Email Sync

• 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.

• How do I revoke and re-authorize access to my Google account?

  In order to run processes like Calendar Sync, Email Sync, or Contact Sync, Cirrus Insight needs access to your Google account. Occasionally, there will be a problem with the authorization and you'll need to grant access again.

• 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 do I enable and use Email Sync?

  Learn how to utilize the Email Sync feature to automatically log your emails to Salesforce.

• For Admins: How do I edit searchable email fields?

  If your Salesforce organization has more than email address field on the contact or lead object, this can throw off the search results that Cirrus Insight uses.

• How can I disable notifications of Email Opens for emails sent to colleagues at my organization?

  You can prevent Cirrus Insight's Email Tracking feature from showing real-time notifications of 'email opens' from users with the same email address domain as you.

• For Admins: Can I be notified when a user's sync service drops?

  Learn how to enable a service that notifies Admins when one or more of their user's sync services stops.

• Why do I receive the error "You must authorize against your primary account"?

  Discover how the "...authorize against your primary account" error relates to our sync processes and how you can fix it.

• What is Email Sync?

  Email Sync is a background process that automatically logs emails to Salesforce.

• How do I authorize my Google account when Email Sync encounters a problem?

  If you received a "Cirrus Insight Email Sync Problem" email, you'll need to grant authorization to your email account.

• How can I troubleshoot Email Sync?

  Learn how to check your Cirrus Insight settings to ensure Email Sync is set up correctly.

• For Admins: How do I enable Admin-Managed Sync?

  With Admin-Managed Sync, Cirrus Insight administrators can centrally manage their users' Email and Calendar Sync processes and settings.

• Why was I notified about a problem with my Calendar or Email Sync?

  Cirrus Insight will send daily emails with specific steps to fix the Calendar or Email Syncissue until you take action to resolve it.

• For Admins: How can I add emails to Salesforce Lightning as Email Messages?

  By default, emails added to Salesforce via Cirrus Insight will be saved under the Task object. If your organization has moved to Salesforce Lightning and you're now using the Email Message object, you can change how Cirrus Insight adds emails to Salesforce.

• For Admins: How can I use Google Organizational Units to set up Admin-Managed Sync?

  To only provide certain users with access to Cirrus Insight Cloud App, your G Suite admin can designate which Organizational Units (OUs) should have access.

• For Admins: How can I tell if a user's sync process is running?

  Learn how to check the status of users' Email Sync and Calendar Sync to troubleshoot issues and to ensure valuable data is being captured in Salesforce.