Did you know that with SmartCloud Connect you can easy customize your business objects and fields you need to have access from email or calendar item? It’s pretty simple, as one-two-three!

Here’s how:

1. Click  on Gear icon in the upper right corner of Mail app:

 

Cuctomization_1 Customize everything! How customization works in SmartCloud Connect?

 

2. Choose the Business Object you want to see in SmartCloud Connect mail app view OR copy settings from one of your colleagues:

 

Cuctomization_3 Customize everything! How customization works in SmartCloud Connect?

 

3. Add required fields which you can have in business record Overview. You can also set the appropriate sort order for this object type and filter:

Cuctomization_4.1 Customize everything! How customization works in SmartCloud Connect?  Cuctomization_4.4 Customize everything! How customization works in SmartCloud Connect?

 

4. Click Customize more and choose proper fields for the detailed record view and their UI layout:

Cuctomization_4.2 Customize everything! How customization works in SmartCloud Connect?

Use search to find the field from the list fast:

 

Cuctomization_4.3 Customize everything! How customization works in SmartCloud Connect?

 

5. Save your changes and go back to your mail app:

 

Cuctomization_6 Customize everything! How customization works in SmartCloud Connect?

 

6. You see the new object type appeared in accordance with your changes!

 

Cuctomization_7 Customize everything! How customization works in SmartCloud Connect?

 

You’re done!

Now you can work with personalized ‘Window to Salesforce’ in your email client!

As soon as new created custom object appears in Salesforce it’s also available for adding in SmartCloud Connect.

Any business object from Salesforce – Opportunity, Case, Contract, Order, Claim etc – is now available in SmartCloud Connect. You can create new records of this object type, add information, edit data – and all in your email client!

Watch the video on how to add new Salesforce object to SmartCloud Connect:

 

Try SmartCloud Connect now for FREE!
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