Salesforce Experience Cloud Support
Unaric Sidebar supports Salesforce Experience Cloud, enabling partner and authorised users to view CRM data, log emails, and associate tasks or events with Salesforce records from the Outlook inbox. Subject to license types and permissions, this integration can support any Experience Cloud deployments, including Employee Portals, Customer Portals, and Partner Portals.
Key features
Unified support management
Partner teams can convert inbound emails or email threads into Salesforce records, such as cases, with attachments included, in just a few clicks.
Complete interaction history
Email threads can be tracked against Salesforce records, helping maintain a chronological history of customer, partner, or case-related interactions.
Inherited Salesforce security
Unaric Sidebar uses Salesforce OAuth 2.0 authentication and respects your organisation’s sharing rules, object-level security, field-level security, and user permissions. Partner users can only access the Salesforce records and fields they are authorised to view.
Setup
To connect to your Salesforce Experience Cloud, follow the same steps as setting up Unaric Sidebar for Salesforce:
- In Outlook, open the Unaric Sidebar connector located at the toolbar and click Connect.
- To log in, check the custom URL box and enter their specific Experience Cloud portal URL and use your Experience Cloud password.
Configuration requirements
We recommend testing the configuration first in a Salesforce Sandbox using a test Partner User before deploying to production.
To support this deployment, your Salesforce Experience Cloud environment and licensing must be configured correctly.
- Partner Community or Partner Community Plus licenses with API access.
- Users must have access to Tasks, Events, and any other required Salesforce objects.
- Validate object CRUD permissions and field-level security.
- Use a custom Experience Cloud profile where required, particularly if standard partner profiles do not provide the necessary access.
- Review and authorise the relevant Connected App OAuth usage for Salesforce Connector by Unaric.