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Special Admin Panel Settings

Office 365 Google

Important

To use SmartCloud Connect Admin panel, special access permissions are required. To request the permissions for your organization contact us by email at [email protected]. Please note that Admin panel access is only granted to Enterprise customers: the Panel provides tools for managing large numbers of users and most of the settings it includes duplicate SmartCloud Connect Customization and Sync settings on Admin level.

Admin panel provides a number of settings used to adjust different aspects of SmartCloud Connect synchronization, search, and customization functions for organizations as well as individual Add-In/Chrome Extension users. Some of them duplicate settings available on end users’ Customization page and Synchronization dashboard, but are applied to all users in an organization and cannot be changed by the end users (these settings are greyed-out for them); others are designed to tailor Add-In/Chrome Extension and sync behavior to various specific needs or manage users’ access to customization settings. Finally, there are several configuration field settings required for enabling some of advanced SmartCloud Connect features. These features also require creation of custom record fields in Salesforce, which can also be created automatically by installing the Invisible Suite package.

For convenience of use, several commonly used special settings are implemented on the Other settings tab of all user organizations as switch buttons and entry boxes.

Note

An Admin can force certain settings, overriding them on a user’s Synchronization or Customization page (admin overridden settings will be displayed as greyed-out), or allow users to adjust these settings individually.

Important

Most SmartCloud Connect implementations include only the Allow customization management setting, the rest customization and configuration settings being managed by Invisible Support team.

 

Allow customization management

Toggle this switch button to allow or disallow the end users in this organization to manage their individual customization settings via Customization page.
Please note that to apply this setting the concerned user(s) must log out from their SmartCloud Connect account and then re-log in.

Note

The Allow to manage customization setting can also be applied to individual users via the Other settings Admin panel subtab opened for individual users instead of organizations.

Emails auto-sync

Allows to enable/disable automatic sharing of new email messages in Salesforce. Duplicates the corresponding synchronization setting.

Enable deep sharing

Allows to enable/disable processing of email addresses specified in the BCC field of sent emails. Duplicates the corresponding synchronization setting.

Meetings auto-sync

Allows to enable/disable automatic sharing of new created or accepted meetings in Salesforce. Duplicates the corresponding synchronization setting.

Appointments auto-sync

Allows to enable/disable automatic sharing of new created appointments in Salesforce. Duplicates the corresponding synchronization setting.

Linking to Opportunities

Allows to enable/disable records linking to Opportunity Salesforce objects besides Contacts, Accounts, or Leads. Duplicates the corresponding synchronization setting.

Organization email domains

Specify corporate email domains used by your organization. This defines what email addresses will be considered internal; refer to this article for more information.
Please note that to apply this setting the concerned user(s) must log out from their SmartCloud Connect account and then re-log in.

Email attachment extensions whitelist

Specify what email attachment file types will be savable in Salesforce on email/event auto-sharing. If left void, files with any extensions will be saved. This setting doesn’t affect attachment files saved manually. Please note that to apply this setting the concerned user(s) must log out from their SmartCloud Connect account and then re-log in.

Reduce tasks duplicates

Enables/disables preventing multiple Salesforce objects creation for the same email message received and shared by several users in one Salesforce Org. Please refer to this article for more information. Please note that to apply this setting the concerned user(s) must log out from their SmartCloud Connect account and then re-log in.

Original email ID field This field is mandatory if the Reduce tasks duplicates setting is enabled. Here, set the name of the custom field containing the original email message’s ID in MS Exchange in Salesforce Activities (Tasks or EmailMessages) based on the email. If in your Org emails are saved as EmailMessage objects rather than Tasks the MessageIdentifier field should be used; if emails are saved as Tasks and you installed Invisible Suite in your Org the InternetMessageID field should be used. In case you do not have Invisible Suite installed in your Org and do not use Salesforce Enhanced Email you must create this custom field for the Task object in Salesforce. Please refer to this Salesforce Help article to learn how to do that.

