Salesforce Add-Ons:
Salesforce add-ons are a charm! We are coming up with detailed descriptions on some of the best add-ons that will enhance your Salesforce CRM application.
Add additional capabilities to your Salesforce by learning these add-ons.
Today’s add-on:
Cirrus Insight:
Cirrus insight is a Salesforce plugin that integrates Salesforce with Gmail and Google apps. It also syncs Salesforce with Google calendar.
Few of its vital features are:
How auto-view contextual in Salesforce works?
Cirrus Insight will search for a corresponding record every time you open or compose an email. If a record matches, it immediately displays a snapshot of its summery in Salesforce. The summary displays contact information, activity summary and status of opportunities and cases. Now doesn’t that make working fun!?
How to Log a call?
Simply click then click ! Then fill in the required information and save.
How to assign tasks to colleagues from Gmail?
Well this is a cakewalk! You can create tasks and assign them to colleagues. When you create a task search for the person in the assign to user window. Select a desired user and hit save.
The above mentioned are just few features in detail. There is more to it but, isn’t super easy? We at genesis technology will help you understand the in and out of not only this add-on but others too! Find out more about our interesting tutorial!
Interested in our tiny tutorials? Want to learn more? Stay tuned to our blog and learn a little more ever week!!
Salesforce add-ons are a charm! We are coming up with detailed descriptions on some of the best add-ons that will enhance your Salesforce CRM application.
Add additional capabilities to your Salesforce by learning these add-ons.
Today’s add-on:
Cirrus Insight:
Cirrus insight is a Salesforce plugin that integrates Salesforce with Gmail and Google apps. It also syncs Salesforce with Google calendar.
Few of its vital features are:
- It can add Google contacts to Salesforce.
- Allows you to create and edit Salesforce records anytime and anywhere
- It consists of custom fields and custom objects.
- It can sync Salesforce and Google calendar.
- Allows you to view Salesforce info in Gmail and Google apps
- With just a click it can track your emails and attachments to Salesforce.
How auto-view contextual in Salesforce works?
Cirrus Insight will search for a corresponding record every time you open or compose an email. If a record matches, it immediately displays a snapshot of its summery in Salesforce. The summary displays contact information, activity summary and status of opportunities and cases. Now doesn’t that make working fun!?
How to Log a call?
Simply click then click ! Then fill in the required information and save.
How to assign tasks to colleagues from Gmail?
Well this is a cakewalk! You can create tasks and assign them to colleagues. When you create a task search for the person in the assign to user window. Select a desired user and hit save.
The above mentioned are just few features in detail. There is more to it but, isn’t super easy? We at genesis technology will help you understand the in and out of not only this add-on but others too! Find out more about our interesting tutorial!
Interested in our tiny tutorials? Want to learn more? Stay tuned to our blog and learn a little more ever week!!