The Salesloft Chrome Extension includes a settings panel that lets you customize how the extension behaves for your workflow. Extension settings are managed individually by each user and do not affect team-wide configurations.
In this article, you will find:
Before you can review extension settings, make sure you have the following:
- Download the Salesloft Chrome Extension.
- (Recommended) Pin the extension to your Google browser top nav.
- Open the Salesloft Chrome Extension from your browser toolbar. The Extension dropdown will open.
- Find the Settings and Support section. Click Settings within the extension panel. The Connect Settings page will open in a new window.
- Review and update your preferences.
Figure 1: Extension dropdown with Settings button
You can also access Settings directly from the Side Panel Profile View:
1. Click your profile avatar in the top navigation bar of the Side Panel. The Profile View will open.
2. Click Settings. The Connect Settings page will open in a new window.
The Chrome Extension contains two tabs with a variety of settings: General and Notifications.
General
The General Settings assign the basic individual settings for Salesloft Connect in Chrome.
The settings include the following. Click the available links to learn more:
- CRM Salesloft buttons: Controls whether the Salesloft buttons for click to call, send email, and import contact can display in your CRM.
- CRM click to call button: Enables the display of the Click to Call button in your CRM. CRM Salesloft Buttons setting (above) must also be enabled.
- CRM import tab: When enabled, opens the Salesloft import window in a new browser tab vs the active tab when importing from Salesforce.
- Calendar event lofting: Allows the Lofting toggle and CRM Record Selection widget to appear when you create or edit events in your calendar.
- Incoming calls automatically open CRM record in a new browser tab: When enabled, automatically opens the caller's CRM contact record in a new browser tab.
- Side Panel: Enables Side Panel UI.
Figure 2: General Chrome Extension Settings
Notifications
The Notification Settings allow you to control whether you receive in-extension alerts for cadence tasks and reminders. The notifications include:
- Email opens
- Email clicks
- Email failures
- Email replies
- Tasks
- Inbound voicemail
- Meetings
- Messaging
Figure 3: Notification Chrome Extension Settings
Profile View Tools
In addition to the settings above, the following tools are available directly from the Profile View inside the Side Panel:
- Reload Extension: Refreshes the Chrome Extension without restarting your browser or clearing your cache. Use this if the panel is stuck, showing outdated information, or not responding as expected. To reload, click your profile avatar in the Side Panel header and select Reload Extension.
