May 22nd, 2017|Categories: Getting Started

Rolling Out SmartCloud Connect Within Your Organization

This Knowledge Base article contains instructions to help your organization have a successful roll-out of SmartCloud Connect for Salesforce. It takes you step by step through the process of installing the SmartCloud Connect Add-In on your MS Exchange server and enabling synchronization between SmartCloud Connect, Salesforce and MS Exchange. Rollout Steps The rollout process for [...]

May 22nd, 2017|Categories: Getting Started

Recovering a Forgotten SmartCloud Connect Password

If you have forgotten your SmartCloud Connect password, you can request a recovery email. To recover your password, do the following: In the “Sign In” page, click Sign in using login and password, and then click Forgot password. Specify the email address that was used to register your account in SmartCloud Connect and click Send [...]

May 22nd, 2017|Categories: Getting Started

Signing Up with SmartCloud Connect for Salesforce and Gmail

With SmartCloud Connect for Salesforce, you can access and update relevant Salesforce data like contacts or accounts right from your Gmail mailbox. To bring Salesforce context to Gmail, you need to add the SmartCloud Connect for Salesforce and Gmail extension to your Chrome browser. After installing the extension, please refer to Using SmartCloud Connect for [...]

May 22nd, 2017|Categories: Getting Started

Signing Up for a SmartCloud Connect Account

To start using SmartCloud Connect, you need to provide some information about you and your configuration by signing up for a SmartCloud Connect account. Note: Before you sign up, make sure that you have a Salesforce and MS Exchange or Office 365 Exchange Online account, and you remember your login/password for these services. Note for [...]

May 22nd, 2017|Categories: Getting Started

SmartCloud Connect Plans & Pricing

For most actual information about SmartCloud Connect plans and pricing, please refer to https://invisiblesolutions.com/m/smart-cloud-connect/pricing. SmartCloud Connect is available as Software-As-A-Service with monthly or yearly commitment. While yearly commitment is typically 20-20% cheaper than the monthly commitment, the monthly plan allows more predictable planning of your expenses. To let you try SmartCloud Connect before purchase, there's [...]

May 22nd, 2017|Categories: Getting Started

Privacy and Security

Data Policy We take your privacy very seriously. As such, we adhere to the following basic principles to protect your privacy: We NEVER share your personal information with third parties SmartCloud Connect NEVER stores any of your Salesforce or Exchange data (contacts, emails, and so on). That data is only passed through the cloud app, [...]

May 22nd, 2017|Categories: Getting Started

Supported Salesforce Editions

Salesforce Editions SmartCloud Connect supports Sales Cloud, Service Cloud, Health Cloud, Marketing Cloud, Community Cloud, and Force.com platforms. See below for more information on the supported editions. Salesforce Sales Cloud Editions SmartCloud Connect is compatible with the majority of Salesforce Sales Cloud editions: Sales Cloud Edition Supported Personal Edition No Contact Manager No Group Edition [...]

May 22nd, 2017|Categories: Getting Started

Supported Email Services and Clients

Email Servers SmartCloud Connect is compatible with the following email servers: Email Server Supports Synchronization Supports Outlook Add-In Microsoft Office 365 (with Exchange Online plan) Yes Yes Microsoft Exchange 2013, 2016 or above Yes Yes Microsoft Exchange 2010 Yes No NEW! Outlook.com Yes Yes Gmail (Web Interface)  BETA No Equivalent Chrome Extension provided Email Clients [...]

May 22nd, 2017|Categories: Getting Started

How SmartCloud Connect Works and What It Syncs

SmartCloud Connect is a cloud application that performs two-way synchronization of data between your Salesforce account and Exchange mailbox and gives you access to Salesforce data right from your email client. After you create your SmartCloud Connect account using a simple registration wizard, SmartCloud Connect will customize your mailbox by adding the required folders and [...]

May 22nd, 2017|Categories: Getting Started

Introduction

SmartCloud Connect seamlessly brings Salesforce into your inbox, making it easy for you to share data between both systems without having to switch back and forth. Here are the key features that SmartCloud Connect provides: Get Contextual Salesforce Data. SmartCloud Connect instantly brings relevant and up-to-date Salesforce data for any email or activity. This data [...]