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: 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 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.
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.
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?
Learn how to quickly add an email (log it) to Salesforce when you're composing an email.
How do I access Custom Buttons?
Cirrus Insight supports Detail Page Buttons with URL content sources.
How do I add an email to Salesforce when I have the email open?
If you don't already have your emails set-up to automatically sync to Salesforce, you can simply add them manually with one click.
How can I create a new Salesforce record?
Learn how to easily create a new Salesforce record using Cirrus Insight.
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 can I add attachments to Email Messages in Salesforce Lightning?
Learn how to upload attachments to the Email Message when adding emails to Salesforce.