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 save email attachments to Chatter feeds?
Learn how to save attachments to the Chatter feed when using the Add to Salesforce feature.
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 the Chrome Web Store to quickly get started.
For Admins: How do I customize the Add to Salesforce fields/layout?
As a Cirrus Insight Admin, you can customize the fields your users have access to when they use the Add to Salesforce feature.
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: What setup is required before users can save email attachments to Chatter feeds?
Learn how to make files saved from emails more accessible in Salesforce by setting up Chatter attachments.
For Admins: How do I create a "Created by Cirrus Insight" field?
To determine which Salesforce records were created by Cirrus Insight, your Salesforce Admin can create a custom "Created by Cirrus Insight" checkbox field.