Step By Step
Step By Step
First ensure Cirrus Insight is not running | |
|---|---|
To avoid feature overlapping, please check that Cirrus Insight extension is either not installed or deactivated on your Chrome Browser. If you are a Cirrus user, please deactivate the plugin rather than uninstall it. You should receive an email from Cirrus to notify you that the sync has been stopped.
|
|
Check full documentation: https://docs.google.com/presentation/d/1apDD4Vs67ajMvCZiKuAfJJ_3Krq24FzAZm5XkFlfTiw
|
|
Go to https://www.cirrusinsight.com and click on “Get started"
• According to your browser, click on ‘’Add extension’’
Once installed, click on « Go to Gmail »
Logging into Production
- After clicking on Sign In To Salesforce, choose Sign in with SSO
- Check that the 2 checkboxes are ticked and click on Continue
- Then, click on Get to Work!
Contact Creation | |
|---|---|
Cirrus can help the user to create Contacts directly from their Google Mail Account. In order to do so, just hover the Contact’s name and Cirrus will recognize it. To create a new Contact, just click the “Create Contact” button.
|  |
Cirrus will automatically fulfill the First Name, Last Name and the email address of the Contact. If it recognizes additional values in the signature, it will populate them. The user can then fulfill the rest of the information such as:
Once all the appropriate information is populated you can create the Contact by clicking on “Save”.
|  |
The Contact is now saved and available in SFDC
|  |
You can now edit the Contact directly in SFDC or by clickin on the “Edit” button on Cirrus.
|  |
Google Calendar Sync | |
|---|---|
Firstly, if it is the first time the user uses Cirrus, he/she will need to activate the Google Calendar Sync. In order to do so, the user needs to go on the Settings button > Calendar > Calendar Sync and click on “Enable Google Calendar Sync”
|  |
Cirrus can sync events from the Google Calendar to SFDC and from SFDC to the Google Calendar. As a general rule, only the events that are flagged with the “Red” color and which are not “Private” will be synced from Google Calendar to SFDC. |  |
The event will be saved on the Google Calendar and will display in red. It will sync with SFDC in the next sync cycle. |  |
Once the cycle is passed, the Event will appear in SFDC. | You can also create an event in SFDC, which will also be synced in your Google Calendar at the same time as the sync cycle happens.
|
The event synced from SFDC to Google Calendar will appear in the “Red” color as well. |  |
Send Email to SFDC
Cirrus can send an email to SFDC and link it to a Contact.
In order to do this, open the email of a Contact that is already existing in SFDC and click on the “Add to Salesforce” button.
This will open a window where you can click on “Quick Add”.
Once done the email will be saved under the Activity History related list of the Contact.
Related articles
- Navigation & Search
- Chatter
- Activity: Synchronize events with Google Calendar (Cirrus)Activity: Send an email from Gmail to Salesforce (CirrusLightning For Gmail)
- Contact: Create a contact in Salesforce and from Google (Cirrus Insight)Lightning for Gmail
- Activity: Create a customer visit in Salesforce and from Google Calendar (Cirrus InsightLightning For Gmail)
Need help?
| Include Page | ||||
|---|---|---|---|---|
|
| Viewtracker |
|---|