Skip to content

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
  • LATEST UPDATES this article contains information on the latest product improvements (Release notes) and Knowledge Base articles updates
  • GETTING STARTED the section consists of two sub-sections:

    • ESSENTIALS: general product descriptions 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. Further subcategorized into articles covering Email handling, Event handling, Salesforce records handling, and Miscellaneous articles
    • HOW IT WORKS - explanations of underlying mechanics and the small nuances of SCC work patterns, for advanced SCC users.
  • 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
  • TROUBLESHOOTING - step by step solutions to several known issues which may occur with SCC installation in different system configurations

  • 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 their readability.

Each article is marked with a or Office 365 or Google icon to indicate whether its content concerns SmartCloud Connect implementation for MS Exchange/Outlook, Office 365, the Chrome Extension, either two or all of them.