Account Management

• 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 use the Whitelist feature?

  The Whitelist allows Cirrus Insight Admins to specify which users in their Salesforce org can access Cirrus Insight.

• 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.

• For Admins: How do I know if my Salesforce API limit has been exceeded?

  Find out how to check to see if your Salesforce API limit has been exceeded.

• For Admins: How do I setup the Lead Assignments Rules in Salesforce to work with Cirrus Insight?

  There are a few required setup steps in Salesforce to assure that Leads are assigned properly when using Cirrus Insight. Please review this video - Salesforce Lead Assignment Rules - Setting Lead Record Ownership

• 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.

• 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.

• For Admins: Where can I view detailed information about each Flight Plan?

• For Admins: How do I set organization preferences for Calendar Sync?

  Admins can enable/disable Calendar Sync for their organization and choose sync options for their users.

• For Admins: How can I use Google Organizational Units to set up Admin-Managed Sync?

  To only provide certain users with access to Cirrus Insight Cloud App, your G Suite admin can designate which Organizational Units (OUs) should have access.

• For Admins: Why are users missing from the Admin-Managed Sync list?