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FAQs
Frequently asked questions for ExtendInsights for Data Management Salesforce
20 articles
CloudExtend Excel for Salesforce RoadmapXLSF | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests
How-To: How can I login to a Sandbox Account in CloudExtend Excel for Salesforce?XLSF | Logging into Sandbox Account in CloudExtend Excel for Salesforce
How-To: How can I view my CloudExtend Excel for Salesforce subscription details?XLSF | View payment method information, billing information, payment history, and subscription details for CloudExtend Excel for Salesforce
How-To: Subscribing to CloudExtend Excel for SalesforceXLSF | Make sure CloudExtend is there when you need it by subscribing today
How-To: How do I share a CloudExtend Excel for Salesforce template with others?XLSF | You've built a great template, learn how to share it with others
How-To: Disable caching for picklist valuesXLSF | Learn how to turn off caching of picklist values and set it as a real-time lookup
How-To: Setting field values to null with CloudExtend Excel for SalesforceXLSF | Learn how to overwrite existing field values with null data using CloudExtend Excel for Salesforce
How-to: Track Changes in SalesforceXLSF | Different options to track changes within Salesforce
How-To: How to enforce data validationXLSF | Use Salesforce validation rules in combination with page layouts to ensure data integrity
How-To: Stream Salesforce reports directly into ExcelXLSF | Learn how to bypass the CSV export process and stream reports directly into Excel without ever launching Salesforce
How-To: Side Load CloudExtend Excel for SalesforceXLSF | How to side load CloudExtend Excel Add-in
FAQ: Can I edit my Salesforce reports in Excel and send them back to Salesforce?XLSF | Reports that you bring into CloudExtend Excel for Salesforce are read only
FAQ: Why do I not see all my fields when building a template in CloudExtend Excel for Salesforce?XLSF | When building a template in CloudExtend Excel for Salesforce all of the fields are not in the drop-down
FAQ: What reports are NOT supported by CloudExtend Excel for Salesforce?XLSF | Why can't I see all my reports?
FAQ: SSO with CloudExtend Excel for SalesforceXLSF | Learn how to connect to Cloudextend using Single Sign On
Whitelist celigo.com domain to ensure you receive support emailsWhitelist celigo.com to ensure our important emails get into your inbox and not spam
What is a Microsoft ID and why do I need itLearn why CloudExtend requires your Microsoft ID (email) for subscription management login
How to tell which browser my CloudExtend add-in usesMicrosoft uses Internet Explorer, Edge, or your default browser to cache data. Learn how to determine your browser and clear cache
How-To: Learn how to use macros to recreate Excel formulasXLSF | Learn how to recreate formulas lost during refresh or download operations
How-To: Use your own SOQL statement with CloudExtend Excel for SalesforceXLSF | This article points highlights where a SOQL statement can be used with CloudExtend Excel for Salesforce