SmartCloud Connect Admin Panel Special Settings

Important

To access SmartCloud Connect Admin panel special access permissions are required. To request these permissions for your organization contact us by email at [email protected]

Admin panel provides a number of settings used to adjust different aspects of SmartCloud Connect synchronization, search, and customization functions for organizations as well as individual Add-In users.
Some of them duplicate settings available on end-users’ Customization page and Synchronization dashboard, but are applied to all users in an organization and cannot be changed by the end-users (these settings are greyed-out for them); others are designed to tailor Add-In and sync behavior to various specific needs or manage users’ access to customization settings.

For convenience of use, several commonly used special settings are implemented on the Other settings tab of all user organizations as switch buttons and entry boxes.

Note

an Admin can force certain settings, overriding them on a user’s Synchronization or Customization page (admin overridden settings will be displayed as greyed-out), or allow users to adjust these settings individually.

Allow customization management
Toggle this switch button to allow or disallow the end users in this organization to manage their individual customization settings via Customization page.
Please note that to apply this setting the concerned user(s) must log out from one’s SmartCloud Connect account and then re-log in.

Note

the Allow to manage customization setting can also be applied to individual users via the Other settings Admin panel subtab opened for individual users instead of organizations.

Emails auto-sync
Allows to enable/disable automatic sharing of new email messages in Salesforce. Duplicates the corresponding synchronization setting.

Enable deep sharing
Allows to enable/disable processing of email addresses specified in the BCC field of sent emails. Duplicates the corresponding synchronization setting.

Meetings auto-sync
Allows to enable/disable automatic sharing of new created or accepted meetings in Salesforce. Duplicates the corresponding synchronization setting.

Appointments auto-sync
Allows to enable/disable automatic sharing of new created appointments in Salesforce. Duplicates the corresponding synchronization setting.

Linking to Opportunities
Allows to enable/disable records linking to Opportunity Salesforce objects besides Contacts, Accounts, or Leads. Duplicates the corresponding synchronization setting.

Organization email domains
Specify corporate email domains used by your organization. This defines what email addresses will be considered internal; refer to this article for more information.
Please note that to apply this setting the concerned user(s) must log out from one’s SmartCloud Connect account and then re-log in.

Email attachment extensions whitelist
Specify what email attachment file types will be savable in Salesforce.
Please note that to apply this setting the concerned user(s) must log out from one’s SmartCloud Connect account and then re-log in.

Reduce tasks duplicates
Enables/disables preventing multiple Salesforce objects creation for the same email message received and shared by several users in one Salesforce org.
Please note that to apply this setting the concerned user(s) must log out from one’s SmartCloud Connect account and then re-log in.

Original email ID field
Set the custom name of the field indicating the original message’s ID in MS Exchange in Salesforc (this field is mandatory if the Reduce tasks duplicates setting is enabled).

Email direction field
Set the custom name of the field that indicates email direction ( inbound / outbound) in Salesforce, e.g. “Message direction”. This field will be added in Salesforce.

Label for inbound emails
Set the label that will indicate if a message is inbound (to be displayed in the Email direction field).

Label for outbound emails
Set the label that will indicate if a message is outbound (to be displayed in the Email direction field).

Email threads auto-sync
Enable/disable automatic saving of all emails which belong to a correspondence thread in Salesforce. Duplicates the corresponding synchronization setting.
Please note that to apply this setting the concerned user(s) must log out from one’s SmartCloud Connect account and then re-log in.

Thread ID field
Set the custom name of the field that indicates the auto-shared thread’s ID (mandatory if the Email threads auto-sync setting is enabled) in Salesforce.

Default users Plan
Plans allow enabling customized sets of specific settings for selected users and groups of users. Enter the
Plan’s external ID string in this field. Please refer to this article for more information.

Emails / domains blacklisted from sync
Specify individual addresses or email domains to be excluded from sharing in Salesforce, e.g. personal contacts or in-organization ones. Duplicates the corresponding customization setting.
Please note that to apply this setting the concerned user(s) must log out from one’s SmartCloud Connect account and then re-log in.

Important

After you make changes in the settings, make sure to click the Save button in the upper right corner of the page to save and apply them.

