Salesforce Everywhere Chrome Extension

Created by Venturelytic Team, Modified on Thu, 26 Oct, 2023 at 9:48 AM by Venturelytic Team

Salesforce allows users to work from within their browser. Investment managers that want to pull web information into their dealfunnel or portfolio management profiles, can leverage the add-in to update information in Venturelytic quickly.


See the new feature in action here: 


 


Read more on how to set the integration up here: https://help.salesforce.com/s/articleView?id=sf.sf_chrome_extension_setup.htm&type=5

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article