How do I use Activities+?

Overview

Activities+ is the easy-to-read conversation view that allows you to make sense of all the emails, calls, and meetings you and your team have saved to Salesforce for a particular record.

Review monthly communication numbers, search for specific details, and bring conversation intelligence into the inbox so you'll always know a record's status.

Features

Monthly Metrics

Review activities and quickly determine the number of emails, calls, and events for any record, separated by month.

Search

Track down specific details with contextual search.

New Activities Notification

Easily determine when a record has new activities to review.

View in Salesforce

Load activities directly in Salesforce.

Information

Take a tour, review relevant help articles, or provide feedback about Activities+.

Fullscreen

Expand the view to fullscreen to see more activities at once.

View More

Load even more activities by selecting "View More".

Requirements

Activities+ is supported on select Cirrus Insight Gmail plans. If you're interested in Activities+, please reach out to your account representative or contact us here.

You can use Activities+ with any Salesforce object as long as the Activity History related list has been added to the object's page layout.