Note

some SmartCloud Connect configurations also include the Global settings tab with the table of other special settings implemented as fields and values.

Global Settings

Unlike the special settings described above the Global settings are usually not available to local admins and therefore can only be adjusted by request sent to SmartCloud Connect Support. These settings regulate various aspects of Add-In and synchronization functioning and are applied as custom features to meet specific customer needs. Here is the list of these settings (only includes adjustable ones):

Parameter

Value type (sensitive values will be hidden)

Parameter meaning

Required

DefaultAppointmentReminder

System.Int32

Default reminder for appointment-based types, some minutes before its occurrence.

NO

ExchActorAuthType

System.String

Exchange authentication type. Possible values: 'Direct' or 'OAuth'.

NO

ExchAdditionalEmailFolders

System.String

A JSON-serialized list of additional Exchange email folders subjected to synchronization.

NO

ExchAutoTrackEmailsTimeSpan

System.String

Defines the time span to look back from current date to pick emails for sharing (Exchange).

NO

ExchAutoTrackEventsNotLaterThanToday

System.String

Sets sliding time window future span between current date and event occurrence. The events which occur later will not be considered (Exchange).

NO

ExchAutoTrackEventsNotOlderThanToday

System.String

Sets sliding time window past span between current date and event occurrence. The events which occurred earlier will not be considered (Exchange).

NO

ExchAutoTrackPrivateEvents

System.Int32

A flag (‘0’ or ‘1’) that defines whether private appointments/meetings can be auto-shared (Exchange).

NO

ExchDefaultTaskReminder

System.Int32

Default reminder for tasks, specified in minutes, minimum duration 00:00 (Exchange).

NO

ExchEnableAdvancedAttendeeMatching

System.Int32

Enables attendees matching by email aliases (Exchange).

NO

ExchTrustInternetMessageHeaders

System.Int32

A flag (‘0’ for OFF or ‘1’ for ON) indicating whether InternetMessageHeaders should be used to determine email direction (inbound or outbound).

NO

GoogleAttachmentFolderName

System.String

Defines the folder name on user's Google Drive where SmartCloud Connect stores files attached to calendar events.

NO

GoogleAutoTrackAppointments

System.Int32

Enables (1) or disables (0) automatic tracking of appointments (calendar items with no attendees) (Google mail).

NO

GoogleAutoTrackBlackList

System.String

Comma-separated list of emails or email domains to be excluded from auto-sharing. Note that wildcards are not supported (Google mail).

NO

GoogleAutoTrackEmails

System.Int32

Enables (1) or disables (0) automatic tracking of new emails in Salesforce (Google mail).

NO

GoogleAutoTrackEmailsTimeSpan

System.String

Defines the time span to look back from current date for picking emails for sharing (Google mail).

NO

GoogleAutoTrackEvents

System.Int32

Enables (1) or disables (0) the automatic tracking of events in Salesforce (Google mail).

NO

GoogleAutoTrackEventsNotLaterThanToday

System.String

Sets sliding time window future span between current date and event occurrence. The events which occur later will not be considered (Google mail).

NO

GoogleAutoTrackEventsNotOlderThanToday

System.String

Sets sliding time window past span between current date and event occurrence. The events which occurred earlier will not be considered (Google mail).

NO

GoogleAutoTrackPrivateEvents

System.Int32

Allow auto-syncing of appointments and meetings marked as private (Google mail).

NO

GoogleDefaultAppointmentReminder

System.Int32

Default reminder for appointment-based types, specified in minutes, minimum 00:00 (Google mail).

NO

SalesForceCreateAllUnresolvedAttendees

System.Int32

Enables (1) or disables (0) automatic creation of Leads or Contacts for all unresolved (non-registered in Salesforce) meeting attendees on Events sync. The default value is 0.

NO

SalesForceDisableContentDocuments

System.Int32

Forced disabling (if set to 1) of attachments sharing as Salesforce ContentDocuments for saved Emails. The default value is 0.

NO

SalesForceEmailSharingTaskStatus

System.String

Status to be set for the Task created in Salesforce on Email sharing by default. Can be left blank.

NO

SalesForceRecurrentEventsEnabled

System.Int32

Enables (1) or disables (0) synchronization of recurring events. The default value is 0.

