2019 Knowledgebase | Add to Salesforce

How can I view records in Salesforce using Cirrus Insight?

See how to quickly view a record in Salesforce you created or edited using Cirrus Insight

How do I add an email to Salesforce when I have the email open?

For maximum control of which emails are added to Salesforce, you can simply add them manually with one click.

For Admins: How can I add emails to Salesforce Lightning as Email Messages?

Learn how to add emails to Salesforce Lightning as Email Messages using Cirrus Insight.

How do I add an email to Salesforce when it has multiple contacts/recipients?

You can simultaneously relate an email to multiple contacts by enabling Shared Activities in Salesforce.

For Admins: How do I customize the Add to Salesforce fields/layout?

As a Cirrus Insight Admin, you can customize the fields your users have access to when they use the Add to Salesforce feature.

How do I save email attachments to Chatter feeds?

Learn how to save attachments to the Chatter feed when using the Add to Salesforce feature.

For Admins: What setup is required before users can save email attachments to Chatter feeds?

Learn how to make files saved from emails more accessible in Salesforce by setting up Chatter attachments.

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