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How to Install SmartCloud Connect from a Manifest File or URL

The following tutorial contains instructions to help users and Microsoft Exchange administrators to install the SmartCloud Connect Outlook Add-In.

Install the SmartCloud Connect for Salesforce Add-In for the Office 365

To install the SmartCloud Connect Add-In, do the following:

1. Navigate to the main Office 365 portal at https://outlook.office365.com/ecp.

2. Enter your login (e-mail address) and click Next.

Login page

3. Enter your password, and then click Sign In.

Password page

4. If your username and password are correct, the Options page (the Account tab by the default) opens.

Main Options page

5. Click Add-Ins option to see the list of installed add-ins.

Installed Add-Ins list

6. Click the + (Add) button and then choose the method you want to install the SmartCloud Connect from.

Plus button drop-down menu

You can install the Add-In from the following:

  • Add from the Office Store. At the Office Store, find “SmartCloud Connect for Salesforce” and click Add. Note, this option is applicable only for SmartCloud Connect for Salesforce product. Other SmartCloud Connect products should be installed either from URL or a file.
  • Add from URL. In URL, enter the full URL for the SmartCloud Connect for manifest file and click Install.
    • Please enter the URL for the add-in manifest you want to install and click Install.

Add from URL install screen

  • Add from file.
    • Select Choose File.

Choose File screen

  • Navigate to the location of the SmartCloud Connect manifest file and click Open.

Choose file dialog

  • Click Next.

Add-In manifest file installation screen

The SmartCloud Connect Add-In will appear in the list of available apps.

The list of installed add-ins

7. To verify that the SmartCloud Connect Add-In was installed successfully for the user, make sure that the newribbon group appeared in the Home tab in the user’s MS Outlook.

Ribbon group

Install the SmartCloud Connect for Salesforce Add-In for MS Exchange on-premise

To install the SmartCloud Connect Add-In, do the following:

  1. Navigate to Outlook on the web page of the user’s organization.
    2. Enter your login (domain / user name) and password into designated fields and click Sign in.

Login page

3. If your username and password are correct, the Mail page (the Inbox by the default) opens.

Main Options page

4. Click the Menu icon and select Options in top-right corner of the screen.

Options

  1. Click the General tab and choose Manage add-ins.

Options page overview

6. Click the + (Add) button and then choose the method you want to install the SmartCloud Connect from.

Plus button drop-down menu

You can install the Add-In from the following:

  • Add from the Office Store. At the Office Store, find “SmartCloud Connect for Salesforce” and click Add. Note, this option is applicable only for SmartCloud Connect for Salesforce product. Other SmartCloud Connect products should be installed either from URL or a file.
  • Add from URL. In URL, enter the full URL for the SmartCloud Connect manifest file and click Install.
    • Please enter the URL for the add-in manifest you want to install and click Install.

Add from URL install screen

  • Add from file.
    • Select Choose File.

Choose File screen

  • Navigate to the location of the SmartCloud Connect manifest file and click Open.

Choose file dialog

  • Click Next.

Add-In manifest file installation screen

The SmartCloud Connect Add-In will appear in the list of available apps.

The list of installed add-ins

7. To verify that the SmartCloud Add-In was installed successfully for the user, make sure that the new ribbon group appeared in the Home tab in the user’s MS Outlook.

Ribbon group