Salesforce Everywhere Chrome Extension

Created by Venturelytic Team, Modified on Thu, 26 Oct 2023 at 09:48 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

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