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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
  • 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 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 their readability.

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