1. Click on the three vertical dots near the upper right corner of your Cirrus Insight sidebar.
2. From the drop-down menu, click on View in Salesforce to open a new browser window and display the object/record in Salesforce. The object/record displayed in Cirrus Insight is what you'll see in Salesforce.
How do I address an “Office API Error” when using Add to Salesforce?
If you're an Office 365 user and encounter "Office API error: Cannot get email subject and body", Add to Salesforce cannot log your email to Salesforce.
How do I enable Automatic Logging of outbound emails?
With Automatic Logging enabled, any outbound emails you send to existing Salesforce leads/contacts will be automatically added to Salesforce (without you having to select the Add to Salesforce button).
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.
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.
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.