Enabling Sales Cloud Everywhere has two halves. An administrator switches the feature on for the org in Setup, and each rep installs the Chrome extension and signs in. Do the admin step first so the extension has something to connect to.
- Open the Sales Cloud Everywhere Setup page
In Setup, type Sales Cloud Everywhere in the Quick Find box, then click Sales Cloud Everywhere to open its settings page.
- Turn on Use Salesforce Across the Web
Find the setting named Use Salesforce Across the Web and enable it. This makes the Chrome extension available to users in your org.
- Have reps install the extension
Tell users to install the Salesforce Chrome extension from the Chrome Web Store. Each user installs it in their own Chrome profile.
- Sign in and turn on Contextual Highlights
On first open, the panel prompts the rep to sign in to Salesforce. Once in, reps can switch on Contextual Highlights to surface accounts and prospects from the page they are viewing.
The org-level switch in Setup that makes the Sales Cloud Everywhere extension available to users.
Per-user toggle in the panel that scans the current page for Companies and People of Interest you can add as records.
Side-panel area for personalized list views and bulk updates, so reps can filter and update several records at once.
Panel button that consolidates the tasks and follow-ups a rep needs to act on that day.
- The extension is Chrome-only and installs per browser profile, so a rep using multiple Chrome profiles must install it in each one.
- Enabling the org setting does nothing on its own; reps still have to install the extension and sign in before the panel works.
- Records the panel creates obey your normal validation rules and required fields, so a rep may hit the same errors they would in the full app.
- Reps will not discover which web surfaces the panel supports without guidance, so pair the rollout with short training on where to use it.