How do I connect to SmartCloud?
2:2227:32How to get started with Salesforce & Office 365/Outlook integration using ...YouTubeStart of suggested clipEnd of suggested clipAnd that would open SmartCloud sidebar first step that you need to take is to law login. Into yourMoreAnd that would open SmartCloud sidebar first step that you need to take is to law login. Into your Salesforce to have smart cloud connected to the Salesforce.
What is SmartCloud Connect for Salesforce?
About SmartCloud Connect A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily.
How do I connect Outlook 365 to Salesforce?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
How does Salesforce Outlook integration work?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
Why is Salesforce for Outlook not working?
Make sure the Salesforce for Outlook SFO icon is present in the system tray. If SFO icon is not present, try to run it by double clicking on the icon from the Desktop and wait a few seconds to see if it shows up in the System Tray. If nothing happens, try to restart your computer and see if the icon shows up.
How do I enable the Salesforce plugin in Outlook?
Take the following steps to enable the Salesforce for Outlook Add-In in Microsoft Outlook 2010/2013/2016:Click File | Options | Add-Ins.Click the Manage drop-down menu and select Disabled Items and click on Go...If the Salesforce add in is listed, select it and click Enable.More items...
Does Office 365 integrate with Salesforce?
The Salesforce and Office 365 integration lets you keep a complete record of all your communications. With Salesforce Office 365 integration, you can enjoy the following benefits: Salesforce Office 365 integration permits you to pass your data to and from the internal and external systems.
What is the difference between Salesforce for Outlook and Outlook integration?
The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.
How do I connect my email to Salesforce?
Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...
Is Salesforce for Outlook still supported?
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.
Audience
United States, Canada, United Kingdom, Australia and English speaking markets
About SmartCloud Connect
Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily.
SmartCloud Connect Frequently Asked Questions
Q: What kinds of users and organization types does SmartCloud Connect work with?
Why sales people chose Smart Cloud Connect for Salesforce?
For this blog, I interviewed several Sales representatives, who have been using Smart Cloud Connect for Salesforce, to learn about their experience with the App. They gave me rave reviews. Below is a compiled list of key points that I gleaned from the experiences of representatives with Smart Cloud Connect:
Hurry! Limited Time Offer!
Please feel free to share it with your family, friends, and colleagues!