recordindicator.com

Support

Install

  1. Install the extension from the Chrome Web Store.
  2. Important: Navigate to a supported Salesforce Lightning record page in Chrome while signed in to Salesforce, for example an Account record.
  3. Click the extensions icon in the Chrome toolbar, then select Salesforce Record Indicator to open the popup and view the available fields for the current record.
    Why do I need to do this? This allows the extension to auto-detect and populate your Salesforce org domain.

Set up

  1. Open Options from the extension popup.
  2. Add the Salesforce org in Manage orgs, or select it if it is already saved.
  3. Select the object you want to configure from the dropdown.
  4. Choose the display settings in the Display section.
  5. Select New Rule to create your first indicator rule.
  6. Build the indicator rule using available fields.
  7. Choose the indicator color as part of the rule.
  8. Return to the record page and confirm the indicator appears as expected.

Important note

For the extension to work correctly, it must be allowed to access the Salesforce website in Chrome site access settings. It only works with the records, fields, and data that the current user already has permission to access in Salesforce. If a field is not accessible to that user, the extension will not treat it as available.

FAQs

Which Salesforce objects are supported?

The current standard-object scope is Account, Contact, Lead, Opportunity, and Case. Additional object support is expected to roll out first in paid tiers. We are also piloting custom object support.

Does the extension see more Salesforce data than I can already access?

No. Record fields, data visibility, and product behavior depend on the individual user's existing Salesforce session, permissions, and field access.

What is the popup field view for?

It helps users see the fields available on the current record, search by label or API name, and troubleshoot why a rule is or is not matching.

Where are my rules and preferences stored?

Rules and preferences are stored in Chrome extension storage.

Is my Salesforce data shared externally?

No. The extension does not send or share your Salesforce data externally. Salesforce record data is accessed through your existing Salesforce session, and your rules and preferences are stored in Chrome extension storage.

I’ve reached the limit of the Free tier and need additional rules. What can I do?

You can upgrade to the Pro tier if you need to create more rules. The Free tier is there so you can try the extension and make sure you are happy with the features and functionality first. Pro provides the same core functionality, but increases the number of rules you can create. Please only upgrade to Pro if you are happy with the Free tier functionality and want higher limits.

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