Boost Salesforce OmniStudio Productivity with One-Click Access to IP, DR, Flexcards, and OmniScripts.
Salesforce OmniStudio Helper Extension
With just one click you can access the latest active versions of OmniScripts, Flexcards, Integration Procedures, and Data Raptors, streamlining your workflow and saving valuable time.
🤔How To Use :
1. Install and make sure the extension is active.
2. Open your Salesforce org (lightning recommended)
3. Click \"OS Helper\" button at the right top corner.
4. Load any component of your choice, click \"Open in SF\" button to open any component in Salesforce.
5. For finding any FlexCard or OmniScript on active page, open Extension from top bar (you can pin it for easy access) and click find components.
🫡Optional : you can also execute IP / DR from the extension itself without opening the org.
📃Changelog
v1.2.2 :
- Added ability to find OmniStudio Components on active page (FlexCard, OmniScript)
- Optimized logic to find Namespace.
- Added Help Section.
v1.2.1 :
- Bug fixes.
- Version update.
v1.2.0 :
- Added support for both Vlocity and Standard OmniStudio components.
- Optimized code for faster loading and IP/DR execution.
- Minor UI enhancements for Table, Buttons and Dark Mode.
Source Manifest.json
How to download and manually install Salesforce OmniStudio Helper extension for Chrome
Looking for a way to install Salesforce OmniStudio Helper extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.
However, you may need to install Salesforce OmniStudio Helper extensions manually, this article outlines two simple methods to effortlessly install Salesforce OmniStudio Helper extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.
Method 1: Download Salesforce OmniStudio Helper extension and manually install through Drag &Drop
If you ever need to manually install a Salesforce OmniStudio Helper extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.
Step 1: Download the Salesforce OmniStudio Helper Extension by clicking the "Download CRX" button on the website.
Look for the Salesforce OmniStudio Helper extension you wish to install. Go to the website and download the Salesforce OmniStudio Helper extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Salesforce OmniStudio Helper extension that contains all the data.
Step 2: Extract &Arrange Files
Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.
Step 3: Go to the Chrome Extensions Page
Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.
Step 4: Drag and Drop the Extension
Now, go to the folder where you extracted the Salesforce OmniStudio Helper extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.
Step 5: Complete the Installation
Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.
Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.
Method 2: Download Salesforce OmniStudio Helper extension for Chrome and install in Developer Mode
This is another method to install Salesforce OmniStudio Helper extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.
Step 1: Download the Salesforce OmniStudio Helper extension file
Select and download the Salesforce OmniStudio Helper extension by clicking the 'Download CRX' button on the website.
Step 2: Extract the downloaded contents
Convert the file to a ZIP file if it is in CRX format then extract the Salesforce OmniStudio Helper extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Salesforce OmniStudio Helper extension running.
Step 3: Open Chrome Extension Setting Page
In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.
Step 4: Enable Developer Mode
After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.
Step 5: Load the Unpacked Extension
Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."
Step 6: Select the Extension Folder
Once the pop-up opens upon clicking Load unpacked, select the Salesforce OmniStudio Helper extension directory and click on the "Select Folder "button.
Step 7: Confirm and Install
After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.
Conclusion
Here we've made a step-by-step guide on How to manually install Salesforce OmniStudio Helper extension in 2 ways. We hope this guide proves helpful.
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