Easily keep Salesforce up to date while you look for future customers by researching
companies and individuals on the internet.
Then
add a record or update Salesforce with the latest information.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter, Enterprise, Performance,
Unlimited, and Developer Editions with Sales Cloud
|
Contextual insights are part of the Salesforce Chrome extension. Ask your Salesforce admin
to enable the extension.
-
Open the extension.
-
If necessary, click Enable Contextual Insights.
Salesforce examines the active website.
If the company or person on the website matches a Salesforce account, you can view the
details in the Salesforce database. Similarly, if a person on the website matches a
Salesforce contact or lead, you see the details in Salesforce.
If information about a new company or person is found, add it to Salesforce for further
follow-up. Or, create an account, lead, or contact from scratch if you want to follow up.
