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Sales Cloud Everywhere
The Salesforce Chrome extension lets you work with your To Do List, see engagement alerts, create and update records, and more, without leaving the web page you're on.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter, Enterprise, Performance, Unlimited, and Developer Editions with Sales Cloud |
- Enable and Disable the Salesforce Chrome Extension
Salesforce admins can let users access the Salesforce Chrome extension by turning on settings in Setup and inviting users to install the extension. - See Engagement Notifications in Sales Cloud Everywhere
With My Feed in the Salesforce Chrome extension side panel, you can see all your recent engagement alerts while viewing web pages. You can filter on engagement type, review the history of notifications in the feed, and pick the right moment to reach out to a prospect. For example, if you get a notification in the side panel, you can quickly shift your attention to the engaged prospect without switching browser tabs. - Work on Your To Do List in Sales Cloud Everywhere
With the To Do List in the Salesforce Chrome extension, you can view, filter, sort, search, and complete your pending tasks within the side panel. You can visit any web page at the same time, letting you view relevant information outside of Salesforce while prioritizing and completing your tasks. - Follow Up on Companies and People of Interest in Sales Cloud Everywhere
Easily keep Salesforce up to date while you look for future customers by researching companies and individuals on the internet. Then add a record or update Salesforce with the latest information. - View and Create Records in Sales Cloud Everywhere
You can view and create records efficiently in the Salesforce Chrome extension side panel while viewing relevant information on the web. For example, when you identify a prospect on a company’s web page, you can create the lead record in the extension side panel while viewing the prospect’s information on the web. - Considerations for Working in Sales Cloud Everywhere
As you work in the Salesforce Chrome extension, keep these considerations in mind. - Workspace
Access Workspace list experience from the Salesforce Chrome extension side panel. Workspace opens in a new browser tab, where you can personalize your list view to .work with just the records you’re interested in. Filter, search, query, and update records directly in each Workspace list.
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