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Welcome to SmartCloud Connect for Salesforce Knowledge Base

For convenience of use the Knowledge Base is separated into the following parts:

  • PRODUCT FAQs, SmartCloud Connect Frequently Asked Questions; the article gets regular updates based on customers’ enquiries

  • GETTING STARTED, the section consists of two sub-sections:

    • ESSENTIALS: general product decriptions and supported environments

    • FIRST STEPS: step-by-step guides on installing and running the product followed by overviews of the key SmartCloud Connect features and its user interface

  • USING THE PRODUCT, the section contains articles providing in-detail descriptions of various nuances of product functioning, subcategorized as

    • HOW TO-S - practical use guides covering user interactions with Salesforce granted by the product. Articles in in this category are further subcategorized into articles covering Email handling, Event handling, Salesforce records handling, and Miscellaneous articles
    • HOW IT WORKS - explanations of underlying mechanics
  • SETUP & CONFIGURATION, this section contains descriptions of advanced settings

    • USER SETTINGS Customization, Synchronization and other settings available to users having corresponding permissions
    • ADMIN SETUP & ACTIONS detailed Administrator’s guides on product deployment and fine-tuning, as well as user management
  • CLASSIC VIEW GUIDES, this last section contains articles specific for using SmartCloud Connect’s Classic view - Add-In’s user interface used in several Desktop implementations of the product

NB: In the articles, SmartCloud Connect is often referred to as SCC, to improve articles readability.

Each article is marked with a or Office 365 or Google icon to indicate whether its content is applicable for the SmartCloud Connect Add-In for MS Outlook, the Office 365 rendition of the Add-In in web browser, the Chrome Extension, either two or all of them.