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Using the Smart Description Feature with Events, Contacts, Tasks, and Custom objects

Office 365

Important

Please note that this SCC configuration feature is only available for Enterprise customers.

Tip

Check also: a related feature readily available in standard SmartCloud Connect configuration - add quick memo.

SmartCloud Connect can fetch the content of any target field of a Salesforce object, including custom ones, and automatically insert it into a chosen text field of a Meeting, Appointment, Contact, or Task MS Exchange/Office 365 item, for example the Description field. This mechanism makes retrieval of needed data from standard as well as custom added fields convenient and flexible, thus unlocking implementation of various custom solutions for smart target Salesforce data displaying or appending to items’ fields shown in MS Outlook.

Note

Retrieval of smart description fields values works only one-way, from Salesforce to MS Exchange/Office 365, thus any changes you may make in a text field containing smart description data in your email client will not be up-synced to Salesforce and will be overwritten on the following sync session, replaced by the field’s content fetched from Salesforce afresh.

An example of the Smart Description feature application is automatic appending a Contact’s phone number, position, organization’s address, or any details contained in a Contact’s non-standard fields, to the Description of a Meeting scheduled with this Contact, to make it more informative and thus faster to handle.

The following delimiter is used to separate appended smart description data from the field’s original content: ++++++++++++++++++++++++++++++++++

A sample MS Outlook meeting with appended smart description data from Salesforce:

Important

Please note that when some useful details are appended to an Event’s Description, they will also be seen by the Event’s attendees, including the external ones, customers, so be considerate about what sensitive information can be included an Event’s smart description. See this article for extra details.

Similarly, a Task’s or Contact’s fields filling in MS Outlook can be enhanced by automatic addition of extra details contained in any relevant objects’ custom fields, while their Notes field can be used by SCC sync for target Salesforce data displaying according to end users’ preferences, besides the Add-In (Sidebar).

To enable the Smart Description feature for your Org, contact us at [email protected] with a corresponding request specifying:

  • object fields which you want to retrieve data from
  • target text fields to which it should be added