The Elements extension opens up the documentation and insights right panel from your Salesforce metadata dictionary.
Prerequisites
Space Admin rights in the Space
Salesforce Org connected and synced
Install browser extension
Elements browser extension works in Google Chrome, Microsoft Edge, Brave, and Firefox internet browsers.
Google Chrome / Microsoft Edge / Brave: install our extension from here.
Firefox: install our extension from here.
Admin insights in Salesforce Setup
The browser extension inserts the Elements right panel in Salesforce Setup for all metadata types supported by Elements.
This feature is available in Salesforce Lightning:
And Salesforce Classic:
Opening panel by default
You can set the panel to open as a default wherever there is information to display. Click on the Elements extension icon in the toolbar and set the switch. You will need to set this each time you open Salesforce.
Admin insights on Salesforce Record Pages (Classic)
At the moment, you can only open the admin insights right panel on Classic Record Pages. You can open up the right panel by clicking on the Elements icon at the top of the page. You can also click on the Elements icon next to any field to open up the right panel for that field.



