User Guide

• 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.

• 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 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 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.

• 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.

• How do I update to the most recent version of Cirrus Insight?

  Updates are pushed out to you. Only a refresh of Cirrus Insight is needed.

• How do I update Chrome to ensure Cirrus Insight functions properly?

  Find out how to easily update Chrome.

• For Admins: How do I create a Flight Plan?

  Learn the steps to create a Flight Plan for the Cirrus Insight Flight Plan users at your organization.

• Why Does My Primary Google ID Need to be Reset?

  If you change your email address or if you've inherited an existing Salesforce user license from a previous user, please contact our Support Team so they can reset your Primary ID and you can authorize your new Google account.

  
  

• For Admins: How do I set an Outcome for a Flight Plan?

  Learn the steps to create an Outcome for a Flight Plan.

• 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.