FAQ

Frequently Asked Questions

 

1. Is pricing based on the number of Cirrus Insight users?

Yes. You can sign up all or some of your Salesforce users for Cirrus Insight.

 

2. How do I assign licenses to users?

Licenses are automatically assigned to users in your organization in the order they sign in to Cirrus Insight. If you need to reassign licenses, simply contact us. In the future, you’ll be able to reassign licenses via a dashboard.

 

3. Is there a nonprofit discount?

Yes! Nonprofits receive a 50% discount off the list price. Please contact us for details on how to apply.

 

4. What editions of Salesforce does Cirrus Insight support?

Cirrus Insight supports Unlimited, Enterprise, Professional, Group, Developer, and Contact Manager editions. Sandbox is not currently supported.

 

5. Does promo pricing apply to future orders of additional licenses?

Promo pricing exists for a limited time. Certain promotions may establish a discounted price for the lifetime of the purchased license(s). However, the future purchase of additional licenses will be governed by the pricing in effect at that time.

 

6. I upgraded Firefox and it says that the Cirrus Insight add-on is incompatible. What should I do?

Simply install the new Cirrus Insight add-on for Firefox.

 

7. Why isn’t Cirrus Insight appearing in Gmail?

There are a few possible solutions.

a) Try opening Gmail in a new browser tab or window.

b) Make sure you’re viewing an email message. (Cirrus Insight doesn’t appear in the inbox list view.)

c) You may need to disable any conflicting extensions that use the Gmail sidebar. In Chrome, click on the wrench icon at the top right of the browser and navigate to Tools > Extensions to manage your extensions. In Firefox, go to Tools > Add-ons to manage your add-ons.

d) Try hovering your mouse over or clicking the name or email address of the sender of an open email message. This can trigger Cirrus Insight to refresh and appear in the Gmail sidebar.

If you still don’t see Cirrus Insight in the Gmail sidebar, please contact us.

 

8. Why am I getting an error when I try to create a new Lead or Contact?

You may have a required field on the Lead or Contact or a validation rule. If it makes sense for your situation, you can make the field required on the page layout in Salesforce, but not required at the object level. With validation rules, you may adjust the validation rule criteria to allow Leads or Contacts in that have a Lead Source of “Cirrus Insight”. That way, you can create new Leads and Contacts via Cirrus Insight.

The ability to include custom fields on the Lead and Contact creation screens is planned.

 

9. Can I use Cirrus Insight on multiple computers?

Yes. You can install the Cirrus Insight browser extension on as many computers (and as many compatible browsers) as you’d like. You won’t have to buy additional licenses – your license is tied to your Salesforce account.

 

10. Can I use Cirrus Insight in multiple Gmail accounts?

Yes. You can use the Cirrus Insight browser extension in as many Gmail accounts as you’d like. You won’t have to buy additional licenses – your license is tied to your salesforce.com account.

 

11. I purchased a license. How do I remove` the trial expiration message in Cirrus Insight?

Simply click the small “Logout” link at the bottom of Cirrus Insight, and then Sign In again.

 

12. What do I do if Cirrus Insight says I can’t sign in?

When you first install Cirrus Insight, you’ll be prompted to sign in to Salesforce. When you sign in, you’ll enter your credentials in the Salesforce login popup. When complete, the popup will close. Ordinarily that’s all you have to do.

However, in some cases after signing in to Salesforce, you’ll see a message that reads, “Unable to sign in to salesforce.com. See our Knowledgebase for possible reasons.”

Usually this indicates a restricted IP range – meaning that you’re only allowed to sign in from certain IP addresses. When you sign in through the Salesforce login popup, you’re allowed to sign in because you’re within that trusted IP range. However, the Cirrus Insight servers request data from Salesforce on your behalf so the Cirrus Insight servers also need to be added to your “trusted” list.

If restricted login locations are enabled for your organization, ensure Cirrus Insight servers are included in each user’s profile.

Follow these steps:

Click [Your Name] in the salesforce.com masthead.
Click to “Manage Users” > “Profiles”.
Click on the System Administrator profile.
Scroll down to the “Login IP Range” section and click “New”.
Add 173.236.211.200 in the “Start IP Address” and “End IP Address” fields.
Click “Save”.

 

13. Do I have to be the record owner to view a Contact or Lead from Salesforce?

No, you just need permission to view the Lead or Contact in Salesforce.  Cirrus Insight authenticates with Salesforce via oAuth so all Salesforce permissions apply.

 

14. How do I uninstall Cirrus Insight?

We’re sorry to see you leave, but if you’d like to uninstall Cirrus Insight, here’s how to do it.

There are two steps:

Uninstall the browser extension

If you’re using Google Chrome, you can go view your installed extensions by going to Preferences > Extensions. Find the Cirrus Insight extension on the list and uninstall it.

If you’re using Firefox, you can view your installed add-ons by going to Tools > Add-ons. Find the Cirrus Insight add-on on the list and uninstall it.

Revoke Cirrus Insight access to Salesforce

Follow these steps to find and then revoke Cirrus Insight’s access to your Salesforce organization:

Log in to salesforce.com.
Click [Your Name] in the Salesforce header and then click My Profile.
Click User Details at the top of the page.
Find the Remote Access related list on the user screen.
Find Cirrus Insight on the list and click Revoke.

We’d really like to get your feedback. Please send us a note at insight@cirruspath.com or post your ideas to the feedback site.