Get the data you need in seconds, with careful attention to personal information throughout.
Exports every visible column plus forecast revenue, opportunity ID, and Salesforce URL. Only columns you've made visible are included. Revenue, cost, and profit are written as real numeric cells.
Expands to one row per product, with revenue, cost, profit, and margin for that product specifically.
Exports each opportunity's Task and Event history in a format built for AI analysis, sorted chronologically.
Non-admin users automatically have contact and personal-info columns excluded from every Excel export.
AI-generated prompts never include personal information such as contact names, by design.
The only external server this extension talks to is your Salesforce org. AI features only open a new tab to the AI service you've chosen.
Bulk-create Tasks across multiple opportunities straight from a CSV file.
Paste an email body and the extension detects matching opportunities, then logs a Task.
Estimate the impact on revenue and won-amount totals before you confirm a bulk stage change.
Roll back the most recent bulk owner reassignment with one click.
Search and replace across multiple opportunities' memos and tags in one pass.
Automatically downloads an opportunity Excel file on the weekday you choose.
See a list of, and links to, every file attached to an opportunity.
Shows how many Salesforce API calls this session has used.
Queues changes made while offline locally, then auto-syncs them once you're back online.
Encrypted backups and field mapping adapt the tool to your org.