Skip to content

Commit 6451d46

Browse files
update doc
1 parent 4812d06 commit 6451d46

23 files changed

Lines changed: 165 additions & 39 deletions

README.md

Lines changed: 8 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -5,7 +5,7 @@
55

66
Productivity tool for Salesforce admins and devs
77

8-
[Salesforce Explorer](https://chromewebstore.google.com/detail/salesforce-explorer/eabpolgjfkpchgffbkiedgfemcgbnbde) is a chrome extension that brings a number of setup enhancements with:
8+
[Salesforce Explorer](https://app.sf-explorer.com) is available as a web application and Chrome extension that brings a number of setup enhancements with:
99
* excel like capabilities (pivot, sort, grouping,...)
1010
* a focus on usability/innovation
1111
* enhanced object manager
@@ -20,9 +20,10 @@ Productivity tool for Salesforce admins and devs
2020

2121
## 🤖 GenAI Explorer
2222

23-
[![Chrome Web Store](https://img.shields.io/badge/Chrome%20Web%20Store-Install-blue)](https://chromewebstore.google.com/detail/genai-explorer/dopnhbkmnclgkeenfadmbcfllplbgcag)
23+
[![Web App](https://img.shields.io/badge/Web%20App-Launch-blue)](https://app.sf-explorer.com/gen-ai.html)
24+
[![Chrome Web Store](https://img.shields.io/badge/Chrome%20Extension-Available-green)](https://chromewebstore.google.com/detail/genai-explorer/dopnhbkmnclgkeenfadmbcfllplbgcag)
2425

25-
**NEW!** [GenAI Explorer](https://chromewebstore.google.com/detail/genai-explorer/dopnhbkmnclgkeenfadmbcfllplbgcag) is a specialized Chrome extension for exploring, testing, and monitoring Salesforce Generative AI capabilities:
26+
**NEW!** [GenAI Explorer](https://app.sf-explorer.com/gen-ai.html) is a comprehensive web application for exploring, testing, and monitoring Salesforce Generative AI capabilities:
2627

2728
* 💬 Chat with Agentforce agents in real-time
2829
* 🤖 Browse AI configuration (agents, topics, actions)
@@ -32,4 +33,8 @@ Productivity tool for Salesforce admins and devs
3233
* 🎨 Create visual documentation boards
3334
* 📊 Monitor AI performance and token usage
3435

36+
**Access Options:**
37+
- **Web App** (Recommended): https://app.sf-explorer.com/gen-ai.html
38+
- **Chrome Extension**: [Install from Chrome Web Store](https://chromewebstore.google.com/detail/genai-explorer/dopnhbkmnclgkeenfadmbcfllplbgcag)
39+
3540
[Read the full announcement →](https://app.sf-explorer.com/blog/introducing-genai-explorer)

blog/2025-11-22-genai-explorer-launch/index.md

Lines changed: 18 additions & 10 deletions
Original file line numberDiff line numberDiff line change
@@ -2,7 +2,7 @@
22
slug: introducing-genai-explorer
33
title: Introducing GenAI Explorer - Your Gateway to Salesforce AI
44
authors: [ndespres]
5-
tags: [release, genai, agentforce, einstein, chrome-extension]
5+
tags: [release, genai, agentforce, einstein, web-app]
66
image: ./genai-explorer-logo.png
77
---
88

@@ -35,7 +35,7 @@ While our initial focus is on **Salesforce Agentforce and Einstein AI**, our vis
3535

3636
## 🚀 What is GenAI Explorer?
3737

38-
GenAI Explorer is a browser extension designed specifically for the Salesforce AI ecosystem. It provides a unified interface for interacting with your organization's AI agents, understanding their configuration, and analyzing their performance - all without leaving your browser.
38+
GenAI Explorer is a web application designed specifically for the Salesforce AI ecosystem. It provides a unified interface for interacting with your organization's AI agents, understanding their configuration, and analyzing their performance - accessible from any browser.
3939

4040
**Single Purpose:** A developer and administrator tool for chatting with, testing, and monitoring Salesforce Agentforce and Einstein AI capabilities—with transparency at its core.
4141

