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:

  1. Open Cirrus Insight Settings (wrench icon).
  2. Choose Account Information from the menu on the left. 
  3. Click the Refresh Cirrus Insight button.


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