FAQ

Frequently Asked Questions

Answers to the questions we hear most.

Do I need admin permissions to use this?

No. Standard users can use the vast majority of features. Operations like bulk owner reassignment, which require Salesforce's "Transfer Record" permission, are the only exception.

Does any data leave Salesforce?

No. The only external server this extension communicates with is the Salesforce org you're logged into. If you use an AI-assist feature, the generated prompt is copied to your clipboard and your choice of AI (Claude / ChatGPT / Copilot / Copilot M365) opens in a new tab — whether the prompt is actually sent depends entirely on whether you choose to paste it there yourself.

Does it work with our org's custom fields?

Yes. Remap custom field API names individually from the "⚙ Field Settings" screen to match your org.

Where is data stored?

Cached opportunity data lives in your browser's IndexedDB; personal settings like column preferences live in localStorage. Both stay local to your browser — nothing syncs to the cloud.

Is it available in multiple languages?

Yes — the extension itself supports Japanese and English.

How do I install it?

Click "Add to Chrome" on the Chrome Web Store listing — setup takes about 30 seconds.

Still have questions?

Reach out any time via the Contact page.