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Salesforce Chrome Extension: Elevate Your Productivity!

By Darren Starr
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With the Salesforce Summer ’23 update, they introduced four additional features to the Salesforce Chrome extension. These new additions empower you to maximize your productivity without leaving your browser. Here’s what’s in store!

To-Do List: Stay Organized and Efficient

The To-Do List feature allows you to view, filter, sort, search, and complete your pending Tasks directly within the extension panel. Now you can seamlessly manage your priorities while accessing relevant information outside of Salesforce. Say goodbye to constant tab-switching and stay laser-focused on completing your tasks.

The Feed: Never Miss a Beat

Stay up-to-date with all your engagement alerts while browsing web pages. The Feed feature enables you to receive and review notifications in real-time. Now you can connect with prospects and customers at the perfect moment. Swifty respond to engagement opportunities and keep your sales game on top!

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Record Creation: Swift and Seamless

Creating records has never been easier. With the new Record Creation feature, you can efficiently generate records in the extension panel while viewing relevant information on the web. Spot a potential lead on a company’s website? Create the lead record right there in the extension panel, saving valuable time and effort.

Workspace (Beta): Your Personal Command Center

Say hello to the Workspace (Beta), your one-stop hub for managing your latest Leads, open Opportunities, and recently updated Contacts and Accounts. Easily view, sort, and edit records in a list format within the Workspace. This new feature offers powerful filtering and searching options, enabling you to update records directly and effortlessly.

Salesforce Chrome Extension, Additional Information

This update to the Salesforce Chrome Extension is applicable to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Unlimited, and Developer editions.

Start utilizing these exciting features today and unleash the true potential of Salesforce in your Chrome browser. Simply click the extension icon and immerse yourself in a world of unparalleled productivity.

If you have any questions or require assistance, our dedicated support team is always ready to help!

Posted in General, Salesforce Best Practices, Salesforce Support, Salesforce Tips
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