Step By Step

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 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.
The email can be opened on the Contact’s related list

Overview