

Navigate to the My ReCAPPs screen for a list of the ReCAPPs associated with your account

Meetings

Navigate to the Meetings screen to view a calendar with meetings

Help

Navigate to the LinkPoint ReCAPP Knowledge Base to review help content.

About

Navigate to the About screen to review user information and application details.

Log Out

Tap Log Out to end the user session.

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Recapping a Meeting LinkPoint ReCAPP is designed to capture critical customer or prospect information soon after a meeting ends. The goal is to collect details when the conversations are top of mind and based on a set of predefined questions and answers that are managed by the Organization Admin. In this section, you will learn how to complete a ReCAPP. Note that the questions and answers you see within your instance of the mobile application will vary from those included in the following images.

1

Start a Meeting ReCAPP by tapping the notification message on your mobile device. Notifications are sent as reminders within 15 minutes of the meeting end time.

Tip: If you dismiss the notification, you can access the Meeting ReCAPP from the Meetings screen in the mobile application.

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2

Begin answering the series of questions as they relate to your most recent meeting. The first question will ask you to confirm whether the meeting occurred. Select the appropriate answer and tap Next to continue.

Tip: LinkPoint ReCAPP is designed to present questions dynamically depending on the answers you select. If the meeting did not occur (i.e. last minute cancellation), the app will only present one additional question before closing the Meeting ReCAPP.

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3

Answer the second question in order for LinkPoint ReCAPP to relate all of your answers for the Meeting ReCAPP to a specific Salesforce record. Select an Opportunity from the provided list and tap Next.

Tip: By default, the application will offer a list of all Opportunities that are Active and owned by you in Salesforce. This list may vary if your Organization Admin has requested a customization.

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4

Answer the remaining questions according to the information gathered from your meeting. Select an answer, or answers, and tap the Next button to continue.

Warning: Use the Next and Previous buttons to move between questions and save your answers. Tapping the main application back button < will exit the questionnaire and will not save your answers.

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Tip: Questions with single select answers include radio buttons. Questions with multi select answers include checkboxes. Some questions may include a freeform text field, such as Other, to enter an answer not already available in the prepopulated list.

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5

If you skipped any of the questions, you will see a Skipped Questions message. Tap Yes to go back and answer the questions you missed. Tap No to leave the questions unanswered.

Tip: You can return later to answer any skipped questions by navigating to the specific Meeting ReCAPP, tapping the Skipped filter, and then tapping the question you want to answer.

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6

When you have completed all of the available questions for a particular Meeting ReCAPP, you will see the ReCAPP Complete message. This indicates that you have seen all of the questions that needed to be answered for this meeting. You will still see this message if you have chosen to skip questions.

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Understanding Notifications and Salesforce Syncing Email Notifications to Managers and Administrators When a user completes a Meeting ReCAPP, an email notification is sent to the Organization Administrator(s) and any related Team Administrators. The email content includes all of the questions and answer choices along with the meeting details.

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When a user closes a ReCAPP, a ReCAPP Summary email is sent to the Organization Administrator(s) and any related Team Administrators. The email content includes all of the questions and answer selections for every Meeting ReCAPP related to the ReCAPP.

Tip: Email notifications are on by default; however, Organization Administrators and Team Administrators can change their preferences and disable email notifications. This field will not be available to Standard Users.

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Viewing ReCAPP Data on a Salesforce Record LinkPoint ReCAPP integrates directly with Salesforce to add the information captured by users in the mobile application to the related Salesforce records. Team members across an organization gain access to feedback about prospects and customers gathered at the close of a meeting, and users are not required to manually enter data into the CRM system.

1

Launch Salesforce and navigate to a record for which you have a recently completed Meeting ReCAPP (i.e. Opportunity, Account, Case).

2

Locate the Tasks section on the Salesforce record. When a ReCAPP is completed via the mobile application, LinkPoint ReCAPP will send the data as a ReCAPP Summary to Salesforce as a completed Task.

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3

Open the Task to review the ReCAPP Summary. Note that questions and answers are displayed, along with the date that the information was submitted.

Tip: If you complete a ReCAPP that is made up of multiple Meeting ReCAPPs, LinkPoint ReCAPP will sync with Salesforce and update the Task information for the ReCAPP at the completion of each Meeting ReCAPP. The new question and answer data will be appended to the Task item. Tip: If more than one user in your organization completes a ReCAPP for the same Salesforce record, multiple ReCAPPs will be listed, each as a separate Task on the record. For example, the Sales Representative and Implementation Specialist may participate in the same call but have different ReCAPP information to provide. Warning: Salesforce will only update with new information when a user reaches the end of a list of questions within a Meeting ReCAPP and arrives at the ReCAPP Complete page. If a user returns to a previously answered question to change a response, LinkPoint ReCAPP will collect the information but will not push the data to Salesforce.

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