How to Install and Run SmartCloud Connect Desktop (.MSI) implementation (MS Outlook 2010, 2013, 2016, 2019)¶
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 (Desktop (.MSI) vs. Cloud (Web)).
I. Download and Install the .MSI distribution package¶
Some customized Enterprise implementations of SmartCloud Connect are only available as the Desktop (.MSI) version; their distribution package can only be obtained from our Support and CSM team.
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. The distribution package is guaranteed to contain no malicious code.
To install the Add-In: run the downloaded .MSI file, and complete the easy three-step installation process. By default, the SmartCloud Connect Add-In will be installed in the ‘%systemdisk%\Users\%username%\AppData\Roaming\InvisibleSolutions\SmartCloud Connect Add-In‘ folder, taking around 28-40 Mb of your HDD space.
Preconditions for installing the .MSI package:
- MS Outlook 2010-2019 installed on your system
- Having admin access permissions on your workstation, including system drive write permissions
After you launch the .msi package, MS Outlook will be opened automatically to download updated Add-In installation data, then you will be promoted to close it again, along with some other running apps, to proceed with installation. Close MS Outlook manually, the rest applications manually or automatically.
II. SmartCloud Connect Logon¶
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.
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 step ( III ) the Sign-Up wizard will authorize the Add-In to work with Salesforce and MS Exchange data, at this step 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
2. Logging on to SmartCloud Connect¶
Next, log on to SmartCloud Connect using Salesforce OAuth logon:
2.1. Click the Connect to Salesforce button. The Salesforce OAuth page will be opened in your browser.
2.2. 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.
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.
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.
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…): Action required! Synchronization component is turned off. Clicking on the ENABLE NOW 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 first need to sign up for a SmartCloud Connect account. To do that, open this link and follow the wizard instructions which will guide you through the registration process. 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.
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.
Uninstalling the Add-In¶
If you’ll need to reinstall or uninstall the Add-In on a workstation, please refer to this article to learn how to do that.