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SmartCloud Connect Knowledge Base ❍ Syncing Tasks & Contacts
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    • ❍ PRODUCT FAQs
      • ❍ Salesforce Interactions
      • ❍ Sharing Emails
      • ❍ Syncing Calendar Items
      • ❍ Syncing Tasks & Contacts
    • ❍ RELEASE NOTES, KB UPDATES
        • ❍ Introduction
        • ❍ How SmartCloud Connect Works and What It Syncs
        • ❍ Privacy and Security
        • ❍ Using SmartCloud Connect Adaptive View
        • ❍ SCC Sync and Add-In Functions
        • ❍ SmartCloud Connect Plans & Pricing
        • ❍ Supported Email Services
        • ❍ Supported Salesforce Editions
        • ❍ Supported Email Clients for Microsoft Office 365 (with Exchange Online plan)
        • ❍ Supported Email Clients for Microsoft Exchange 2010
        • ❍ Supported Email Clients for Microsoft Exchange 2013, 2016, 2019
        • ❍ Supported Email Clients for Gmail
        • ❍ (MSI implementation only) Supported Email Clients for POP IMAP Servers or Exchange 2007
        • ❍ How to Install and Run SmartCloud Connect (Office 365)
        • ❍ How to Install and Run SmartCloud Connect Desktop (.MSI) implementation)
        • ❍ How to Install and Run SmartCloud Connect in MS Outlook for MacOS
        • ❍ How to Install and Run SmartCloud Connect (all configurations)
        • ❍ SmartCloud Connect Desktop (.MSI) vs SmartCloud Connect Cloud (Web) Implementation Comparison
        • ❍ How to Install SmartCloud Connect from a Manifest File or URL
        • ❍ How to Install SmartCloud Connect on an Android or iOS Device
        • ❍ Authorizing SmartCloud Connect Sync to Work with Your Data
        • ❍ SmartCloud Connect Registration Wizard
        • ❍ Using the Add-In with Test Data
        • ❍ How To Change Email Address in SmartCloud Connect Account (Office 365)
        • ❍ Recovering a Forgotten SmartCloud Connect Password
        • ❍ Viewing Your SmartCloud Connect Account Info and Changing Account Password
        • ❍ How to Open SCC Sidebar in New MS Outlook Web Interface
          • ❍ Sharing Emails in Salesforce - Ways to Save an Email
          • ❍ How to Save Internal or Blacklisted Emails in Salesforce (Adaptive view)
          • ❍ Tracking Customer Engagement with SCC Engagement Panel
          • ❍ Using Salesforce Templates
          • ❍ Sharing Calendar Items in Salesforce
          • ❍ The Updated Save Email/Save Event Dialogs
          • ❍ How to Send Meeting Time Slots
          • ❍ Sharing Calendar Availability
          • ❍ Using Delegated Calendars with SmartCloud Connect
          • ❍ Viewing Objects Related to Selected Item
          • ❍ Managing Contacts via SmartCloud Connect
          • ❍ Managing Tasks via SmartCloud Connect
          • ❍ Searching for Existing Salesforce Records and Creating New Records
          • ❍ Record Description and Add Quick Memo
          • ❍ Working with Activities
          • ❍ How to Work with Salesforce Reports
          • ❍ How to Open Sync Dashboard
          • ❍ Using SmartCloud Connect on a Mobile Device
          • ❍ SmartCloud Connect Installation on iPhone and Contacts Syncing
          • ❍ Sending and Receiving 360 Degree SMS from SmartCloud Connect
          • ❍ How to Work with SpringCM Document Storage from SmartCloud Connect
          • ❍ How to Run SmartCloud Connect on Citrix XenApp
          • ❍ Opening Websites/LinkedIn profiles of Contacts, Leads, and Accounts
        • ❍ Sharing Emails in Salesforce, An Overview
        • ❍ SmartCloud Connect Synchronization Overview
        • ❍ Item Deduplication Mechanisms
        • ❍ Standard Object Fields Mapping Patterns
        • ❍ How SCC Sidebar Pinning Works
        • ❍ SmartCloud Connect Initial Search and Applied Filters
        • ❍ File Attachments Handling, An Overview
        • ❍ How SmartCloud Connect Works with Required Fields and Layouts in Salesforce
        • ❍ Calendar Items Sync Exceptions
        • ❍ Calendar Items Sync Special Patterns - Attendees Lists, Private Items, Item Unsharing and Deletion
        • ❍ Historical Sync & Timezones Matching
        • ❍ Salesforce Custom Buttons Support
        • ❍ Context-Specific Smart Actions
        • ❍ Using the Smart Description Feature
        • ❍ MS Exchange Aliases Handling
        • ❍ Two Not-to-Be-Synced Blacklisting Layers
        • ❍ Customizing SmartCloud Connect (full article)
        • ❍ Using the Search by List Customization Setting
        • ❍ Customization Page Notifications Explained
