Chrome Browser Guide - Extension Setup

Overview

This guide explains how to set up Chrome extensions. Extensions give you a faster, easier way to access applications you use regularly, such as Salesforce Lightning and Calendly, directly from your browser.

Who This Is For: All PC users and Chrome users in every role.

Before You Begin

Systems Required: Laptop and Chrome browser.

What This Guide Covers

• Finding and installing extensions from the Chrome Web Store
• Installing the Salesforce Lightning Extension
• Installing the Calendly Chrome Extension
• Pinning your extensions for quick access
• Personalizing your extension settings

Step-by-Step Instructions

Step 1: Search for an Extension

Open your Chrome browser. Click in the URL bar and type the name of the extension you need for your role.

Tip: Always select the extension from the official Chrome Web Store to make sure you’re installing a safe, verified version.

Step 2: Install the Salesforce Lightning Extension

Search for the Salesforce Lightning Extension. Look for the icon with a blue lightning bolt and gear symbol, labeled Lightning Extension.

• Click on the extension.
• Click Add to Chrome.
• When the pop-up appears asking if you want to add the extension, click Add Extension to confirm.

Step 3: Install the Calendly Chrome Extension

Search for the Calendly Chrome extension. Look for the icon with a blue “C,” labeled Calendly for Chrome.

• Click on the extension.
• Click Add to Chrome.
• When the pop-up appears, click Add Extension to confirm.

Step 4: Pin Your Extensions

Once your extensions are installed, you’ll see a puzzle piece icon appear next to the URL bar.

• Click the puzzle piece icon to view all of your recently installed extensions.

• Click the pushpin icon next to each extension to pin it to your toolbar for quick access.

• Click outside the box once you are finished.

Step 5: Personalize Your Extension Settings

Click on each pinned extension icon to personalize its settings:

• Lightning Extension: click the icon, toggle on the Link Grabber option, then click Allow.

• Calendly Extension: click the icon to open a side panel in your browser, giving you quick access to manage your Calendly bookings with clients.

Best Practices

Follow these guidelines every time you set up a Chrome extension:

• Only install extensions from the official Chrome Web Store.
• Double-check that the extension icon and name match what you’re looking for before adding it.
• Review any permission pop-ups carefully before confirming.
• Pin extensions you use regularly so they’re easy to find in your toolbar.
• Personalize each extension’s settings to fit how you work.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.