@@ -167,22 +167,30 @@ We take your data security seriously:
167167

168168
### Installation
169169

170-
**🎉 Now Available on Chrome Web Store!**
170+
**Access GenAI Explorer:**
171171

172-
Install GenAI Explorer directly from the [Chrome Web Store](https://chromewebstore.google.com/detail/genai-explorer/dopnhbkmnclgkeenfadmbcfllplbgcag) with one click!
172+
**Option 1: Web Application** (Recommended)
173173

174-
Or use the web version:
174+
Visit https://app.sf-explorer.com/gen-ai.html to use GenAI Explorer directly in your browser without any installation. Authentication is done securely via OAuth 2.0.
175+
176+
**Option 2: Chrome Extension**
177+
178+
Install from the [Chrome Web Store](https://chromewebstore.google.com/detail/genai-explorer/dopnhbkmnclgkeenfadmbcfllplbgcag) for browser integration with side panel and context menu shortcuts.
179+
180+
### Setup Your Connected App
181+
182+
Before using GenAI Explorer, you need to set up a connected app in your Salesforce org for OAuth 2.0 authentication:
175183

176184
1. Create a connected app in your org following the official salesforce doc: https://developer.salesforce.com/docs/einstein/genai/guide/agent-api-get-started.html
177185
2. Give some right to your API only user (Datacloud user, prompt user)
178-
3. Visit https://app.sf-explorer.com/gen-ai.html
179-
4. Fill in the required info
180-
5. Click on **Connect to salesforce**
186+
3. Visit https://app.sf-explorer.com/gen-ai.html (or open the extension)
187+
4. Fill in the required OAuth 2.0 credentials (Consumer Key, Instance URL)
188+
5. Click on **Connect to salesforce** to complete the OAuth 2.0 flow
181189

182190

183191
### Requirements
184192

185-
- Chrome browser (version 88 or higher)
193+
- Modern web browser (Chrome, Firefox, Safari, Edge)
186194
- Salesforce org with Agentforce or Einstein AI features enabled
187195
- Appropriate Salesforce permissions:
188196
- Einstein AI User
@@ -288,7 +296,7 @@ The Atlas pipeline visualization helps you actually understand how Salesforce AI
288296
Starting with Salesforce, but our architecture is designed to support multiple AI platforms in the future. One tool to understand all your AI agents.
289297

290298
### 6. All-in-One Tool
291-
Everything you need in one extension - chat, test, monitor, document, analyze. No need to juggle multiple tools.
299+
Everything you need in one web application - chat, test, monitor, document, analyze. No need to juggle multiple tools or switch between different interfaces.
292300

293301
### 7. Free and Open
294302
Available at no cost. Built for the Salesforce community, by developers who understand the challenges.

docs/7. FAQ/index.md

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -2,7 +2,7 @@
22

33

44
## Wait - what is Salesforce Explorer?
5-
**Salesforce Explorer** is a productivity tool provided as a [web app](https://app.sf-explorer.com) or a [chrome extension](https://chrome.google.com/webstore/detail/salesforce-explorer/eabpolgjfkpchgffbkiedgfemcgbnbde) or intended for Salesforce **administrators** and **developers**.
5+
**Salesforce Explorer** is a productivity tool provided as a [web app](https://app.sf-explorer.com) and [Chrome extension](https://chrome.google.com/webstore/detail/salesforce-explorer/eabpolgjfkpchgffbkiedgfemcgbnbde) intended for Salesforce **administrators** and **developers**.
66

77
## Why did you build SF Explorer?
88
Most of the features where built because I needed it on my projects. I usually work in design authorities so I need to understand quickly what is going on in multiple sandboxes. I am the first user and if it helps me, it may help others, so I decided to package it.

genai/0. index.md

Lines changed: 13 additions & 13 deletions
Original file line numberDiff line numberDiff line change
@@ -3,21 +3,21 @@ id: index
33
slug: /
44
sidebar_position: 1
55
title: GenAI Explorer Overview
6-
description: A comprehensive Chrome extension for exploring, testing, and monitoring Salesforce Generative AI capabilities.
6+
description: A comprehensive web application for exploring, testing, and monitoring Salesforce Generative AI capabilities.
77
image: ./images/genai-explorer-logo.png
88
keywords:
99
- genai explorer
1010
- agentforce
1111
- einstein
12-
- chrome extension
12+
- web app
1313
- salesforce ai
1414
---
1515

