Getting Started
prospect installs as a browser extension available on google chrome, microsoft edge, and other chromium based browser, including vivaldi and brave firefox is not supported install prospect install the prospect extension from chrome webstore https //chromewebstore google com/detail/salesbolt for salesforce/efofnpgckiolloafapilchaapccpjpin for microsoft edge, you might be required to allow chrome web store applications a pop up window will ask you to connect recruiterbolt to your salesforce account and choose which environment to install it you will be redirected to salesforce click the allow button to provide permissions and finish the installation if you get an error message asking you to check your username and password, please try selecting the "use custom domain" link below the login button your custom domain will usually be present in your salesforce account url once you are logged in i e in the below example, our custom domain would be recruiter bolt if the prospect icon isn't showing, click on the extensions button to show all extensions to ensure that the extension icon is always available, click the extensions ‘jigsaw puzzle’ icon in the top right of your chrome browser and then click on the pin icon when the pin becomes blue prospect’s icon will now stay pinned within your browser for easy access not all chromium based browsers offer this option the same way for example, in vivaldi, right click on the extension icon and click hide/show button how prospect works prospect scraps integrated websites you visit and searches for information that matches your salesforce records in your crm or ats see integrations docid 6qsoup3nc4ffskfrac8pz also, you can use it to update salesforce contact info and create salesforce tasks and records from any website sidebar mode while you can use prospect as a regular chrome extension, prospect also has a dedicated sidebar mode this is handy for creating a large volume of leads or if you are jumping around tabs while editing or creating a record to open sidebar mode click the recruiterbolt extension icon click the sidebar icon next to the search box the sidebar will open next to the browser window unlike regular chrome extensions, the sidebar stays open in a separate window free trial prospect starts with a 14 day free trial no credit card is required to get started with a free trial after your trial expires you will have unlimited free access to prospect lite, which provides weekly free credits you can use to create and view records you can refer a friend or colleague to prospect to get even more free credits once your 14 day free trial expires your prospect license will automatically roll over into our free tier "lite" plan the "basic" plan offers the same salesforce integration you're used to giving you visibility into existing crm records on linkedin and other websites, but with a capped limit of creating or editing about 8 records per user, per week from the prospect chrome extension, although you can still view and open existing records in salesforce the prospect free trial is by salesforce org as such, if one of your colleagues has already installed prospect, they will have started the free trial, and your installation might happen after your company wide free trial has expired however, you can use prospect in lite (free) mode forever