Salesforce is the go-to customer relationship management (CRM) platform choice for many private capital firms. It’s a powerful tool that can make sourcing and closing deals easier and more efficient. And when you pair Salesforce with customizable Google Chrome extensions, you gain more flexibility and extensibility—making your CRM even more dynamic.
In this article, we’ll dive into the details of Chrome extensions for Salesforce and take a closer look at twelve Chrome extensions that can increase dealmaker productivity and help your team close more high quality deals.
What are Chrome extensions for Salesforce?
Chrome extensions for Salesforce are easy-to-use tools that help teams work more efficiently in their CRM. You can install these programs directly into Chrome to facilitate your work processes in the Salesforce CRM.
There are many different Chrome extensions, all serving different purposes—some help Salesforce platform users analyze data, while others help create and manage custom reports or complete data entry and other tasks through automation.
Why use Salesforce Chrome extensions?
Salesforce Chrome extensions are a quick and easy way to improve the functionality of the CRM for your deal team. These extensions can help you with everything from increasing your deal efficiency to enhancing the experience that stakeholders like founders and limited partners (LPs) have with your team.
Finding the right Salesforce Chrome extensions depends on what you want them to achieve for your Salesforce users.
The 12 best Salesforce Chrome extensions
From keyboard shortcuts to quick find functions, there’s no doubt that there’s a Salesforce Chrome extension out there to help your team make more efficient investments. Here are twelve extensions to help improve your workflow and productivity.
You can find these extensions in the Chrome Web Store.
1. Affinity Pathfinder
Your investment data is meant to live in your CRM—but that isn’t always where you work. With the Affinity for Salesforce Chrome extension, Affinity Pathfinder, you can uncover and capture new information, update deals, automate data entry, and get the benefits of relationship intelligence wherever you’re working.
You can also dramatically reduce the amount of time you spend switching between Salesforce, Chrome, and other platforms like your email. With a direct connection to your CRM, you can see relationship information in a custom side panel as you research and engage with clients from websites, LinkedIn, and your Gmail inbox.
With Affinity Pathfinder, you can:
- Find your next prospective founder or investor while researching on the internet or LinkedIn. When enabled, Affinity Pathfinder automatically surfaces data points next to websites and LinkedIn profiles to help you assess companies and people as you source new deals. This helps to qualify potential opportunities in real-time simply by visiting their website.
- Keep your deal pipeline up-to-date. No matter where you are, you can make changes to Salesforce. Create contacts, accounts, or opportunities, and update deal data and opportunity statuses as you gain new insights.
- Improve team communication by instantly sharing insights in your CRM. Your notes, profile updates, and account changes are instantly viewable by your team in Salesforce.
- Close deals faster by identifying shared connections and facilitating warm introductions. Find colleagues who can provide warm introductions to key stakeholders at prospective companies that can close deals 25% faster. You can also see the strength of these connections, so you go into every introduction with a full understanding of the relationship.
- Access deal context where you need it. Stay on top of deal progress and avoid duplicate data entry with a timeline of activity and notes from previous interactions coupled with your email and meeting invite data.
Install Affinity Pathfinder today.
Don’t have Affinity for Salesforce yet? Connect with our team to get started.
2. Boostr for Salesforce
Boostr for Salesforce helps VC teams automate manual administrative tasks and streamline complex processes. Aptly named, this Chrome extension for Salesforce is all about boosting Salesforce admin and developer productivity. The advanced data management features help users conduct profile comparisons, permission set modifications, and metadata search, which can all positively impact efficiency.
While Boostr for Salesforce is best suited for Salesforce administrators and developers, it helps simplify the sometimes complex Salesforce configurations, effectively boosting performance for all users.
With Boostr for Salesforce, you can:
- Search when adding items to a change set.
- Add a checkbox to the table header in the admin area to check and uncheck all items in that column.
- Display the API Name next to field names when editing a fieldset.
3. Salesforce ORGanizer
Salesforce ORGanizer is a Chrome extension that lets you forget about your Salesforce.com username and password. You can easily manage your most frequently used accounts while feeling confident that your sensitive data is being stored securely. ORGanizer also helps you recognize Salesforce.com tabs from various organizations on your browser—you can set individual labels, colors, and quick links for easy navigation.
With the ORGanizer Chrome extension, you can:
- Store data for your frequently accessed investments and portfolio companies.
- Create your personal ORG’s quick link library to handle special links.
- Use the built-in Quick Link tool to quickly access your most-used standard Salesforce links.
4. Enhance Salesforce Dashboard
Standard Salesforce dashboards can only be refreshed daily, weekly, or monthly. With the Enhance Salesforce Dashboard, you can improve the user experience with “up-to-the-second” real-time Salesforce data.
If your team needs help with data visualization, this Chrome extension helps by allowing resizing, dragging, and dropping components so you can view your data in a way that works for you. Enhance Salesforce Dashboard is user-friendly and offers deal teams a personalized Salesforce experience that meets their needs.
With Enhance Salesforce Dashboard, you can:
- Customize auto-refresh frequency and duration.
- Add up to 7 columns on your dashboard.
5. Salesforce Navigator for Lightning
Salesforce Navigator for Lightning is a Chrome extension that can help you improve productivity while working in Salesforce. It allows you to easily navigate your Salesforce instance by giving you a search tool to find any Salesforce page without requiring extensive menu clicks.
If you want to make Salesforce more intuitive for your firm, Salesforce Navigator for Lightning can help streamline workflows and improve efficiency.
With Salesforce Navigator for Lightning, you can:
- List and search records, make new ones, and create tasks easily.
- Improve the search function with Salesforce.
