Cirrus Insight Quick Start Guide

To begin the setup process, follow the instructions for the appropriate email application.

Setting up the Sidebar (Gmail)

1. Return to your Gmail Tab
2. When you get back to your email on the far right you will see the Cirrus Insight symbol.
   
   
3. Click the Cirrus Insight Symbol – the Sidebar will open
4. Click “Continue” at the bottom of the Sidebar
   
   
5. Sign in by entering your email, click the remember email box, then the sign in button
6. After syncing accounts, the Cirrus Insight Sidebar will open when an email is selected.
   
   

 

Connecting Gmail to Salesforce

If Cirrus doesn’t recognize your email, you will need to sign in with salesforce

1. Click on ‘sign in with Salesforce’ to open the login menu.
2. Go through your login process
   
   

 

Meeting Una

After successfully logging in for the first time, you will receive a confirmation from Cirrus Insight and will be introduced to Una the Unicorn – Cirrus Insight’s Executive VP of Goodwill and Customer Education.

Setting up Salesforce Sync for Email

Cirrus Insight’s Sync feature automatically captures and stores your email exchanges from your inbox directly to the Activity section in the contact record.

A seamless connection, this feature lets Cirrus Insight do all the work for you! Manual data entry is officially a thing of the past!

1. To make sure everything is connecting, select an email from your inbox. If a contact is already in Salesforce, your sidebar will assign a small envelope next to the contact name. See an example below:
   
   
2. To begin set up, click on the three white lines (highlighted in blue) in the upper left of the Sidebar.
   
   
3. From the new menu that opens, under Settings, choose Salesforce Sync.
   
   
4. Click the Manage Settings button. A new page will open.
   
   
5. From the new menu, choose Email Sync
   
   
6. A list of three options will open, choose Rules
7. Review the Email Rules and ensure the following items are appropriately set:
   • Recommended Setting -Sync Emails with at least one Salesforce Contact – Enabled
     • (blue toggle on the right)
   • Recommended Setting- Sync Emails with at least one Salesforce Lead – Enabled
   • Recommended Setting- Sync emails only to replies – Disabled (blue dot to the left)
     
     
8. Continuing, select Filters on the left side
9. Review the Filter settings and consider these Recommended Settings once you are set be sure to click save:
   [Recommended Setting] 
   • Email Filters
     • Set “Only sync emails related to SF items I own” to Disabled
     • Add your company’s domain name to the “Domain blacklist” so internal emails will not sync
10. Continuing, select Engagement on the left side
11. Review the Engagement settings and consider the following Recommended Setting and click save:
    • [Recommendated Settings] Enhancements
      • Set “Relate Synced emails to Accounts to Enabled
      • Set “Relate Synced emails to Accounts” to Disabled
      • Set “Smart Link” to Disabled
      • Set “Automatically link synced emails” to Enabled
        
        
        

Setting up Salesforce Sync for Calendar

1. To begin setup, click on the three white lines (highlighted in blue) in the upper left of the Sidebar.
   
   
2. From the new menu that opens, under Settings, choose Salesforce Sync
   
   
3. Click the Manage Settings button. A new page will open.
   
   
4. From the new menu, choose Calendar Sync
5. A list of three options will open, choose Rules
6. Review the Email Rules and consider the following recommended settings:
   • Set “Sync events from email to SF” to Enabled
   • Set “Events to sync” to Sync All Events
   • Set “Sync Events from SF to email” to Enabled
   • Set “Events to sync” to Sync All Events
     
     

Advanced Calendar Sync Settings

Users can leverage Cirrus Insight’s advanced calendar sync settings to tailor their CRM’s integration to their preference. To get the most out of your experience, we recommend the following settings.

1. From the Salesforce Sync Settings menu (set to Calendar Sync), click Filters
2. Review the Filter settings and ensure the following items are set appropriately, and click save:
   • Add your company’s domain name to the “Domain blacklist” so internal emails will not sync
   • Set “Sync private events” to Don’t sync private events
   • Set “Filter Google events by color” to Disabled
3. From the Salesforce Sync Settings menu (set to Calendar Sync), click Enrichments
4. Review the Enrichment settings and consider the following recommended settings and click save:
   • Set “Relate synced events to accounts” to Enabled
   • Set “Smart link” to Enabled (if needed)
   • Set “Relates emails to” Smart Link when enabled
   • Set “Enable salesforce invitees” to Enabled
   • Set “Add user records to synced events” to Enabled
5. From the Salesforce Sync Settings menu (set to Calendar Sync), click Advanced
6. Review the Advanced settings and consider the following recommended settings and click save:
   • Set “Sync full event description” to Enabled
   • Set “Delete events from email” to Disabled
   • Set “Reset sync window” to 2 months
   • Set “Sync frequency in minutes” to 120
   • Set “Field Sync Options” to Enabled
     
     

Setting up Salesforce Sync for Tasks

1. To begin set up, click on the three white lines (highlighted in blue) in the upper left of the Sidebar.
   
   
2. From the new menu that opens, under Settings, choose Salesforce Sync
   
   
3. Click the Manage Settings button. A new page will open.
   
   
4. From the new menu, choose Task Sync
5. A list of two options will open, choose Rules
6. Review the Email Rules and consider the following recommended settings and click save:
   • Set “Sync tasks from email to Salesforce” to Enabled
   • Set “Sync tasks from Salesforce to email” to Enabled
7. From the Salesforce Sync Settings menu (set to Task Sync), click Advanced
   • We recommended setting “Sync full task descriptions” to Disabled
   
   

Add a new Contact or Lead

Adding a new Contact or Lead is simple, both for existing Salesforce information and new additions. For new contacts, Cirrus Insight will note new users with a question mark (?).

To add a new Contact or Lead;

1. After clicking on the contact card, select Contact or Lead.
2. Follow subsequent prompts.
   

Edit a Record in Salesforce from the Sidebar

If a contact is already loaded into Salesforce, your email will automatically log all records (when Email Sync is enabled)

1. To edit a record, first click the pencil icon on the contact card
   
2. After selecting the edit icon the Edit screen will open.
   
3. To view all of the fields, which are determined by your Salesforce Settings, use the scroll on the right side of the window
4. Update all appropriate sections – Required fields will display with a red asterix *
5. Once all fields are entered, select ‘update contact’
   
   

Add a Task to a Record in Salesforce

1. From the contact card, select the check mark icon to create a task for this contact.
2. After clicking the check mark the Create/Edit Task screen will open
3. With access to all of the task fields, create, edit, or assign the task to someone else.
4. Once all of the tasks fields are entered, select create task.
   

Log a phone call to Salesforce

1. Select the handset icon from the contact card
2. After clicking the icon, the log call menu will open
3. Use the scroll bar at the right to access all of the fields
4. Enter call information to all appropriate fields
5. Add additional information to the description field (bottom)
6. Once fields are entered, select log call.