Skip to content

Customizing SmartCloud Connect (full article)

SmartCloud Connect Customization page allows adjusting various aspects of interaction between the Add-In and Salesforce (including viewing, processing and search patterns for different types of objects and their fields), as well as the appearance and functioning of SmartCloud Connect Sidebar for individual users.

After updating customization settings make sure to click Save in the upper-right corner of the page to apply the changes.

Important

To discard any changes made to your customization, click Discard changes before saving the configuration. Once a customization is saved, you can only reset to default customization settings, so your previous settings will be lost.

1. How to Open Customization Page

Click the Menu button on the Sidebar’s home screen and then select Customization to open SmartCloud Connect Customization page in your web browser.

2. Application Settings

On the right-hand side of Customization page, use the following settings to define the Add-In/Extension behavior:

  • Automatically track email opens using MagicPixel for all emails sent from Outlook when SmartCloud Connect sidebar is open. Select this checkbox to have email tracking automatically enabled for your emails.

Note

If your SmartCloud Connect Add-In is not opened when you create a new email, the MagicPixel tracking link will not be automatically inserted and you will not be able to track email opens.

  • Do not load related objects lists. If you select this checkbox, SmartCloud Connect will not display any related objects in cards.
  • Use cognitive UI, may require relogin to Salesforce in SmartCloud Connect. Select this checkbox to use Cognitive User Interface (also known as Adaptive view) as your default SmartCloud Connect view.
  • Search also for internal email addresses in Salesforce. By default, SmartCloud Connect does not display objects related to internal emails. Select this checkbox to allow SmartCloud Connect to search for internal email addresses in Salesforce and display all objects related to the opened internal email.
  • Do not allow sharing email message in Chatter feed. Select this checkbox if you are getting undesired auto-generated Chatter notifications about emails and attachments processed by SmartCloud Connect.

The next block of settings concerns saving emails as activities in Salesforce:

  • Do not select “Auto-save in thread” by default. This setting makes the Auto-save all emails in this thread checkbox in the Record email as activity to Salesforce dialog unchecked by default, so you will need to select this box specifically for those messages you consider worth adding to the relevant correspondence thread in Salesforce. This implies performing an extra action on email processing, but allows saving some storage space in your org.

Note

if the Auto-Save Emails in Threads synchronization setting is enabled and this setting is checked, when you save an email by clicking the Save button, the Auto-save all next emails in this thread checkbox will still be unselected by default and you will have to manually select it to auto-track the thread in Salesforce.

3. Handling Duplicates

By default, if you try to save an email for multiple objects, you will be asked to replace the value in the Name field of an existing Salesforce task with the record you are saving this email to.

For example, if you first save an email to a Contact, and then try to save an email to a Lead (in this case, “Robert West”), you will see the following notification:

To allow SmartCloud Connect to create email duplicates, in the Email saving settings area, select the Allow creation of duplicated Emails in Salesforce checkbox.

In the Allow to create duplicates for following types field, specify the Salesforce object types for which SmartCloud Connect can create email duplicates.

Note

If you leave the Allow to create duplicates for following types field empty, SmartCloud Connect will be able to save duplicates for all Salesforce object types.

Important

Please note that if you adjust the duplicate handling settings, for these changes to be applied you must log out from your SmartCloud Connect account and then re-log in.

4. Defining Record Associations

Another set of options under Application settings on the right-hand side of Customization page is intended for adjusting Add-In behavior when it processes new emails or events.
Disallow linking to emails for the following objects - object types entered in this field will not be selectable to be linked to email records.
Pre-select for linking to emails - object types entered in this field will be auto-selected to be linked to new email records. This function is only available if you are using Adaptive view.
Disallow linking to events for the following objects - object types entered in this field will not be selectable to be linked to event records.
Pre-select for linking to events - object types entered in this field will be auto-selected to be linked to new event records. This function is only available if you are using Adaptive view.

5. Choosing a Set of Salesforce Objects to Display

To change a set of Salesforce objects shown in the SmartCloud Connect Add-In/Extension, do the following:

1. On the left-hand side, in the Objects in Salesforce area, specify which Salesforce objects you want to be available in the SmartCloud Connect Add-In.

2. Use the Quick Find field to search for necessary Salesforce objects.

3. As you select an object, its object card will appear in the Objects in SmartCloud Connect area. If necessary, use this card to customize how this object will be displayed.

6. Customizing Object Card Appearance and Behavior

You can change how object cards appear and behave in SmartCloud Connect by making the following adjustments on the Customization page (the central column Objects in SmartCloud Connect).

1. Selecting which fields to show. You can have up to four object fields shown on a card. To pick which fields to show, select the field names in the list. Click the X button to remove a field from the card.

