The video above is a quick tutorial on how to sign into Cirrus Insight using a custom Salesforce sandbox domain. The demonstration is done from within an Outlook environment.
Step By Step Guide:
- Open Outlook and click the home menu to make sure we can then select Cirrus Insight from within the Outlook toolbar.
- Click the Cirrus Insight button to launch the sidebar application.
- Enter your email address tied to your Cirrus Insight user account, and click sign in.
- Underneath the Sign In with the Salesforce button, click the drop-down caret and enter a custom sandbox URL - which will ask for your sandbox domain.
- To get a hold of your domain, you'll need to go back into your Salesforce sandbox environment.
- Within your sandbox dashboard, click the avatar button to view your profile info.
- Copy the URL displayed underneath your name NOT the URL displayed within the browser - it won't work for authentication purposes.
- Back in Outlook, submit the copied domain into the input field. Click the green check button and sign in with Salesforce.
- You may be prompted to login via a pop-up window
- Once everything is approved, you will be taken into the Cirrus Insight application while connected to your sandbox environment.
- Allow the permission sets, and then you are fully connected and can test out the different services that you wish!