Cirrus Insight for Google Calendar Release Notes

Cirrus Insight is excited to release Cirrus Insight for Google Calendar! This is a major feature that will allow you to create Salesforce events from Google Calendar.

Popular use cases include:

  • Relating events to opportunities right in Google Calendar
  • Relating events to cases right in Google Calendar
  • Time tracking by project/code 

Working in conjunction with Cirrus Insight’s calendar sync, users can manage their Salesforce and Google calendars in one place! 

Here’s how it works:

Your New Salesforce Tab in Google Calendar

Let’s say I want to schedule an call with Bobby Buyer. I can do this all in Google Calendar by first filling out the standard Google Calendar fields–this will fill in the information on the corresponding Salesforce event.

Cirrus Insight calendar sync will relate that event to the contacts you invite, but now we’re also adding a Salesforce tab to your Google Calendar event page. Once you’ve filled out the standard fields, just click the Salesforce tab:

Screen Shot 2014-12-18 at 2.06.37 PM

Relate Calendar Events to Contacts, Opportunities, Cases, and More

Now you’ll see your event fields. So you can relate this event to an opportunity or case in Salesforce, add private notes, and set the event type. You’ll even be able to edit and access these Salesforce fields right from your Google Calendar!

Once you’re done, just hit the red “Save” button and the event will be saved instantly in both your Google and Salesforce calendars.

Screen Shot 2014-12-18 at 2.06.40 PM

Admin Customization

Cirrus Insight can display the standard and custom fields from your event page layout in Salesforce.  To show or hide certain fields, administrators can click the gear icon in the top right of the Salesforce calendar tab in Google Calendar. Fields that you want to display should be marked with a green check. Fields that you want to hide should be marked with a red x:


Screen Shot 2014-12-18 at 2.06.42 PM

 

Enable Cirrus Insight for Google Calendar

To enable Cirrus Insight for Google Calendar, just go to Settings, then click “Calendar”, then click “Cirrus Insight for Google Calendar”. Then click “Enable Salesforce tab” and click “Allow” on the pop-up:

Screen Shot 2014-12-18 at 2.06.47 PM

 

Admin Control

Admins can allow or prevent users from using this new feature by logging into our account management dashboard at dashboard.cirrusinsight.com. Go to the preferences tab, check or uncheck the box labeled “CI for Google Calendar”, and then hit “Save Changes” to save:

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In App Tour Release Notes

Cirrus Insight is thrilled to announce that we’re releasing Guided Walkthroughs for our most popular features. Over the last year, we’ve developed a lot of new ways to use our app, like Calendar Sync, Contact Sync, Cirrus Insight Mobile, Email Templates, and more.

 

We want to make sure our users get the most out of Cirrus Insight, so we’re adding a new Intro tab to our app that will give you a step-by-step method to learn how to use these new features.

 

Just click on the Intro tab, select what you want to learn, and then click Show me how. Cirrus Insight will then guide you through the process.

in-app-tour-1

We’ll show you pop-ups that walk you through exactly what you need to do.

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We’ve developed and released this feature with input from you awesome folks, our customers. As such, we would love it, especially for this release, if you give us feedback either in the comments thread below or in our dedicated feedback site at ideas.cirrusinsight.com.


Happy holidays!

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