CloudExtend Excel for Salesforce

The easiest way to find anything related to CloudExtend Excel for Salesforce is to search for it here.

Phani Raj Kuchibhotla avatar Chris Corcoran avatar Justine Burdo avatar +1
38 articles in this collection
Written by Phani Raj Kuchibhotla, Chris Corcoran, Justine Burdo and 1 other
FAQ

Subscribing to CloudExtend Excel for Salesforce

Make sure CloudExtend is there when you need it by subscribing today. Learn how here.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

How do I share a CloudExtend Excel for Salesforce template with others?

You've built a great template, learn how to share it with others.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Stream Salesforce reports directly into Excel

CESF | Learn how to bypass the CSV export process and stream reports directly into Excel without ever launching Salesforce
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel for Salesforce can be installed by your Office 365 Admin

CESF | Learn how Admins can install CloudExtend Apps for multiple users at once.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

How to enforce data validation

CESF | Use Salesforce validation rules in combination with page layouts to ensure data integrity.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

How to update 1 row, multiple rows or all rows using CloudExtend Excel for Salesforce

Various ways to update rows.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Can I delete CloudExtend Excel for Salesforce templates?

Deleting CloudExtend Excel for Salesforce templates.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Can I edit my Salesforce reports in Excel and send them back to Salesforce?

Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Can I use my own SOQL statement with CloudExtend Excel for Salesforce?

This article points highlights where a SOQL statement can be used with CloudExtend Excel for Salesforce.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Why do I not see all my fields when building a template in CloudExtend Excel for Salesforce?

When building a template in CloudExtend Excel for Salesforce all of the fields are not in the drop down.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

How can I view my CloudExtend Excel for Salesforce subscription details?

View payment method information, billing information, payment history and subscription details for CloudExtend Excel for Salesforce.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

How can I login to a Sandbox Account in CloudExtend Excel for Salesforce?

Logging into Sandbox Account in CloudExtend Excel for Salesforce.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

What reports are NOT supported by CloudExtend Excel for Salesforce?

Why can't I see all my reports?
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For Salesforce: Security FAQ

Commonly asked questions around CloudExtend Excel for Salesforce and Security
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

CloudExtend Excel for Salesforce does not allow me to filter based on record type

CloudExtend Excel can leverage a SOQL statement to filter on record types. Learn how here.
Kevin Ha avatar
Written by Kevin Ha
Updated over a week ago

Side Load CloudExtend Excel for Salesforce

How to side load CloudExtend Excel Add-in
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago