User Guide

• What can I do if Cirrus Insight disappears from my inbox?

  Learn how to troubleshoot Cirrus Insight not appearing in your Gmail inbox.

• How do I enable and use the Contact Sync feature?

  This article details how to enable Contact Sync, explains how Contact Sync works, how often it runs, what fields are synced from contacts in Salesforce, and how to create Sync Sets.

• 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 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.

• 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.

• 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. 

• How do I change the date format in Salesforce?

  You can change how the date format is displayed by updating the "Locale" value that's set on the User record.

• How do I get Cirrus Insight to recognize my custom object in the object drop-down list?

  See how to remedy an issue where your custom object is not displaying in drop-down menus.

• How do I set up Salesforce so I can access my custom objects in Cirrus Insight?

  This article describes the setup necessary in Salesforce in order to work with your custom objects in Cirrus Insight.

• How can I resolve extension conflicts in Chrome?

  Learn how to quickly disable extensions or create a secondary Chrome profile to overcome extension conflicts that cause issues with Cirrus Insight.

  
  

• How do I clear my cache in Chrome?

  Discover how to easily clear your cache.

• How do I select Signature Extraction options?

  Find out how to quickly choose the Signature Extraction option you desire.

• For Admins: How do I set up DNS for the Personal Scheduling Page domain alias?

  As an Admin, you will need to add a CNAME record when setting up your team's Personal Scheduling Page.

• For Admins: How do I set up company branding for my team's Personal Scheduling Pages?

  Admins can see how to quickly customize their team's branding for user's Personal Scheduling Page.

• 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.

• Cirrus Insight for Gmail User Manual

  Learn how to set up and utilize all the major features in Cirrus Insight for Gmail.

• How do I clear my Gmail local storage?

  Learn how to clear your Gmail local storage in Chrome.

• 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.

• How can I search for emails associated with a contact or lead?

  Learn how to quickly use the Gmail Address Search function in Cirrus Insight to search for your contact's emails.