Overview

In this section, you will discover how to install LFG module and how to use it, in particular:

Concerned profiles:

ALL

Table of content

How to install Cirrus
Go to https://www.cirrusinsight.com and click on “Get started"
Click on ‘’Install Now for Gmail’’
• According to your browser, click on ‘’Add extension’’
Once installed, click on « Go to Gmail »

Logging into Production
• Click on Sign In To Salesforce.
After clicking on Sign In To Salesforce, choose Sign in with SSO (insure that Salesforce is opened on your computer)
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.

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.

Account creation
1) Click on the arrow 2) Select "Accounts" 3) Click on "New account" 4) Select "Non SAP Customer"
5) Fill all the fields you are able to, the red fields are mandatory Then Click on « Save »
Your account is now created in Salesforce from Gmail through Cirrus
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
2) Using the look up, select the Contact (or the Account) linked with the mail and click on Save
3) The mail is now accessible in Salesforce, on the Contact page (or Account page), Activity History section
4) Click on the mail Subject to view the mail in Salesforce