The Chrome Extension is a major upgrade to Setup, allowing Elements to be displayed in a right panel for Setup and Record Pages.  it also enables end users to see pop-up, in-app help in Record Pages.

Installing and using the Chrome Extension

You can now see Elements Catalyst analytics and documentation inside Salesforce Setup (Lightning & Classic) and Record Pages (Classic). You need to install a Chrome Extension from the Google Chrome Web Store.

Logging into Elements

Click on the Elements extension icon in the toolbar and login into Elements Catalyst. You can use the LOGIN WITH SALESFORCE if your account is connected. If you set up the Org Mdel sync you are automatically connected.  Other Salesforce Users need to be connected using Single Sign On,

Elements inside Setup

The chrome extension opens up a right panel in Salesforce Setup wherever it is available i.e objects, fields, page layouts, Apex classes & triggers, global actions etc.

This feature is available in Salesforce Lightning:

And Classic: 

Logging into Elements

You will need to be logged into Elements or set up a Salesforce Login Flows to automatically login an user based on profile. Click on the Elements extension icon in the toolbar and login into Elements Catalyst. You can use the LOGIN WITH SALESFORCE if your account is connected. If you set up the Org Mdel sync you are automatically connected.  Other Salesforce Users need to be connected using Single Sign On,

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.

Giving access to the Org Model right panel.

To see the right panel content, users need to be invited as Viewers or Editors to the Org Model in Elements.  

Elements in Salesforce Record Pages (Classic)

The right panel for the object will be displayed. You can also click on an Elements icon next to a field to open up the right panel for that field. 

Record page extension limitations

  • We are not able to show the Elements insights on some object record pages in Salesforce Classic due to to Salesforce API limitations. If an object is not supported you will be informed in the extension.
  • We are not able to show the Elements insights on record pages of some packages in Salesforce Classic if they have custom page layout (MailChimp package is a prime example)
  • There are some known issues on the record page field insights for a Case object. This will be fixed in the next update. 
Did this answer your question?