NO

SalesforceContactAutoCreateAccount

System.Int32

Enables (1) or disables (0) auto-creating Accounts for auto-created Contacts. Used for Emails and Events sharing and for Contacts sync. The default value is 0.

NO

SalesforceContactAutoLookupAccount

System.Int32

Enables (1) or disables (0) searching for Accounts for auto-created Contacts. Used only for Emails and Events sharing. The default value is 0.

NO

SalesforceContactResolveToMultiple

System.Int32

Allows (1) or disallows (0) multiple Contacts resolving with the same email address for sharing Emails and Events. The default value is 0.

NO

SalesforceCreateUnresolvedObjectsStrategy

System.String

Defines the type of Salesforce objects which will be created to be associated with unresolved email addresses. No objects will be created if the parameter is left blank. Possible values are ‘Lead’ or ‘Contact’. The default value is "Lead".

NO

SalesforceDisableFullCalendarAvailability

System.Int32

Disables (1) or enables (0) the Share calendar availability feature for the user. The default value is 0.

NO

SalesforceEmailAllowedTypesOnShare

System.String

Specifies Salesforce object types to be associated with shared emails. The default types are Contact, Lead, Account, and Opportunity. Possible object types are any types which can be referenced by a Task.

NO

SalesforceEmailClonesLimitOnShare

System.Int32

Specifies the maximum number of clones created on emails sharing. The default value is 10.

NO

SalesforceEmailConversationField

System.String

Set custom field to be used to store conversation thread identifier for shared Emails. By default it is not specified.

NO

SalesforceEmailDeduplicationEnabled

System.Int32

Enables (1) or disables (0) deduplication for shared Emails. The default value is 0.

NO

SalesforceEmailDeduplicationField

System.String

Set custom field to be used for storing primary email’s ID for deduplication of shared emails. By default it is not specified.

NO

SalesforceEmailDirectionConfiguration

System.String

Set custom field for storing Email direction and its labels for inbound and outbound directions. By default it is not specified. Example: {"name":"Direction__c","inbound":"I","outbound":1}

NO

SalesforceEmailDisableEnhancedEmail

System.Int32

Force-disables (1) using enhanced emails on emails sync even if this feature is enabled in Salesforce. The default value is 1.

NO

SalesforceEmailLinkContentToBusinessObject

System.Int32

Enables (1) or disables (0) linking content to records for shared Emails. The default value is 0.

NO

SalesforceEmailSmartOwnerAssignment

System.Int32

Enables (1) or disables (0) smart owner identifier assigning for shared Emails. The default value is 1.

NO

SalesforceEventAllowTrackInternalByAttendee

System.Int32

Enables (1) or disables (0) tracking of internal event by an attendee if the organizer did not share it. The default value is 0.

NO

SalesforceEventAutoTrackIncludingNotShared

System.Int32

Enables (1) or disables (0) tracking of meeting if it was not shared. The default value is 0.

NO

SalesforceEventInviteEmployeeOnly

System.Int32

Enables (1) or disables (0) special attendees handling for events - only internal (in-company) attendees will be processed. The default value is 0. This setting is not compatible with the setting SalesForceCreateAllUnresolvedAttendees - so, if the latter is enabled, this one will be ignored even if set to 1.

NO

SalesforceEventReadResourceLocation

System.Int32

Enables (1) or disables (0) special location handling for events – calendar location resource to be used if location is not set by the user. The default value is 0.

NO

SalesforceEventSupportAttachmentsSync

System.Int32

Enables (1) or disables (0) synchronizing attachments for events. The default value is 0.

NO

SalesforceLinkOpportunityOnShare

System.Int32

Enables (1) or disables (0) linking to relevant opportunities on automatic Email or Event sharing. The default value is 1.

NO

SalesforceSaveActivitiesInHTML

System.Int32

Save Emails/Events Description field in RAW HTML if setting 'SaveActivitiesInHTML' is 1.

NO

SalesforceTemplateMeetingBookedConfirmation

System.String

Salesforce EmailTemplate.DeveloperName for the template which is used to inform the organizer that a timeslot is booked by customer.

NO

SalesforceTemplateSendMeetingTimeSlots

System.String

Salesforce EmailTemplate.DeveloperName for the template which is used to share meeting timeslots.

