Salesforce: Query and bulk edit Close date, Amount, Forecast Category and Next Steps-My Open Pipeline Opportunities.

Latest Version

Version
0.2
Update
January 16, 2017
Size
463KiB
Developer
sites.google.com/site/bulkeditopportunities
Category
Users
50
Rating
5 ★
Manifest Version
2
Web Store Status
Languages Support
English
See more
Permissions
Cookies
Tabs
Https://*.force.com/*
Https://*.salesforce.com/*
Https://*.visual.force.com/*
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BulkEdit Opportunity Pipeline in Salesforce Extension

Please Note:
** If the download as Excel/PDF not working please Mark \"Always Allow\" for Adobe flash player setting by clicking in the following link.
http://www.macromedia.com/support/documentation/en/flashplayer/help/settings_manager04.html
(This plugin uses swf for the download feature so if you have this setting as Always Deny or Always ask then it may not work)

Salesforce My Open Opportunities/Pipeline Management (https://sites.google.com/site/bulkeditopportunities/) is a Google Chrome Productivity Extension with following Features: (Please refresh your salesforce browser Tab prior to clicking on the Chrome extension Icon.):

1) By Clicking Edit My Open Opportunities will fetch the Opportunities owned by you from your logged in salesforce instance
2) It allows to update the Opportunity Pipeline fields: Probability, Close Date, Amount, Next Steps, ForecastCategory
3) From the list of opportunities you can select the opportunities you would like to Mass-Edit Probability, Close Date, Amount, Next Steps and save the records.
4) You can View the result in a paginated format, allows search within your result, You can sort a column in the result set
5) Click on xls, csv,pdf to download the result in the given format, copy to copy the result and print to print the result.
6) This extension will be useful for your Pipeline Forecast calls.

User needs to login to the Salesforce.com org in the browser or refresh the page if already logged-in before clicking on the Chrome extension. The chrome extension reads the session cookie and runs the query/update against the respective Salesforce.com org. There is no need to login again in the extension pop-up. Works well when you are working on multiple orgs and manage your pipeline in multiple orgs at ease.

This is something I tried out to learn how to make a Chrome Extension. The error handling is not done quite well.
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "manifest_version": 2, "name" : "BulkEdit Opportunity Pipeline in Salesforce", "version" : "0.2", "description" : "Salesforce: Query and bulk edit Close date, Amount, Forecast Category and Next Steps-My Open Pipeline Opportunities.", "author" : "Madhumita Mantri", "permissions" : [ "cookies","tabs", "https://*.force.com/*", "https://*.salesforce.com/*","https://*.visual.force.com/*" ], "browser_action" : { "default_icon" : "Asset_Icon.png", "default_popup" : "popup_datatable.html" }, "content_scripts" : [{ "js": [ "js/jquery.js", "js/forcetk.js", "js/contentscript.js" ], "matches" : [ "https://*.salesforce.com/*", "https://*.force.com/*" ] }], "web_accessible_resources": [ "js/jquery-2.0.3.min.map" ]}
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How to download and manually install BulkEdit Opportunity Pipeline in Salesforce extension for Chrome

Looking for a way to install BulkEdit Opportunity Pipeline in Salesforce 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 BulkEdit Opportunity Pipeline in Salesforce extensions manually, this article outlines two simple methods to effortlessly install BulkEdit Opportunity Pipeline in Salesforce extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download BulkEdit Opportunity Pipeline in Salesforce extension and manually install through Drag &Drop

If you ever need to manually install a BulkEdit Opportunity Pipeline in Salesforce 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 BulkEdit Opportunity Pipeline in Salesforce Extension by clicking the "Download CRX" button on the website.

Look for the BulkEdit Opportunity Pipeline in Salesforce extension you wish to install. Go to the website and download the BulkEdit Opportunity Pipeline in Salesforce extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for BulkEdit Opportunity Pipeline in Salesforce 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 BulkEdit Opportunity Pipeline in Salesforce 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 BulkEdit Opportunity Pipeline in Salesforce extension for Chrome and install in Developer Mode

This is another method to install BulkEdit Opportunity Pipeline in Salesforce 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 BulkEdit Opportunity Pipeline in Salesforce extension file

Select and download the BulkEdit Opportunity Pipeline in Salesforce 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 BulkEdit Opportunity Pipeline in Salesforce 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 BulkEdit Opportunity Pipeline in Salesforce 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 BulkEdit Opportunity Pipeline in Salesforce 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 BulkEdit Opportunity Pipeline in Salesforce extension in 2 ways. We hope this guide proves helpful.

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User reviews

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Luiz Gonzaga (ID: 000000f98e27d1cc) Voted 5 ★ - Updated 01/06/2017 muito bom