1616
# GenAI Explorer
1717

1818
<img src={require('./images/genai-explorer-logo.png').default} alt="GenAI Explorer Logo" width="200" />
1919

20-
A comprehensive Chrome extension for exploring, testing, and monitoring Salesforce Generative AI capabilities including Agentforce, Einstein models, and Data Cloud insights.
20+
A comprehensive web application for exploring, testing, and monitoring Salesforce Generative AI capabilities including Agentforce, Einstein models, and Data Cloud insights.
2121

2222
![GenAI Explorer](./images/agent-detail-banner.png)
2323

@@ -52,7 +52,7 @@ As AI agents become integral to business operations, teams face key challenges:
5252

5353
## How GenAI Explorer Solves This
5454

55-
**GenAI Explorer is the Chrome DevTools for Salesforce AI** - bringing complete transparency, powerful debugging, and rapid iteration to AI development.
55+
**GenAI Explorer is the DevTools for Salesforce AI** - bringing complete transparency, powerful debugging, and rapid iteration to AI development.
5656

5757
### 🔍 Complete Visibility
5858
**See Inside AI Reasoning**: Visual Atlas pipeline showing all 6 processing stages
@@ -81,7 +81,7 @@ As AI agents become integral to business operations, teams face key challenges:
8181
**Topic Collision Detection**: Einstein-powered overlap analysis
8282
**AI Prompt Optimization**: Get improvement suggestions automatically
8383
**Model Comparison**: Test GPT-4 vs GPT-4o Mini side-by-side
84-
**Unified Interface**: Everything in one extension - no context switching
84+
**Unified Interface**: Everything in one web app - no context switching
8585

8686
**Impact:**
8787
- 🚀 **80% faster testing** - minutes instead of hours
@@ -112,7 +112,7 @@ From that question came a comprehensive toolkit that answers:
112112

113113
## Overview
114114

115-
GenAI Explorer is a browser extension designed for Salesforce administrators, developers, and AI engineers who need to interact with, test, and monitor Generative AI capabilities within their Salesforce orgs. It provides a unified interface for working with your organization's AI agents, understanding their configuration, and analyzing their performance.
115+
GenAI Explorer is a web application designed for Salesforce administrators, developers, and AI engineers who need to interact with, test, and monitor Generative AI capabilities within their Salesforce orgs. It provides a unified interface for working with your organization's AI agents, understanding their configuration, and analyzing their performance.
116116

117117
## Single Purpose
118118

@@ -142,16 +142,16 @@ Execute queries and monitor AI data directly with pre-built analytics queries.
142142

143143
### Installation Options
144144

145-
**Option 1: Chrome Extension** (Recommended)
146-
Install from the [Chrome Web Store](https://chromewebstore.google.com/detail/genai-explorer/dopnhbkmnclgkeenfadmbcfllplbgcag) for the best experience with side panel integration and context menu shortcuts.
145+
**Option 1: Web Application** (Recommended)
146+
Visit https://app.sf-explorer.com/gen-ai.html to use GenAI Explorer directly in your browser. No installation required - just connect to your Salesforce org using secure OAuth 2.0 authentication and start exploring.
147147

148-
**Option 2: Web Application**
149-
Visit https://app.sf-explorer.com/gen-ai.html to use GenAI Explorer directly in your browser without installing an extension.
148+
**Option 2: Chrome Extension**
149+
For users who prefer browser integration, install from the [Chrome Web Store](https://chromewebstore.google.com/detail/genai-explorer/dopnhbkmnclgkeenfadmbcfllplbgcag) for side panel integration and context menu shortcuts.
150150

151151
### Getting Started
152152

153-
1. **Install** the extension from the Chrome Web Store or use the web version
154-
2. **Connect** to your Salesforce org using OAuth authentication (connected app)
153+
1. **Access** the web app at https://app.sf-explorer.com/gen-ai.html or install the Chrome extension
154+
2. **Connect** to your Salesforce org using OAuth 2.0 authentication (requires a connected app)
155155
3. **Explore** your AI agents, topics, and actions
156156
4. **Chat** with your agents to test their behavior
157157
5. **Monitor** performance using Data Cloud queries
@@ -184,7 +184,7 @@ Visit https://app.sf-explorer.com/gen-ai.html to use GenAI Explorer directly in
184184

