Prerequisites to using CloudExtend Excel for Salesforce


Watch this video or follow the steps below

Step 1:  Open Excel 2016 on your Mac/PC or Excel online at

Step 2:  Press Insert > My Add-ins and search for CloudExtend in the Store.
Note - some versions of Excel have an icon labeled 'Get Add-ins'.

Step 3:  Select the Add-in and click "Add" to start CloudExtend

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