Using SmartCloud Connect on Mobile Devices¶
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).
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, calendar item, task, etc.) to the custom “Salesforce” folder in your mail client
- Assign you email (or contact, calendar item, task, etc.) the “Salesforce” category
Since mobile email clients’ functionality varies considerably, some of the features that SmartCloud Connect provides may not be available in your mail application. For example, if your email client does not support categories, you will not be able to share your records using the category assignment.
Also please note that SmartCloud Connect Add-In (Sidebar) is not supported by native mobile email applications: it is only available in MS Office mobile/web, Office 365, and the Outlook app for iOS or Android, however you still can work with your Salesforce records using SmartCloud Connect synchronization using the folder/category method described above.
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
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
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 in 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 can not only share your emails and contacts via the Salesforce category or folder, but you also take the full advantage of using SmartCloud Connect Sidebar.
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 Outlook app, you can share the following kinds of items in Salesforce:
- Email messages
- Calendar Events
Opening 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 a relevant record displayed:
Sharing Emails (MS Outlook Mobile)¶
To share an email message in Salesforce, move this message to the Salesforce Emails folder or make use of other methods to do that through the Sidebar.
Sharing Contacts (MS Outlook Mobile)¶
To share a contact with Salesforce, create this contact in the Salesforce Contacts category.
Sharing Calendar Events (MS Outlook Mobile)¶
To share a calendar event, assign it the Salesforce category or make use of other methods to do that through the Sidebar.