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Home » GFI User Forums » Kerio Connect » CRM Options for Kerio Mailserver (Are there any CRM systems that Kerio Works with?)
Re: CRM Options for Kerio Mailserver [message #123229 is a reply to message #52955] Sun, 02 August 2015 22:37 Go to previous messageGo to previous message
digadmin
Messages: 3
Registered: August 2015
We have managed to get Kerio connect and SalesForce (SF) to work on the network.
SF does not like Kerio.. and will only work directly with an Exchange server (clearly these guys are catering to MSFT and must be looking to get bought by them some day...)
Our clients needed SF to work , mainly to synch contacts (to a global shared contacts folder no less...), and then of course all the other SF "features".
Our client's network in this case is 50+ users, and 8 of them are manager level that need SF.. though everyone else needs to shares the contacts folder, so that added complication/flexibility was also a challenge . This is how we did it:

Allow the client to subscribe and setup SF normally. DO NOT install the SF Outlook client on their local Outlook. Instead use a bridge application called LinkPoint360, yes it adds $5 /mo per user, but it works. It looks exactly like SF in Outlook thereby supplanting the SF app. If you have a single user or are not looking to share contact.. you are basically done.
However if you need the shared/synched contacts (or notes, etc.) as well... then you must continue:

Make a generic Kerio mail acct user profile (example, call it linkpoint<_at_>your-client.com), on the server or on a VM that is running just Outlook. You need one acct that is doing the synching all the time and pretty much that is all it does is synchs.. you can NOT have "everyone" synching their own list (well you can if that is what you want, but here remember we r going for a shared public folder)

Install the LinkPoint360 app on this acct. and set it to synch contacts in both directions (the fastest you can set it for 'automatically' is 1 per hr. Having it run on a server or VM dong the dedicated task means you can control that it will do it even if a user elsewhere is logged off. These settings are all under the LinkPoint add-in tab that will appear in Outlook and you need to set the various settings to your needs... especially the salesforce acct info needs to be entered here.... otherwise.. well..how wold it know.... :)

Here is he tricky part...(tricky only in that this is not documented and you just gotta know this part..) you need to edit (simply with notepad) the linkpoint.ini file (located in Roaming, AppData, Linkpoint) in the [OUTLOOK] section of that file, set it to go to a specific folder. Indeed this is the reason this app even works for Kerio.. it synchs to a folder that you specify simply by name.. it does not go deeper and seek out the server. :)

NOTE: By default it will synch to a folder called CONTACTS This generally would make a mess since there is usually a private and a public one of those already.. so you pretty much SHOULD change the target folder. In our case we placed a folder called 'SF Public' in the public section of the Kerio server, this everyone could and automatically then see... so that solved our next issue of the shared dedicated folder.

Now all you need do is install the Linkpoint app add-in to any user that needs the SF features and ability in their outlook. Those that you add it to, can make changes in outlook that push to salesforce, and those that access SF (via the web) can make changes that then push to the synching folder that you set the dedicated acct to synch with...., and by virtue of it being a public folder.. anyone can see it's contents. You can even set the LinkPoint add-in to not delete from one direction over the other if you wanted a safety net/period.

One note... on Outlook 2013, we noticed that the dedicated account setup on the VM .. the one that does the dedicated synching action... it may (depending on your security settings) trigger a Permissions screen that you must "approve" each time.. and the max time setting option there is 10 mins. (so that would be less than useful).. so on the one acct, you gotta go to the TRUST CENTER, 'Programmatic Access' option in Outlook and tell it "never alert you"... this obviously drops some security.. but since its a VM and only running the one synching task, in outlook, attached to just Linkpoint/SF.. well, it still complies with our security mandate (barely)

Sorry for the lengthy post/reply.. hope it helps...

[Updated on: Sun, 02 August 2015 22:38]

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