185185
## Requirements
186186

187-
- **Browser**: Chrome version 88 or higher
187+
- **Browser**: Modern web browser (Chrome, Firefox, Safari, Edge)
188188
- **Salesforce**: Org with Agentforce or Einstein AI features enabled
189189
- **Permissions**: Appropriate access to AI metadata and Data Cloud
190190

genai/9-faq.md

Lines changed: 59 additions & 11 deletions
Original file line numberDiff line numberDiff line change
@@ -4,7 +4,7 @@
44

55
### What is GenAI Explorer?
66

7-
GenAI Explorer is a Chrome extension for Salesforce developers and administrators to explore, test, and monitor Agentforce and Einstein AI capabilities. It provides tools for chatting with agents, testing models, analyzing performance, and understanding AI configuration.
7+
GenAI Explorer is a web application for Salesforce developers and administrators to explore, test, and monitor Agentforce and Einstein AI capabilities. It provides tools for chatting with agents, testing models, analyzing performance, and understanding AI configuration.
88

99
### Is GenAI Explorer free?
1010

@@ -24,20 +24,51 @@ Yes, you need:
2424
- Data Cloud access (for analytics features)
2525
- Read access to AI metadata objects
2626
- API Enabled permission
27+
- A connected app for some features (see below)
2728

2829
Contact your Salesforce administrator if you don't have these permissions.
2930

3031
## Installation & Setup
3132

32-
### How do I install GenAI Explorer?
33+
### Do I need a connected app?
3334

34-
**Chrome Extension (Recommended):**
35+
Yes, but only for specific features that interact with Salesforce AI APIs:
36+
37+
**Features requiring a connected app:**
38+
- 💬 Agent interaction and chatting with Agentforce agents
39+
- 🔬 Replay Debugger for reproducing and testing requests
40+
- 🎯 Topic Collision Analysis
41+
- 🧠 Atlas Reasoning Engine visualization with live data
42+
- 📊 Data Cloud query execution
43+
44+
**Features that work without a connected app:**
45+
- 📖 Browsing documentation and examples
46+
- 🎨 Creating and editing interactive boards (offline mode)
47+
- 📝 Viewing static configuration examples
48+
49+
### How do I set up a connected app?
50+
51+
To set up a connected app for GenAI Explorer, follow the official Salesforce documentation:
52+
53+
**📖 [Agent API - Get Started Guide](https://developer.salesforce.com/docs/einstein/genai/guide/agent-api-get-started.html)**
54+
55+
This official guide covers:
56+
- Creating a connected app in Setup
57+
- Configuring OAuth settings and scopes
58+
- Setting the correct callback URLs
59+
- Granting required user permissions
60+
61+
Once your connected app is configured, you can connect GenAI Explorer by entering your Consumer Key, Secret and Instance URL.
62+
63+
### How can I use GenAI Explorer?
64+
65+
**Web Application (Recommended):**
66+
Visit https://app.sf-explorer.com/gen-ai.html to use GenAI Explorer directly in your browser without installing anything. Simply connect to your Salesforce org using OAuth 2.0 authentication and start exploring.
67+
68+
**Chrome Extension (Alternative):**
3569
1. Visit the [GenAI Explorer Chrome Web Store page](https://chromewebstore.google.com/detail/genai-explorer/dopnhbkmnclgkeenfadmbcfllplbgcag)
3670
2. Click "Add to Chrome"
37-
3. Click the extension icon and connect to your Salesforce org
38-
39-
**Web Application:**
40-
Visit https://app.sf-explorer.com/gen-ai.html to use GenAI Explorer without installing an extension
71+
3. Click the extension icon and connect to your Salesforce org via OAuth 2.0
4172

4273
### Can I use GenAI Explorer in multiple orgs?
4374

@@ -48,15 +79,15 @@ Yes! You can connect to multiple Salesforce orgs and switch between them:
4879

