Step By Step
How to install Cirrus
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:
- Salutation
- Account Name – Type at least 3 characters and click on the lookup
- Language – Choose in the list
- Phone numbers
- Function & Job Department
- Address
Once all the appropriate information are 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.
First ensure Cirrus Insight is not running | |
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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.
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Check full documentation: https://docs.google.com/presentation/d/1apDD4Vs67ajMvCZiKuAfJJ_3Krq24FzAZm5XkFlfTiw
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Google Calendar Sync | |
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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”
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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.
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The event synced from SFDC to Google Calendar will appear in the “Red” color as well. |  |
Account creation
1) Click on the arrow
2) Select "Accounts"
3) Click on "New account"
4) Select "Non SAP Customer"
Add an email from Gmail on a Contact (or on an Account) page in Salesforce
1) Open a mail in Gmail and click on Add to Salesforce
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