2019 Knowledgebase
Account Management
For Admins: How do I enable API access in Salesforce?
API access must be enabled for your user in Salesforce for Cirrus Insight to connect to your Salesforce org.
For Admins: Why is my new user not listed in the Dashboard?
Learn how to to troubleshoot if new users don't automatically show up under the Current Users tab in the Cirrus Insight Dashboard.
For Admins: Why are users missing from the Admin-Managed Sync list?
Cirrus Insight's sales enablement platform will sync your calendar and email with Salesforce, track emails, schedule appointments, and more.
For Admins: How do I update our credit card/billing information?
As an admin, learn how to easily update the billing information for your Cirrus Insight license.
How do I find my Salesforce User ID?
Your Salesforce User ID can be found either from the Account Info settings in Cirrus Insight or your user record in Salesforce.
For Admins: How do I use the Whitelist feature?
The W hitelist allows Cirrus Insight Admins to specify which users in their Salesforce org can access Cirrus Insight.
For Admins: How do I revoke a user's Cirrus Insight authorization in Salesforce?
Cirrus Insight's sync processes (Calendar Sync, Contact Sync, and Email Sync) depend on authorization from Salesforce.
For Admins: How do I know if my Salesforce API limit has been exceeded?
Find out how to check to see if your Salesforce API limit has been exceeded.
For Admins: How do I upgrade my org to the new Cirrus Insight?
The new Cirrus Insight brings all the best features from Cirrus Insight 2019 into a more refined, reliable, and easy-to-use offering.
For Admins: How do I customize the fields in search results, list views, and related lists?
As an Admin, learn how to customize the layout for search results and lists in Salesforce
