How do I enable Thread-Based Sync for my org using Email Message Object?

Disclaimer: Thread Based Sync is only supported with Salesforce Email Message Object (Enhanced Email) configuration at this time. Salesforce Task Object configuration is not fully supported.

A Salesforce Sandbox connected to Cirrus Insight is required to test in BETA. Enroll in the Task Object BETA program (here) or Contact Cirrus Insight Support to learn how to configure the feature for your org.

Overview

Thread-Based Sync allows users to manually change and set the related records on a synced email. By making the change the first time, Email Sync will automatically retain those relations for new emails in that thread going forward.

Users set the related records once per email thread (via manual Email File).
Then Email Sync will automatically sync and relate any new emails in the thread to those newly selected related records.

Requirements

Cirrus Insight Admin permissions
Thread-Based Sync is enabled for your org (during alpha/beta)
Pro-Plan Or Higher

Steps

1. Navigate to Email Sync Enrichments in the Admin Dashboard.

home.cirrusinsight.com > Admin > Salesforce Sync Settings > Email Sync > Enrichments

2. Enable Save Email IDs.

Enabling "Save Email ID's" will unlock the ability to begin using Thread-Based Smart Link.

3. Enable Thread-Based Sync and then Save.

KB-TBS233

This setting can’t be enabled unless Save Email IDs is enabled first in step 2 above.

4. Recommended:

Disable the Allow users to file draft emails setting (see More Details section below).
Navigate to Sidebar - Salesforce Integration settings.
- home.cirrusinsight.com > Admin > Sidebar > Salesforce Integration > Email
Disable Allow users to file draft emails and then Save.