Specifications

• 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 choose which of my Gmail accounts launch Cirrus Insight?

  If you have multiple Gmail accounts, you can decide which accounts/inboxes launch Cirrus Insight.

• How can I resolve extension conflicts in Chrome?

  Learn how to resolve issues caused by Chrome extensions that conflict with Cirrus Insight.

• How do I choose whether a contact or an account is automatically displayed in the sidebar?

  When you open an email or hover over an email address in your inbox, Cirrus Insight will automatically search Salesforce and then display the matching Salesforce record in the sidebar. Depending on your setting, you can choose to either display the matching contact record or the account record tied to that email address.

• For Admins: How do I create custom fields to bring Cirrus Insight data into Salesforce?

• Why is Firefox no longer supported?

  Starting July 15, 2020, Cirrus Insight will no longer support the Firefox browser.

• For Admins: How do I grant missing Salesforce user permissions for Email Templates?

  If a user's Email Template formatting options are missing, grant the "Edit HTML Templates" and "Manage Public Classic Email Templates" permissions in Salesforce.

• Admins | How do I opt my org out of Google's early releases for Gmail?

  Google's Rapid Release track can introduce changes to Gmail early/unexpectedly— creating issues with Cirrus Insight— so we recommend selecting Google's Scheduled Release track for increased stability.