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

Office 365

To get SmartCloud Connect synchronization running on SCC initial setup or access expiry/mailbox password change, you need to authorize SmartCloud Connect to access your MS Exchange or Office 365 data, via Sync settings Dashboard. If Sync activation is not performed, a number of key SmartCloud Connect features will be unavailable.

Note

If you use MS Exchange Impersonation, synchronization process will start automatically with no need to log in to your Exchange account. Learn more about setting up Exchange Impersonation from this article.

 

To authorize SCC Sync for Office 365

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 (alternatively, 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:

 

To authorize SCC Sync for MS Exchange

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 Exchange, Outlook.com or Unsure

2.

 

Now SCC Sync is up and running every 30 minutes 24/7 for this email account.
If you change your email password in the future, refer to this article to learn how to update it in SCC Sync settings to keep the Sync running.
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.