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Using SmartCloud Connect on Mobile Devices

Mobile

Important

Presently, due to a limitation in MS Outlook Mobile, the Add-In can only be used in MS Outlook for Android or iOS with Office 365/Office.com mail accounts, and not with MS Exchange accounts. However, MS Exchange accounts data can be exchanged with Salesforce using SmartCloud Connect synchronization (through auto-sharing or the custom “Salesforce Emails” folder).

Tip

Refer to this article to learn how to install the Add-In in MS Outlook for iOS and Android.

SmartCloud Connect allows you to collaborate on the go within your Salesforce Org and share your contacts, emails, calendar events, and tasks with Salesforce right from your smartphone. In addition, you can modify shared contacts, tasks, or calendar appointments on your smartphone – these changes will be automatically shared in Salesforce through synchronization. If a task or calendar appointment from Salesforce includes a reminder, you will get a notification on your mobile phone when this activity approaches.

To share an email, contact, calendar event, or task on a mobile device, you can use the same basic method as in MS Outlook desktop/web or Office 365, that is:

  • Move the email (or contact, task) to the custom “Salesforce” folder in your mail client

Note

Since MS Outlook for Mobile does not support using item categories, this way of marking items for sharing by SCC is not available.

Also please note that SmartCloud Connect Add-In (Sidebar) is not supported by any native mobile email applications: it is only available in MS Outlook for iOS or Android - however you still can configure these clients to interact with Salesforce over SCC sync using the dedicated folder/category items marking method (whichever is supported by the client).

Finally, please note that when you are running SmartCloud Connect in MS Outlook on a mobile device, due to the peculiarities of the mobile implementation of MS Outlook the Add-In follows slightly different use patterns than on non-mobile devices. In particular, since no Compose mode is available in mobile Outlook implementations, email saving behavior and the flow of the Send meeting time slots and Share calendar availability features are more basic; in for latter pre-defined non-modifiable Salesforce templates must be used in the Meeting Scheduler.

 

Using SmartCloud Connect with iOS Mail App

When using SmartCloud Connect in iOS Mail application, you can share the following kinds of itmes in Salesforce:

  • Email messages
  • Contacts
  • Tasks

Important

As for calendar events, you can only view and edit events which were synchronized from Salesforce to your iOS Calendar. However, you cannot share with Salesforce calendar events that you create in iOS Calendar.

Sharing Emails (iOS)

To share an email message with Salesforce, move this message to the Salesforce Emails folder.

Sharing Contacts (iOS)

To share a contact with Salesforce, create this contact in the Salesforce Contacts group.

Sharing Tasks (iOS)

To share a task with Salesforce, create this task in the Salesforce Tasks list.

 

Using SmartCloud Connect with Gmail for Android

When using SmartCloud Connect with the Gmail app on Android, you can share the following objects with Salesforce:

  • Email messages
  • Contacts

Important

As for calendar events, you can only view and edit events that were synchronized from Salesforce to your Google Calendar. However, you cannot share with Salesforce calendar events that you create in Google Calendar. Besides, tasks are not supported on stock Android.

Sharing Emails (Android)

To share an email message in Salesforce, move the message to the “Salesforce Emails” folder.

Sharing Contacts (Android)

To share a contact with Salesforce, assign the custom “Salesforce” label to this contact.

 

Using SmartCloud Connect with Outlook for Android or iOS

You can effectively use the Outlook app for Android or iOS with SmartCloud Connect. One of the key advantages of these apps over other email clients is their full compatibility with SmartCloud Connect Outlook Add-In. This way you may not only share your emails, contacts, and tasks via the dedicated Salesforce folder, but you may also take the full advantage of using SCC Sidebar.

>>> Click to see the Sidebar's rendition in MS Outlook Mobile <<<

Note

You can also run SmartCloud Connect in Outlook.com or Office 365 opened in your mobile web browser, however using the Outlook app is the recommended option that offers enhanced use.

With SmartCloud Connect installed in MS Outlook Mobile, you can share the following kinds of items in Salesforce:

  • Email messages
  • Contacts
  • Calendar items
  • Tasks

Additionally, SmartCloud Connect Sidebar is fully supported, providing you with the full scale of advanced SCC features.

 

How to open the SmartCloud Connect Add-In (MS Outlook Mobile)

To open SmartCloud Connect Sidebar in the Outlook app after you have installed SmartCloud Connect Add-In, tap the ••• (More) icon next to the sender’s address, then select Open SmartCloud Connect.


Screenshots actual for Outlook for iOS app 2.99.0 on iOS 11.4.1.

Next you will see SmartCloud Connect Sidebar with relevant records displayed:

 

Sharing Emails (MS Outlook Mobile)

To share an email message in Salesforce, move this message to the Salesforce Emails folder or select it, open SCC Sidebar and click Save.

Sharing Contacts (MS Outlook Mobile)

To share a contact with Salesforce, create this contact in the Salesforce Contacts folder or move an existing one to this folder.

Sharing Calendar Items (MS Outlook Mobile)

Since MS Outlook for Mobile does not feature item categories and neither the dedicated folder nor the Sidebar are not available for calendar items in Outlook Mobile, you have only three options for sharing a calendar items: calendar items auto-sharing by SCC Sync direct creation of an event via SmartCloud Connect Sidebar * creation of an event via SCC Meeting Scheduler: Time slots or Book me