Articles on: Browser Extension

Change the Object being used for Job Leads or Tasks whilst using the Chrome Extension

This feature allows administrators to customize which Salesforce objects and fields are used for different scenarios when saving data.


Examples

  • Job Opening: Map fields to a custom object in your ATS (e.g. the "Job Lead" object)
  • LinkedIn Message: use the "Opportunity" object instead of the "Task" object when saving a LinkedIn message.



Steps to Customize


  1. Open the Chrome Extension Settings by clicking on the gear box icon ⚙️


  1. Select "Field Mapping" from the settings menu



  1. Choose the Action Group


Action

Description

Job Opening

Capture job listings from LinkedIn or other websites. For Applicant Tracking Systems (ATS), this typically corresponds to the Job Lead object.

LinkedIn Connection Note

The optional message sent when initiating a connection with someone on LinkedIn.

LinkedIn Message Log

A record of messages exchanged via LinkedIn's chat or messaging features.


  1. Configure Object and Fields
  • Select the desired Salesforce object (e.g., Opportunity instead of Task)
  • Choose the specific fields to use


**Tip: ** Use the "Prefill Automatically" button to apply PipeLaunch's suggested fields. Our smart system analyzes your Salesforce setup to recommend the most appropriate fields for each value.


  1. Save and Reload
  • Save your changes
  • Reload the extension to apply the new settings


Note: Only System Administrators or users with the "PipeLaunch Admin" permission set are able to access these settings


Updated on: 31/07/2024