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How to Install and Run SmartCloud Connect (all configurations for MS Exchange / Office 365)

Office 365

Tip

If you are a local administrator rolling out SmartCloud Connect for multiple users in your organization, you can make use of the Add-In mass deployment mechanisms.

Refer to this article for quick steps on a typical SmartCloud Connect installation Office 365; to learn how to run SmartCloud Connect with Classic interface view refer to this article. If you want to use SmartCloud Connect with Gmail, refer to this guide.

 

I. SmartCloud Connect Add-In Installation

1. Installing SmartCloud Connect Outlook Add-In (standard web/cloud installation)

SCC Outlook Add-In follows the standard uniform pattern of MS Outlook cloud addins installation:

  • In MS Outlook Desktop, click the File tab in the ribbon and then click Manage Add-ins at the bottom of the tab. On the outlook.office.com add-in management page that will be opened in your browser, click Find more add-ins for Outlook at the Office Store…, enter SmartCloud Connect in the Search the Office Store search box and select SmartCloud Connect for Salesforce.

 

  • Alternatively, log in to Outlook.com (Outlook on the Web) with your credentials, click Settings (the gear icon) in the upper right corner of the page, select Manage add-ins in the drop-down menu; enter SmartCloud Connect in the Search add-ins search box on the right and select SmartCloud Connect for Salesforce; click Add on the Add-In’s page.

     

  • Or log in to Office 365 with your credentials; in Outlook, click Settings (the gear icon) and then click Manage add-ins. Enter SmartCloud Connect in the Search add-ins search box on the right-hand side and select SmartCloud Connect for Salesforce; click the Add button under the add-in’s description.

  • Also note that SmartCloud Connect for Salesforce (web/cloud implementation) can be installed from an .XML manifest file or URL, please refer to this article for more information.

Note

After you install the Add-In in either one of these ways, it will also be added to your MS Outlook (desktop) with the corresponding MS Exchange user account logged in.

Important

Before using SmartCloud Connect in MS Outlook Desktop on Windows, please make sure that you have Internet Explorer 11 installed, since it renders SmartCloud Connect Sidebar in MS Outlook Desktop.

 

The other option is installing SmartCloud Connect Add-In Desktop implementation from an .MSI File (Windows OS only)

Alternatively, you can install the Desktop (MSI) version of the Add-In.

Note

This Add-In installation method is only available for MS Outlook 2010, 2013, 2016, 2019 (Desktop) for Windows.

Tip

Only this Add-In implementation is compatible with MS Outlook 2010. Please refer to this article for a detailed comparison of the two implementations of SmartCloud Connect Add-In.

SmartCloud Connect for Salesforce can also be installed from an .MSI file instead of standard web installation – as a custom Enterprise edition installation package tailored for your company’s needs by Invisible.io or as a regular or trial installation package.

You can download the regular .MSI package here by selecting Download for Outlook.
This way you will get the 32-bit installation package by default; if you run it and you are using the 64-bit version of MS Outlook, you will be provided with the link to 64-bit SmartCloud Connect installation package.

To install the Add-In, run the downloaded.MSI package and complete the simple three-step installation procedure. SmartCloud Connect will be installed in the ‘%systemdisk%\Users\%username%\AppData\Roaming\Invisible.io\SmartCloud Connect Add-In‘ folder, taking around 28-40 Mb of HDD space.

Preconditions for installing the .MSI package:

  • having admin permissions on your workstation including system disk write permissions
  • MS Outlook 2010-2016 installed on your system

The essential differences between the web/cloud and .MSI versions installation are summarized in the below table:


Web/cloud Add-In Installation MSI Add-In Installation
Supported platforms
Can be installed in different systems and configurations: MS Outlook for Windows, MS Office 365 in a browser, Outlook.com in a browser, MS Outlook for Mac, MS Outlook for iOS, MS Outlook for Android. Can only be installed in MS Outlook Desktop running on MS Windows.
Deployment method
Is rolled out via MS Exchange / Office 365 add-ins management panels. Is installed using mass-deployment tools by the local administrator with a single customization set for all users.
Updates installation
Instant version updates from the cloud.
Centralized updates rollout by the local administrator.

Important

Before using SmartCloud Connect in MS Outlook Desktop on Windows, please also make sure that you have Internet Explorer 11 installed, since it renders SmartCloud Connect Sidebar in MS Outlook Desktop.

 

II. SmartCloud Connect Logon

After the SmartCloud Connect Add-In has been installed in your MS Outlook Desktop/Web or Office 365, you need to open the Sidebar and log on to the Add-In. While on stage ( III ) the Sign-Up wizard will authorize the Add-In to work with Salesforce and MS Exchange / Office 365 data, at this stage similar authentication steps are performed to set up SmartCloud Connect synchronization.