2. Specifying card sort order. Specify the order in which object cards will appear on the home screen or in search results, use the Sort by picklist.

3. Defining the search scope. You can apply special Salesforce views when searching for records via the Add-In by selecting them in the Global search filter picklist (formerly known as Search in Salesforce view). For example, if you want SmartCloud Connect to only search for accounts which were created by you, select “My Accounts” in the this field. Please also note that besides preset standard filters you can select your own customly created Salesforce views in this field.

Note

to search among all Salesforce records of this type, select Default filter of SmartCloud Connect in this field.

Important

both user-initiated search and initial search results are affected by this filter.

Besides this general search filtering pattern, now you can also set additional filtering to be applied on displaying Related records by means of the Contextual search filter picklist. Contextual search filter also uses preset views or customly created ones, to define what records will not be displayed among Related records in the Sidebar when you select an email or event, based on specified object fields – status, created date, priority, etc. For example, if default view is used, only those of related Opportunities which are not older than one year and are not closed are shown, but if you want to make the scope of displayed objects more or less focused, you can customize this view according to your preferences.

4. The Search by list determines what fields of this object type are used in SmartCloud Connect search, both initial and user initiated. Please refer to this article to learn how to use this setting.

5. Granting permissions to create or update connected records. Select the Allow create or Allow update checkboxes to allow selected card type objects to be created or updated, respectively, in other cards.

Important

This checkbox is completely unrelated to Salesforce permissions – it only adds an additional permissions level within SmartCloud Connect. For example, if users cannot create or update Lead records in Salesforce, they will not be able to create or update these records regardless of whether this checkbox is selected or not.

6. Hiding card records in search results (Hide on search). You can select object types not to be displayed in SmartCloud Connect search results. This checkbox also removes selected object types from the search options altogether:

7. Changing Card Order and Pinning Cards

You can change the card order by either dragging the cards or by clicking the More (•••) icon and moving the cards to the top or the bottom of the list.

You can pin cards to have them available in the Add-In at all times, even if SmartCloud Connect cannot find any related records of that type in Salesforce. For example, if the Case card is not pinned on the Customization page, it will not be displayed in the Add-In unless there is an existing case in Salesforce related to the opened email.

8. Customizing Detailed Card View

In addition, via the page’s central column you can choose which record fields will be handled as Important, that is, listed for viewing and editing in the card’s detailed view (displayed when the > (Expand) icon is clicked in the record’s header in the Sidebar), as well as in the Create new {record type} dialog and the Record email as Activity to Salesforce dialog that appears when you save a new email or calendar item manually in Salesforce. Please also refer to this article for additional details on how fields and layouts are handled.

Important

Please note that a field is also handled as Important if it is automatically prefilled with data (when viewed in the create a new record in Salesforce dialog).

To customize the detailed view, do the following:

1. On the Customization page, click Detailed view in the card.

  1. Click the field you want to add to the card. You can use the Filter field to search for Salesforce fields that are not currently used in SmartCloud Connect.

  1. Click the notepad icon to show more details about the field. You can designate it as Important.

Important fields are prioritized for display when you create new records or view existing records in the Detailed view. You can use the Show only important fields checkbox to only display fields you designated as important, and vice versa.

4. Click Done or Discard to save or discard the Detailed view settings.

Important

Please note that if you adjust the above objects fields’ settings, for these changes to be applied you must log out from your SmartCloud Connect account and then re-log in.

9. Setting up Attachments Saving in Salesforce

There are two different object types used for storing email attachments in Salesforce, Content document (File) (in both Lightning Experience and Salesforce Classic) and Attachment (representing the the older approach used in Salesforce Classic). The differences between them are summarized in this table (check the columns CRM Content and Attachments respectively). To determine which object is used for storing attachments specifically in your Org, please refer to this Forcetalk thread.

Depending on what kind of object is used for storing attachments in your Salesforce, to set up attachment saving via SmartCloud Connect you need to enable the respective object in the central column Objects in SmartCloud Connect on Customization page.

To do that, open Customization page, find the Content document (File) or Attachment object in the Objects in Salesforce column on the left-hand side of the page and select the checkbox next to it. The object will be added to the central column, all its settings and fields automatically populated. If both object types are selected, Content document (File) will prevail, so if your Salesforce uses Attachment objects, makes sure that the other one is unselected.

10. Default Customization Settings

If you have changed some of the above described settings and the resulting Add-In behavior does not meet your preferences, you can always revert to the default behavior by clicking the button Reset to default settings at the top of Customization page. The default set of settings is defined specifically for your SmartCloud Connect implementation by Invisible Solutions and your local assigned administrator; during a reset all object-specific and Add-In behavior settings are reverted to their default values except for the Use cognitive UI one. Please note that user-specified settings can be backed up and recovered from another user in the same organization using customization management mechanisms.