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Configuring the browser extension

Updated over 7 months ago

The Molequle browser extension can search for relevant people or accounts within the Molequle platform based on the HTML or URL of the currently opened webpage. By default, without any additional configuration, the extension will search for accounts in Molequle that correspond to the URL of the currently opened webpage, excluding subdomains.

To customise the extension according to your preferences, follow these steps:

  1. Right-click on the extension icon in your browser to access extension-specific settings.

  2. Depending on your browser, navigate to the options page: For Chrome, select "Options."; For Edge, choose "Extension Options."; For Firefox, go to "Manage Extension," click on the three dots, and select "Preferences."


General Settings

The Molequle extension offers various options to tailor the behavior of the sidebar window:

  • Opening Behavior: Choose whether the extension should always maximise the active window upon clicking the extension icon.

  • Sidebar Attachment: Decide whether the sidebar should attach to the screen or the active window.


For extended login sessions, you have the flexibility to choose longer session durations in the advanced settings. This ensures you stay logged in for extended periods.

Query Settings

With the query settings, you can instruct the browser extension to perform targeted searches for people or accounts within specific sections of the currently opened webpage. This can be achieved by searching within the HTML or the URL itself.

To create or modify queries, navigate to the "Queries" section within the configuration settings.

To create a new query, click on the "Add Query" button. For editing or deleting existing queries, use the respective edit and delete buttons displayed next to each query.

When creating or editing a query, a modal window will appear, allowing you to configure the following settings.

Name

Assign a descriptive name to the query, clearly indicating its purpose.

Domain

Specify the URL(s) for which you want to search for entities in Molequle. If you need to target dynamic or multiple URLs, enable the "Use regular expression for this URL" checkbox and use a regular expression.

Alternatively, you can create separate queries for different domains you wish to configure within the extension.

Search Options

After defining the domains associated with the query, it's essential to define the search criteria:

  1. Search Type: Specify whether the extension should search for records within the URL or HTML of the provided URL.

  2. Entity Type and Entity Attribute: Choose the entity—people or accounts—that you want to search for. The extension will search records of the specified entity based on the selected attribute.

  3. Search Expression: Define the regular expression used to identify records within the HTML or URL (based on the selected "Search Type" above) of the currently opened webpage.

  4. Include subdomain: This setting is applicable when searching for accounts by website. When unchecked, the extension will remove any subdomains from the discovered URLs. For example, if the search expression identifies the URL "https://sub.acme.com," it will automatically remove the subdomain, resulting in "https://acme.com."

  5. Show multiple search results: By default, the extension displays only the first result, even if the search expression identifies multiple records. Enable this option to show a list of all results when multiple matches are found.

Examples

Application

Domain

Search Options

Gmail

https:\/\/mail\.google\.com (uses regular expression)

  • Search In: HTML

  • Entity Name: People

  • Entity Attribute: email

  • Query Selector: [data-message-id] span[email]

  • Search Expression: [^\s<>@"'{}\[\]]+@[^\s<>@"'{}\[\]]+

  • Additional Settings: Show multiple search results

Salesforce
Leads/Contacts
(the email address needs to be shown for leads and/or contacts in the UI)

https:\/\/.*\.lightning\.force.com\/lightning\/r\/(Lead|Contact)/.* (uses regular expression)

  • Search In: HTML

  • Entity Name: People

  • Entity Attribute: email

  • Query Selector: .active >>> .emailuiFormattedEmail

  • Search Expression: [^\s<>@"'{}\[\]]+@[^\s<>@"'{}\[\]]+

Salesforce
Accounts

(the website needs to be included in the UI)

https:\/\/.*\.lightning\.force.com\/lightning\/r\/Account/.* (uses regular expression)

  • Search In: HTML

  • Entity Name: Accounts

  • Entity Attribute: website

  • Query Selector: .active >>> lightning-formatted-url

  • Search Expression: https?:\/\/[^\s\,\;<>@"'{}\[\]]+

Marketo Lead Detail

https:\/\/app-.*.marketo.com\/leadDatabase\/loadLeadDetail.* (uses regular expression)

  • Search In: HTML

  • Entity Name: People

  • Entity Attribute: email

  • Query Selector: input[name="Email Address"]

  • Search Expression: [^\s<>@"'{}\[\]]+@[^\s<>@"'{}\[\]]+

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