Email Sync

• 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.

• How do I revoke and re-authorize access to my Google account?

  In order to run processes like Calendar Sync, Email Sync, or Contact Sync, Cirrus Insight needs access to your Google account. Occasionally, there will be a problem with the authorization and you'll need to grant access again.

• 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 do I enable and use Email Sync?

  Learn how to utilize the Email Sync feature to automatically log your emails to Salesforce.

• For Admins: How do I edit searchable email fields?

  If your Salesforce organization has more than email address field on the contact or lead object, this can throw off the search results that Cirrus Insight uses.

• How do I authorize my Google account when Email Sync encounters a problem?

  If you received a "Cirrus Insight Email Sync Problem" email, you'll need to grant authorization to your email account.

• For Admins: How do I enable Admin-Managed Sync?

  With Admin-Managed Sync, Cirrus Insight administrators can centrally manage their users' Email and Calendar Sync processes and settings.

• Why was I notified about a problem with my Calendar or Email Sync?

  Cirrus Insight will send daily emails with specific steps to fix the Calendar or Email Syncissue until you take action to resolve it.

• 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.

• 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: How can I prevent emails or events from certain domains from syncing?

  As a Cirrus Insight Admin, you can adjust your Organization Settings so that emails or events from certain domains will be skipped from syncing.