Articles on: User Guides

Browser Extension: Manage and Update Existing Profiles

Manage/Update Your Existing Profiles



The PipeLaunch Browser Extension supports a wide range of use cases, with one of the most valuable being the ability to quickly determine whether the contact or lead you’re interacting with already exists in Salesforce.


With PipeLaunch, you can instantly identify whether a contact or lead already exists in Salesforce and take action without leaving your current page. You can update existing records, create tasks, upload files, and make other changes, all directly from the browser extension.


Teams often invest valuable time switching between tabs, searching Salesforce, and manually comparing information. PipeLaunch eliminates this friction by bringing Salesforce insights and actions directly into your workflow.


This helps your team save time, keep Salesforce data up to date, and stay focused on meaningful interactions instead of repetitive administrative work.


Let's get started! 🚀


  1. If you have multiple records for the same contact in Salesforce, use the extension to access additional details and determine the correct record:


  1. Update a record without going into Salesforce:


  1. Open a Record on Salesforce:


  • You can simply click on the cloud icon to redirect to the Salesforce record.



  • If you’d like to continue making changes directly in Salesforce, simply click “Continue in Salesforce.”



💡Tip: If you encounter a Salesforce error, click “Continue in Salesforce” to open the record in Salesforce, where you can review the error details, troubleshoot the issue, or report it quickly.



  1. Perform multiple operations with the Related Objects within the extension (example, creating Tasks, Notes, Etc):

If you have any questions or need assistance, please feel free to reach out to us at support@pipelaunch.com.


We also welcome your feedback and feature requests. We’re always listening and will do our best to incorporate your ideas into our roadmap!


Your experience is our priority!

Updated on: 28/08/2026