Add to Salesforce

• 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.

• 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: 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.

• How do I add an email to Salesforce when it has multiple contacts/recipients?

  You can simultaneously relate an email to multiple contacts by enabling Shared Activities in Salesforce.

• How can I view records in Salesforce using Cirrus Insight?

  See how to quickly view a record in Salesforce you created or edited using Cirrus Insight

• How do I add an email to Salesforce when I have the email open?

  For maximum control of which emails are added to Salesforce, you can simply add them manually with one click.

• For Admins: How can I add emails to Salesforce Lightning as Email Messages?

  Learn how to add emails to Salesforce Lightning as Email Messages using Cirrus Insight.