Prerequisites to using CloudExtend Excel for Salesforce
- Excel 2016 or Office.com
- Note - if you don't have permissions to install Add-Ins from the Microsoft Office store share this article with your Office 365 Administrator.
Watch this video or follow the steps below
Step 1: Open Excel 2016 on your Mac/PC or Excel online at Office.com.
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