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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
    • 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