Cirrus Insight Quick Start Guide - Outlook

1. Navigate to the Cirrus Insight Dashboard (in a new browser tab).
2. Enter your work email, check Remember Email, and select Sign In.

3. Select the Sign in with Salesforce button.
   • If using a customized Salesforce URL, review the “Custom Login” section of How do I sign into the Dashboard?
4. Enter your Salesforce credentials and click Log In.
   • Accept the necessary permissions if prompted.
   • Contact your Cirrus Insight Admin if unsure how to proceed.

If you plan to use Email/Calendar Sync, Scheduling, or Email Blast, you'll need first to connect your Salesforce & Outlook accounts with Cirrus Insight.

1. Navigate to My Profile within the Dashboard.
2. Click the Connections globe icon in the top right.

3. Select Connect your Salesforce. Sign in with your Salesforce credentials and accept the necessary permissions.
4. Select Connect your Office 365 (or Connect your Exchange, depending on your email server). Sign in with your work email
   credentials and accept the necessary permissions.
5. Look for green dots to the right of your accounts to verify a successful connection.

• Next, learn how to Set Up Salesforce Syncs.
• Alternatively, skip to the Install Sidebar section to get started in the inbox..

If you plan to use Email Sync and/or Calendar Sync, you can specify exactly how Cirrus Insight should be keeping your emails and events synced between Salesforce and Outlook— all automatically!

Set Up Email Sync

Use Email Sync to automatically sync your emails to Salesforce. Set up rules, filters, and enhancements to customize which emails should be synced.

• By default, emails synced to Salesforce will be related to the matching contact record (in the Activities section) of any recognized email address.
• Note, some user settings may not be adjustable if Admin-controlled settings prevent changes.

1. Navigate to Email Sync Rules within the Dashboard.
   • Salesforce Sync > Salesforce Sync Settings > Email Sync > Rules

2. From Rules, choose which emails should be synced by enabling or disabling these settings:
   • If unsure, enable only the blue Recommended settings.

3. Continue to the Filters section for further customization:
   
   • If unsure, enable only the blue Recommended settings.

4. Continue to the Enrichments section for even more customization:
   
   • If unsure, enable only the blue Recommended settings.

5. Select Save in the bottom right.

• Next, learn how to Set Up Calendar Sync.
• Alternatively, skip to the Start Syncs section to learn how to start Email Sync now.

Set Up Calendar Sync

Use Calendar Sync to keep events in sync between Salesforce and your email calendar. Set up rules, filters, and enhancements to customize which events should be synced.

• Note, some user settings may not be adjustable if Admin-controlled settings prevent changes.

1. Navigate to Calendar Sync Rules within the Dashboard.
   • Salesforce Sync > Salesforce Sync Settings > Calendar Sync > Rules
2. From Rules, choose which events should be synced by enabling or disabling these settings first:
   • If unsure, enable only the blue Recommended settings.

Both of the above settings can be configured independently with their own set of sub-rules:

• Sync all events - will sync events that contain a contact/lead.
• Only sync updates to existing events – if this option is chosen, the system will only sync changes to events that have been manually synced by hand or through the Cirrus Insight sidebar plugin. New events
  will not be created.
• Only sync events that contain an invitee – If no attendees have been invited for the event, this option will prevent syncing.
• Only sync events that contain a contact or lead – Only events that contain a Salesforce contact or lead on the invitee list will be synced (not just related to the contact/lead).

3. Continue to the Filters section for further customization:
   • If unsure, enable only the blue Recommended settings.

4. Continue to the Enrichments section:
   • If unsure, enable only the blue Recommended settings.

5. Finish setup with the Advanced section:
   • If unsure, enable only the blue Recommended settings.

6. Select Save in the bottom right.

Start Syncs

1. After confirming you have no other sync processes enabled, navigate to Salesforce Sync General Settings.
   • Salesforce Sync > Salesforce Sync Settings > General Settings

2. Select Start under Email Sync and Calendar Sync.
3. Select Save in the bottom right.

If you plan to use the Cirrus Insight Sidebar in your inbox, follow these steps.

Install

To start using Cirrus Insight for Outlook, first install Cirrus Insight's Office add-in. Here’s how:

1. From Outlook, select Get Add-ins from the Home tab of the top navigation.
   
   • This will open a pop-over window.

2. Type “Cirrus Insight” in the ‘Search Add-ins’ field and select Cirrus Insight - Email Sidebar & Sync to Salesforce from the
   results.

3. Click Add.
   • After installation, the Cirrus Insight Add-in will be available in both the desktop and web-based versions of Outlook.

Sign In

After successfully installing the Sidebar, you’ll need to sign in from Outlook. Here’s how:

1. From Outlook, click the Cirrus Insight icon in the top-right of the Home menu to launch the Sidebar.
2. Enter your work Email.
3. Check Remember Email and select Sign In.

4. Select the Sign in with Salesforce button.
   
   • If using a customized Salesforce URL, review the “Custom Login” section of How do I sign in to the Sidebar? | Outlook
5. Enter your Salesforce credentials and click Log In.
   • Accept the necessary permissions if prompted.
   • Contact your Cirrus Insight Admin if unsure how to proceed.

6. Click the Pin button in the top-right of the Sidebar. This prevents having to relaunch the Sidebar on every new email.

If using the Sidebar, learn how to complete common Salesforce actions directly from the inbox.

Add a New Contact or Lead

1. From the People Tab, select the + Contact or + Lead icon under the person you want to add.
2. Confirm/add details and Save.
   • Unrecognized email addresses will display the message “Record not available in Salesforce.”

Edit an Existing Record

1. From the People Tab, select the
   pencil icon under the record you want to edit.
2. Make changes and Save.
   For objects other than contacts/leads:
3. From the Work Tab, click the object type.
4. Select the pencil icon under the record you want to edit.
5. Make changes and Save.

File an Email to Salesforce

If you don’t use Email Sync, you can manually file emails to Salesforce.

1. Open any email that you want to file to Salesforce.
2. From the People Tab, select the File Email icon (next to the related person).

3. Confirm or change the additional Related To record.
   • Optionally, choose to File Attachments.
4. Click File Email in Salesforce.
   
   • Filed emails will display in Salesforce under the related person’s/record’s activities.
   • You can enable Quick File to file emails with a single click.
     • Emails will be related to the person & account.
     • User Dashboard > Sidebar > Salesforce Integration > Email

Ready to learn more? Check out our Knowledge Base to get going with useful solutions such as
How do I set up Calendar Scheduling? or How to search Salesforce from the Sidebar.

Need guidance? Start a Support chat from any page on cirrusinsight.com.