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 then will start synchronizing your records in the background.
For Microsoft Outlook users (Windows, Web-based, Macs and mobiles), SmartCloud Connect installs the Outlook Add-In that brings Salesforce context and Chatter into the Outlook. In addition, if you use Google Apps, you can also add the SmartCloud Connect for Salesforce and Gmail extension to your Google Chrome browser (currently, without the synchronization feature).
The data that SmartCloud Connect synchronizes includes:
- Contacts. In Outlook, SmartCloud Connect creates a new contact folder named “Salesforce Contacts” where you can find your Salesforce contacts. To synchronize a newly created contact with Salesforce, assign it the “Salesforce” category or move it to the “Salesforce Contacts” folder.
- Calendar Events. Your Salesforce and Outlook calendars are in sync. To share a new event with Salesforce, assign it the “Salesforce” category (in Outlook) or share it using the Outlook Add-In or Chrome Extension.
- Tasks. As with contacts, SmartCloud Connect creates a new task folder named “Salesforce Tasks” where you can find your Salesforce tasks. Adding new or moving existing task to this folder, or assigning a task the “Salesforce” category will share it with Salesforce.
- Emails and Email Attachments. SmartCloud Connect creates a new folder named “Salesforce Emails” in your mailbox. Moving your emails to this folder will share them as completed tasks with Salesforce. Email attachments are also saved to Salesforce as attachments to the completed task.
Synchronization runs in background 24x7 in accordance with the service plan of your choice.