Account Management

• For Admins: How do I change organization settings for the Add to Salesforce or Email Sync to Salesforce features?

  Learn how to set up your org preferences to determine how your users will be able to add emails to Salesforce.

• For Admins: How do I enable or disable the Email Campaigns feature?

  As a Cirrus Insight Admin, you can enable or disable your organization's ability to create Email Campaigns.

• For Admins: How do I refresh Cirrus Insight for all my users?

  To reflect layout changes made in Salesforce for all users, the Cirrus Insight admin can sign into to the Account Dashboard and refresh the user cache.

• For Admins: How do I use the Whitelist feature?

  The Whitelist allows Cirrus Insight Admins to specify which users in their Salesforce org can access Cirrus Insight.

• 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 know if my Salesforce API limit has been exceeded?

  Find out how to check to see if your Salesforce API limit has been exceeded.

• How do I find the link to LinkedIn?

  See how to navigate to the LinkedIn link within Cirrus Insight.

• How can I choose which of my Gmail Accounts I want to display in the Cirrus Insight panel?

  Select the gmail accounts you want to see Cirrus Insight in.

• How do I show or hide Cirrus Insight?

  Find out how to easily display or hid the Cirrus Insight panel within your Gmail.

• What are the Salesforce Application Limits and Force.com Platform Limits?

  See the Salesforce Limits Quick Reference Guide for details.

• Why isn't the Opportunities section/info/related list displaying in Cirrus Insight?

  Opportunities are usually configured out of the box in Salesforce.com to work seamlessly with Cirrus Insight, however if either the Opportunity or Contact objects have been customized, it is possible these customizations could cause Cirrus Insight to not display all the expected information.

• For Admins: How do I setup the Lead Assignments Rules in Salesforce to work with Cirrus Insight?

  There are a few required setup steps in Salesforce to assure that Leads are assigned properly when using Cirrus Insight. Please review this video - Salesforce Lead Assignment Rules - Setting Lead Record Ownership

• Can I choose to sync or skip private calendar events between Google and Salesforce calendars?

  Yes, private events can be synchronized or skipped between Google and Salesforce calendars. See how to do it.

• How can I force a Salesforce logout?

  See how to force a Salesforce logout.

• How do I enable Gmail's "Undo Send" setting?

  This brief article describes how to enable a Gmail setting, which will help Cirrus Insight work better for you.

• What can I do if the Realtime Notifications of email tracking events are no longer displaying?

  Learn how to fix the issue of not receiving Chrome notifications of email tracking events.

• 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: 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. If you see red exclamation marks beside your Syncs within Cirrus Insight Settings, your Salesforce admin may need to revoke Oauth access in Salesforce.

• For Admins: Where can I view detailed information about each Flight Plan?

• How do I choose whether a Contact or Account is automatically displayed in the Snapshot?

  By default, CI will pull up the Contact record when you open an email or hover or an email address. If you'd prefer CI to pull up the individual's Account record rather than Contact record, check the Enable Account Snapshot box.