4980
### Does GenAI Explorer work in incognito mode?
5081

51-
Yes, but you need to enable it:
82+
The web application works in any browser mode without restrictions. If you're using the Chrome extension, you'll need to enable it for incognito mode:
5283
1. Go to `chrome://extensions`
5384
2. Find GenAI Explorer
5485
3. Click "Details"
5586
4. Enable "Allow in incognito"
5687

5788
### Can I use it on mobile?
5889

59-
Not currently. GenAI Explorer is designed for desktop Chrome. Mobile browser extensions have limited functionality.
90+
The web application works on mobile browsers, though the interface is optimized for desktop use. For the best experience with complex features like boards and visualizations, we recommend using a desktop browser.
6091

6192
## Features & Capabilities
6293

@@ -303,6 +334,21 @@ The extension monitors usage and warns at 80% capacity.
303334

304335
### Why is the extension slow?
305336

337+
**For Web Application:**
338+
**Common Causes:**
339+
- Slow network connection
340+
- Large boards with many nodes
341+
- Auto-refreshing queries
342+
- Browser with limited resources
343+
344+
**Solutions:**
345+
- Check your internet connection
346+
- Simplify boards
347+
- Disable auto-refresh
348+
- Close unused browser tabs
349+
- Clear browser cache
350+
351+
**For Chrome Extension:**
306352
**Common Causes:**
307353
- Too many open tabs
308354
- Large boards with many nodes
@@ -317,12 +363,14 @@ The extension monitors usage and warns at 80% capacity.
317363

318364
### How much memory does it use?
319365

320-
Typically 50-200MB depending on:
321-
- Number of open tabs
366+
The web application runs in your browser and typically uses 50-200MB depending on:
367+
- Number of open features
322368
- Board complexity
323369
- Query result sizes
324370
- Chat history length
325371

372+
The Chrome extension has similar memory usage patterns when installed.
373+
326374
## Troubleshooting
327375

328376
### How do I report a bug?

genai/Features/2. Agent Blue Print/index.md

Lines changed: 12 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -14,12 +14,23 @@ keywords:
1414
- prompts
1515
- erd
1616
---
17+
import LiteYouTubeEmbed from 'react-lite-youtube-embed'
18+
import 'react-lite-youtube-embed/dist/LiteYouTubeEmbed.css'
19+
20+
1721

1822
# Agent blueprint
1923

2024
Browse and understand all AI Agents, Topics, Actions, and Prompts configured in your Salesforce org with comprehensive entity relationship diagrams.
2125

22-
![Configuration Explorer](../../images/agent-blueprint.png)
26+
27+
<LiteYouTubeEmbed
28+
id="-R6PvpGFHPs"
29+
params="autoplay=1&autohide=1&showinfo=0&rel=0"
30+
title="Testing center"
31+
poster="maxresdefault"
32+
webp
33+
/>
2334

2435
## The Problem
2536

genai/Features/3. Atlas Reasoning Engine/index.md

Lines changed: 3 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -149,3 +149,6 @@ For the complete documentation including all stages, ReAct loops, Data Cloud arc
149149

150150
**Understanding Atlas helps you optimize your AI implementation for better performance, lower costs, and improved user experience.**
151151

152+
153+
154+

genai/Features/3. Atlas Reasoning Engine/stage-1-chitchat-detection.md

Lines changed: 3 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -273,3 +273,6 @@ graph LR
273273

274274
**Stage 1 ensures that only valid business queries consume expensive processing resources, optimizing both performance and cost.**
275275

276+
277+
278+

genai/Features/3. Atlas Reasoning Engine/stage-2-query-evaluation.md

Lines changed: 3 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -389,3 +389,6 @@ graph LR
389389

390390
**Stage 2 ensures that only queries with sufficient information proceed to expensive processing stages, improving both user experience and system efficiency.**
391391

392+
393+
394+

genai/Features/3. Atlas Reasoning Engine/stage-3-context-refinement.md

Lines changed: 3 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -417,3 +417,6 @@ graph LR
417417

418418
**Stage 3 transforms simple queries into context-rich requests, enabling accurate and personalized AI responses.**
419419

420+
421+
422+

0 commit comments

Comments
 (0)