How to Set Up SmartCloud Connect for Salesforce and Gmail

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Tip

In the latest updates full mass SCC deployment scenario for Enterprise Gmail/GSuite SCC users by the local Admin was implemented for Windows systems. See these articles for details: Chrome Extension mass deployment via Active Directory and Gmail Users Mass-Provisioning.

 

Note

SmartCloud Connect for Salesforce and Gmail is not a standalone application, it only works in Gmail web interface opened in Google Chrome browser.

 

With SmartCloud Connect for Salesforce and Gmail Chrome browser extension, you can access and update any relevant Salesforce data – emails, events, contacts, tasks, accounts, etc. right from your Gmail mailbox opened on any device that can run Google Chrome browser. See this article to learn how to use the Extension’s Sidebar interface. After installing the extension, please refer to Using SmartCloud Connect for Salesforce and Gmail for information on how to use SmartCloud Connect with Gmail. SCC for Salesforce and Gmail works with both Gmail and G Suite.

Tip

The Chrome Extension’s updates are installed automatically, that does not require any actions from the end users.

 

To start using SmartCloud Connect for Salesforce and Gmail, do the following

Tip

Alternatively, you can follow the online SCC Registration wizard‘s steps in Chrome browser to set up the Chrome Extension.

 

1. Add the SmartCloud Connect for Salesforce Extension to your Google Chrome

To adde the SmartCloud Connect for Salesforce Extension to your Chrome browser:

      1.1. In the Google Chrome browser, open this Chrome Web Store link

      1.2. Click the button Add to Chrome, then click Add extension in the confirmation dialog that will appear

 

2. Sign in to Gmail and grant SmartCloud Connect permission to work with your Gmail and Google Calendar data

Note

Handling of your email/calendar and CRM data by SmartCloud Connect Chrome Extension for Gmail is based on the same set of Privacy and Security principles as SmartCloud Connect Add-In for MS Outlook/Office 365.

To grant SmartCloud permission to interact with your Google account, do the following:

       2.1. After signing in to Gmail, open the SmartCloud Connect Extension by clicking the SmartCloud Connect icon in the tab one the right-hand side.

       2.2. In the extension’s pane, click Sign in to my Google account.

      2.3. The Choose an account dialog will appear, select your account in it.

      2.4. Click Allow in the lower right corner of the next Gmail data access confirmation dialog

You will see a Login successfully completed! message and receive a notification email as confirmation.

Note

If, for any reason, you will need to revoke SmartCloud Connect extension’s access to your Google account, you can disable it by going to Apps connected to your account, selecting the extension and then clicking Remove.

 

3. Authorize the SmartCloud Connect Chrome Extension to access your Salesforce data

To grant the SmartCloud Connect Extension permissions to work with your Salesforce data, do the following:

      3.1. Open the SmartCloud Connect extension by clicking its logo in the toolbar on the right-hand side of your Gmail box interface

      3.2. Select Connect to Salesforce (to work with your actual Salesforce data).

Or, if you want to work with Salesforce Sandbox (a copy of your production environment used for testing and development) or a Customer/Partner Community environment, click on Sign in to Salesforce Sandbox or My Customer/Partner Community respectively.

       3.3. In the Salesforce SSO Login window that appears, select or enter your Salesforce credentials and click Log In (or Log in to Sandbox, if you are logging in to the Sandbox).

You are now ready to use SmartCloud Connect for Salesforce in Gmail. For detailed information on how to use the extension, see “this article”.

Note

Unlike SmartCloud Connect implementation for MS Exchange/Office 365/Outlook on the web, SmartCloud Connect Chrome extension does not require additional email access authorization for synchronization to run, so it will be active right after you set up the extension.

 

How to Remove the Extension from Chrome

Refer to this Google Chrome Support instruction to learn how to remove the extension from your Chrome browser.