1. To open the Sidebar:

  • click the Open SmartCloud Connect button in MS Outlook Desktop ribbon

 

  • or, if you are using Outlook.com or Office.com, refer to this article to learn how to open the Sidebar.

 

2. Logging on to SmartCloud Connect

Before you start, please make sure that you have a Salesforce account and a MS Exchange or Office 365 account and you got your login credentials for these services at hand. Next, log on to SmartCloud Connect using ordinary Salesforce logon, Salesforce Sandbox logon, or My Customer/Partner Community logon.

      2.1. Ordinary Salesforce account logon:

            2.1.1. Click the Connect to Salesforce button. A browser window with Salesforce OAuth page will be opened.

            2.1.2. Enter your Salesforce credentials on the page or select a previously saved account’s username and click Log In.

In the screenshot above, a standard Salesforce login window is shown. Note that this OAuth window may look differently, depending on your Salesforce configuration.

      2.2. To log on with Salesforce Sandbox (an isolated environment with Salesforce data used for CRM system tests, learning how to use Salesforce, or experimenting with its features):

            2.2.1. Click the Connect to Salesforce Sandbox button. A browser window with Salesforce OAuth page will open

            2.2.2. Enter your Salesforce Sandbox credentials on the page or select a previously saved account’s username and click Log In to Sandbox.

      2.3. To log on with your Salesforce Customer/Partner Community (under More options v):

Note

This logon method is also used to log on with Single Sign-On (SSO) (the recommended method), if it is configured in your Org. Besides, in some configurations OAuth 2.0 and SSO authentication methods are combined; OAuth 1.0 protocol is not supported by SmartCloud Connect.

            2.3.1. Click My Customer/Partner Community.

            2.3.2. Enter your community access URL or your special access link in the box and click the button My Customer/Partner Community below the box.

            2.3.3. Enter your community logon credentials or select a previously saved account’s username and click Log In on the community OAuth page that opens in your web browser or perform a Single Sign-On logon according to your SSO provider’s procedure.

In the screenshot above, a standard Salesforce login window is shown. Note that this OAuth window may look differently, depending on your Salesforce configuration.

            2.3.4. Next, you need to accept granting SmartCloud Connect permissions to work with Salesforce data by clicking Allow in the following dialog window:

Tip

in addition, from this logon page you can access a test SmartCloud Connect environment prefilled with sample data. Please refer to this article for more information.

 

3. Enable SmartCloud Connect synchronization

Set up SmartCloud Connect synchronization by authorizing it to access your MS Exchange / Office 365 data. Please follow the steps described in this article to do that.

Tip

Refer to this article to learn what emails and calendar items you have in MS Exchange/Office 365 will be auto-shared in Salesforce if you enable the corresponding settings (calendar items auto-sharing, emails auto-sharing) after setting up SmartCloud Connect synchronization.

Important

Please note that if step ( 3 ) is skipped, you will be able to run and use SmartCloud Connect, except for its functions which are carried out by synchronization, and the Add-In will be suggesting to complete this step in Observations (Smart Actions bar > More…) : Complete one tiny step to finish setup - it takes half a minute! Clicking on the Provide Access to Office 365 button will open the corresponding setup page in your browser.

 

III. Signing Up for a SmartCloud Connect Account

SmartCloud Connect for Salesforce works with Salesforce CRM and MS Exchange / Office 365 email services, and each of these systems requires access authentication to be set up for the Add-In to work with their data.

To start using SmartCloud Connect, you need to sign up for a SmartCloud Connect account. To do that, open this link and follow the Sign-Up wizard’s instructions which will guide you through the registration process.

Note

If you skip SmartCloud Connect account registration or do not complete the registration wizard, you will not be able to share your emails with Salesforce via the Salesforce Emails folder or by assigning them the Salesforce category.

 

IV. (Admins only) Install the Invisible Suite package in Salesforce

To get enabled the full scope of features offered by SmartCloud Connect several minor adjustments must be made in your Salesforce configuration; the Invisible Suite installation package allows to accomplish that quickly and effortlessly. Please follow the above link for complete information about the package.

Note

SmartCloud Connect is based on the following fundamental principle: one email account is connected to one Salesforce account. Therefore, no more than one business email account can be connected to a Salesforce account; for the same reason, several Salesforce accounts cannot be connected to a single email account via SCC.
However, if such scenario is required, as a workaround you can set up your email accounts each connected to a separate Salesforce account within the same Org.
Also note that SCC can automatically recognize and match different MS Exchange/Office 365 alliases used for the same email account.