6. Salesforce Gmail Integration
Developed by Salesforce, the Salesforce Gmail Integration is a Chrome extension that gives you access to your Salesforce records directly from your Gmail account.
Your deal team can stay in sync, reduce manual data entry, and become more productive.
With Salesforce Gmail Integration, you can:
- View all contacts, deals, and opportunities that are associated with emails and calendar appointments.
- Search Salesforce records from your Gmail account.
- Create new records from your Gmail account.
- Add emails and meetings to records with just one click.
7. Salesforce Logins by Synebo
Say goodbye to verification codes and lost passwords with Salesforce Logins by Synebo. This free Chrome extension helps you manage your Salesforce credentials in a secure place. With just one click, you can log in and easily import and export credentials or generate a session login link when needed.
Salesforce Logins by Synebo protects your data and stores it with encryption. If you need an added layer of security, you can use their PIN code protection.
With Salesforce Logins by Synebo, you can:
- Use grouping, quick search, and one-click login to a new tab, window, or even incognito mode.
- Import and export your credentials.
- Generate a session login link.
- Copy login information to the clipboard in a single click.
8. RingDNA Intelligent Dialer for Salesforce
Close more deals through phone calls with RingDNA Intelligent Dialer for Salesforce. This Chrome extension helps make your calls more effective by giving real-time guidance before, during, and after every conversation. It also captures all engagement history in Salesforce, making it easier to keep your data up to date.
You can use a local area code to save money by improving connection rates and automatically routing return calls to the dealmaker who placed the original call.
With RingDNA Intelligent Dialer for Salesforce, you can:
- Click to call from any website.
- Access live conversation guidance.
- Use data from any solution that integrates with Salesforce.
9. ZaapIT for Salesforce
ZaapIT for Salesforce is a Chrome extension designed to help you manage your CRM data more efficiently by eliminating duplicates automatically and in bulk. The solution offers a wide variety of data management features, including mass merge, auto merge, selective merge, several bulk actions, email validation and verification, search options, and more.
With ZaapIT for Salesforce, you can:
- Merge multiple records into one record while keeping key data and related information intact.
- Use advanced import with duplicate avoidance.
- Run auto-merge, merge jobs, and reports daily/hourly and automatically.
- Auto-convert leads based on matched records or conditions.
10. Salesforce Colored Favicons
Need help keeping track of all your Salesforce instances? With Salesforce Colored Favicons, you can change the color of the standard Salesforce favicon to distinguish between your organizations. When you visit a new Salesforce organization, the application automatically adds a new color and you can customize the colors used.
With Salesforce Colored Favicons, you can:
- Update the standard favicon on Salesforce tabs with colored versions.
- Customize the colors.
- Keep your desktop organized when working with multiple Salesforce tabs.
11. Crazy Compare For Salesforce
Keep your CRM records clean and up-to-date with Crazy Compare For Salesforce. In just a few clicks, you can quickly compare two profiles and identify the differences so you can easily manage your settings and data.
With Crazy Compare For Salesforce, you can:
- Identify access differences between two profiles.
- Download a Profile Difference Report.
- Compare profiles at the Field level and Object level, as well as Apex Class and Visualforce Page access.
12. Salesforce Quick Shortcuts
Salesforce Quick Shortcuts is a tool to help you access important Salesforce information with ease. It enables users to create shortcuts via a quick access bar on all Lightning pages to improve efficiency and productivity in your workflow.
With Salesforce Quick Shortcuts, you can:
- Create your own custom Salesforce shortcuts.
- Automatically save your most frequently used shortcuts to Favorites.
- Choose what custom shortcuts and objects will be shown.
Tap into relationship intelligence directly from your web browser
With Affinity for Salesforce and the Affinity Pathfinder Chrome extension, you can find, manage, and close more high-quality deals right where you work. Get the benefits of multiple Chrome extensions in one by pairing relationship intelligence with automated data entry and inbox integration.
Find out how Affinity for Salesforce can help your firm improve deal efficiency today.
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Salesforce Chrome extensions FAQs
How do I install Salesforce Chrome extensions?
To install a Salesforce Chrome extension:
- Navigate to the Chrome Web Store
- Search for and select the extension you want to install
- Click “Add to Chrome”
For some extensions, this is all you need to do to install. Others will let you know if they need certain permissions or data. To approve, click “Add Extension.”
Can a Chrome extension for Salesforce help keep your data clean and up-to-date?
Yes, there are Chrome extensions for Salesforce that can help you keep your data clean and up-to-date. Affinity for Salesforce’s Chrome extension, Affinity Pathfinder, keeps your deal pipeline up-to-date by allowing you to edit records, create opportunities, and update deal status as you get new insights.
Because Affinity for Salesforce automates data entry, you can eliminate duplicate data, reduce the risk of introducing errors, and keep your data clean and current.
You can also keep your entire deal team up-to-date by instantly sharing insights firm-wide—your notes, profile updates, and deal changes are instantly viewable in your CRM.
What are the benefits of Chrome extensions for Salesforce?
Salesforce Chrome extensions provide Salesforce users with a wide variety of benefits. Depending on the extension’s purpose, they can help increase efficiency, streamline workflows, improve deal productivity, reduce manual data entry, and make it easier to manage the Salesforce interface.
With the help of Chrome extensions for Salesforce, you can customize your Salesforce experience and tailor it to your needs. This can help create a more user-friendly experience that lets your team work faster.
What Chrome extensions for Salesforce should developers consider?
There are a lot of other Salesforce Chrome extensions and developer tools that developers can use to boost productivity and deal efficiency.
Salesforce developers should consider the following Chrome extensions:
- Salesforce Advanced Code Searcher
- Salesforce Inspector
- Salesforce Show API Names
- Salesforce DevTools
- Salesforce Apex Debugger
