Search records, create opportunities, log activities, and get pipeline intelligence — all from your browser sidebar. No tab switching. No manual data entry. Just ask.
Features
Find any account, contact, lead, or opportunity by name, email, company, or any standard or custom Salesforce field using plain language.
Create and update opportunities including stage, close date, amount, owner, and associated account — all from a single conversational message.
Log calls, emails, meetings, and tasks against any Salesforce record without opening Salesforce. Describe the activity and the AI handles the entry.
Ask for open pipeline totals, close-date summaries, stage breakdowns, or rep-level performance. Get instant answers without building a report.
Draft account outreach, follow-ups, and proposals using Salesforce record data as context. Send directly via Gmail or copy to your email client.
View, create, and update Salesforce cases from any website. Great for customer success teams managing support alongside their pipeline work.
Choose Claude (Anthropic), GPT-4o (OpenAI), or Gemini (Google). Bring your own API key, pay providers directly, zero SideBlend per-message charges.
Your Salesforce session token and AI keys are stored only in your local browser. We cannot see your CRM data. Everything stays on your device.
Connect Gmail and Google Calendar. The AI cross-references your inbox and schedule when researching accounts or drafting outreach.
How It Works
Add SideBlend from the Chrome Web Store. It appears as a sidebar button on every page in Chrome. No configuration wizard required.
Click Connect Salesforce and authorize via OAuth. SideBlend receives a scoped access token — your password is never shared.
Paste your Claude, OpenAI, or Gemini API key in Settings. It lives in your browser only and is never transmitted to SideBlend servers.
Open the sidebar on any page and start asking. Search accounts, log activities, draft emails, and analyze your pipeline instantly.
Pricing
No credit card required. Cancel anytime.
Full access. Zero commitment.
Everything in trial, ongoing.
Two months free vs. monthly.
FAQ
Any Salesforce edition that supports API access. This includes Professional (with API add-on), Enterprise, Unlimited, and Developer editions.
Yes. SideBlend has full read and write access to your Salesforce org. The AI can create contacts, accounts, opportunities, cases, tasks, and activities.
Yes. Your Salesforce OAuth token is stored locally in Chrome and never transmitted to SideBlend. We cannot see your Salesforce data. Only you can.
Standard Salesforce objects (Accounts, Contacts, Opportunities, Cases, Tasks) are fully supported. Custom object support is on our roadmap.
Yes. Each is a separate Chrome extension and subscription. You can run both simultaneously and switch between them in the sidebar.
Cancel anytime at billing.consultantsinabox.com. Your access continues to the end of your billing period. No questions, no hassle.
14-day free trial. No credit card. Full access from day one.
Add to Chrome - Free TrialQuestions? Email hello@sideblend.com