How do I refresh Cirrus Insight?
Refreshing Cirrus Insight brings in the most current data from Salesforce. This is especially useful if you or your Salesforce admin have recently added new fields/values to Salesforce.
To refresh Cirrus Insight, take these steps:
- Open Cirrus Insight Settings (wrench icon).
- Choose Account Information from the menu on the left.
- Click the Refresh Cirrus Insight button.
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