Reports

• 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 create a "Created by Cirrus Insight" field?

  To determine which Salesforce records were created by Cirrus Insight, your Salesforce Admin can create a custom "Created by Cirrus Insight" checkbox field.

• 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.

• For Admins: How do I view users' performance and outcome results in Flight Plans?

  This article will explain how to navigate within the Performance tab, describe the type of information presented, and display the options available to you as the Admin.

• For Admins: How do I customize the fields in search results, list views, and related lists?

  As an Admin, learn how to customize the layout for search results + lists in Salesforce