SmartCloud Connect Mass Deployment (Office 365)

Once you install the SmartCloud Connect for Salesforce Add-In for your organization, it becomes available for all users within it. After installation, you can make the Add-In required or optional for the users.

Please refer to this article for instructions how to mass deploy the Add-In in MS Exchange 2013-2016.

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

1. Open Office 365 admin center.

2. In the admin center, go to Settings > Services and add-ins.

  1. Click the Deploy Add-In button.

  1. In the window that appears, choose the location that you want to install SmartCloud Connect from. You can install the Add-In from the Office store or from a URL or file location.

  • I want to add the Add-In from the Office Store.At the Office Store, find “SmartCloud Connect for Salesforce” and click Add.
  • I have a URL for the manifest file. In the URL field, enter the full URL for the SmartCloud Connect for Salesforce manifest file and click Install.
  • I have the manifest file (.xml) on this device. Select Browse, navigate to the location of the SmartCloud Connect for Salesforce manifest file and click Next.
  1. Wait while Office 365 prepares the Add-In for deployment. Once the process is complete, click Next.

  1. Set the default visibility of the SmartCloud Connect Add-In and click Next. Check the screenshot for more details.

  • Optional, enabled. Use this setting to have the SmartCloud for Salesforce Add-In enabled by default and to allow your users to turn off the Add-In.
  • Optional, disabled. Use this setting to have the SmartCloud for Salesforce Add-In disabled by default and to allow your users to turn on the Add-In.
  • Mandatory, always enabled. Users can’t disable this app. Use this setting when you do not want to allow your users to turn off the SmartCloud for Salesforce Add-In.
  1. Make SmartCloud Connect for Salesforce available to the users in your organization.

  • Everyone. Make SmartCloud Connect available to all users in your organization.
  • Specific Users/Groups. In the Search users or groups to add or remove field, specify the users or groups that will have access to the Add-In in your organization.
  • Only me. Select to have the Add-In only available to you.

8. Click Save.

  • Exchange 2013/2016

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

1. Open the Exchange admin center. Please refer to the following articles to find out how to access the Exchange admin center for your organization:

2. In the Exchange admin center, go to Organization > Add-Ins (Exchange 2016) or Apps (Exchange 2013).

3. Click the + (Add) button and then choose the location that you want to install SmartCloud Connect from. You can install the Add-In from the Office store or from a URL or file location:

  • Add from the Office Store. At the Office Store, find “SmartCloud Connect for Salesforce” and click Add.
  • Add from URL. In the URL field, enter the full URL for the SmartCloud Connect for Salesforce manifest file and click Install.
  • Add from file. Select Browse, navigate to the location of the SmartCloud Connect for Salesforce manifest file and click Next.

The “SmartCloud Connect for Salesforce” Add-In will appear in the list of available apps.

4. Make SmartCloud Connect for Salesforce available to the users in your organization. To do this, in the list of available add-ins, double-click “SmartCloud Connect for Salesforce.com”. The Edit Add-in settings dialog box will appear.

5. To make the Add-In available to all users of your organization, select the Make this app available to users in your organization check box and then select one of the following options:

  • Optional, enabled by default. Use this setting to have the SmartCloud for Salesforce Add-In enabled by default and to allow your users to turn off the Add-In.
  • Optional, disabled by default. Use this setting to have the SmartCloud for Salesforce Add-In disabled by default and to allow your users to turn on the Add-In.
  • Mandatory, always enabled. Users can’t disable this app. Use this setting when you do not want to allow your users to turn off the SmartCloud for Salesforce Add-In.

Click Save.

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