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When using a compatible Outlook and Exchange version, you can leverage the SmartCloud Connect Outlook Add-In for direct reach-through from your e-mail inbox to Salesforce.

The SmartCloud Connect Outlook Add-In works in context of your email or meeting and provides you with rich contextual information from Salesforce and actions to process the email message in a most efficient way.

To open the SmartCloud Connect Add-In, do one the following:

  • In Microsoft Outlook for Windows or for Mac, on the Home tab (or on the Message tab in the compose window), in the Salesforce group, click Open SmartCloud Connect.

  • In Outlook Web App, click the SmartCloud Connect for Salesforce icon in the toolbar.

  • In Microsoft Outlook for iOS, tap the Add-ins icon and then tap Open SmartCloud Connect in the Add-ins dialog box.

Logging In to Your Salesforce Account

When you open the Add-In/Extension for the first time, you need to log in to your Salesforce account.

To log in to your “normal” Salesforce account, do the following:

  1. Click the Sign in to my Salesforce account button.
  2. In the “Login | Salesforce” dialog box, specify your Salesforce username and password.
  3. Click Log In.

To log in to Salesforce Sandbox, do the following:

  1. Click the Sign in to Salesforce Sandbox link.
  2. In the “Login | Salesforce” dialog box, specify your Salesforce Sandbox username and password.
  3. Click Log In to Sandbox.

To log in to your Community Cloud account, do the following:

  1. Click My Customer/Partner Community.

  2. In the field, specify your community URL.
  3. Click the Sign In to Customer/Partner Account link.
  4. In the the “Authorization Required” dialog box, specify your username and password.
  5. Click Login.

Alternatively, if you want to try SmartCloud Connect without specifying your Salesforce account, click the Skip and continue with test one button.