How to Install SmartCloud Connect in MS Outlook for Mac

Office 365

Note

All user data and login credentials passed through SmartCloud Connect infrastructure are secured by Invisible.io Privacy & Security principles.

 

For an Office 365 account

 

Tip

Alternatively, you can install the Add-In directly via https://outlook.office.com or https://outlook.live.com/owa opened in your web browser. See the steps in this article.

SmartCloud Connect installation in MS Outlook for Mac follows the standard MS Outlook addin installation steps:

1. Click Get Add-ins in MS Outlook for Mac ribbon

 

2. MS Outlook Add-In management window will be opened. In the Search add-ins box on the right-hand side, type “SmartCloud” and select SmartCloud Connect for Salesforce

 

3. In the next window that appears, click Add

 

You will see SmartCloud Connect icons added to MS Outlook for Mac ribbon.

In addition, corresponding controls are now added to your mail account opened in https://outlook.com or https://outlook.live.com/owa/. See this article for more information.

Note

The Add-In will now also be available for your mail account logged in on other compatible devices with MS Outlook running. This way, you won’t need to install it additionally in your MS Outlook Mobile for iOS and Android, Outlook on the Web/Office 365 (https://outlook.com, https://outlook.live.com/owa/), or MS Outlook for Windows.

 

4. Next, you need to log on to SmartCloud Connect

Important note:

Before you log on to SmartCloud Connect in MS Outlook for MacOS, it is necessary to perform an initial log on via Outlook on the Web in your web browser. This is a one-time step required because of certain peculiarities how the browser pop-up window necessary for the initial SCC authentication is handled on MacOS. To do that:

​     4.1. Open https://outlook.com/ or https://outlook.office.com/owa in your web browser and log in with your Office 365 mail credentials

​     4.2. Open SmartCloud Connect Sidebar (see this article to learn how to do that)

​     4.3. In the Sidebar, select Connect to Salesforce or another available login option. Note: make sure that your Safari browser does not block pop-up windows

​     4.4. A standard Salesforce Single Sign-On pop-up window will be opened. Enter your Salesforce login credentials and click Log in to authorize SCC to work with your Salesforce data.

Now you may proceed to logging on to SmartCloud Connect in MS Outlook for MacOS.

 

For an MS Exchange account

 

1. Click the red Office add-ins icon in your MS Outlook for Mac’s ribbon

2. Enter your MS Exchange login credentials in the Exchange login window that opens in your web browser

3. On the Add-In management page that will appear, click on the + (Add) button and then choose the source that you want to install SmartCloud Connect from. For an MS Exchange mailbox, you can install the Add-In only from a manifest URL or file location. The installation link or the .xml manifest file is provided to the customers by Invisible.io Sales team.

4. Select Add from a URL or Add from a file, then

  • Enter the manifest’s URL and click Next or
  • Browse your hard drive and select the downloaded .xml file and click Next

5. Click Install to confirm add-in installation, then click OK

Now the SCC Add-In has been added to your MS Outlook add-ins list and to your email account.

You will see SmartCloud Connect icons added to MS Outlook for Mac ribbon:

In addition, corresponding controls are now added to your mail account opened in Outlook on the Web. See this article for more information.

 

Note

The Add-In will now also be available for your mail account logged in on other compatible devices with MS Outlook running. This way, you won’t need to install it additionally in your MS Outlook Mobile for iOS and Android, Outlook on the Web (https://outlook.com, https://outlook.live.com/owa/), or MS Outlook for Windows.

 

1. Open SCC Sidebar by clicking the Open SmartCloud Connect Sidebar icon in MS Outlook ribbon

2. In the Sidebar, select Connect to Salesforce or another available login option. Note: make sure that your Safari browser does not block pop-up windows

3. A standard Salesforce Single Sign-On pop-up window will be opened. Enter your Salesforce login credentials and click Log in to authorize SCC to work with your Salesforce data.

 

4. On the following screen, activate SmartCloud Connect Synchronization engine by entering your MS Exchange login credentials and clicking Connect to Exchange

 

In some configurations you may also need to enter a valid Exchange Web Services link specific to your company’s Exchange configuration. To do that, click the More v button and paste the EWS link provided by your local admin into the field.

Important

Note that if Sync activation is skipped, a number of key SmartCloud Connect features will be unavailable.