Lightning Extension
Enhance productivity with new add-on features
Work with Salesforce records directly in your browser.
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Sales Cloud Everywhere lets you work on your to-dos, see engagement alerts, create records, and update multiple records. You can use it in your Gmail inbox, or in a standalone window alongside any web page.
- Sell where you work: Move deals forward as you move around the web.
- Access data anywhere: Bring context to every conversation.
- Accelerate deals with real-time buyer data: Engage with people who want to engage with you.
What you can do with Sales Cloud Everywhere:
- Work with Salesforce directly in Gmail.
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Store average score: 4.2. The bars below are calculated from synced review text only, so they may be empty for extensions that have public ratings but no synced comments yet.
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It's great. You install it as a plugin and it creates a little side window that collapses out of view easily. When you finish an email, you can go to the window and it has already found the associated people in your SFDC records, as well as associated Opportunities. You check boxes on which ones you want to associate this email to, and it updates everything in the background. You can check your tasks, look up records, and it even has an auto-update reminder feature - so you can keep the "side-car window" closed, and it will just pop up a more centralized form that shows you who will be associated if you want and which opportunities - again with full control and checkboxes. The "bonkiest" part of it is when it times out (usually overnight) because SFDC has logged you out. The little window shows a red-X so you know, and all you have to do is click the plugin icon in the upper right and re-login, or (if you've logged in already directly to SFDC) just hard reload the page and pow, it's working again. Good little widget that packs a very powerful punch. I am a tech and hate bad code ... this is not bad code.
Very useful to track information on SalesForce, few bugs on the road but in general a very good extension to use SalesForce at its best!
Great extension, however I would prefer to only use the chrome sidebar and not the gmail app, because it takes space in gmail. Is it possible to turn off the bar in gmail and use the chrome sidebar only?
I really appreciate the integration of Salesforce with Chrome. Without it, I'm sure I'd log a fraction of the interactions I do. Still have some technical glitches around logging sometimes - having to sign in to Salesforce again to get the link to work, or having to leave the email and go back in and manually choose to log. But usually it works just fine.
Just downloaded. Looks great overall. The preview photos make it look like it can be a standalone page vs it being in the side panel. Is this true?
The extension is pretty good, though it does freeze or disconnect a lot. Reloading the page usually fixes it, but it can be glitchy sometimes and it's annoying to have to try to go back and log emails after the fact
Eu utilizo muito esta extensão, é o meu braço direito, organiza os meus casos de uma forma ágil e fácil.
Our team recently experienced similar issue reported today of a javascript error when sending out an email on Gmail. The pop-up box doesn't come up anymore and instead turns the screen grey / Gmail is frozen. One can refresh the browser to reload Gmail; the email is still sent out but it is not logged into Salesforce. In another case, if one is logged into the extension and follows the prompt on the right side of the screen to 'Log Email On Send'>Save, then there is no issue. (My system info: <macOS Sonoma 14.0>; <Google Chrome Version 118.0.5993.88 (Official Build) (x86_64)>; <Salesforce Chrome Extension version 2.246.1> ***edit***as at 23 October 2023 ***changed the star rating from 2 to 5 stars. The issue has been resolved. The email logging function is back and no more freezing issue.
Recent Failure. The pop up window to log an email is only showing partially on screen so I cant associate it with an account.
I've loved using this extension for a while, but since the last update on 10/19/2023 on a Windows device the framing on the pop up box to log is WAY off. I can only give it 2 stars as this framing issue makes it very hard for me to use the extension. Would increase my rating if it's fixed.