ZFE Help Center

Installation and Usage Tutorial

Follow this step-by-step guide to install, configure, and master Zoho Function Explorer.

1 Access the Link

To begin, you need to navigate to the official Chrome Web Store page for the Zoho Function Explorer extension.

Open Chrome Web Store

2 Click on "Add to Chrome"

On the Web Store page, click the blue button that says "Add to Chrome" to install the extension to your browser. Confirm any prompt that appears.

3 Pin the Extension

Click on the extensions puzzle piece symbol in the top right corner of Chrome, find Zoho Function Explorer, and click the pin icon to keep it visible on your toolbar.

4 Go to CRM and Access the Main Page

Open a new tab and log in to your Zoho CRM account. Make sure you are on the main dashboard or any standard CRM page so the extension can detect your active session.

5 Click the Subscription Button and Fill in the Details

Open the extension by clicking its icon in the toolbar. Once opened, click the Subscription icon Wallet located in the header.

Note: This is a single subscription for the entire organization. Only one person needs to subscribe, and everyone else in your Zoho CRM org will automatically have premium access.

6 Return to CRM and Click Synchronize

After subscribing, go back to the extension while on the Zoho CRM tab. You will see two sync buttons in the header:

  • Sync Force Sync All: Use this the very first time or when you want to force a complete download of all functions from scratch.
  • Update Update: Intelligent synchronization. It only scans and downloads functions that have been modified recently, making it extremely fast.

7 Use Search by Name or Snippets

Use the search bar at the top of the extension to quickly find what you need. You can search by the function's name, API name, description, or even by specific code snippets contained inside the script.

8 View and Return

Click on any function in the list to open the code viewer. You can read your code with professional dark-theme highlighting. When you are done, simply click the "Back" arrow in the header to return to your list.


Bonus Features

Supercharge your development workflow with these advanced tools built into the extension.

Save Edit and Save

You can directly edit your code within the extension and save it. This is highly recommended for small adjustments. For major changes, use the Expand shortcut icon in the header to go directly to the CRM functions menu.

Maximize Maximize

Click the maximize icon to open the extension in a completely separate, full-size browser tab. This is perfect for when you need more screen space to read large scripts.

Light/Dark Light/Dark Mode

Toggle the visual style of the extension between a sleek Dark mode and a clean Light mode to match your operating system or personal preference.

Help Help Center

You can come back to this page anytime by hitting the help icon in the extension's header. It's always one click away when you need it.

Download Download

Click the download icon to securely export all your CRM functions and scripts into a single `.zip` file in seconds.

TIP: Highly recommended for regularly backing up your organization's functions.
TIP 2: With the downloaded functions, it becomes much easier to provide your files to an AI (like ChatGPT or Claude) to analyze code details, check deployment status, identify problems, or even ask for help writing new functions.