Email direction field

Set the custom name of the field that indicates email direction ( inbound / outbound) in Salesforce, e.g. “Message direction”. This field will be added in Salesforce.

Label for inbound emails Set the label that will indicate if a message is inbound (to be displayed in the Email direction field).

Label for outbound emails Set the label that will indicate if a message is outbound (to be displayed in the Email direction field).

Email threads auto-sync

Enable/disable automatic saving of all emails which belong to a correspondence thread in Salesforce. Duplicates the corresponding synchronization setting.
Please note that to apply this setting the concerned user(s) must log out from their SmartCloud Connect account and then re-log in.

Thread ID field

This field is mandatory if the Email threads auto-sync setting is enabled. In it, set the custom name of the field that indicates the auto-shared thread’s ID (mandatory if the Email threads auto-sync setting is enabled) in Salesforce. Similarly to the Original Email ID field, this field can be set up as part of the Invisible Suite Salesforce package - then it will be labeled ConversationId or created manually in Salesforce.

Default users Plan

Plans allow enabling customized sets of specific settings for selected users and groups of users. Enter the Plan’s external ID string in this field. Please refer to this article for more information.

Emails / domains blacklisted from sync

Specify email addresses or domains to be excluded from sharing in Salesforce, e.g. personal contacts or in-organization ones. Note that the list does not support using wildcards. This list complements the corresponding customization setting - for every user both this corporate blacklist and one’s individually managed blacklist will be applied.

Please note that to apply this setting the concerned user(s) must log out from their SmartCloud Connect account and then re-log in.

Important

After you make changes in the settings, make sure to click the Save button in the upper right corner of the page to save and apply them.

Note

Some SmartCloud Connect configurations also include the Global settings tab with the table of other special settings implemented as fields and values.

 

Extra Configuration Settings

Unlike the Special settings described above the Global settings are not available to local admins and can only be adjusted on request sent to SmartCloud Connect Support; please describe in detail your specific preferences and use cases in the request. These settings regulate various aspects of Add-In/Chrome Extension and synchronization functioning and are applied as custom features to meet specific customer needs. Contact us to get the full list of global SmartCloud Connect settings.

Finally, besides regular sync adjustments, SmartCloud Connect offers special synchronization settings to meet your company’s specific preferences - syncing calendar items as other object types besides events and one-way synchronization options.

Auto-share outbound (sent) emails only

In the latest SmartCloud Connect updates there is a sync pattern adjustment setting that allows to limit emails auto-syncing scope to outbound (sent) messages only.

Linking email attachments to Salesforce business objects besides the Task/Email message object

This special feature that can be enabled on request sent at Invisible Support Team allows linking of email attachments to other objects besides Salesforce Tasks or Email messages, via the Related To field.

Auto-create objects for unresolved meeting participants (auto-resolving)

When emails or calendar items received from or sent to unresolved (previously not registered in Salesforce) email addresses are shared in Salesforce by assigning them the Salesforce category or moving them to the Salesforce emails folder, SmartCloud Connect can automatically create corresponding objects in Salesforce to link the matching Tasks/Email messages or Calendar Events to. Object types which can be created in these cases: Leads or Contacts. To request this feature for your Org, send a detailed request to Invisible Support team, describing your preferences.

SalesforceContactAutoCreateAccount: SmartCloud Connect will auto-create corresponding Accounts on sharing a Contact from a previously not registered company; enabled by default.

SalesforceContactAutoLookupAccount: relevant Accounts are automatically retrieved to be linked to auto-created Contacts; enabled by default.

CalendarAvailabilityTerm: sets the time span in the future for which a user’s calendar availability is parsed when the Book me feature is used; 365 days by default.

ServiceEventSafeDescriptionSync: allows to disable the Safe Description feature for an Org or for individual end users.

SalesforceAddinCustomization: disable/enable the Admin’s ability to set the default (initial) customization to be applied for new SCC users or after a reset to default customization. More information here.