NO

SalesforceTemplateShareMyAvailability

System.String

Salesforce EmailTemplate.DeveloperName for the template which is used to share a person's availability.

NO

SalesforceTypeFilters

System.String

Filters applied to each synchronizable type.

YES

ServiceAddInDisableCustomization

System.Int32

If set to ‘0’, Customization settings access is enabled; if set to ‘1’ it is disabled.

NO

ServiceAddInEnabled

System.Int32

Indicates whether MS Outlook Add-In is enabled for the tenant. Left blank or set to ‘0’ – Add-In is disabled.

NO

ServiceAttachmentBlackListExt

System.String

File extensions prohibited from sharing in Salesforce, comma-separated. Leave blank to allow all. This filter has a higher priority than the whitelist.

NO

ServiceAttachmentMaxSize

System.Int32

Maximum size in KBytes set for attachments shared in Salesforce.

NO

ServiceAttachmentMinSize

System.Int32

Minimum size in KBytes set for attachments shared in Salesforce.

NO

ServiceAttachmentMinSizeListExt

System.String

File extensions, comma-separated or empty. Filtering by minimum size is only applied to attachments with extensions included in this list.

NO

ServiceAttachmentWhileListExt

System.String

File extensions allowed to be shared in Salesforce, comma-separated; leave blank to allow attachments with any extensions to be shared.

NO

ServiceAutoTrackAppointments

System.Int32

Enables (1) or disables (0) automatic tracking of appointments (no-attendees events) in Salesforce.

NO

ServiceAutoTrackBlackList

System.String

Comma-separated list of emails or email domains to be excluded from autosharing. Note that wildcards are not supported.

NO

ServiceAutoTrackEmails

System.Int32

Enables (1) or disables (0) automatic tracking of emails in Salesforce.

NO

ServiceAutoTrackEmailsTimeSpan

System.String

Defines the time span to look back from current date for picking emails for sharing. Set to 6 days by default. The string format must conform to the W3C XML Schema Part 2: Datatypes recommendation for duration.

NO

ServiceAutoTrackEvents

System.Int32

Enables (1) or disables (0) automatic tracking of events in Salesforce.

NO

ServiceAutoTrackEventsNotLaterThanToday

System.String

The interval between present date and event occurrence date in the future. Events which will occur later are not considered.

NO

ServiceAutoTrackEventsNotOlderThanToday

System.String

The interval between present date and event occurrence date in the past. Events which occurred earlier will not be considered.

NO

ServiceAutoTrackPrivateEvents

System.Int32

Allow auto-syncing of appointments and meetings marked as private.

NO

ServiceDefaultEmailDomains

System.String

Contains comma-separated common free email domains (like google.com, yahoo.com, etc.) The default list.

NO

ServiceEmailAutoTrackConversations

System.Int32

Enables (1) or disables (0) email conversation thread automatic tracking in Salesforce.

NO

ServiceEventSafeDescriptionSync

System.Int32

A flag (‘0’ or ‘1’). If set to ‘0’, an event’s body/description can be updated at any point. If set to ‘1’, the body/description is set only once, when the event is created, their modifications will not be reflected in Salesforce.

NO

ServiceForcedSyncAllowedInterval

System.String

Time interval to pass after last forced sync session, before another sync session can be forced. The default value is 'PT1M', that is 1 minute. You can set a zero interval (i.e. 'PT0H') to disable this restriction.

NO

ServiceOrganizationDomains

System.String

Comma-separated list of email domains specific for the organization. Used to auto-define organization on user creation and to determine internal email addresses.

NO

ServiceUserLocalizationInfo

System.String

User localization information in ServerSync JSON format (e.g. "{"Culture":{"Name":"en-US"},"TimeZone":{"Id":"UTC"}}").

NO

ServiceUserPasswordExpirationInterval

System.String

Interval that defines how often user passwords expire. Set zero interval (i.e. P0D) to disable password expiration.

NO

SyncCheckMaxAllowedDuplicates

System.Int32

Defines whether to check the maximum number of duplicates allowed by natural keys in synchronization or not.

NO

SyncRecordLimit

System.Int32

Set the maximum number of objects allowed to be synchronized.

NO