Salesforce Browser Extension: Manage Your Salesforce Records Directly in Chrome
The Salesforce Browser Extension is a free add-on tool that enables users to experience Salesforce directly in their Gmail and Google Calendar. It allows users to view all contacts, leads, accounts, opportunities, and cases associated with emails and appointments. Users can search and browse Salesforce records and create new records, including custom object records. Additionally, users can add emails and appointments to records in one click, even when composing emails.
With the Lightning App Builder, users can tailor the extension layout, choose features according to their business needs, and assign them to specific user profiles. Users with an Inbox license can schedule appointments more efficiently, know when recipients open emails and interact with content, and schedule emails to send at the best time. The extension also allows users to save and insert common phrases with ease using text shortcuts, view custom object records relevant to an email, and manage Salesforce tasks.
It's important to note that the Salesforce Browser Extension only works with G-Suite corporate email accounts in Chrome and requires a subscription to Salesforce. Setup directions and system requirements can be found on their website. Overall, the Salesforce Browser Extension is a useful tool for managing Salesforce records directly in your browser.
