2019 Knowledgebase
Specifications
For Admins: How do I create custom fields to bring Cirrus Insight data into Salesforce
Cirrus Insight's sales enablement platform will sync your calendar and email with Salesforce, track emails, schedule appointments, and more.
How to Resolve Chrome Browser Extension Conflicts?
To determine if you have a Chrome browser extension that is conflicting with Cirrus Insight, review the list of known conflicts, and follow these steps to test and resolve.
How do I choose which of my Gmail accounts launch Cirrus Insight?
If you have multiple Gmail accounts, you can decide which accounts/inboxes launch Cirrus Insight.
How do I choose whether a contact or an account is automatically displayed in the Sidebar?
When you open an email or hover over an email address in your inbox, Cirrus Insight will automatically search Salesforce and then display the matching Salesforce record in the sidebar.
Admins | How do I opt my org out of Google's early releases for Gmail?
Google's Rapid Release track can introduce changes to Gmail early/unexpectedly— creating issues with Cirrus Insight— so we recommend selecting Google's Scheduled Release track for increased stability.
Why is Firefox no longer supported?
Starting July 15, 2020, Cirrus Insight will no longer support the Firefox browser.
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.
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.
For Admins: How do I grant missing Salesforce user permissions for Email Templates?
If a user's Email Template formatting options are missing, grant the 'Edit HTML Templates' and 'Manage Public Classic Email Templates' permissions in Salesforce.
