What can I do if Cirrus Insight disappears from my inbox?
Learn how to troubleshoot Cirrus Insight not appearing in your Gmail inbox.
Gmail Knowledge Base
Is Cirrus Insight compatible with my VPN?
Find out if Cirrus Insight will work with your VPN.
How do I get email attachments from Gmail into the Chatter feed in Salesforce?
Three easy steps to set up Cirrus Insight for Chatter feed in Salesforce.
How do I refresh Cirrus Insight?
Learn how to refresh Cirrus Insights in 3 quick clicks.
How do I enable and set up Calendar Sync?
Learn how to enable and manage synced events between Salesforce and your Google Calendar.
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.
How do I install Cirrus Insight?
Install Cirrus Insight from our website to quickly get started.
For Admins: Why can't my users log into Cirrus Insight?
Do not enable the Salesforce security setting "Lock sessions to the IP address from which they originated" as it will disable your users from logging in to Cirrus Insight.
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 enable or disable the Email Campaigns feature?
This feature can be turned on or off for ALL users from the Cirrus Insight account dashboard.
For Admins: How do I edit an object layout for my users?
This article will detail the steps required to ensure that all the custom and standard fields your users need are presented in the Cirrus Insight sidebar.
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 set-up Salesforce and Cirrus Insight to save email attachments to Chatter feeds?
Learn how to set up your environment so email attachments will be saved to Chatter Feeds.
For Admins: How do I report on usage and adoption of Cirrus Insight?
You can report on usage and adoption of Cirrus Insight by adding "Created by Cirrus Insight" ("Created_by_Cirrus_Insight__c") checkboxes to certain objects.
Why do I see an "unable to sign in to Salesforce" message?
Usually this indicates a restricted IP range – meaning that you’re only allowed to sign in from certain IP addresses.
How do I use Link Tracking to count how many times my email's hyperlink is clicked?
You can track information about links you place within your emails. See the simple steps involved in setting this up.
Can I use Cirrus Insight with multiple Gmail accounts?
You can use the Cirrus Insight browser extension in as many Gmail accounts as you’d like.
How do I uninstall Cirrus Insight?
Learn how to quickly remove Cirrus Insight from Chrome.
For Admins: How do I use the Whitelist feature?
This article explains the usage of the Cirrus Insight "whitelist" feature available from the Account Dashboard.
How do I find my Salesforce User ID?
Your Salesforce User ID can be found either from the Account Info settings in Cirrus Insight or your user record in Salesforce.