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 SmartCloud Connect consists of the following steps:

  1. Installing the SmartCloud Connect for Salesforce Add-In for your organization
  2. Activating synchronization for SmartCloud Connect
  3. (Optionally) Requesting access to the SmartCloud Connect administration console
1

 Install the SmartCloud Connect for Salesforce Add-In for your organization

After you install the SmartCloud Connect for Salesforce Add-In for your organization, it becomes available for all users in your organization. After installation, you can make the Add-In required or optional for the users.

To install the SmartCloud Connect Add-In for your organization, do the following:
  1. Open the Exchange admin center by navigating to https://outlook.office365.com/ecp/.
  2. In the Exchange admin center, go to Organization > Add-Ins.

  3. Click the + (Plus) button and then choose the location that you want to install the SmartCloud Connect from. You can install the Add-In from the Office store or from a URL or file location:

    • Add from the Office Store. At the Office Store, find “SmartCloud Connect for Salesforce” and click Add.
    • Add from URL. In URL, enter the full URL for the SmartCloud Connect for Salesforce manifest file and click Install.
    • Add from file. Select Browse, navigate to the location of the SmartCloud Connect for Salesforce manifest file and click Next.

    The “SmartCloud Connect for Salesforce” Add-In will appear in the list of available apps.

  4. Now you need to make SmartCloud Connect for Salesforce available to the users in your organization. To do this, in the list of available add-ins, double-click “SmartCloud Connect for Salesforce.com”. The Edit Add-in settings dialog box will appear.

  5. To make the Add-In available to all users of your organization, select the Make this app available to users in your organization check box and then select one of the following options:
    • Optional, enabled by default. Use this setting to have the SmartCloud for Salesforce Add-In enabled by default and to allow your users to turn off the Add-In.
    • Optional, disabled by default. Use this setting to have the SmartCloud for Salesforce Add-In disabled by default and to allow your users to turn on the Add-In.
    • Mandatory, always enabled. Users can’t disable this app. Use this setting when you do not want to allow your users to turn off the SmartCloud for Salesforce Add-In.

    Click Save.

  6. To verify that the SmartCloud for Salesforce Add-In was installed successfully for the user, make sure that the Salesforce ribbon group appeared in the Home tab in the user’s MS Outlook.

2

 Activate synchronization for SmartCloud Connect

For the user accounts to be created and synchronization to be enabled in SmartCloud Connect, your IT department and/or Salesforce administrator must do the following:

  1. Provide Invisible Solutions with a CSV file that contains the following information about the users who will use SmartCloud Connect in your organization:
    • Full name
    • Salesforce login
    • Salesforce user ID
    • Office 365 login
    • Office 365 email address (may differ from Office 365 login)
  2. Give information about how SmartCloud Connect must be customized for your organization.
Using the information provided, Invisible Solutions will peform the following steps:
  • Create SmartCloud Connect accounts for the specified users and enable synchronization for them.
  • Apply customization to these users’ accounts
Once the SmartCloud Connect accounts are activated by Invisible Solutions, users in your organization need to authorize SmartCloud Connect to access their Salesforce and Exchange data before they can use the service:
For more information on how to authorize, see  Renewing Exchange and Salesforce Account Credentials.

Activating Synchronization for Organizations with Exchange Impersonation

If your organization uses Exchange Impersonation, Invisible Solutions can provide an alternative method for activating SmartCloud Connect accounts. With Exchange Impersonation, there is no need to authorize SmartCloud Connect access for each Exchange mailbox individually. Instead, your need to authorize SmartCloud Connect to access only the impersonating Exchange account. Please inform Invisible Solutions if your organizations wishes to use this alternative activation method.
You will need to grant the account that will be impersonating other users the ApplicationImpersonation role. To do this, perform the following steps:
  1. Open the Exchange admin center by navigating to https://outlook.office365.com/ecp/.
  2. In the Exchange admin center, go to Permissions > Admin Roles.

  3. Click the + (Plus) button to add a new role group.

  4. In the Role Group dialog box, specify a name for your role group (for example, “Impersonation”).

  5. Under Roles, click the + (Plus) button to add a new role.

  6. In the Select a Role dialog box, select ApplicationImpersonation, click Add and then click OK.

  7. Under Members, click the + (Plus) button to add a new member to the role group.

  8. In the Select Members dialog box, select your administrator account that will have impersonation rights, click Add and then click OK.

  9. Click Save to close the Role Group dialog box.
3

 (Optional) Request access to the SmartCloud Connect administration console

By request, Invisible Solutions can provide you with the access to the SmartCloud Connect Administration Console, where you can perform various administrative tasks like enabling or disabling synchronization or deactivating users.

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