User Guide

• 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.

• 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 enable API access in Salesforce?

  API access must be enabled for your user in Salesforce for Cirrus Insight to connect to your Salesforce org.

• How do I get Cirrus Insight to recognize my custom object in the object drop-down list?

  See how to remedy an issue where your custom object is not displaying in drop-down menus.

• How do I set up Salesforce so I can access my custom objects in Cirrus Insight?

  This article describes the setup necessary in Salesforce in order to work with your custom objects in Cirrus Insight.

• How do I select Signature Extraction options?

  Find out how to quickly choose the Signature Extraction option you desire.

• For Admins: How do I set up DNS for the Personal Scheduling Page domain alias?

  As an Admin, you will need to add a CNAME record when setting up your team's Personal Scheduling Page.

• For Admins: How do I set up company branding for my team's Personal Scheduling Pages?

  Admins can see how to quickly customize their team's branding for user's Personal Scheduling Page.

• Cirrus Insight for Gmail User Manual

  Learn how to set up and utilize all the major features in Cirrus Insight for Gmail.

• 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 can I search for emails associated with a contact or lead?

  Learn how to quickly use the Gmail Address Search function in Cirrus Insight to search for your contact's emails.

• How do I update to the most recent version of Cirrus Insight?

  Updates are pushed out to you. Only a refresh of Cirrus Insight is needed.

• For Admins: How do I create a Flight Plan?

  Learn the steps to create a Flight Plan for the Cirrus Insight Flight Plan users at your organization.

• For Admins: How do I set an Outcome for a Flight Plan?

  Learn the steps to create an Outcome for a Flight Plan.

• For Admins: How do I view users' performance and outcome results in Flight Plans?

  This article will explain how to navigate within the Performance tab, describe the type of information presented, and display the options available to you as the Admin.

• For Admins: How do I manage my Action Items in Flight Plans?

  Learn what the three types of Action Items are and how you interact with them in Flight Plans.

• For Admins: How do I pause or stop a Flight?

  As an Admin, learn how to pause or stop a Flight for a user.

• For Admins: How do I pause or stop a Flight Plan?

  As an Admin, learn how to pause or stop one or more Flight Plans. Doing so will affect all your users.

• How do I create a Lead or Contact?

  Learn how to easily create a Lead or Contact.

• Cirrus Insight for Gmail Admin Guide

  Admins can use this guide to find out how users install the app, and discover how to manage their licenses and enable org settings.