How to Activate SmartCloud Connect Synchronization
For user accounts to be created and synchronization to be enabled in SmartCloud Connect, your IT department and/or Salesforce administrator must do the following:
1. Provide Invisible Solutions with a CSV file that contains the following information about users who will use SmartCloud Connect in your organization:
- Full name
- Salesforce login
- Salesforce user ID
- Office 365 login
- Office 365 email address (may differ from Office 365 login)
2. Provide the information about how SmartCloud Connect must be customized for your organization.
Using the information you provided, Invisible Solutions will do the following:
- Create SmartCloud Connect accounts for the specified users and enable synchronization for them.
- Apply customization to these users’ accounts.
When the SmartCloud Connect accounts are activated by Invisible Solutions, users in your organization need to authorize SmartCloud Connect to access their Salesforce and Exchange data before they can use the service:
- To authorize SmartCloud Connect to access Salesforce data, open the following link.
- To authorize SmartCloud Connect to access MS Exchange data, open the following link.
For more information on how to authorize, see Renewing Exchange and Salesforce Account Credentials.
Activating Synchronization for Organizations with Exchange Impersonation¶
With Exchange Impersonation, there is no need to authorize SmartCloud Connect access for each Exchange mailbox individually. Instead, your need to authorize SmartCloud Connect to access only the impersonating Exchange account.
You will need to grant the account that will be impersonating other users the ApplicationImpersonation role. To do this, do the following steps:
1. Open the Exchange admin center. Please refer to the following articles to learn how to access the Exchange admin center for your organization:
2. In the Exchange admin center, go to Permissions > Admin Roles.
3. Click the + (Plus) button to add a new role group.
4. In the Role Group dialog box, specify the name for your role group (for example, “Impersonation”).
5. Under Roles, click the + (Add) button to add a new role.
6. In the Select a Role dialog box, select ApplicationImpersonation, click Add and then click OK.
7. Under Members, click the + (Add) button to add a new member to the role group.
8. In the Select Members dialog box, select your administrator account that will have impersonation rights, click Add and then click OK.
9. Click Save to close the Role Group dialog box.