The Elements Chrome Browser Extension is a major upgrade to the Salesforce Setup - and more! It allows the Elements insights to be displayed in the right panel for Setup and Record Pages. It also enables end users to see pop-up, in-app help in Record Pages and leave feedback for the Salesforce Admin. This article deals with installation, setup and troubleshooting.
Article outline
Prerequisites
Installing and using the Chrome Extension
Logging into Elements
Rolling out the extension to your whole team
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Prerequisites
You need to have registered an account with Elements or have been provisioned to Elements via Salesforce or another system.
Installing and using the Chrome Extension
Click here to go to the Chrome Store and install the Elements Chrome Extension.
Pin the installed Elements extension to the toolbar by following the steps below.
Logging into Elements
Click on the Elements extension icon in the toolbar and login into Elements.
You can use the LOGIN WITH SALESFORCE if your account is connected.
Rolling out the extension to your whole team
To learn how you can make the Elements extension and its features accessible to your entire team, follow this article.
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