Authorizing SmartCloud Connect Synchronization to Work with Your Data (Sync Activation)

Office 365

 

Activate SCC Sync for MS Exchange

Note

In the latest SmartCloud Connect updates SCC Sync for MS Exchange can be activated directly from the Add-In; it is no longer necessary to open SCC Sync settings to do that.

You need to activate SmartCloud Connect Synchronization in the following cases:

A corresponding dialog will be automatically brought up in the Sidebar on the first start or if six consequential SCC synchronization attempts get rejected by your email server.

 

To (re)activate your SCC Sync, enter your Exchange mailbox’s Login and Password and click Connect to Exchange.

In some configurations you may also need to enter a valid Exchange Web Services link specific to your company’s Exchange configuration. To do that, click the More v button and paste the EWS link provided by your local admin into the field.

Important

Note that if Sync activation is skipped, a number of key SmartCloud Connect features will be unavailable.

 

Activate SCC Sync for Office 365

You need to activate SmartCloud Connect Synchronization in the following cases:

To do that:

1. Open the SCC Sync setup URL https://smart.sf.invisiblesolutions.com/ui/#/admin/mailServer/status and log in to it via Salesforce OAuth window, then click Change and select Microsoft Office 365

or

Alternatively, in SmartCloud Connect Sidebar, click the (Menu) button and select Set up sync (or Sync settings) in the drop-down list

 

2. Enter your Office 365 login credentials in the O365 OAuth2 window that will be opened in your Internet browser:

 

After access has been authorized, SCC Sync will be running every 30 minutes 24/7 for this email account.

To pause SCC Sync, follow this instruction.
To deactivate SCC Sync, follow this instruction.

Note

When you open the SmartCloud Connect Add-In for the first time and log in with your Salesforce credentials, it automatically starts using these credentials in Sync settings to connect your mailbox to Salesforce and starts the synchronization process. You can always change both Exchange and Salesforce accounts in sync settings later. Refer to this article to learn how.