        • ❍ Managing SmartCloud Connect Customizations
        • ❍ How to Set Smart Actions Order
        • ❍ Configuring Activities Synchronization Settings
        • ❍ Choosing What to Synchronize
        • ❍ Viewing Synchronization Statistics and Connection Statuses
        • ❍ Resolving Sync Issues
        • ❍ Auto-Cropping of Previous Messages in Email Body
        • ❍ How to Renew Exchange and Salesforce Account Credentials
        • ❍ How to Properly Add a Custom Object to SCC Handling Scope
        • ❍ How to Create a Custom View to Work with Closed Cases and Opps
        • ❍ Switching Between SmartCloud Connect Interface Views
        • ❍ How to Enable SpringCM in SmartCloud Connect
        • ❍ SmartCloud Connect Mass Deployment (Office 365)
        • ❍ Installing SmartCloud Connect in MS Exchange 2013, 2016, 2019
        • ❍ Available SmartCloud Connect Mass Deployment Scenarios
        • ❍ How to Create an Impersonating Email Account
        • ❍ Setting Up Impersonated Access in SmartCloud Connect and Configuring Mailbox Access for Organizations and Users
        • ❍ Salesforce Connectivity Tab - Bulk Salesforce Access Authorization
        • ❍ How to Log in to SmartCloud Connect Administration Panel
        • ❍ Managing Organizations in SmartCloud Connect Administration Panel
        • ❍ Managing Users in SmartCloud Connect Administration Panel
        • ❍ Managing Plans for SmartCloud Connect Users
        • ❍ Return on Investment and User Status Tools
        • ❍ Monitoring Users and Organizations
        • ❍ SmartCloud Connect Admin Panel Special Settings
        • ❍ Special Synchronization Patterns
        • ❍ How to Disable Customization Page for Specific Users
        • ❍ Attachments Handling and Related Settings
        • ❍ How to Enable The Country Picklist for Contacts
        • ❍ How to Enable Advanced Calendaring (Recurring Events Sync and Deduplication Prerequisite)
        • ❍ Deactivating SmartCloud Connect
        • ❍ Setting Up Invisible Suite Managed Package in Salesforce
        • ❍ How to Add the Attendees Management Component
      • ❍ Resolving Firewall Issues
      • ❍ Clearing Internet Explorer Cache & Cookies to Refresh SmartCloud Connect
      • ❍ How to Update SmartCloud Connect Desktop (.MSI) Implementation
      • ❍ How to Resolve the Add-In Could Not Be Started Error
      • ❍ How to Resolve SCC Icons Are Greyed Out in the Ribbon
      • ❍ How to Resolve SCC Icons Are Replaced by Placeholder Icons in the Ribbon
      • ❍ SmartCloud Connect and Salesforce API Calls Limit
      • ❍ Troubleshooting SmartCloud Connect Desktop (.MSI) Implementation
      • ❍ Sync Issues Error Codes
      • ❍ Introduction to SCC Chrome Extension for Salesforce and Gmail
      • ❍ Mass Deployment of SmartCloud Connect Chrome Extension
      • ❍ Mass Provisioning of Chrome Extension End Users
      • ❍ Signing Up with SmartCloud Connect for Salesforce and Gmail
      • ❍ Using SmartCloud Connect for Salesforce and Gmail
      • ❍ The Book Me Feature in SCC for Salesforce and Gmail
      • ❍ The Time Slots Feature in SCC for Salesforce and Gmail
      • ❍ How to Disable or Remove the Extension
      • ❍ Opening SmartCloud Connect Add-In in Outlook (Classic view)
      • ❍ Viewing Salesforce Records Related to your Email (Classic view)
      • ❍ Working with Opportunity Products (Classic view)
      • ❍ Customizing SmartCloud Connect (Classic view)
      • ❍ How to Share an Email Instantly (Classic view)
      • ❍ Managing Calendar Events (Classic view)
      • ❍ Managing Emails (Classic view)
      • ❍ Managing Support Cases (Classic view)
      • ❍ Managing Tasks (Classic view)
      • ❍ Merging Duplicate Records (Classic view)
      • ❍ Exploring Your Improved Mailbox (Classic view)
      • ❍ Searching for Existing Salesforce Records and Creating New Records (Classic view)
      • ❍ Managing Contacts (Classic view)
      • ❍ Sharing Calendar Availability (Classic view)
      • ❍ Tracking Customer Engagement (Classic view)
      • ❍ Using Chatter (Classic view)

    Keep your tasks and contacts synced with Salesforce¶

     

    • How to manage tasks along with reminders

    • How to manage contacts

    • How to manage your task activities

    • How to make quick memos

    • How to use Activities Filter

    • Learn how contacts fields are matched between your mail client and Salesforce

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    Next ❍ RELEASE NOTES, KB UPDATES
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